YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights. For nearly a decade, YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list, a testament to our sustained growth, strong culture, and industry-wide impact. Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth. This role is focused on understanding our clients and expanding how we serve them. You will help run programs that deepen client engagement, drive retention, and create expansion opportunities across our existing book of business. You will work closely with the expansion sales team, Client Development Associates (CDAs), Client Success Managers (CSMs), and other client-facing teams to understand their needs and build the materials, programs, and enablement that help them grow accounts. This role is ideal for an early-career marketer who is interested in collaboration and wants to help drive impactful programs alongside a supportive team.
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Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees