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Responsibilities:
- Engage prospects and distribution contacts through outbound outreach to introduce Vestmark's platform.
- Manage a defined territory, schedule meetings, and prepare materials for advisor interactions.
- Leverage market insights and platform capabilities to educate on tax-managed investing and UMA advantages.
Qualifications:
- Bachelor’s degree and 3–5 years in financial services with client-facing or sales support experience.
- Familiarity with the RIA channel and strong communication skills, with a phone-first approach.
- Proficiency in CRM systems (Salesforce preferred) and ability to manage high-volume outreach.
Compensation and Benefits:
- Base salary range of $85,000–$110,000 USD, with equity grants for all new hires.
- Company-paid medical premiums at 90%, a competitive time-off program, and variable compensation eligibility.
- Equal opportunity employer with a commitment to diversity and inclusion.
Vestmark
Vestmark is a leading provider of wealth management solutions and services, enabling financial advisors and institutions to manage and trade client portfolios via a SaaS ecosystem. The company oversees over $2 trillion in assets and 5+ million accounts, serving respected players across the wealth management industry with a culture of innovation and inclusion.