Business Development Representative

Responsibilities

• Proactively engage RIA prospects and distribution contacts through outbound phone, email, and virtual outreach to introduce Vestmark's platform solutions and generate qualified opportunities.
• Support senior Business Development professionals by managing a defined territory or prospect list, scheduling meetings, and preparing materials for advisor-facing conversations and partner firm introductions.
• Build and maintain relationships with RIA home office contacts, field distribution representatives, and independent advisors through consistent, value-driven touchpoints.
• Leverage Vestmark's thought leadership, market insights, and platform capabilities to educate prospective clients on industry trends, tax-managed investing, and the operational advantages of a unified managed account (UMA) approach.
• Maintain an active and accurate pipeline in Salesforce, logging all outreach activity, tracking engagement, and surfacing opportunities.
• Coordinate and participate in virtual and in-person meetings, regional events, and webinars to support partner engagement and Vestmark brand visibility within the RIA channel.
• Partner cross-functionally with Marketing to stay current on messaging, collateral, and campaign initiatives, ensuring outreach is timely and aligned with go-to-market priorities.
• Act as a feedback loop internally, sharing prospect objections, competitive intelligence, and market trends with Product, Marketing, and Sales leadership to inform strategy.

Requirements

• Bachelor's degree required or relevant experience.
• 3-5 years of experience in financial services in a client-facing, distribution, or sales support role — including internal wholesaling, hybrid wholesaling, or sales desk experience at an asset management firm, TAMP, or wealth management platform.
• Demonstrated familiarity with the RIA channel, including how independent advisors evaluate and adopt managed account platforms and investment solutions.
• Strong verbal and written communication skills with the ability to engage advisors and home office contacts credibly and confidently.
• A proactive, phone-first mentality — comfortable making high-volume outbound calls and conducting virtual meetings with a polished, consultative approach.
• Proficiency with CRM systems (Salesforce preferred) to manage pipeline, log activities, and track follow-through.
• Collaborative by nature, with the ability to work effectively within a matrixed, cross-functional team environment.
• Organized, detail-oriented, and capable of managing a high volume of outreach across multiple prospect relationships simultaneously.

Nice-to-Haves

• 2–4 years of experience as an internal or hybrid wholesaler at an asset manager, TAMP, or fintech firm with exposure to the RIA or independent advisor channel.
• Familiarity with UMA, SMA, or separately managed account structures and how they are utilized within advisory platforms.
• Experience supporting or working alongside external wholesalers or regional vice presidents in a territory-based coverage model.
• Series 65 license (or willingness to obtain).
• Working knowledge of wealth management technology platforms, portfolio management tools, or fintech solutions.
• Established or developing network within the RIA or wealth management distribution community.