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RIA Channel Business Development Rep for UMA Platform

Vestmark

  • Dallas, TX
  • 4 days ago

    Highlights

    The role emphasizes high-volume outreach, consultative advisor conversations, and pipeline integrity in Salesforce, with cross-functional collaboration across Marketing and Product.#J-18808-Ljbffr. Vestmark is seeking a Business Development Representative to join the Sales team and drive awareness of our UMA platform within the RIA and independent wealth management landscape.

    Numbers & Facts

    LocationDallas, TX
    IndustryComputer Software
    Company Size100 to 499 employees
    Year Founded2001
    Websitehttp://www.vestmark.com

    Description

    Vestmark is seeking a Business Development Representative to join the Sales team and drive awareness of our UMA platform within the RIA and independent wealth management landscape. You will identify, engage, and qualify opportunities, while working with Asset Manager partners to expand Vestmark's distribution.The role emphasizes high-volume outreach, consultative advisor conversations, and pipeline integrity in Salesforce, with cross-functional collaboration across Marketing and Product.#J-18808-Ljbffr

    About Company

    Vestmark is the premier SaaS technology provider of comprehensive portfolio management and trading solutions. Founded in 2001, Vestmark is shaping the future of the advisory solutions industry with the most innovative technologies to support the industry's growth. Vestmark also provides an exciting and rewarding work environment. Using VestmarkONE®, Vestmark's clients currently manage over 1.7 million accounts representing over $550 billion in assets under management.

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