Job Type
Full-time
Description
The Company:
Building and executing a great investment strategy shouldn't require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses.
YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.
Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 8x Fastest Growing Company) in the burgeoning "wealth-tech" space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.
The Position:
YCharts is seeking a dynamic and energetic Customer Development Associate to add to our world class Customer Success Team. As a Customer Development Associate, you will play a key role in identifying opportunities for expansion, fostering relationships, and engaging clients that contribute to the company's overall growth strategy, while collaborating closely with cross functional teams. This role is ideal for someone who is passionate about finance and customer success and is eager to add to the success of a fast-paced fintech company.
What You'll Be Doing:
- Creating and managing marketing outreach (i.e., sequences) periodically to reflect updates to our offering, including our content.
- Prioritizing outbound activity based on factors, including but not limited to usage, last meeting date, size and penetration at the account, and relationship size.
- Identifying opportunities to expand the size of our relationships and communicating these insights upstream to the Customer Success Managers and Relationship Account Executive (RAE).
- Scheduling re-engagement meetings for our Customer Success Managers (CSMs) in the Wealth Management vertical with excitement and energy.
- Fostering relationships and engaging clients frequently to create and maintain a healthy expansion and referral pipeline.
Desired Qualifications and Skills:
- Bachelor's Degree is required, preferred in Business, Finance, or Economics
- 2+ years of experience in a comparable role
- Have a proven track record of exceeding expectations in previous positions
- Possess a curiosity to learn more about our clients, their business, and their goals
- Have a strong sense of attention to detail and organizational skills to effectively manage client communications
- Have an understanding of financial markets, investment concepts, and familiarity with financial data
- Be willing to bring energy and passion throughout the day on client calls
Compensation:
- Base salary range: $55,000 - $65,000 base salary annually
- This position is also eligible for quarterly commissions.
Why YCharts?
- Opportunity to work in a fast-growing fintech company that is shaping the future of investment research and data analytics.
- Collaborative and inclusive work environment that encourages creativity and innovation.
Awards and Accolades:
- 7x Inc. 5000 "Fastest Growing Companies"
- American Banker's "Best Fintechs to Work For"
- Built in Chicago's "Best Places to Work" and "Best Small Company to Work For"
- Inc.'s "Best Places to Work"
- Inc.'s "Top Regionals: Midwest"
- Crain's "Best Places to Work in Chicago"
- InvestmentNews' "Biggest Fintech Innovations"
- Technology Tools for Today & Inside Information's "Top Tool Advisors Are Thinking About Adding"
- Kitces Report's "Investment Data" market leader, #1 most-adopted in the last year, #2 in market share
- Business Intelligent Group's "Best Places to Work"
- Hired's "Top Employers Winning Tech Talent"
Perks & Benefits
- 100% employer-paid medical, dental & vision
- Flexible Spending Accounts
- 401(k) match
- 18+ vacation days, sick days & celebration day
- Hybrid schedule (2 office days initially, 1 day after 90 days)
- Paid parental leave
- Professional development stipend
- Employee resource groups
- Summer hours- we head out early during the warm months!
In-Office Perks:
Modern River North office with:
- Weekly lunch credits
- Premium beverages
- Team activities
- Regular company events
YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
