Business Development Representative

| Greater Boston Area
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Vestmark is searching for a talented, motivated individual with a passion for hunting prospective buyers, stimulating their curiosity and desire to learn how Vestmark can help improve their wealth management practice. This is a high-impact, high-visibility role with the opportunity to have a substantive and measurable impact on growing our business. You should be naturally inquisitive with a bias towards listening and learning. You should also be self-motivated and adept at applying your passion for learning and understanding in varying ways all in the pursuit of bringing new leads into the sales process. 

As a Business Development Representative (BDR) at Vestmark, you play a vital role in maximizing the attainment of the company’s new business and revenue goals. You will be a hunter at the top of our sales funnel, qualifying inbound leads and using your prospecting skills to target and pursue outbound prospects. You will create demand for fintech solutions and educate prospective buyers on the value of the VestmarkOne Wealth Management, SaaS platform. Your goal is to book meetings with well-qualified prospects for your field sales reps to help them meet their new business goals. 

This position reports to the Sr. Director of Sales Operations and will be an important contributor to the teams overarching goal of helping our hunting and farming sales executives achieve their sales goals.

Responsibilities:

  • Work collaboratively and efficiently with your field sales reps
  • Meet or exceed monthly and quarterly quota targets for qualified prospect sales meetings
  • Participate in sales meetings, conference calls, and from time to time in-person conferences
  • Use our application tech stack (Salesforce.com, SalesLoft, LinkedIn SalesNav, etc) to execute your work and maintain accurate and up-to-date activity capture.
  • Build a personal territory plan by identifying top prospects and key contacts, and creating effective messaging for each account to generate interest via telephone
  • Perform daily cadence of outbound prospecting activities including cold calls and personalized emails
  • Immediately contact, qualify and nurture inbound leads generated by marketing
  • Assist in building the funnel by participating in marketing programs as needed (may involve calling prospects to generate interest in events or dinners and attending shows and conferences)

Qualifications:

  • BS/BA degree
  • 2+ years of experience in enterprise lead development, preferably in the fintech or financial services industry
  • Demonstrated success cold calling and gaining access to senior people
  • Excellent verbal communication skills; effective at engaging prospects, instilling confidence, gaining referrals and valuable information to move a sales cycle forward
  • Strong written communication skills to enable professional, brand building, email follow-up as needed
  • Outstanding time management skills with the ability to multi-task
  • Driven and eager to professionally develop and succeed
  • Understanding the Wealth Management Industry a strong plus

Key Attributes:

  • Intellectually curious
  • Positive attitude and energy, self-motivated
  • Highly collaborative team player
  • A work hard, play hard mindset but also a sense of humor

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
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Location

Our company is conveniently located in Wakefield just north of Boston. We also offer a hybrid work option for those who are more comfortable at home.

An Insider's view of Vestmark, Inc.

What are some social events your company does?

At Vestmark we have a fun committee that plans two to three events per quarter including company and family events. Our events include paint nights, chili cookoffs, meditation sessions, cornhole tournaments, movie nights, and so much more. . We are strong believers that providing a fun work culture promotes individual growth and teamwork.

Haley

Marketing Analyst

What's the biggest problem your team is solving?

It’s my job to educate users on the best ways to use our product. While anyone can push the buttons, I always ask “why?” and “what is the user trying to accomplish?” I'm not only demonstrating the product, but also the value it adds to the workflow of the customer. By interacting with users, we are not just teaching but also learning.

Jenny

Staff Trainer

How has your career grown since starting at the company?

My time at Vestmark has been like a "choose your own adventure" novel. I joined the company as a mid-level software engineer but have since grown into the role of a technical lead, to an engineering manager, and now helping to drive our agile transformation. I truly believe that Vestmark thinks that I should be in the driver's seat of my career.

Bobby

Engineering Manager

What is your vision for the company?

My vision for Vestmark is two-fold. First, to provide an awesome workplace where people can be challenged, have fun and be rewarded. Second, to truly help the financial well-being of investors by enabling financial advisors and institutions to efficiently manage and trade their clients’ portfolios through an innovative SaaS platform.

John

CEO

What are Vestmark, Inc. Perks + Benefits

Vestmark, Inc. Benefits Overview

Vestmark's biggest focus is our people. Our corporate health is dependent on our employee's well being. Across the company, we maintain an attractive standard of competitive benefits.

Culture
Volunteer in local community
Vestmark has a Charitable Committee that focuses on contributing in many ways to helping the environment and supporting the philanthropic interests of our employees. Your cause is our cause.
Friends outside of work
Eat lunch together
Intracompany committees
Vestmark has a fun committee that manages monthly fun events and programs. A few examples of our events are our annual chili cook off, ugly sweater contest, and MUCH more!
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Diversity
Unconscious bias training
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vestmark employees can contribute up to $2,750 annual to their FSA, $5k annual for dependent care, and participate in our employeer funded HSA program.
Disability Insurance
Dental Benefits
Our dental plan covers $1500 of expenses and Vestmark contributes 90% towards the cost!
Vision Benefits
Health Insurance Benefits
Vestmark contributes 90% towards the cost of the employee insurance plans!
Life Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K)
In additional to our traditional 401(k) program, we also offer a ROTH 401(k) option for our employees.
401(K) Matching
Vestmark provides employees with a traditional 401(k) and ROTH 401(k) matching plan. We match 50% of contributions up to 8% of our employee's annual gross pay.
Company Equity
Vestmark also offers additional compensation in the form of restricted stock options. Our RSU’s are issued through a vesting and distribution schedule after achieving required milestones.
Performance Bonus
Match charitable contributions
Vestmark is very proud of our Charitable Giving Program. Will will match up to $250 annually to an approved charity of our employees choice.
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide 12 weeks of paid parental leave for the primary caretaker and 2 weeks of paid leave for the secondary caretaker.
Flexible Work Schedule
Vestmark provides employees with a flexible work schedule that includes flex start and end times.
Remote Work Program
Family Medical Leave
Adoption Assistance
Vestmark offers up to 12 weeks of paid parental leave for an adoption event.
Return-to-work program post parental leave
Company sponsored family events
Vestmark sponsors family oriented events including a summer event and our annual Halloween trick or treat event.
Vacation & Time Off Benefits
Generous PTO
3 weeks - prorated from start date. Additional day for each year of service up to 10 years.
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Vestmark hosts company events throughout the year.
Game Room
Stocked Kitchen
Happy Hours
Parking
Professional Development Benefits
Job Training & Conferences
Vestmark offers employees professional development opportunities for our employees including the ability to attend internal job training and external conferences.
Diversity Program
Lunch and learns
Vestmark hosts lunch and learn and leadership development meetings once a month.
Cross functional training encouraged
Promote from within
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

Creating a strong work life balance is important to us, this is why we offer our employees a generous paid time off package. This benefit enables employees to take the time they need to achieve a desired level of harmony between work at Vestmark and life outside of the office.

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