About this role
Business Development Representative (RIA Channel) at Vestmark, Inc.. Location: United States. Role: engaging prospects, managing pipeline, coordinating meetings Requirements: Bachelor's degree or relevant experience; 3+ years in financial services distribution/wholesaling; CRM proficiency (Salesforce preferred); strong verbal communication, high-volume outbound experience, and familiarity with the RIA channel. Category: Sales Seniority: Mid Level Tools: Salesforce Certifications: series 65 Commitment: Full Time Workplace: Remote Languages: English