Job description

Job Title: Institutional Account Representative
Desired Location: (Chicago, IL, or Remote)

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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 are paving the way for advisors and planners to scale their businesses.
We enable our 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, we have transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 6x Fastest Growing Company) in the burgeoning “wealth-tech” space and proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.

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THE POSITION:*
We are seeking to hire an Institutional Account Representative in Chicago or Nashville, but a remote position is possible for the right candidate. This position will play a key role on the Institutional team at YCharts, helping to drive sales and build relationships with Asset Managers and other large organizations. This person will have a focus on identifying and acquiring new customers within this channel, as well as solidifying and expanding existing relationships.

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WHAT YOU’LL BE DOING:*

• Develop relationships with asset management and product manufacturers where there are currently only a small number of YCharts users, with the goal to make them champions of the product internally and drive awareness of the YCharts platform within their organization, ultimately leading to large expansion deals.
• Prospect for new clients through outbound calls, emails, and conference attendance
• Respond to inbound product and sales inquiries
• Work closely with Marketing and Product Teams
• Demo YCharts to prospects, work them through a trial process, and close deals

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QUALIFICATIONS AND SKILLS:*

• Minimum 2 years prior wholesaling experience at a financial services or asset management firm
• Bachelor degree with a business related concentration preferred
• Experience working within a distribution team at an asset manager
• Familiarity with the financial advisor, broker dealer, and RIA vertical
• Exceptional interpersonal, oral and written communication skills
• Detail oriented and well organized
• Ability to prospect within a targeted group of prospects
• Broad market knowledge
• Mutual fund and ETF product knowledge

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DIFFERENTIATING ATTRIBUTES:*

• Recent internal/external wholesaling experience
• Employs a consultative approach
• Ability to present and work with all levels of an organization

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Y YCHARTS?:*

• 6x Inc. 5000 “Fastest Growing Companies”
• American Banker's 2020 and 2021 "#1 Best Fintechs to Work For"
• Built in Chicago’s 2022 “Best Places to Work” and “Best Small Company to Work For”
• Inc.’s “Best Workplaces”
• Inc.’s “Top Regionals: Midwest”
• Crain's "Best Places to Work in Chicago"
• Deloitte's "Technology Fast 500"
• InvestmentNews' "Biggest Fintech Innovations"
• Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”
• 2022 Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
• Business Intelligent Group’s 2022 Best Places to Work
• WatersTechnology’s Most Innovative 3rd Party Tech Vendor

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PERKS & REC:*

• Chicago (River North) & NY (Chelsea) offices with flexible remote options
• 100% Employer-covered medical, dental & vision insurance
• Flexible Spending Accounts (Healthcare and Dependent Care)
• 401(k) match
• Paid parental leave
• Discounted Pet Insurance
• Great Work/Life Balance: Generous PTO including Vacation Days, Paid Holidays, Sick Days, Professional Education Days, and “Celebration Days”
• DEI commitment
• Continued education via “Starbucks and Study”
• Opportunity to join committees (Educational committee, DEI committee, Social Committee, Women at YCharts, and more!)
• Summer hours— we head out early during the warm months!

IN-OFFICE PERKS:

• $60/week Grubhub credits for in-office lunches
• Rotating selection of high-quality coffees
• Craft beer, kombucha, and cold brew on tap
• Snacks and drinks to get you through the day
• Opportunity to join team leagues like kickball
• Fun company outings include an annual celebration in Chicago, Whirlyball, community service, baseball games and happy hours!

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.
At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there’s more work to be done to advance diversity and inclusion, we’re proud of our success thus far and excited for the journey to come. Want to help us?
Learn more about our culture (video)

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Job Type: Full-time

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