YCharts · 3 weeks ago
Business Development Representative
Chicago, IL
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $55K/yrYCharts empowers wealth managers to make smarter investment decisions through its SaaS platform. The Business Development Representative will play a key role in driving sales success by identifying and qualifying financial advisors, and establishing positive client relationships.
AnalyticsData VisualizationFinanceFinancial ServicesFinTechSoftwareStock Exchanges
Hiring Manager
Maddie Hoose
Responsibilities
Identify, create, and respond to defined accounts via phone and email (inbound + outbound sales opportunities)
Qualify interested financial advisors and introduce them to YCharts Account Executives
Educate prospective clients on YCharts' sales process to establish positive client relationships
Actively participate in weekly team meetings and training sessions
Qualification
Required
Prior sales training and/or experience with cold/warm calling
Experience in fintech or within the financial advisor community is a plus
A proactive, personable, and approachable demeanor with a strong focus on delivering high-quality results
Grit, determination, and a positive attitude, with strong attention to detail
Strong interpersonal and communication skills, particularly over the phone
Bachelor's degree in Finance, Business, Economics, or a related field a plus
Benefits
100% employer-paid health, dental, and vision insurance.
401(k) match to support your financial future.
Opportunities for internal mobility and cross-functional collaboration.
Flexible time off, vacation days, sick days, and a celebration day.
Paid parental leave to support work-life balance.
Professional development stipend to help you grow in your career.
Hybrid work schedule with flexibility to work both in-office and remotely.
Summer hours so you can enjoy more sunshine.
Recognition programs to celebrate contributions and milestones.
Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.
Company
YCharts
YCharts is a financial software company providing investment research tools including stock charts, stock ratings, and economic indicators.
Founded in 2009
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$14.65MKey Investors
Morningstar
2020-10-09Acquired
2015-05-18Series C· $6M
2013-05-09Series B· $3.9M
Leadership Team
Sean Brown
President and CEO
Nick Kocinski
CFO
Recent News
2025-09-23
2025-09-19
2025-09-15
Company data provided by crunchbase