Job Description:

Job Title - Sales Development Representative (SDR)Department - Sales Location - Chicago, IL - Hybrid 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 7x 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:The SDR team, coupled with an award-winning marketing team, is the driving force behind YCharts' sales success - and we reward handsomely for that success. If you like the fintechfinancial services industry, enjoy sales, and are competitive by nature, we really want to talk to you!What You'll Be Doing:Identify, create, and respond (via phoneemail) to unassigned, yet-to-be qualified inbound sales opportunitiesQualify interested financial advisors and introduce them to YCharts Account ExecutivesEnsure prospective client comprehension of our sales processes to establish positive client relationshipsActively participate in weekly team meetings and training sessionsQualifications and Skills: Sales training and coldwarm calling experience (highly preferred, with preference given if in fintech or financial services)Experience with the financial advisor community is a plus, but it is not requiredEnergetic, outgoing, and friendly demeanor with a genuine desire to provide outstanding serviceStrong work ethic and professional attitudeGrit, determination, and strong attention to detailsStrong interpersonal and communication skillsBachelor's degree in Finance, Business, Economics, Communication, or similar Compensation: Base Salary: $50,000 annually - ($67,500 OTE)This position is also eligible for uncapped 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 shareBusiness Intelligent Group's "Best Places to Work"Hired's "Top Employers Winning Tech Talent"Perks & Rec: Chicago (River North) & NY (Chelsea) offices with flexible remote options100% Employer-covered medical, dental & vision insurance Flexible Spending Accounts (Healthcare and Dependent Care)401(k) matchPaid parental leaveDiscounted Pet InsuranceGreat WorkLife Balance: Generous PTO including Vacation Days, Paid Holidays, Sick Days, and "Celebration Days"DEI commitmentContinued education annual stipendOpportunity to join committees (YCollective, Women at YCharts, and more!)Summer hours"” we head out early during the warm months!In-Office Perks:Weekly Grubhub credits for in-office lunchesRotating selection of high-quality coffeesCraft beer, kombucha, and cold brew on tapSnacks and drinks to get you through the dayOpportunity to join team leagues like kickballFun company outings including an annual celebration in Chicago!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.