Top 4 Ycharts Jobs | SimplyHired

Business Development Representative
YCHARTS INC —Chicago, IL
- $50,000 - $77,750 a year
- Full-time
- Hybrid work
- Office
- Finance
- Business development experience
- Paid parental leave
- Dental insurance
Quick Apply
Product Manager, Data
YCHARTS INC —Chicago, IL
- $95,000 - $159,500 a year
- Full-time
- Hybrid work
- Data analysis skills
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Quick Apply
Enterprise Account Executive
YCHARTS INC —Chicago, IL
- $100,000 - $260,000 a year
- Full-time
- Hybrid work
- In-person
- Senior level
- Paid parental leave
- Paid holidays
Quick Apply
Software Engineer, Data
YCHARTS INC —New York State
- $120,000 - $160,000 a year
- Hybrid work
- Mid-level
- Office
- 2 years
- Paid parental leave
- Dental insurance
Quick Apply
3d

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Business Development Representative

YCHARTS INC -
Chicago, IL

Quick Apply

Job Details

Full-time
$50,000 - $77,750 a year

Benefits

Paid parental leave
Internal mobility program
Dental insurance
Parental leave
Vision insurance
401(k) matching

Qualifications

Warm calling
Financial sales
Economics
Customer relationship building
Phone communication
Bachelor's degree in finance
Bachelor's degree in business
Opportunity Management
Bachelor's degree in economics
Client relationship development
Finance
Business development experience
Bachelor's degree
Initial Contact (sales skills)
Prospecting
Business development within finance
Business
Communication skills
Entry level
Client interaction via phone calls

Full Job Description

The Company

YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights.

For nearly a decade, YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list — a testament to our sustained growth, strong culture, and industry-wide impact. Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth.

The Position

As a member of the Business Development Representative (BDR) team, you will play a key role in driving YCharts' sales success alongside our award-winning marketing team. If you have a strong interest in fintech and financial services, enjoy sales, are naturally competitive, and work well in a collaborative environment, we’d love to hear from you.

Key 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.

Qualifications & Experience

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 & Perks:

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.

Compensation:

At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the base salary range for this role is $50,000-$55,000 USD, and the Total Cash Compensation range is $70,500-$77,750 USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.

Why Join YCharts

YCharts is more than a fintech company—we’re a team driven by curiosity, collaboration, and people-first leadership. We believe innovation thrives in an environment where ideas are heard, growth is supported, and impact is measurable.

Our award-winning culture reflects that commitment:

Inc. 5000 Fastest Growing Companies (nearly a decade running)
Crain’s Best Places to Work in Chicago
Inc. Best Places to Work
Built In Chicago Best Places to Work
American Banker Best Fintechs to Work For

At YCharts, you’ll do meaningful work, grow alongside a talented team, and see the results of your impact every day.

YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive, equitable environment for all employees.

Be part of the team transforming how the wealth management industry makes and communicates investment decisions.

Quick Apply

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