The Business Development Representative (BDR) will play a key role in driving sales success at YCharts, a leader in fintech and wealth-tech, by engaging with prospective clients and supporting the sales team.
YCharts is a leading technology company in the wealth management industry, dedicated to simplifying and enhancing investment strategies for advisors and planners. With a focus on providing cloud-based software solutions, YCharts empowers investment professionals and retail investors with powerful research tools, comprehensive data, and customizable sales collateral. The company has evolved from a fintech startup to a prominent player in the 'wealth-tech' space, serving notable clients such as TD Ameritrade, Fidelity, and Morgan Stanley. YCharts has received multiple accolades for its rapid growth and workplace culture, making it a recognized name in the financial technology sector.
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YCharts is a leading technology company in the wealth management industry, dedicated to simplifying and enhancing investment strategies for advisors and planners. With a focus on providing cloud-based software solutions, YCharts empowers investment professionals and retail investors with powerful research tools, comprehensive data, and customizable sales collateral. The company has evolved from a fintech startup to a prominent player in the 'wealth-tech' space, serving notable clients such as TD Ameritrade, Fidelity, and Morgan Stanley. YCharts has received multiple accolades for its rapid growth and workplace culture, making it a recognized name in the financial technology sector.
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