YourStake helps financial advisors understand client's personal values, then craft their investing experience through that lens. We work with financial advisors and asset managers to bring that experience to scale. We believe that by providing people insight into what their investment portfolios actually do, we can help create real change.

We've built a pipeline for ingesting data about public companies from hundreds of sources, and the tools for financial advisors to use our data to help their clients make a difference with their investments. Users of our platform are managing over $2 trillion in total assets–a number that's growing every day.

We're a remote-first company, backed by great investors, and we'd love to have you join our team to help us broaden our impact even further.

Your role:

We are looking for a hungry early career salesperson who is ambitious to prove their merit. You will be able to drive forward and manage your own leads, and represent the brand through demonstrations and correspondence. You are willing to travel to industry conferences around the country. You will be able to interface with senior salespeople and you will come to learn the nuances of the wealth management and wealth tech industry.

We:

  • Are motivated to change the fabric of capitalism
  • Work remote-first
  • Believe that diversity drives innovation
  • Value curiosity, integrity, and kindness

We hope you are:

  • Excited to work for a fast-growing, fast-moving startup
  • Some with wealth management and SaaS
  • Have 1-2 years experience in a professional sales role
  • Prioritize relationships and integrity within sales contexts

We hope you're not:

  • In a time zone more than 4 hours from US Eastern Time
  • Looking for a large enterprise with strict hierarchy
  • Expecting to start 6 months from now
  • A jerk

Learn more about our business at https://www.yourstake.org. We offer competitive benefits and an unlimited time off policy.