Customer Development Associate

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 Client Development Associate, you will support client engagement and growth across our existing customer base. In this role, you’ll work closely with both Sales and Customer Success teams to connect with clients, better understand their needs, and help ensure they are getting value from the platform.

This is a strong opportunity for someone interested in fintech and financial services who enjoys working with people, learning a product in depth, and contributing to a collaborative, client-focused team.

Key Responsibilities

• Connect with existing clients through outbound outreach to support product adoption and identify areas for deeper engagement.
• Partner with Account Executives and Customer Success Managers to coordinate client outreach and meeting opportunities.
• Gather insights on client needs and help facilitate conversations that support retention and growth.
• Build a strong understanding of the product and how clients use it in their day-to-day work.
• Support targeted outreach efforts using client data, segmentation, and usage trends.
• Collaborate with Sales, Customer Success, Marketing, and Product teams to improve communication and overall client experience.

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 $55,000 -$65,000 USD, and the Total Cash Compensation range is $67,000 -$80,000 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.