The Company

Building and executing a great investment strategy shouldn’t require a PhD or a million-dollar budget—it should be simple. As a leader in fintech and wealth-tech, YCharts empowers financial advisors, asset managers, and wealth managers with best-in-class investment research tools, data visualization, and sales enablement software.

Our cloud-based SaaS platform helps users make smarter investment decisions and communicate more effectively with clients. With an 8-time Inc. 5000 Fastest Growing Company honor, we’re a thriving growth-stage company serving top firms like John Hancock, TD Ameritrade, Fidelity, and Charles Schwab.

The Position

As a Sales Sr. Manager at YCharts, you will lead the sales operations for a specific sales channel. This role requires a dynamic leader who thrives in a fast-paced environment and excels in training, coaching, and managing a team of Business Development Reps and Account Executives in both remote and in-office settings.

You will be responsible for developing and growing a high-performing team, driving revenue growth, and optimizing sales processes to improve efficiency and customer satisfaction. The Sales Sr. Manager will own revenue projections and provide a single forecast for their channel, reporting to the VP of Sales and executive leadership.

The ideal candidate is a self-starter with strong leadership skills, a data-driven mindset, and a passion for fostering collaboration and accountability within their team.

Key Responsibilities

Sales Strategy & Growth

• Develop and execute a strategic sales plan to drive new market share growth for YCharts.
• Own sales forecasts and targets with full accountability.
• Collaborate with other sales leaders and the Business Development Coach to ensure a coordinated and effective sales approach.

Team Leadership & Development

• Lead and coach a team of BDRs and AEs, enhancing sales skills, product knowledge, and overall efficiency to drive performance.
• Oversee BDRs in outbound and inbound outreach to engage financial professionals, while guiding AEs in identifying advisor pain points, delivering solutions, managing evaluations, and closing business.
• Set clear expectations, hold team members accountable through performance metrics, and provide structured feedback.
• Conduct routine call quality reviews and ensure adherence to sales best practices.
• Lead the hiring and recruitment process to build a high-performing sales team.
• Oversee onboarding and training for new team members to ensure a smooth transition.

Performance Management & Process Optimization

• Monitor key sales metrics and trends, implementing data-driven improvements as needed.
• Manage performance evaluations, recognition programs, and accountability initiatives.
• Optimize team efficiency through process improvements and best practice implementation.

Technology & Tools

• Successfully implement and train the team on sales technology tools to improve productivity and results.

Culture & Leadership

• Foster a positive, engaged, and productive sales environment.
• Lead by example—roll up your sleeves and contribute where needed!

Qualifications and Skills

• Minimum of 3 years of industry experience, with a strong track record in investment management sales to financial advisors. Experience using YCharts highly preferred.
• Deep knowledge of managed portfolios, portfolio construction, broker-dealer community, Turnkey Asset Management Platforms (TAMPs), and the broader investment management landscape, with expertise in financial advisor, broker-dealer, and RIA workflows.
• Proven leadership experience with the ability to inspire, coach, and develop a results-driven team, while fostering strong cross-team collaboration.
• Passion for relationship building and the ability to successfully market investment products to financial advisors.
• Strong analytical and decision-making abilities based on sales data, with proficiency in Google Suite and sales technology tools.
• Exceptional communication and presentation skills (verbal and written), with the ability to give and receive feedback constructively.
• Highly organized with strong attention to detail and the ability to work independently, take ownership of issues, and collaborate effectively with internal teams.
• Broad knowledge of financial markets.
• Bachelor’s degree with excellent academic credentials.

Benefits & Perks:

• 100% employer-paid health, dental, and vision insurance.
• 401(k) match to support your financial future.
• 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.

Compensation (Total Rewards Package):

• On-Target Earnings (OTE): $115,000 - $165,000 per year (base salary + commissions + bonuses).
• Base Salary: $80,000 - $95,000 per year (based on experience and qualifications).
• Quarterly Commission Program – based on team attainment to budget. 
• Annual SMART Bonus – Up to 10% of base salary, based on performance goals.

In-Office Perks:

• Weekly lunch credits to fuel your day.
• Premium beverages and snacks to keep you energized.
• Regular team events and activities to foster a fun and engaging culture.

Why Join YCharts?

We’re more than a fintech company—we’re a team that values innovation, collaboration, and people-first leadership. Our award-winning culture speaks for itself:

• Inc. 5000 "Fastest Growing Companies"
• Crain’s "Best Places to Work in Chicago"
• Inc.’s "Best Places to Work"
• Built in Chicago’s “Best Places to Work”
• American Banker's "Best Fintechs to Work For"

At YCharts, your ideas matter, your growth is supported, and your impact is real.

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