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Ycharts Jobs (NOW HIRING)

YCharts

Customer Success Manager

Chicago, IL · On-site

$80K - $110K/yr

Job Type Full-time Description The Company YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research ...

YCharts

Customer Success Associate I

Chicago, IL · On-site

$55K - $65K/yr

Job Type Full-time Description The Company YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research ...

YCHARTS INC

Customer Success Associate I

Chicago, IL · Hybrid

$55K - $65K/yr

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 ...

YCharts Inc

Customer Success Manager

Chicago, IL · On-site

$80K - $110K/yr

Job Type Full-time Description The Company YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research ...

YCharts Inc

Customer Success Associate I

Chicago, IL · On-site

$55K - $65K/yr

Job Type Full-time Description The Company YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research ...

YCHARTS INC

Enterprise Account Executive

Chicago, IL · On-site

$200K - $260K/yr

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 ...

YCHARTS INC

Customer Success Manager

Chicago, IL

$80K - $110K/yr

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 ...

YCharts Inc

Enterprise Account Executive

Chicago, IL · On-site +1

$200K - $260K/yr

Job Type Full-time Description The Company YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research ...

NACBA

Senior Portfolio Manager

Houston, TX · On-site

$140 - $190/hr

Experience working with platforms such as Fidelity Wealthscape, Black Diamond, FactSet, Bloomberg, YCharts, and Mornginstar is a plus. Work Environment: This position operates within a regulated ...

Ceritypartners

Wealth Management Internship

Albany, NY

$17.50 - $23/hr

Perform research on stocks, bonds, and other securities, utilizing various investment software including Morningstar, YCharts, Orion Risk Intelligence. * Utilize back-end portfolio management ...

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Ycharts information

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$23K

$53.3K

$78.5K

How much do ycharts jobs pay per year?

As of Aug 25, 2026, the average yearly pay for ycharts in the United States is $53,339.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,000.00 and $63,000.00 per year, depending on experience, location, and employer.

What is YCharts?

YCharts is a financial data and investment research platform designed for investment advisors, asset managers, and other finance professionals. The platform provides comprehensive financial data, powerful charting tools, and robust analytics to help users analyze securities, create reports, and make informed investment decisions. YCharts covers a wide range of asset classes, including stocks, mutual funds, and ETFs, and allows users to customize dashboards and screeners for efficient research and client presentations.

How does a role at YCharts typically collaborate with cross-functional teams to deliver client solutions?

At YCharts, professionals frequently work closely with cross-functional teams such as product development, sales, and customer success to ensure client needs are met efficiently. Collaboration often involves regular meetings to align on product updates, address client feedback, and develop tailored solutions. This team-based environment encourages open communication and knowledge sharing, which helps employees broaden their skill sets and contribute to the company's overall goals. For job seekers, being adaptable and comfortable working in a collaborative setting is key to succeeding at YCharts.

What are the key skills and qualifications needed to thrive as a financial data analyst using YCharts, and why are they important?

To thrive as a Financial Data Analyst working with YCharts, you need a strong background in finance, data analysis, and investment principles, typically supported by a relevant degree. Familiarity with the YCharts platform, Excel, and possibly certifications like CFA or FINRA licenses is often expected. Analytical thinking, attention to detail, and effective communication skills help you extract insights and present findings clearly. These competencies are crucial for accurate analysis, informed decision-making, and supporting investment strategies in a competitive financial environment.

What is the difference between Ycharts vs Financial Analysts?

AspectYchartsFinancial Analysts
Required CredentialsTypically a bachelor's degree in finance, economics, or related field; certifications like CFA are a plusSame as Ycharts, often holding degrees in finance or related fields; CFA certification common
Work EnvironmentFinancial data platforms, investment firms, or financial services companiesInvestment banks, asset management firms, corporate finance departments
Industry UsageUsed by financial professionals for data analysis, visualization, and researchUsed for financial analysis, forecasting, and investment decision-making

Ycharts and Financial Analysts share similar educational backgrounds and work environments, focusing on financial data and analysis. While Ycharts is a financial data platform used by professionals, Financial Analysts are the individuals who perform analysis using such tools. Both roles are integral to financial services and investment industries, often overlapping in skills and certifications.

More about Ycharts jobs

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Cities with the most Ycharts job openings:

What states have the most Ycharts jobs?

States with the most job openings for Ycharts jobs include:

What job categories do people searching Ycharts jobs look for?

The top searched job categories for Ycharts jobs are:

Ycharts jobs near you
Infographic showing various Ycharts job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 61% Physical, 31% Hybrid, and 8% Remote job distribution, with an average salary of $53,339 per year, or $25.6 per hour.

Business Development Representative

Chicago, IL • On-site

YCharts Inc
Software Development • 11 - 50 employees
Learn more about YCharts Incexternal

$70K - $77K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago

Job description

Job Type
Full-time
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.

Apply