Business Development Associate

Position Overview

As a Business Development Associate, you will work closely with the VestedIQ team, supporting them in their launch of the new Reporter platform. You will build relationships and maintain regular contact with the financial media, actively monitor and track reporter usage and provide customer support.

VestedIQ is Vested LLC’s proprietary data platform built to help public relations agencies, in-house communications teams and RIAs in the financial service sector. VestedIQ allows users to identify financial reporters, speaking and sponsorship opportunities, events, awards and planned editorials. Users can also pinpoint analysts, bloggers and other influencers and easily reach out via prepopulated templates.

Overall Responsibilities

  • Mastering the fundamentals of the VestedIQ platform, understanding all of the functionality and datasets at a very deep level to effectively discuss its value with reporters.
  • Keeping abreast of financial industry related topics and news to ensure we are capturing relevant datasets in VestedIQ.
  • Understanding the financial media landscape at a very deep level.
  • Becoming familiar with the top influencers in the financial media.
  • Daily email and phone outreach to financial reporters, freelancers & bloggers.
  • Securing appointments to demo the VestedIQ reporter dashboard.
  • Demoing the VestedIQ reporter dashboard for reporters over Join.me & phone.
  • Monitor reporter usage, identifying additional ways reporters could be using the platform more effectively.
  • Creating sales report to manage reporter beats, stories and needs.
  • Managing VestedIQ sales report, keeping report up-to-date with all current reporter users and reporter appointments for demo.
  • Sourcing new reporters to add to the VestedIQ platform and CRM database.
  • Understanding Hatchbuck our CRM platform at a very deep level.
  • Managing email communications to financial reporters in Hatchbuck.

Personal Specifications

The ideal candidate will be a highly motivated, personable, and “spunky” with strong social skills, and someone who is looking to launch a career in communications or sales with a company that rewards talent and initiative. We are looking for an ambitious, self-starter for this position. The role will suit someone beginning their career and looking for hands on experience in an entrepreneurial environment while possessing a thorough, professional and ‘can do’ approach. Within a dynamic, niche agency, this position provides an excellent opportunity for bright graduates who want to move up the ladder quickly by proving they are up for challenges and hard work. Interest in financial services and technology is a must.


See Inside the Office of Vested

Vested is a new communications firm for a new financial industry. The company's integrated communications approach merges deep financial expertise with creativity and results. Over the last 15 years, Vested has worked with financial brands to make outsized impressions. Whether it’s managing clients’ social media profiles, PR programs, digital ad campaigns, or content marketing programs, Vested is focused on delivering outside-the-box results.


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