Company Overview:

YieldX is the first intelligent yield driven digital investment platform. Our mission is to transform the way enterprises design, build and deliver income portfolios. Our API first, end-to-end platform includes a comprehensive ecosystem of digital tools that power personalization-at-scale. The enterprise-grade platform was designed to offer an unprecedented range of options – including a choice of end-to-end or a la carte solutions – to support a wide range of business strategies. RIAs, broker-dealers, banks, and fintech companies use YieldX’s SaaS apps and API technology to deliver a next generation experience to their customers.

Life at YieldX:

YieldX was built and funded by fintech, asset management, capital markets, and quantitative modeling industry veterans with successful track records building companies. You will be challenged and rewarded as you contribute to a collective mission towards success. YieldX offers competitive compensation and benefits and seeks to grow our human capital base through building an all-star team of dedicated, kind, intelligent, motivated, and diverse individuals. We are looking for intellectually curious, motivated, collaborative team players that have a demonstrated interest in financial services and investment management.

You might be a great fit if:

  • You are adept at fostering positive relationships with prospects, clients and internal colleagues
  • You love to actively seek out new prospect opportunities and following up with inbound inquiries
  • You enjoy building and managing a sales pipeline to ensure consistent sales to achieve monthly, quarterly, and annual sales targets.
  • You can effectively prioritize and communicate prospective client needs
  • You have experience maintaining a CRM including pipeline and activity reports


  • 5+ years of industry experience, preferably with technology product sales and/or Fixed Income sales experience
  • Strong verbal, written and presentation skills
  • Possess a strong understanding of the financial services industry and global capital markets products
  • Highly motivated with a positive attitude
  • Ability to generate creative solutions / analysis
  • Intellectually curious and strong analytical skills
  • Ability to multi-task long-term and short-term goals effectively and efficiently
  • Excellent communication, social, and relationship building skills (virtual and in person)
  • Travel may be a longer-term necessity

Note to Recruiters and Placement Agencies: YieldX does not accept unsolicited agency resumes. YieldX does not pay placement fees for candidates submitted by any agency other than its approved partners.

You must be authorized to work in U.S. YieldX currently does not sponsor H1B work visas.