Business Development Representative

Principal Responsibilities

• Generate leads for the business development team through a high-volume of outbound activity, integrating both email and call campaigns
• Manage leads across multiple channels, including inbounds, marketing-generated leads and conferences/events
• Schedule meetings for the Business Development Team and qualify sales opportunities
• Research new markets and identify new clients
• Manage new lead sources, including list creation and management
• Drive lead creation through outbound sales outreach—both email and over the phone
• Help with conferences and events, including logistics, set-up and follow-up
• Assist in activation of existing clients by prospecting into their advisor base
• Contribute to CRM, sales technology, reporting, and team operations
• Potential end-to-end sales cycle management, particularly of smaller clients

Minimum Qualifications

• Bachelor’s degree
• 1+ years of related experience
• FINRA Series 7 licensed
• Financial services background or true personal expertise with finance
• Technology company background or native comfort with technology

Preferred Qualifications

• Strong written and verbal communications
• Ability to work independently as part of a fast moving team with minimal guidance
• Capable of handling broad scope projects
• Ability to problem solve, shift priorities quickly, and independently manage multiple workstreams

Base Salary Range: $72,500 - $95,100 plus bonus