BD Specialist – Institutional Sales & Outreach

Location: Remote

Department: Institutional Business

The Role

Our Institutional Advisory team works with nonprofits, foundations, and endowments — and every relationship starts with a conversation. Were looking for a Business Development Specialist to open those conversations. This is a high-volume outbound role: youll be reaching out to executive leaders and board members at nonprofit organizations every day, building rapport, and setting up meetings for our sales team. You dont need a finance background to succeed here — you need to enjoy the hustle of the phone, care about doing right by the people you talk to, and want to build a career in institutional sales.

Your Impact

• Execute high-volume daily outbound outreach to executive leaders and board members at nonprofit organizations, foundations, and endowments
• Research and engage key decision-makers using LinkedIn and other prospecting tools
• Clearly and persuasively communicate our value proposition, tailored to each organizations needs
• Qualify prospective institutions and hand off warm opportunities to the sales team
• Log and manage all outreach activity, notes, and lead status in our CRM, and use that data to sharpen your approach over time

The Ideal Match

• Prior experience in a direct outbound sales, tele-sales, or business development role
• High energy and genuine comfort with sustained daily outbound calling
• Excellent verbal and written communication skills, with the poise to speak with senior executives and board members
• Self-motivated, coachable, and eager to build a long-term career in sales
• Comfort learning and working within a CRM and prospecting tools

Bonus Points

• Hands-on experience with HubSpot or a similar CRM
• Experience with LinkedIn Recruiter or other prospecting platforms
• Familiarity with financial, investment, or consulting concepts

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

Ready to disrupt wealth management? Lets talk!