Remote Position

[Remote] BD Specialist – Institutional Sales & Outreach

🌍 Remote · United States 💼 Full-time

Note: The job is a remote job and is open to candidates in USA. Farther is a rapidly growing registered investment advisor combining expert advisors with technology to deliver tailored wealth management. The Business Development Specialist will conduct high-volume outreach to nonprofit, foundation, and endowment leaders, qualify prospective institutions, and arrange meetings for the institutional sales team while managing activity in the CRM.

Responsibilities

  • 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 organization's 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

Skills

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

Benefits

  • 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

Company Overview

  • Farther is an intelligent wealth platform that enhances wealth management for clients throughout their financial lives. It was founded in 2019, and is headquartered in New York, New York, USA, with a workforce of 501-1000 employees. Its website is https://www.farther.com.
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