BD Specialist – Institutional Sales & Outreach

Summary

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

Qualifications

Must Haves

• 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

Nice to Haves

• 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