BD Specialist – Institutional Sales & Outreach
TypeFull-time job
LocationUnited States
Posted3 hours ago
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
Our Institutional Advisory team works with nonprofits, foundations, and endowments — and every relationship starts with a conversation. We're looking for a Business Development Specialist to open those conversations. This is a high-volume outbound role: you'll 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 don't 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 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
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? Let's talk!
Originally posted on Himalayas
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
Our Institutional Advisory team works with nonprofits, foundations, and endowments — and every relationship starts with a conversation. We're looking for a Business Development Specialist to open those conversations. This is a high-volume outbound role: you'll 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 don't 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 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
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? Let's talk!
Originally posted on Himalayas
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