BD Specialist – Institutional Sales & Outreach

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Our founders are leaders and innovators from the private wealth industry with expertise in traditional wealth management, fintech, and technology production. Backed by top-tier venture capital firms and fintech investors, Farther offers a collaborative environment for entrepreneurs passionate about helping clients and teammates achieve more.

About the role

Our Institutional Advisory team works with nonprofits, foundations, and endowments. As a Business Development Specialist, you’ll open conversations with executive leaders and board members at nonprofit organizations through high-volume outbound outreach. This role focuses on building rapport, setting up meetings for our sales team, and qualifying warm opportunities—no finance background required.

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, using data to refine your approach over time

Requirements

• 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 have

• 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

• Competitive compensation package that rewards impact
• Full health benefits
• 401(k) matching & Roth IRA options
• Unlimited PTO