Business Development Specialist

About the role

You will Support the Core Sales organization by driving prospecting efforts, executing business development campaigns, coordinating territory planning, assisting with pricing and sales operations, and helping Account Executives maximize selling time. This role is focused on creating pipeline, improving sales efficiency, and supporting strategic initiatives across the team.

Responsibilities

• Partner closely with the Core Sales team to support prospecting and outbound business development efforts
• Aid in identifying and researching prospective firms across Emerging, Mid Market, and High Profile segments
• Support outbound campaigns including email outreach, call campaigns, event follow up, and strategic account targeting
• Cook meetings and travel schedules for sales representatives while they are in territory, including client meetings, partner meetings, and centers of influence
• Maintain and improve CRM data quality, pipeline tracking, and sales activity reporting within Salesforce
• Aid sales leadership with pricing support, proposal preparation, and internal deal coordination
• Collaborate with marketing and sales leadership on campaign execution, conference follow up, and pipeline generation initiatives
• Support custodial and strategic partner relationship initiatives where needed
• Prepare sales materials, territory plans, prospect lists, and account research for client meetings and business reviews
• Identify process improvement opportunities to help the sales organization scale more effectively
• Assist with ad hoc strategic projects and operational initiatives across the sales organization

Requirements

• Bachelor’s degree preferred
• 1–3 years of experience in sales, business development, financial services, fintech, or a related field preferred
• Strong communication and organizational skills
• Highly detail oriented with the ability to manage multiple priorities simultaneously
• Comfortable working in a team oriented, fast paced environment
• Strong work ethic with a proactive and self starter mentality
• Experience with Salesforce or CRM systems preferred
• Proficiency in Microsoft Office, including Excel and PowerPoint
• Interest in fintech, wealth management, and enterprise technology solutions preferred

Qualifications

• Strong teammate and positive attitude
• Coachable and open to feedback
• High level of professionalism and integrity
• Ability to build relationships internally and externally
• Strong attention to detail and follow through
• Process oriented mindset with the ability to execute consistently
• Desire to grow within a high performance sales organization

Skills

• Strong communication and organizational skills
• Detail oriented with the ability to manage multiple priorities simultaneously
• Comfortable working in a team oriented, fast paced environment
• Strong work ethic with a proactive and self starter mentality
• Experience with Salesforce or CRM systems
• Proficiency in Microsoft Office, including Excel and PowerPoint
• Interest in fintech, wealth management, and enterprise technology solutions

Benefits

• Comprehensive total rewards package including medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
• Base salary range: $75,000 USD to $85,000 USD
• Discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.

Pay

• New York: The expected base salary for the position is between $75,000 USD to $85,000 USD.
• Other States: The expected base salary for the position is between $75,000 USD to $85,000 USD.
• Illinois: The expected base salary for the position is between $75,000 USD to $85,000 USD.
• Massachusetts: The expected base salary for the position is between $75,000 USD to $85,000 USD.

Schedule

• Full-time