As a BDR, you will play a crucial role in expanding our client base by focusing on sales to Registered Investment Advisors (RIAs). We’re a small, remote-first team that values curiosity, integrity, and diversity. You’ll have lots of freedom to choose your tools and approach, and your work will have a major impact on the business from your first day forward.
Responsibilities:
? Proactively reach out to RIAs and introduce them to YourStake’s innovative sustainable investing platform
? Develop and maintain strong relationships with prospective clients, understanding their unique needs and demonstrating how YourStake can add value to their business
? Collaborate with the sales and marketing teams to create targeted outreach strategies and campaigns
? Travel to industry conferences and events to network with potential clients and promote YourStake’s offerings
? Consistently meet and exceed sales targets and contribute to the overall growth of the company
Requirements:
? 2-4 years of… experience in the wealth management industry, specifically in a sales role
? Proven track record of successfully selling to RIAs or other financial institutions
? Outgoing, people-oriented personality with excellent communication and interpersonal skills
? Strong understanding of the RIA landscape and the unique challenges they face
? Ability to travel frequently to attend ~a dozen conferences around the USA annually, to meet with prospective clients
? Self-motivated and results-driven, with a passion for sustainable investing and making a positive impact
? Bachelor’s degree in business, finance, or a related field
If you are an enthusiastic and experienced sales professional looking to make a difference in the world of sustainable investing, we’d love to hear from you. Join our mission to help RIAs and their clients invest in a more sustainable future.
To apply, please submit your resume and a cover letter highlighting your relevant experience and why you are excited about this opportunity at YourStake
