The Client Development Representative will be responsible for engaging potential wealth management clients through lead follow-up and setting meetings with our Director of Client Development. This person will support lead nurturing, foster leads to hold appointments, and facilitate the closing of leads.

This requires a Series 65 or 66 license and an individual who enjoys working in a team-oriented environment within a tech-forward, comprehensive wealth management practice.

The Client Development Representative will be responsible for:

• Actively prospect and nurture leads to drive revenue goals by scheduling meetings with the Director of Client Development and closing clients to achieve a sales targets

• You will own the sales funnel from start to finish to proactively drive asset growth

•  Track and move prospects through the marketing/CRM funnel to become clients

• Help build scalable best practices and processes for the New Business development team

Key Requirements:

• 2+ years of experience in business development at a Fintech company or RIA

• Bachelor's Degree

• Series 65 or 66 license is required

• Ability to recognize and pursue opportunities proactively

• Willingness to be available when clients are

• Ability to work effectively in a fully remote environment

• Excellent written and verbal communication skills

• CRM systems is desirable

• Some occasional travel may be required

Benefits

• Base salary + uncapped commission

• Employer-sponsored health insurance (medical, dental, vision)

• 401k + 5% match

• Paid time off