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BD Specialist – Institutional Sales & Outreach

Farther · Remote · Remote

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About Farther

Farther is Intelligent Wealth Management, natively built to unlock greater wealth throughout your financial life. Backed by Bessemer, Lightspeed and General Atlantic.

About 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.

What they're looking for

  • 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
More about this role

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.

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...

Read the full posting on Farther's site ↗

Institutional Business

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