Business Development Representative (Fintech)

TL;DR

Business Development Representative (Fintech): Driving awareness and adoption of tax-optimized UMA platforms within the RIA channel with an accent on outbound prospecting and consultative engagement. Focus on identifying new opportunities, managing territory pipelines, and bridging the gap between financial technology and distribution.

Location: Remote (United States)

Salary: $85,000 - $110,000 USD

Company

Leading provider of wealth management solutions and services using a purpose-built SaaS ecosystem.

What you will do

• Execute outbound phone, email, and virtual outreach to generate qualified opportunities within the RIA channel.
• Manage defined territories and prospect lists to support senior BD professionals.
• Build value-driven relationships with RIA home office contacts and independent advisors.
• Educate prospective clients on tax-managed investing and Unified Managed Account (UMA) advantages.
• Maintain accurate pipeline tracking and activity logging within Salesforce.
• Collaborate with Marketing to align outreach with current go-to-market priorities.

Requirements

• Must be based in the United States.
• Bachelor's degree or equivalent relevant experience.
• 3-5 years of client-facing experience in financial services, specifically internal or hybrid wholesaling.
• Deep familiarity with the RIA channel and how independent advisors adopt managed account platforms.
• Proficiency with Salesforce CRM for pipeline and activity management.
• Strong consultative communication skills for high-volume outbound engagement.

Nice to have

• Experience as an internal or hybrid wholesaler at a TAMP or fintech firm.
• Knowledge of UMA, SMA, or separately managed account structures.
• Series 65 license or willingness to obtain one.
• Established network within the RIA or wealth management distribution community.

Culture & Benefits

• Comprehensive total rewards package including equity-based grants for all new hires.
• Company-paid medical premiums covering 90%.
• Competitive time-off program.
• Inclusive work environment celebrating diversity.
• Opportunity to work in a high-growth fintech setting.