Sales Development Representative (Financial Services)

Location: Jacksonville, Florida, United States

Company

SS&C provides AI-powered technology and services for financial services and healthcare organizations, combining proprietary platforms with industry expertise for complex operational environments.

What you will do

• Own initial outreach and qualification of inbound marketing-qualified leads, determining fit, urgency, needs, buying intent, and next steps.
• Document prospect information and clean notes in the CRM to support high-quality handoffs to Sales.
• Position relevant Wealth solutions and generate additional interest in adjacent capabilities when appropriate.
• Partner with Sales on re-engagement campaigns for stale opportunities and build target lists based on defined lead characteristics.
• Run targeted outbound prospecting to net-new and not-yet-MQL leads using personalized email, phone, and LinkedIn cadences.
• Use Salesforce and the standard sales technology stack to manage activities, leads, contacts, accounts, opportunities, reporting, and forecasting.

Requirements

• 1–3 years of experience in a customer-facing or sales environment, such as inside sales, SDR/BDR, client services, or a similar role.
• Strong written and verbal communication skills, with comfort speaking with professionals in financial services.
• Comfort with structured outreach and follow-up cadences, including the ability to handle rejection and remain persistent.
• Ability to manage activity and outcomes in Salesforce or another CRM with strong attention to detail.

Nice to have

• Exposure to wealth management, RIA, or asset management.
• Experience with Salesforce, LinkedIn Sales Navigator, sales engagement or cadence tools, Highspot, or contact databases.
• Experience with Black Diamond Wealth Solutions products or competing solutions.

Culture & Benefits

• Work with financial services and healthcare industry experts on modern platforms and large-scale enterprise environments.
• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunities.