BD Specialist – Institutional Sales & Outreach
Join Farther as a Business Development Specialist to drive outreach and build relationships with nonprofit organizations.
Posted by employer 3 weeks ago
First seen on Joblaze 1 week ago
Last verified on the company career page 21 hours ago
Requirements
- Experience
- 1+ years
Not disclosed in this posting: compensation, work arrangement, visa sponsorship.
Benefits
Joblaze summary
The Business Development Specialist at Farther focuses on initiating high-volume outreach to executive leaders and board members of nonprofit organizations, laying the groundwork for future sales opportunities. This role requires strong communication skills and a proactive approach to engaging potential clients, utilizing tools like LinkedIn and CRM systems for effective prospecting. Ideal candidates are self-motivated individuals with a background in outbound sales, eager to grow within the institutional sales sector. Farther offers a dynamic environment where innovative thinking and collaboration are key to reshaping wealth management.
Joblaze insights
- Listed 10 days ago on Joblaze — tracked directly from Farther's career page.
- Farther has 37 other open roles including Client Operations Associate , Senior Regional Compliance Associate, Senior Frontend Engineer, Conversational & Gen UI.
- 245 active CRM roles on Joblaze right now.
- 70 active LinkedIn roles on Joblaze right now.
- Typical CRM salary we track runs $79,589–$160,000 (median $116,000, across 119 roles).
Quick facts
- How much experience is required?
- At least 1 year of relevant experience for this BD Specialist – Institutional Sales & Outreach role.
- What's the tech stack?
- Joblaze extracted these technologies from the posting: CRM, LinkedIn.
- What seniority level is this role?
- Farther targets junior candidates for this position.
- Is this full-time or contract?
- Full-time for this BD Specialist – Institutional Sales & Outreach role at Farther.
From the original posting
Company Description
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.
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. You don't need a finance background to succeed here — you need to enjoy the hustle of the phone, care about doing right by the people you talk to, and want to build a career in institutional sales.
Your Impact
- 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
The Ideal Match
- Prior experience in a direct outbound sales, tele-sales, or business development role
- High energy and genuine comfort with sustained daily outbound calling
- Excellent verbal and written communication skills, with the poise to speak with senior executives and board members
- Self-motivated, coachable, and eager to build a long-term career in sales
- Comfort learning and working within a CRM and prospecting tools
Bonus Points
- Hands-on experience with HubSpot or a similar CRM
- Experience with LinkedIn Recruiter or other prospecting platforms
- Familiarity with financial, investment, or consulting concepts
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Ready to disrupt wealth management? Let's talk!
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