BD Specialist – Institutional Sales & Outreach
Join Farther as a Business Development Specialist to drive outreach and build relationships with nonprofit organizations.
Posted by employer 2 months ago
First seen on Joblaze 2 months ago
Last verified on the company career page 1 day 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
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
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!
Standard company text repeated across Farther's postings is omitted here.
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