Business Development Representative

📋 Description

• Develop and own the advisor engagement plan for each firm, aligned with the Strategic Account
• Research target firms, identify advisor groups, and build outreach lists.
• Execute outbound outreach across email, phone, LinkedIn, and other channels.
• Turn outbound engagement into advisor meetings, product demos, roundtables, and workshops.
• Build relationships with advisors and understand how they research investments and present advice.
• Identify champions, deepen their understanding of CapIntel, and advocate for the platform

🎯 Requirements

• Two to four years of wealth-management experience, ideally as an internal wholesaler, internal
• A practical understanding of advisor workflows and client conversations.
• Comfort with proactive outbound outreach across email, phone, and LinkedIn.
• Confidence building relationships, delivering product demonstrations, and presenting to individuals
• Strong commercial judgment and the ability to identify genuine interest, develop champions, and
• Persistence, curiosity, and the ability to take ownership of an engagement plan.

🎁 Benefits

• Base salary with additional compensation details provided during the hiring process.
• Compensation may include variable pay and comprehensive benefits.
• Opportunities for growth and development.