HireFT
Browse JobsHow it worksPricingAboutSuccess Stories
    Back to jobs
    FA

    Farther Finance

    Financial Services

    BD Specialist – Institutional Sales & Outreach

    Any, United StatesRemoteFull-timePosted 1mo ago
    All Farther Finance jobs

    Job description

    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!

    Job details are sourced from the employer's original posting.

    Open job posting
    FA

    About the company

    Farther Finance

    Farther is the first digital family office. Farther pairs established financial advisors with intelligent technology to deliver the modern wealth management experience that clients deserve and to empower advisors to provide better service to more clients. We’ve reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther’s founders are leaders and innovators from the private wealth industry and possess a unique mix 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 and builders who are passionate about helping our 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 go farther with you.

    View all Farther Finance jobs
    Industry
    Financial Services
    Open roles
    32

    Interested in this role?

    Apply with HireFT

    Free to start — no card required.

    Your fit

    How well do you match?

    Sign in to see how your résumé lines up with this role.