As a BDR, you will play a crucial role in expanding our client base by focusing on sales to Registered Investment Advisors (RIAs). We're a small, remote-first team that values curiosity, integrity, and diversity. You'll have lots of freedom to choose your tools and approach, and your work will have a major impact on the business from your first day forward.
Responsibilities:
- Proactively reach out to RIAs and introduce them to YourStake's innovative sustainable investing platform
- Develop and maintain strong relationships with prospective clients, understanding their unique needs and demonstrating how YourStake can add value to their business
- Collaborate with the sales and marketing teams to create targeted outreach strategies and campaigns
- Travel to industry conferences and events to network with potential clients and promote YourStake's offerings
- Consistently meet and exceed sales targets and contribute to the overall growth of the company
Requirements:
- 2-4 years of experience in the wealth management industry, specifically in a sales role
- Proven track record of successfully selling to RIAs or other financial institutions
- Outgoing, people-oriented personality with excellent communication and interpersonal skills
- Strong understanding of the RIA landscape and the unique challenges they face
- Ability to travel frequently to attend ~a dozen conferences around the USA annually, to meet with prospective clients
- Self-motivated and results-driven, with a passion for sustainable investing and making a positive impact
- Bachelor's degree in business, finance, or a related field
If you are an enthusiastic and experienced sales professional looking to make a difference in the world of sustainable investing, we'd love to hear from you. Join our mission to help RIAs and their clients invest in a more sustainable future.
To apply, please submit your resume and a cover letter highlighting your relevant experience and why you are excited about this opportunity at YourStake.
...This job is with ABB, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. This position reports to Service Manager Your role and responsibilities Performs...
...mobile app, or withdraw money from the bank, we're involved. If you want to make an... ...Fiserv? Fiserv is doubling-down its investment and focus on small businesses. As the leader... ...influence through partnership with internal teams to drive real outcomes. Financial...
...positions. To learn more about our dynamic, stable and growing company, visit POSITION SUMMARY : Reporting to the Senior Manager, Accounting and Financial Reporting, the Accountant will perform accounting department functions and support preparation of both internal and...
...We are a top worldwide supplier of cutting-edge designed solutions for the aerospace sector. Our ideal candidate will have 5+ years of experience as a Manufacturing Engineer. He will have experience with Kaizen and NVA exp. Must have:- 5+ years of experience as...
...We are seeking a part time (with full time potential) physician assistant to join our pain management clinic, specializing in personal injury patients. NO OPIOID management required. The successful candidate will work closely with our team of healthcare professionals to...