Business Development Rep
Core
Identify and qualify new business opportunities through research, networking, and cold outreach to C-level executives in wealth management and private banking.
Role type
Business Development Representative (BDR)
Builds
New customer accounts for an AI-native wealth transfer and estate planning platform
Domain
Financial services / Wealth management / Private banking
Required skills
Cold outreach, relationship building with C-level executives, pipeline management, market research, communication, problem solving
Preferred skills
Software sales experience, wealth management experience, experience in regulated industries
Technologies
None stated
Responsibilities
Identify and qualify new business opportunities, build deep relationships with stakeholders, enhance value proposition using customer feedback, partner with marketing to create content
Seniority
Mid-level (2-5 years experience)