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Farther Finance is a rapidly growing RIA (Registered Investment Advisor) combining expert wealth advisors with cutting-edge fintech technology to deliver tailored wealth management experiences. The company was founded by leaders and innovators from the private wealth industry with deep expertise in traditional wealth management, fintech, and technology production, backed by top-tier venture capital and fintech investors.
As a Business Development Specialist on the Institutional Advisory team, you will drive high-volume outbound prospecting to executive leaders and board members at nonprofit organizations, foundations, and endowments. This is a direct sales development role focused on opening conversations, building rapport, and qualifying opportunities for the institutional sales team.
Key responsibilities include executing daily outbound outreach campaigns via phone and email to decision-makers at target institutions; researching and identifying key contacts using LinkedIn and prospecting tools; communicating Farther's value proposition in a tailored, persuasive manner; qualifying prospective clients and handing off warm leads to the sales team; and maintaining detailed activity logs and lead status in the CRM to continuously refine your approach.
The ideal candidate has prior experience in direct outbound sales, tele-sales, or business development roles. You should be energetic and genuinely comfortable with sustained daily calling, possess excellent verbal and written communication skills with the poise to engage senior executives, and be self-motivated and coachable. CRM proficiency (especially HubSpot) and familiarity with prospecting platforms like LinkedIn Recruiter are bonuses. No finance background is required—what matters is your hustle, integrity, and desire to build a career in institutional sales.
Farther offers competitive compensation tied to impact, the opportunity to work alongside fintech innovators, ground-floor equity upside at a fast-scaling startup, clear growth pathways, full health benefits with 401(k) matching and Roth IRA options, and unlimited PTO.