Sales Development Representative

Sales Development Associate – Fintech / WealthTech

A fast-growing fintech company supporting financial advisors is hiring a Sales Development Associate to help drive growth across new and existing accounts. This is a chance to join a small, collaborative team building elegant financial tools that advisors actually use.

The Role You’ll support all aspects of business development, with a focus on outbound lead generation, meeting scheduling, and managing inbound interest. You’ll also help qualify leads, research new markets, and support sales operations. As you grow, there’s potential to take on full-cycle sales responsibility.

What You'll Do

• Drive outbound outreach via email and calls to generate new leads
• Qualify inbound interest and schedule meetings for the sales team
• Manage CRM, lead lists, and event-based outreach
• Assist with sales metrics, onboarding, and activation of advisor relationships
• Contribute to conferences, logistics, and follow-up efforts

What You'll Bring

• 1+ years of sales, business development, or client-facing experience
• Strong communication skills and comfort with outreach
• Familiarity with financial services or fintech is a plus
• Series 7 license required (or ability to obtain)
• Highly organized, curious, and eager to grow in a fast-moving environment

This is a hybrid role based in NYC with long-term growth potential.