Sales Development Representative - Fintech for Wealth Management

Clearnomics is a fintech company building the market insights platform for the financial services industry. Our platform empowers asset and wealth managers to better serve their clients and enhance their marketing efforts. The platform has achieved the highest advisor satisfaction rating in the industry, backed by cutting-edge technology, high-quality insights, and an exceptional service experience.

We’re a rapidly growing team of industry experts from across financial services. We are backed by top advisors in fintech and count some of the largest financial services enterprises as customers. 

We're looking for talented Sales Development Representatives (SDR) based in New York City to join our dynamic team as we accelerate our growth. The role is full time, based in our New York office.

Job Overview

As a sales development representative at Clearnomics, you’ll identify and engage leads, generating sales opportunities in the wealth management and financial advisory market segments. You will be a key point of contact for prospects, playing a highly-visible role in the growth of our business. This role provides a significant opportunity to accelerate your professional growth, and we’re looking for candidates that are driven, dedicated, and thrive in a fast-paced environment.

What you’ll work on:

• Drive new sales opportunities in the financial advisory industry
• Strategically prospect, develop and nurture leads through calls and emails
• Create new advisor engagements
• Build rapport and uncover the requirements of prospects
• Educate prospects and help them learn how Clearnomics can enhance their business

We’re looking for candidates with:

• 1-2 years relevant experience in B2B SaaS software sales
• SDR experience and are motivated to make the leap to Account Executive
• Keen active listening skills and adaptability
• Experience with CRM platforms is a plus
• Excellent written and verbal communication skills
• Effective at building relationships with prospects
• Bachelor’s degree or equivalent
• Knowledge of the financial services industry is a plus

What we offer:

• The salary range for this position is $55,000-$60,000 plus a commission structure that rewards performance
• Well-defined career growth plan
• Eligibility to participate in our comprehensive benefits program including medical and dental coverage
• Flexible PTO
• Collaborative and innovative work environment
• Opportunity to have significant impact in a growing company
• Work with cutting-edge technology

This is a full-time, in-house, and on-site position in New York City. We are an equal opportunity employer and value diversity.

Individual applicants only. U.S. work authorization is required.