出海雷达

BD 专员 – 机构销售及推广

BD Specialist – Institutional Sales & Outreach

市场运营限定地区(需当地身份)与中国几乎无重叠,需长期倒时差
公司Farther
薪资未公开
工作地点United States
地域资格限定地区(需当地身份)
时区要求与中国几乎无重叠,需长期倒时差
用工类型permanent
发布时间2026-08-17
数据来源4dayweek.io
前往 4dayweek.io 查看并投递 →
注意地域限制:该职位明确限定在 United States 招聘。如果你是位于中国大陆的求职者,通常需要当地工作身份才能投递,或需与雇主确认是否接受独立合同(Contractor)形式合作。
作息提示:与中国几乎无重叠,需长期倒时差。

### Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

**The Role**

Our Institutional Advisory team works with nonprofits, foundations, and endowments — and every relationship starts with a conversation. We're looking for a Business Development Specialist to open those conversations. This is a high-volume outbound role: you'll be reaching out to executive leaders and board members at nonprofit organizations every day, building rapport, and setting up meetings for our sales team. You don't need a finance background to succeed here — you need to enjoy the hustle of the phone, care about doing right by the people you talk to, and want to build a career in institutional sales.

**Your Impact**

- Execute high-volume daily outbound outreach to executive leaders and board members at nonprofit organizations, foundations, and endowments
- Research and engage key decision-makers using LinkedIn and other prospecting tools
- Clearly and persuasively communicate our value proposition, tailored to each organization's needs
- Qualify prospective institutions and hand off warm opportunities to the sales team
- Log and manage all outreach activity, notes, and lead status in our CRM, and use that data to sharpen your approach over time

**The Ideal Match**

- Prior experience in a direct outbound sales, tele-sales, or business development role
- High energy and genuine comfort with sustained daily outbound calling
- Excellent verbal and written communication skills, with the poise to speak with senior executives and board members
- Self-motivated, coachable, and eager to build a long-term career in sales
- Comfort learning and working within a CRM and prospecting tools

**Bonus Points**

- Hands-on experience with HubSpot or a similar CRM
- Experience with LinkedIn Recruiter or other prospecting platforms
- Familiarity with financial, investment, or consulting concepts

**Why Join Us**

- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO

**Ready to disrupt wealth management? Let's talk!**

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