BD Specialist – Institutional Sales & Outreach

Farther

Charleston (SC)

On-site

USD 65,000 - 95,000

Full time

14 days+

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Benefits offered by this job

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther is seeking a Business Development Specialist to open conversations with nonprofit organizations, foundations, and endowments. This high-volume outbound role involves reaching out to executives and board members, building rapport, and setting up meetings for the sales team.

No finance background is required; the role emphasizes hustle, integrity, and a long-term career in institutional sales, with a collaborative fintech-forward culture and generous benefits.

Qualifications

Experience in a direct outbound sales, tele-sales, or business development role.
Excellent verbal and written communication skills with senior executives and board members.
Comfort learning and working within a CRM and prospecting tools.

Responsibilities

Execute high-volume daily outbound outreach to executives and board members at nonprofits and foundations.
Research and engage decision-makers using LinkedIn and other prospecting tools.
Clearly 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.

Skills

Outbound sales

CRM proficiency

Verbal communication

Written communication

Prospecting

Tools

HubSpot

LinkedIn Recruiter

Job 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