Business Development Specialist - Association Sales & Outreach

Farther Finance, LLC; Charlotte (NC); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Full health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther Finance, LLC is seeking an energetic outbound sales professional to connect with condo and HOA boards, qualify opportunities, and book meetings for the Director of Institutional. You’ll make 50+ calls daily, ask insightful questions, and build early rapport with boards and managers.

You’ll join a fast-scaling fintech startup backed by top investors, with a clear path into broader sales leadership as you grow your career in wealth-management tech.

Qualifications

• Experience in outbound sales, tele-sales, or business development, with a record of hitting activity goals.
• Genuinely comfortable on the phone, and not rattled by a cold call.
• Clear, confident verbal and written communication with board volunteers and property professionals.
• Hands-on experience with HubSpot or a similar CRM.

Responsibilities

• Call and email board members and community managers at condos and HOAs, with a baseline of 50+ calls a day.
• Ask good questions, qualify on size and fit, and book meetings for the Director of Institutional
• Build early rapport with boards, managers, and gatekeepers
• Log every touch in HubSpot and track calls, connects, and meetings so we can sharpen lists and messaging
• Work with the Director of Institutional on target lists and outreach, with room to grow into leading intro conversations

Skills

Outbound sales

Tele-sales

Business development

HubSpot

Tools

HubSpot

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

Most condo and HOA boards are managing serious money with no advisor and no plan. Farther is already the largest provider of financial advice for community associations, and you'll be the first person boards hear from us.

Your job is simple to describe and not easy to do: pick up the phone, start good conversations, and put qualified meetings on the Director of Institutional's calendar. You'll have a real team behind you, and a clear path into sales as you grow.

Your Impact

• Call and email board members and community managers at condos and HOAs, with a baseline of 50+ calls a day


• Ask good questions, qualify on size and fit, and book meetings for the Director of Institutional


• Build early rapport with boards, managers, and gatekeepers


• Log every touch in HubSpot and track calls, connects, and meetings so we can sharpen lists and messaging


• Work with the Director of Institutional on target lists and outreach, with room to grow into leading intro conversations

The Ideal Match

• Experience in outbound sales, tele-sales, or business development, with a record of hitting activity goals


• Genuinely comfortable on the phone, and not rattled by a cold call


• Clear, confident verbal and written communication with board volunteers and property professionals


• Hands-on experience with HubSpot or a similar CRM

Bonus Points

• Background in property management, community association management, insurance, or real estate


• Curiosity about finance and investing (we'll train you, no wealth management experience needed)


• Based near Jacksonville, Tampa, Charleston, Charlotte, or New Orleans, for the occasional local event

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!