Enterprise SDR — FinTech/Wealth Prospecting Pro

Wealthbox; United States; Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health insurance

401(k) plan

PTO

Job summary

Wealthbox is seeking an SDR/BDR to fuel enterprise pipeline for financial advisors. You will conduct 60+ outbound calls daily, consult by phone and email with prospective enterprise clients, and partner with Enterprise Account Executives to drive opportunities.

Target RIAs, broker-dealers, and wealth firms with account-based prospecting and strategic outreach plans. This is a dynamic role in a fast-growing fintech environment.

Qualifications

• 2+ years in quota-attaining SDR/BDR role, ideally in FinTech or SaaS.
• Proven outbound prospecting success and CRM familiarity.
• Experience with enterprise prospecting and outbound outreach.

Responsibilities

• Consult by phone and email with prospective enterprise customers to build pipeline.
• Drive account-based prospecting targeting RIAs, broker-dealers, and wealth firms.
• Conduct 60+ outbound calls daily to qualify enterprise prospects.
• Execute strategic outreach plans with Enterprise Account Executives.

Skills

Outbound prospecting

CRM familiarity

Quota attainment

FinTech SaaS domain

Tools

CRM systems

Job description

Wealthbox is seeking an SDR/BDR to fuel enterprise pipeline for financial advisors. You will conduct 60+ outbound calls daily, consult by phone and email with prospective enterprise clients, and partner with Enterprise Account Executives to drive opportunities.

Target RIAs, broker-dealers, and wealth firms with account-based prospecting and strategic outreach plans. This is a dynamic role in a fast-growing fintech environment.