Hybrid Fintech SDR — Growth, Outbound Lead Gen

Taurus Search; New York (NY); Hybrid; USD 52,000 - 75,000; Full time

Job summary

Taurus Search is seeking a Sales Development Associate for a hybrid role in New York City. You'll support outbound lead generation, qualify leads, schedule meetings, and help manage CRM and sales operations as you grow with the team.

The role emphasizes collaboration within a small, fast-moving fintech environment with long-term growth potential. A Series 7 license is required or obtainable.

Qualifications

• 1+ years of sales, business development, or client-facing experience.
• Strong communication skills and comfort with outreach.
• Familiarity with financial services or fintech is a plus.
• Series 7 license required (or ability to obtain).
• Highly organized, curious, and eager to grow in a fast-moving environment.

Responsibilities

• Drive outbound outreach via email and calls to generate new leads.
• Qualify inbound interest and schedule meetings for the sales team.
• Manage CRM, lead lists, and event-based outreach.
• Assist with sales metrics, onboarding, and activation of advisor relationships.
• Contribute to conferences, logistics, and follow-up efforts.

Skills

Outbound outreach

Lead qualification

CRM management

Communication

Event support

Job description

Taurus Search is seeking a Sales Development Associate for a hybrid role in New York City. You'll support outbound lead generation, qualify leads, schedule meetings, and help manage CRM and sales operations as you grow with the team.

The role emphasizes collaboration within a small, fast-moving fintech environment with long-term growth potential. A Series 7 license is required or obtainable.