Business Development Representative at Syntax

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, FinTech, Wealth ManagementIndustries

Requirements

1-3 years of successful sales experience
Familiarity with CRM tools and sales engagement platforms (preferably HubSpot)
Basic understanding of core investment management principles
Basic understanding of the RIA and FA markets and knowledge of pain points within various tech stacks
Self-motivated, goal-oriented, and eager to learn
Excellent communication skills
Proficient in Microsoft Word, Excel, and PPT or Canva
Occasional travel required
Preferred skills
Client-focused perspective
Excellent teamwork and entrepreneurial skills
Business development and/or partnerships experience
Strong industry network and relationships

Responsibilities

Conduct outbound prospecting via phone, email, and social media to generate qualified leads
Maintain accurate records of interactions and pipeline activity in the CRM
Follow up on inbound leads and nurture them through the early stages of the sales funnel
Establish a feedback loop between sales, marketing, and product teams to gather insights on lead quality and refine strategies
Provide demos of Syntax Direct to prospects and respond to questions or concerns in the sales process

Skills

HubSpot

CRM

Outbound Prospecting

Phone Sales

Email Outreach

Social Media Prospecting

Lead Nurturing

Sales Demos

Sales Presentations

RIA Markets

Financial Advisors

Investment Management

Syntax

Investment analytics and portfolio management tools

About Syntax

Syntax provides financial technology solutions that focus on investment analytics and portfolio management. Their platform allows users to access detailed profiles of companies and Exchange-Traded Funds (ETFs), helping investors understand risks and opportunities. They also create proprietary benchmark indices for accurate performance metrics and employ algorithms for tax-efficient strategies. Syntax aims to enhance decision-making for individual and institutional investors through subscription-based access to their tools and data.

New York City, New YorkHeadquarters

N/AYear Founded

VENTURE_UNKNOWNCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees