Business Development Specialist

Job Summary

To support outreach efforts in community associations, the remote Business Development Specialist will engage with board members and community managers through calls and emails, aiming to schedule qualified meetings for the Director of Institutional while managing a high volume of outreach activities.

Key responsibilities

• Conduct over 50 calls daily to board members and community managers to initiate conversations and qualify leads
• Log interactions in HubSpot to track outreach effectiveness and refine target lists
• Collaborate with the Director of Institutional on outreach strategies and potential meeting opportunities

Required qualifications

• Experience in outbound sales, tele-sales, or business development with a proven track record of meeting activity goals
• Comfortable making cold calls and engaging with potential clients
• Proficient in using HubSpot or similar CRM systems
• Strong verbal and written communication skills
• Interest in finance and investing, with a willingness to learn (prior wealth management experience not required)