Sales Development Representative
About The Position
As a Sales Development Representative (SDR) in the Wealth business, you're a critical link in our new business pipeline by converting marketing-qualified interest into sales-qualified opportunities and high-quality handoff to Sales. You’ll own initial prospect outreach, qualification, and early discovery to determine fit, urgency, and next steps. The SDR will own initial outreach, maintain strong CRM discipline and use the standard sales tech stack to execute outreach and log activity, including: Salesforce (lead/contact/account/opportunity management; reporting & forecasting) LinkedIn Sales Navigator Sales engagement & cadence tool Email/calendar sync via Einstein Activity Capture Contact data sources Highspot Consensus
Requirements
- 1–3 years' experience in a customer-facing or sales environment (inside sales, SDR/BDR, client services, or similar)
- Strong written and verbal communication — comfortable speaking with professionals in financial services.
- Comfort with structured outreach and follow-up cadence; ability to handle rejection and stay persistent.
- Ability to manage activity and outcomes in Salesforce (or another CRM) with strong attention to detail.
Nice To Haves
- Exposure to wealth management / RIA / asset management
- Experience with Salesforce, LinkedIn Sales Navigator, sales engagement/cadence tools, Highspot, or contact databases
- Experience with Black Diamond Wealth Solutions products or competing solutions
Responsibilities
- Own initial outreach for inbound marketing-qualified leads (MQLs) to determine whether engagement represents a legitimate sales opportunity.
- Capture key details about prospect needs, environment, and buying intent; document clean notes to support the Sales handoff.
- Help generate additional interest across relevant Wealth solutions during initial conversations (positioning adjacent capabilities when appropriate).
- Handle initial outreach on all MQLs prior to opportunity creation, except “hot leads” routed directly to Sales.
- Partner with Sales to identify stale opportunities for focused outreach and re-engagement.
- Execute targeted campaigns tied to new/available solutions, using defined lead characteristics to build target lists.
- Experienced SDRs will be able to run outbound outreach to net-new or not-yet-MQL leads to create SDR-sourced opportunities.
- Build campaign motions across email/phone/LinkedIn using repeatable cadences and strong personalization.
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
