Business Development Representative

Summary

Join a boutique private equity marketing firm as a Business Development Representative (BDR) and work remotely setting appointments for the founder. You will prospect high-net-worth individuals, qualify leads based on investment preferences and financial profiles, and maintain accurate records. The role requires 1–3 years of outbound phone-based prospecting experience and comfort engaging with high-net-worth individuals. Success involves consistent high-volume outreach, strong time management, and a self-starter attitude. This is a low-volume, high-impact sales position ideal for someone excited to learn about private equity, hedge funds, and venture capital.

Requirements

• 1–3 years of experience in outbound phone-based prospecting, appointment setting, or sales development
• Comfortable engaging with high-net-worth individuals and senior-level professionals
• Exceptional spoken English with a clear, professional tone
• Proven ability to maintain consistent high-volume outreach
• Self-starter attitude with strong time management and autonomy

Responsibilities

• Outbound Prospecting: Call through a pre-built list of high-net-worth individuals and engage them in introductory conversations about investment opportunities
• Qualifying Leads: Gauge interest, determine eligibility, and filter for fit based on investment preferences, risk appetite, and financial profile
• Appointment Setting: Book qualified prospects for sales calls with the founder and manage basic follow-ups and reminders
• Pipeline Hygiene: Maintain accurate notes and updates on lead interactions using basic tools (a lightweight CRM may be adopted)
• Collaborative Support: Offer ideas and feedback to improve outreach scripts, positioning, and qualification criteria
• Self-Education: While financial expertise isn’t required, an openness to learn private equity terminology and product dynamics is important

Preferred Qualifications

• Exposure to financial services, investing, or private equity (even conversational)
• Experience working for boutique firms, hedge funds, investor relations teams, or capital-raising groups
• Strong interest in learning about high-value investment products (e.g., pre-IPO shares, hedge fund allocations, PE funds)

Benefits

Fully-Remote (Work from Home), 9 AM - 5 PM EST