Senior Business Development Representative

<p>We're an AI-native fintech just closed a $25M Series A changing how wealth management, tax, and estate planning teams work.</p><p><br /></p><p><em>Hiring our second BDR —</em> our founding BDR joined 12 months ago and was <strong>recently promoted into a full-cycle closing role.</strong></p><p><br /></p><p>So if you’re looking for a BDR seat where you can build pipeline, work directly with senior leadership, and have a real path into an AE role, this is it.</p><p><br /></p><p><strong>The Company</strong></p><p>Building AI-native infrastructure for the private client services market, helping wealth managers, private banks, trust companies, tax advisors, and law firms handle complex wealth transfer and estate planning work.</p><p><br /></p><p>Our customers include leading firms across the wealth management, tax, and legal ecosystems, and they’ve built significant traction in a market that has historically been underserved by modern technology.</p><p><br /></p><p><strong>The Role</strong></p><p>You’ll work closely with the commercial team and company leadership to:</p><ul><li>Build pipeline through targeted research, cold outreach, networking, and creative prospecting</li><li>Engage senior decision-makers across wealth management, tax, trust, and legal</li><li>Learn a complex product and become an expert in the problems it solves</li><li>Qualify opportunities and help shape messaging based on what you’re hearing from the market</li><li>Partner with marketing and sales to test new ways of generating demand</li><li>Help refine the playbook for the next wave of BDR hires</li></ul><p><br /></p><p>And importantly: <strong>this is a role designed to develop into a closing seat.</strong></p><p>The first BDR made that jump after 12 months. The expectation isn’t that you’ll sit in an SDR seat indefinitely.</p><p><br /></p><p><strong>What We’re Looking For</strong></p><ul><li>1–3+ years of B2B SaaS sales experience, ideally selling into financial services, wealth management, legal, or another complex industry</li><li>Someone who genuinely enjoys outbound and isn’t afraid of a cold call</li><li>Strong written and verbal communication skills</li><li>Comfortable speaking with senior-level prospects</li><li>High agency — you can take an objective and figure out how to get there without needing a play-by-play</li><li>Someone who wants to join early enough to have a meaningful impact on how the GTM motion gets built</li></ul><p><br /></p><p><strong>Why This Role</strong></p><ul><li>$25M Series A with significant runway</li><li>Founding BDR was promoted to AE after 12 months</li><li>Direct exposure to senior leadership</li><li>Opportunity to help shape the outbound playbook from the ground up</li><li>Clear path toward a full-cycle closing role</li><li>Selling an AI product into a sophisticated, high-value market</li></ul><p><br /></p>