About the Role
BDR needed at one of our Fixed Income OMS/PMS clients!!! Hybrid 2 - 3 days a week in office (full time to start) in NYC only. Base $70k - $80k and OTE of $110k - $125k. Must have 1 - 4 years of BDR/SDR experience selling SaaS into asset management firms and/or RIAs. Some knowledge/experience with fixed income would be ideal but not required.
Our client is seeking a motivated and results-driven professional to join their Sales team as a Business Development Representative (BDR). In this role, you will be on the front lines of their growth strategy, identifying and engaging prospective clients in the fixed income investment management space. You'll play a critical role in building their pipeline by conducting targeted outreach, qualifying leads, and setting meetings for their Account Executive team.
This position is ideal for someone who has experiences a sales training program, is eager to apply their skills in a high-growth fintech environment, and is passionate about the investment management industry. You will work closely with Sales, Marketing, and Product teams to craft compelling messaging, understand client pain points, and position their platform as the solution for modern fixed income portfolio management.
Responsibilities:
• Conduct targeted outbound prospecting via phone, email, LinkedIn, and other channels to engage decision-makers at asset managers, RIAs, broker-dealers, and institutional investors
• Research and identify prospect accounts within the fixed income investment management space
• Qualify outbound leads using established criteria (MEDDIC, or similar frameworks)
• Schedule qualified meetings and product demonstrations for the Account Executive team
• Maintain accurate records of all prospecting activities, conversations, and lead status in Salesforce
• Collaborate with Sales and Marketing to provide feedback on campaign effectiveness and messaging resonance
• Partner with Product and Sales teams to stay current on platform capabilities, competitive positioning, and industry trends
• Consistently meet monthly/quarterly quotas for certified meetings and pipeline generation
• Develop a deep understanding of fixed income workflows, client pain points, and the value proposition of the platform
• Participate in ongoing sales training and professional development initiatives
Qualifications:
• 1-4 years of experience in an outbound BDR/SDR role with structured sales training program, SaaS fintech or financial services background preferred
• Knowledge of financial markets, specifically the bond market and fixed income portfolio management is a plus
• Excellent verbal and written communication skills with the ability to engage C-level and senior executives
• Proven track record of meeting or exceeding sales activity metrics and quotas
• Strong proficiency in Salesforce and SalesLoft
• Leverage industry leading market intelligence tools
• Advanced proficiency in Microsoft Suite
• Self-starter with strong organizational skills and attention to detail
• Driven, enthusiastic, coachable, and team-oriented mindset