Job Description
An AI Fintech client is seeking a Sales Development Representative to join their growing team. As an SDR, you’ll be on the front lines of pipeline generation, booking high-quality meetings with enterprise level RIAs, and broker-dealer networks, and wealth management firms, so industry knowledge will be key.

This is a purely outbound role, where you’ll own the entire top-of-funnel process — from sourcing and building your own lead lists using tools like Discovery Data, to crafting personalized outreach cadences in Salesloft, to executing daily cold calls and emails. You’ll serve as the first point of contact for prospects, educating them on a cutting-edge, AI-powered assistant designed specifically for regulated financial institutions and financial professionals, with strict compliance considerations top of mind.
You’ll work closely with Account Executives to ensure strong discovery and clean meeting handoffs, while maintaining a high bar for meeting quali...