Company Overview:

InvestorCOM is a leading provider of compliance technology software for the wealth management industry. We empower financial institutions with innovative solutions that streamline regulatory compliance, improve client engagement, enhance operational efficiency, and drive asset growth. Our suite of SaaS-based solutions helps firms navigate the ever-evolving regulatory landscape with confidence.

Position Summary:
The Business Development Representative (BDR) is responsible for generating and qualifying new business opportunities for the sales team. This role is ideal for a results-driven professional who excels in outbound prospecting, lead qualification, and relationship-building. The BDR will play a critical role in expanding InvestorCOMs market presence by identifying and engaging potential clients within the wealth management industry.

Key Responsibilities:

• Conduct outbound prospecting through calls, emails, and social media to generate leads.
• Identify and qualify potential customers within the wealth management and financial advisory sectors.
• Set up meetings and demos for the sales team with high-potential prospects.
• Maintain accurate records of outreach and interactions within Hubspot CRM system.
• Collaborate with sales and marketing teams to develop targeted outreach strategies.
• Stay informed about industry trends, regulatory changes, and InvestorCOMs product offerings.
• Attend industry events and networking opportunities to build relationships and promote InvestorCOMs solutions.
  

What You Bring:

• 3 years of experience in business development, sales, or a related role, preferably in fintech, SaaS, or financial services.
• Strong communication, persuasion, and relationship-building skills.
• Proficiency in using HubSpot CRM, LinkedIn and sales automation software.
• Ability to work independently while collaborating effectively with internal teams.
• Self-motivated with a results-driven mindset and a willingness to learn.
• Bachelors degree in business, finance, marketing, or a related field is a plus.
  

Why Join InvestorCOM?

• Opportunity to work in a fast-growing company with innovative compliance technology solutions.
• Competitive salary, commission structure, and benefits package.
• Career development and growth opportunities in the fintech industry.
• Dynamic and collaborative team environment.
  

If you are passionate about business development and eager to make an impact in the fintech and compliance space, we invite you to apply and join our team at InvestorCOM!
Think you have what it takes, but not sure you check every box? Please apply to the role anyway. Wed love to talk and determine together whether you could be a great fit! At InvestorCOM, the differences that make each of us who we are, the perspectives that help define how we think and work, and our individually unique experiences help us drive innovation, both in and outside of the company. We build teams where everyone feels empowered to bring their whole and authentic selves to work. We strongly encourage all qualified candidates to apply, regardless of race, religion, gender, sexual orientation, age, origin, or disability.