Job Description
📋 Description Outbound prospecting via phone, email, and social media to generate qualified leads Respond to inbound leads from marketing initiatives and partner referrals Support Syntax Direct and traditional/custom index business, including outreach and early-stage Communicate Syntax’s value across product lines, including direct indexing and data methodology Maintain CRM (Hubspot) records and pipeline activity Collaborate with Sales, Marketing, Product, and Index teams to refine outreach and share feedback 🎯 Requirements 1–3 years experience in sales, business development, or client-facing roles Strong communication and presentation skills (verbal and written) Ability to learn and explain financial technology, index, and investment concepts Familiarity with CRM tools (Hubspot preferred) Self-motivated, organized, and able to manage multiple priorities Basic understanding of investment management, RIAs, financial advisors, ETFs, indices, or wealth
