Business Development Representative

📋 Description

• Own advisor engagement plan for target wealth firms from outreach to demonstrations.
• Research target firms, identify advisor groups, and build outreach lists.
• Execute outbound outreach via email, phone, LinkedIn and other channels.
• Convert engagement into meetings, product demos, roundtables, and workshops.
• Build relationships with advisors and understand how they research investments and present advice.

🎯 Requirements

• 2-4 years wealth-management experience (internal wholesaler/associate advisor preferred).
• Practical understanding of advisor workflows and client conversations.
• Comfort with proactive outbound outreach across email, phone, and LinkedIn.
• Confidence in delivering product demonstrations and presentations to individuals and groups.
• Strong commercial judgment to identify genuine interest, champions, and momentum.
• Persistent, curious, and able to own an engagement plan.

🎁 Benefits

• Learn more about life at CapIntel on our Careers page.
• Team built on trust, respect, and collaboration.
• Competitive growth opportunities and development.
• Compensation discussed during the hiring process and aligned to market data.