Business Development Representative (BDR)

Company Overview

Stansberry Asset Management (SAM) is proud to be recognized as a certified Great Place to Work, reflecting our commitment to fostering a supportive, positive, and collaborative environment where employees truly enjoy coming to work.

Our culture is rooted in collaboration, inclusion, and transparency, with accessible leadership that values input and creates a genuine sense of belonging.

At SAM, it’s not just about having a job; it’s about joining a community where you feel valued, supported, and empowered to grow!

Job Summary

As a Business Development Representative (BDR), you will play an important role in SAM’s growth by identifying, engaging, and developing relationships with prospective clients. Working closely with the Business Development team and Marketing, you will introduce high-net-worth prospects to SAM’s investment advisory and wealth management services and generate qualified meetings for our regional sales partners.

Success in this role requires strong communication skills, persistence, professionalism, and the ability to build trust while clearly communicating SAM’s value proposition.

Key Responsibilities

Proactively identify and engage prospective clients through outbound calls, email, and other business development channels.
Conduct thoughtful discovery conversations to understand prospects’ financial situations, investment objectives, concerns, and broader wealth management needs.
Qualify prospective clients and identify opportunities where SAM’s investment management and wealth planning solutions may provide meaningful value.
Clearly communicate SAM’s investment philosophy, wealth management capabilities, client experience, and competitive advantages.
Educate prospective clients on SAM’s approach and help them understand how our services differ from other wealth management alternatives.
Build trust and meaningful relationships with prospective clients through consultative conversations, active listening, professionalism, and consistent follow-up.
Effectively respond to questions and concerns while helping qualified prospects feel confident taking the next step in the conversation.
Generate qualified meetings for regional team and ensure a smooth transition of relevant prospect information.
Collaborate with Business Development team and Marketing to support business development strategies, campaigns, and growth initiatives.
Maintain accurate and timely prospect activity and pipeline information within the CRM, including outreach, follow-up, meetings, opportunities, and results.
Consistently manage and prioritize a pipeline of prospects while maintaining disciplined prospecting and follow-up habits.
Stay informed on financial markets, investment trends, SAM’s strategies and solutions, and the competitive wealth management landscape.
Take ownership of individual performance goals, seek feedback, learn from challenges, and continuously look for ways to improve results.

Qualifications & Success Characteristics

Bachelor’s degree in Business, Finance, Economics, or a related field, or equivalent professional experience.
Must have your SIE and/or a Series 65.
Previous experience in business development, sales, financial services, or a related field; RIA industry experience is preferred.
Knowledge of investment products, financial markets, and wealth management concepts.
Excellent verbal and written communication skills with the ability to build trust and credibility with prospective clients.
Strong consultative selling, persuasion, and relationship-building skills.
Highly motivated, competitive, resilient, and accountable for achieving measurable results.
Strong organizational skills with the ability to manage multiple prospects and maintain consistent follow-up.
Experience using CRM software and other business development tools.
Ability to work independently while contributing to a collaborative, fast-paced, and performance-driven team.

Career Opportunity

This role offers the opportunity to directly contribute to SAM’s growth while building valuable experience within the wealth management industry. We are looking for someone who wants to challenge themselves, develop professionally, build meaningful relationships, and be rewarded for initiative, resilience, and results.

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