Business Development Specialist, Wealth Management

About us @Symphony

We’ve spent the last 10 years building a communication and markets technology company, powered by interconnected platforms: messaging, voice, directory and analytics.  Over 1000 institutions use our modular technology built for global finance. Security is in our DNA with uncompromising data protection, end-to-end encryption and resilient architecture, all created on a foundation of trust with our customers . 

But that was only chapter one. We’re now building on our purpose-built network, expanding AI-powered, real-time collaboration, redefining flexibility with fully cloud-native software with our trader voice product, and rethinking the industry’s approach to identity verification, connection and intelligence. .

The opportunity and our ambition are huge. But we need passionate, dedicated individuals to get there. At Symphony we work hard and fast. Our unique blend of technology and financial services makes it an environment you won't get elsewhere.

Job Summary

Symphony is seeking an ambitious and results-oriented Business Development specialist to play a crucial role in expanding our market presence and driving the top-of-funnel sales pipeline. This individual will be responsible for identifying, qualifying, and engaging new strategic accounts within the financial services sector. The ideal candidate has a strong understanding of fintech and capital markets, excels at proactive outreach, and is skilled at clearly articulating the unique value of the Symphony platform to senior stakeholders.

Key Responsibilities

The Business Development specialist is primarily responsible for establishing initial contact with high-value prospects and qualifying new opportunities to fuel the sales pipeline:

• Proactively research and identify new target accounts and key contacts within the financial services and institutional sectors.
• Execute high-volume outbound activities (calls, emails, social outreach) to strategically engage potential clients.
• Personalize outreach using market intelligence and industry trends to articulate Symphony's specific value proposition.
• Conduct initial discovery and qualification calls to assess fit and readiness based on established sales criteria 
• Consistently meet or exceed targets for qualified opportunity generation.
• Clearly articulate Symphony's compliant communication and collaboration solutions to senior-level decision-makers.
• Maintain a disciplined and accurate record of all prospecting activities and pipeline status 
• Successfully hand off qualified opportunities to the appropriate Account Executives for further development and closure.
• Collaborate with Sales and Marketing to support and execute targeted outbound campaigns and initiatives.
• Stay current on the competitive landscape and client pain points to effectively position Symphony in the market.

Qualifications

Required

• 3+ years of professional experience in a Business Development Representative (BDR), Sales Development Representative (SDR), or equivalent outbound sales role, preferably within Fintech or Enterprise SaaS.
• Demonstrated ability to consistently meet or exceed monthly/quarterly targets for qualified opportunity generation.
• Excellent written and verbal communication skills, with a proven ability to engage and persuade senior-level decision-makers.
• Strong self-starter with a high degree of motivation, resilience, and a competitive drive.
• Proficiency with CRM software (e.g., Salesforce) and sales engagement tools (e.g. LinkedIn, SalesLoft, Outreach).

Preferred

• Specific knowledge of capital markets workflows or experience selling collaboration, security, or compliance solutions.
• Bachelor's degree in Business, Finance, or a related technical field.
• Experience navigating and prospecting into large, complex financial institutions.

Compensation:

• Base Salary Range $100,000-120,000 
• Sales Commission Plan
• Benefits and Perks vary based on location.

Benefits and Perks:

• Regional specific competitive benefits
• Build your own Benefits (BYOB) perk
• Many other fun and exciting benefits and activities!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.