Responsibilities will include:
- Conduct outbound prospecting via phone, email, and social media to generate qualified leads
- Manage and respond to inbound leads from marketing initiatives and partner referrals
- Support both Syntax Direct and Syntax’s traditional/custom index business, including outreach and early-stage conversations related to index products, index licensing, platform partnerships, and advisor-facing solutions
- Clearly communicate Syntax’s value proposition across both product lines, including direct indexing, custom indexing, and differentiated company classification/data methodology
- Maintain accurate records of interactions and pipeline activity in the CRM (Hubspot)
- Collaborate with Sales, Marketing, Product, and Index teams to share prospect feedback, identify recurring questions, and refine outreach strategies
- Follow up on inbound leads and nurture them through the early stages of the sales funnel
- Establish a feedback loop between sales, marketing, and product teams to gather insights on lead quality and refine strategies
- Support conference and event follow-up by helping organize, prioritize, and pursue leads generated through industry meetings and events.
- Collaborate with internal teams to ensure a smooth handoff to onboarding and client support functions
The ideal candidate will have:
- 1–3 years of 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-related concepts
- Familiarity with CRM tools (Hubspot preferred)
- Self-motivated, organized and comfortable. managing multiple priorities
- Basic understanding of invest management, RIAs, financial advisors, ETFs, indices, or wealth platforms preferred
- Proficiency in Microsoft Office (Excel, Powerpoint) or similar tools
- Willingness to travel occasionally
Preferred skills:
- Experience in fintech, asset management, or financial services
- Exposure to RIAs, financial advisors, ETF issuers, asset managers, or platform providers.
- Interest in markets, portfolio construction, direct indexing, custom indexing, or financial data.
- Entrepreneurial mindset with the ability to operate in a fast-paced environment
- Ability to work cross-functionally with sales, marketing, product, and index/data teams
Syntax is a data and technology provider to the financial services industry. The company offers unique data sets for public and private companies that organize the global economy based on systems theory. Data is offered via complete database solutions, consulting services, indices and turnkey technology platforms.
For more information go to syntaxdata.com.
Skills Required
- 1-3 years of successful sales experience
- Familiarity with CRM tools and sales engagement platforms
- Basic understanding of core investment management principles
- Excellent communication skills
- Proficient in Microsoft Word, Excel, and PPT or Canva
What We Do
Syntax LLC is a financial data and technology company that codifies business models into a relational system we call Affinity® Data. Syntax operates through three segments: Affinity® Data, Syntax Direct℠, and Syntax Indices. Using its patented FIS® technology inspired by systems sciences, the Affinity® Data segment offers the most comprehensive, granular, and accurate product line revenue data available on the market. The Syntax Direct℠ segment then uses this abundance of data to facilitate the near instantaneous creation and ongoing management of boundless direct indexing solutions and rules-based equity portfolios through a fully automated platform. The Syntax Indices segment offers customized and proprietary indices, including core global benchmarks and micro- and macro-thematic, smart beta, defined outcome, and target volatility indices. These indices are foundational for a range of financial products, such as ETFs, UITs, and structured products
