Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.
Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.
Position Overview:We are seeking a motivated and inclusive Business Development Representative to join our team. In this role, you will focus on managing high-volume of both inbound leads and outbound business development, ensuring a client-first approach. Your efforts will directly contribute to our growth and success in the wealth management sector.
Key Responsibilities:Collaborate with Sales, Marketing, and Product teams to execute strategies for managing and converting inbound leads.
Regularly perform against individual monthly and/or quarterly targets: pipeline creation, conversion rates, appointments set, and follow-up calls assigned to quota-carrying sales team.
Collaborate with Sales and other stakeholders on reporting and analysis.
Ensure CRM tools and value-selling methodologies are leveraged to process and track opportunities.
Generate qualified meetings and sales pipeline within strategic and targeted accounts.
Manage target account lists and drive a comprehensive demand generation plan.
Maintain a high level of daily activity, including calls, email, and LinkedIn outreach.
Use advanced prospecting tools such as LinkedIn, Zoominfo, and other tools to uncover new opportunities and build trust with prospects.
Keep up to date with the financial technology industry and competitive landscape.
Demonstrate a clear understanding of sales processes and product and service value propositions.
Prioritize client needs and ensure a positive experience throughout the sales process.
Bachelor’s degree or equivalent relevant work experience required.
3 years of experience working as a SaaS business or sales development representative looking to progress their career.
Solid understanding of Salesforce, Outreach.io, and Zoominfo.
Strong history of achieving and exceeding targets.
Experience working both inbound and outbound channels.
Proficiency in cold calling, email personalization, and social selling.
Passion for team collaboration and helping others succeed.A client-first mentality with a focus on delivering exceptional service.
Competitive Salary.
Fully remote, flexible work environment. We do however meet together in person several times a year.
Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
100% Company Paid Basic Life Insurance, Short Term and Long Term Disability
100% Paid Parental Leave upon eligibility
Company equity managed through Carta.
401k with Match and 100% vesting upon hire.
Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
Free estate planning for life!
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
Top Skills
What We Do
Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.
