Sr. Sales Development Representative (SDR)-Wealth and Financial Services

Sr. Sales Development Representative (SDR)- Wealth and Financial Services 

Bainbridge

Job Type: Full-time/Exempt

Position Location: Remote digital office. Employees must be U.S.-based, and able to collaborate with team members located in various time zones. 

Pay Scale: Our compensation package includes a base salary complemented by a generous performance-based bonus structure that rewards individual and team achievements. Base salary starts at $50,000.00-$65,000.00 per year with an OTE average of $70,000.00-$150,000.00+ per year. The final salary offered may differ from the stated range, and will depend on a variety of factors such as the candidate’s skills, experience, qualifications, and the geographic location which the role is filled.

Benefits: We offer a highly competitive benefits package to all full-time employees including health, dental, and vision insurance, wellness services and retail discounts.

Start Date: Immediately

Travel: Minimal travel is required for conference attendance, trainings, and company events.

How to Apply: Interested candidates should submit a PDF version of resume and a brief letter of interest.

About Us

Bainbridge is the Forbes-rated, premier financial services and strategic advisory firm serving the evolving needs of U.S. private equity funds, Fortune 1000, family offices, and corporate owners. With over $5 billion in small-to mid-cap acquisitions completed across sectors including technology, healthcare, automation, global supply chain, machine learning, and energy, we are recognized for our deep sector expertise and deal execution capabilities.
Bainbridge is now accelerating into its next phase of global growth, strategically expanding its footprint in investment banking and financial technology (fintech). As a licensed investment bank, part of its growth and this transformation is Capitalsphere, the proprietary marketplace platform designed to digitize and streamline M&A and banking.
Our culture is results-driven, client-focused, and deeply collaborative. We value leaders at every level: people who move quickly, take initiative, and drive results. We’re looking for high caliber professionals who are entrepreneurial by nature, energized by the pace of financial service, and committed to providing exceptional, white-glove client service. If you’re ready to make an impact and help shape the future of the industry, we invite you to join us.

Position Overview: 

As a Senior SDR at Bainbridge, you will be a crucial member of our business development team and take full ownership of your projects from day one. in this role, you’ll be responsible for identifying and initiating contact with prospective clients, developing early stage relationships, and supporting the deal pipeline.
This is a strategic, high-touch position that requires strong business acumen, intellectual curiosity, and the ability to understand a prospect’s investment criteria, market focus, and strategic priorities. You’ll be expected to engage in informed client outreach and bring credibility to complex business conversations with senior executives and decision makers.
The ideal candidate is self-directed, resourceful, and comfortable operating in a fast-paced, deal-oriented environment. You will need to understand the core drivers of business value, ask the right questions, and move conversations forward with purpose. You’ll work closely with senior team members to qualify opportunities and ensure momentum through the pipeline.
This role is well suited to someone who wants to be close to the deal process, gain exposure to a wide range of industries, and build a strong foundation in origination and business development.

Key Responsibilities:

• Conduct extensive high-level outreach to engage with prospects, facilitating the M&A deal process.
• Conduct research on companies, markets, and decision makers to support personalized, strategic outreach efforts.
• Lead early-stage conversations with prospects, focusing on investment criteria, strategic priorities, and market positioning.
• Collaborate with senior team members to move qualified opportunities through the pipeline and support momentum on active pursuits.
• Partner with marketing and business development teams to support campaigns, events, and industry specific initiatives. 
• Draft and contribute to tailored proposals, pitch materials, and opportunity summaries that reflect the clients’ objectives and our value proposition.
• Demonstrate strong team orientation by working well with others, contributing to shared goals, and helping foster a respectful and constructive work environment.
• Meet or exceed monthly and quarterly lead generation and appointment setting targets.
• Maintain clean and accurate records in CRM systems, tracking interactions, key takeaways, and follow-up actions.
• Comfortable working in a fast-paced, deal-driven environment, where precision and follow-through are critical.
• Continuously improve your knowledge of our services, industry trends, and competitive landscape.

Qualifications:

• BA/BS degree in Business, Economics, Finance, Marketing, or a related field.
• FINRA licensing preferred or willing and able to complete initial licensing.
• 3 years minimum proven success in outbound sales, business development, or client-facing roles, preferably in a high-touch B2B or financial services environment. 
• Demonstrated business acumen and excellent communication skills with the ability to articulate service offerings and value propositions effectively.
• Proven ability to conduct research, distill insights, and tailor messaging based on company and industry context.
• Self-motivated and organized, with the ability to manage multiple priorities and consistent follow through. 
• Ability to work independently as well as collaboratively in a team environment.
• Adept at handling objections and overcoming challenges in a professional manner.
• Experience with CRM systems and familiarity with proposal and presentation tools.
• Collaborate and communicate with all levels of the organization to ensure alignment with organizational goals and strategies.

Equal Opportunity Statement: 
We are committed to providing equal employment opportunities to all individuals. All qualified candidates will be considered for employment without regard to race, color, religion, sex, national origin, disability, sexual orientation, gender identity, veteran status, or any other status protected by applicable law.