Business Development Representative

Job Description

About Asseta

Asseta is an AI-native operating system purpose-built for UHNWIs, family offices, and RIAs, with over $130B in assets on the platform. Our flagship product, the Intelligent Family Office Suite®, helps family offices operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation.

Our mission is to help family offices achieve financial excellence through intuitive, enterprise-grade software and expertise. We simplify complex wealth management and accounting, foster transparency, and protect client data. Our clients receive unwavering support for wealth preservation and growth.

The Opportunity

We are hiring a Business Development Representative (BDR) to build our sales pipeline. You 

will follow up on inbound marketing-qualified leads (MQLs) and prospect proactively for new accounts. You will start conversations with prospective customers, find opportunities, and book qualified meetings for the sales team.

This is a hands-on role for someone who wants a career in fintech sales. You will open doors, build relationships, and create opportunities with senior decision-makers. You will also help refine our prospecting approach as Asseta scales. If you enjoy building a pipeline from the ground up, you will thrive here.

What You'll Own

Inbound Prospecting

• Follow up with MQLs quickly and respond to every inquiry.
• Ask questions to learn each prospect's needs and decide if Asseta fits.

Outbound Prospecting

• Identify and research target accounts, and build prospect lists.
• Run multichannel outreach by email, LinkedIn, and cold calls.
• Build relationships with decision-makers at family offices, RIAs, and wealth management firms.

Qualification and Pipeline

• Hold first conversations to understand needs, identify use cases, assess fit, and agree on next steps.
• Book qualified meetings for Account Executives.
• Keep a steady flow of opportunities moving into the sales pipeline.

Pipeline Operations

• Log all prospecting activity and lead status accurately in the CRM.
• Track outreach performance and follow up with prospects consistently.

Testing and Improvement

• Test messaging, sequences, and outreach strategies.
• Use results to improve engagement and conversion rates.

What We're Looking For

Required

• At least 1 year of experience in a BDR, SDR, or similar sales development role in B2B SaaS.
• Experience with both inbound lead qualification and outbound prospecting.
• A record of booking qualified meetings and building pipeline through steady outreach.
• Strong written and verbal communication skills, with the ability to engage senior decision-makers.
• Skill at researching accounts, finding the right contacts, and personalizing outreach.
• Strong organization and self-motivation. You stay persistent and manage many prospects and priorities at once.
• Curiosity and a drive to learn new products, industries, and business challenges.

Nice to Have

• Experience with HubSpot, LinkedIn Sales Navigator, or sales engagement tools.
• Experience selling into financial services, wealth management, family offices, or other complex B2B environments.

Compensation and Benefits

Asseta offers competitive compensation and a benefits package that includes:

• OTE of $100,000 - $120,000
• Comprehensive health, dental, and vision coverage
• Unlimited PTO
• Conference sponsorships and training opportunities
• Frequent company off-sites and team-building events
• On-site at our New York City headquarters