Business Development Specialist

MUST CURRENTLY RESIDE IN MIAMI, FL

Please ensure you read the below overview and requirements for this employment opportunity completely.

Company Overview

Gamma Asset Management LLC is a multi-family office providing bespoke wealth management and investment advisory services to high-net-worth individuals, families, and institutions. We combine institutional quality investment research with goals based financial planning to help clients make confident decisions about their wealth. As an SEC registered investment adviser, we are held to the highest standard of care and operate with full transparency around fees, conflicts, and recommendations. Our Miami based team culture emphasizes integrity, professionalism, and disciplined execution in everything we do.

Role Summary

This is a full-time, onsite role in Miami, FL for a Business Development Specialist. You will support our advisors by generating and qualifying new prospective client meetings through structured outbound outreach. You will focus on professional, respectful conversations with affluent individuals and business owners in a fiduciary wealth management environment. You will learn a proven sales process, build your financial acumen, and contribute directly to firm growth.

Who Is This Role For

• A motivated early career professional interested in sales and wealth management who wants to learn on the job.
• Someone who is comfortable on the phone, can communicate clearly in writing, and enjoys talking to people in a professional context.
• A person who thrives in a structured environment with activity goals, coaching, and feedback.
• Someone who values integrity and wants to work for a fiduciary, client first firm.
• A candidate who can reliably work onsite in Miami (Brickell), FL

What You'll Do (Responsibilities)

• Make targeted outbound calls to prospective high net worth clients to introduce our firm and qualify interest.
• Conduct brief discovery conversations to understand basic goals and potential fit and schedule introductory meetings with our advisors.
• Log all activities, notes, and next steps accurately in our CRM, keeping your pipeline and tasks organized.
• Work from a structured outreach plan and weekly activity targets (calls, emails, meetings set) and participate in regular coaching sessions to improve.
• Coordinate with advisors and marketing on target lists, campaigns, and feedback from the front lines of outreach.

Required Qualifications

• Located in the Miami, FL area and able to work onsite at our Brickell office 5 days per week.
• 2+ years in outbound, phone based sales or business development, including time calling into affluent consumers, business owners, or senior professionals.
• At least 1 year coaching, training, or managing outbound callers, with concrete examples of a rep whose numbers improved under you.
• Demonstrated ability to write and improve outbound messaging, including scripts, objection responses, and email sequences.
• Fluency in a CRM and a sequencing or dialer platform, including building reports and running a pipeline review off the data.
• Strong written communication and genuine attention to detail in notes, emails, and reporting.
• High integrity and sound judgment, with comfort operating inside a compliance reviewed process at a regulated firm.

Preferred (Nice to Have) Qualifications

• Experience at an RIA, broker dealer, bank wealth division, or asset manager.
• Spanish language skills, spoken and written.
• Hands on experience with Salesforce, Salesloft, and prospect data platforms.
• Working knowledge of financial planning and investment concepts such as retirement income, concentrated stock and equity compensation, risk tolerance, and diversification. xhyhwjd
• Experience onboarding outbound callers, not only managing an existing team.