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STP Investment Services · 6 hours ago

Business Development Representative

West Chester, PA

Full-time

Hybrid

Mid Level

$60K/yr - $75K/yr

3+ years exp

STP Investment Services is a collaborative partner providing scalable and transparent solutions to investment managers and funds. They are seeking an experienced Business Development Representative to source, qualify, and nurture leads for their Sales team, contributing to pipeline goals and enhancing client engagement.

Financial Services

Responsibilities

Prospect and source leads through multiple channels, including LinkedIn, industry events, databases, and digital campaigns

Initiate contact with potential customers through responding to inquiries or cold calling to qualify them as sales leads for each territory

Research and identify decision-makers and potential clients within target accounts, focusing on firms in investment management, banking, and related financial sectors

Qualify leads by assessing business needs, budget, and decision-making authority before passing them to Sales Representatives

Maintain a robust pipeline of qualified opportunities using CRM tools (e.g., HubSpot)

Schedule high quality lead meetings with salesperson in the territory

Collaborate closely with VP, Business Development to develop tailored outreach strategies that improve conversion rates

Develop and execute outreach campaigns (email, phone, and social) that align with STPs tone and brand

Track and report on key metrics, including lead generation volume, conversion rates, and pipeline contribution

Stay current on industry trends, market shifts, and competitive intelligence to inform prospecting strategy

Represent the company brand with professionalism and credibility in all client interactions

Follow up with potential customers who expressed interest but did not purchase any goods or services

Qualification

Business developmentLead generationFinancial services knowledgeCRM proficiencySales prospectingCustomer serviceCommunication skillsTeamworkOrganizational skills

Required

Minimum of three years of experience in business development sales or lead generation within financial services, fintech or investment management

Bachelor's degree in sales, marketing, business, or related field OR an equivalent combination of education and experience

Strong understanding of financial services industry dynamics and buyer personas (e.g., institutional investors, asset managers, CFOs)

Demonstrate an aptitude for sales, be able to ask for the next meeting and suggest additional products or services to increase customer satisfaction and revenue

Exceptional communication and interpersonal skills, both written and verbal

Proficiency with CRM systems (Salesforce, HubSpot) and prospecting tools (LinkedIn Sales Navigator, ZoomInfo, etc.)

Self-motivated and results-oriented, with strong organizational and follow-up skills

Strong interpersonal, teamwork, and customer service skills