Opto Investments · 1 day ago
Business Development Associate, Institutional Channel
New York, NY
Full-time
Hybrid
Entry Level
$95K/yr - $135K/yr
1+ years expOpto Investments is innovating in the private markets sector to enhance client outcomes and streamline the investment process. The Business Development Associate will focus on institutional sales, engaging with various investment firms, and managing relationships to drive the adoption of Opto's AI platform for due diligence workflows.
Asset ManagementFinancial ServicesFinTech
No H1B
Responsibilities
Prospect & Outreach: Identify, research, and engage investment firms (institutions, endowments, sovereigns, family offices, asset managers) through email, calls, and LinkedIn
Qualify Leads: Manage inbound interest, run discovery to assess fit, and schedule high-quality demos for Business Development
Work closely with marketing to assist with outbound marketing cadence
Develop demonstration skills with a view to eventually step in for initial demonstrations
Pipeline Generation: Build and maintain a healthy top-of-funnel pipeline
Messaging & Positioning: Communicate the value of Opto’s AI Due Diligence product clearly and effectively to both technical and non-technical audiences
CRM Management: Maintain accurate and up-to-date records in HubSpot
Utilize consultative selling when engaging with prospects, building strong client relationships, and driving Opto’s brand awareness
Collaboration: Partner with Sales and Marketing to design and manage outreach campaigns in Google, Microsoft, and other relevant tools in the marketing stack
Experimentation: Test new outreach sequences, personalization techniques, and vertical-specific messaging
Represent Opto Investments at events and conferences
Qualification
Required
The ability and desire to work in a fast-paced environment and thrive when faced with challenges and ambiguity
Excellent communication skills and grace under pressure
You possess a competitive nature with the desire to meet and exceed performance goals
The ability to manage objections and rejections on a daily basis
You are polished, professional, and curious
1-2 years of experience in sales, preferably within the investment industry
4-year college degree in Finance, Economics, or a related field
Excellent written and verbal communication skills
Self-motivated and able to work in a fast paced startup environment
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time
Preferred
Previous sales experience in which you demonstrated the ability to meet or exceed sales quotas is a plus
Familiarity with financial services, private markets, or AI Tools are a plus
Track record of high achievement personally and/or professionally
Benefits
Significant equity
Health, dental, and vision insurance
Unlimited PTO
Retirement savings plan (401k)
Learning, Fitness and Commuter stipends
Paid Holidays
Company
Opto Investments
Our mission is to empower fiduciaries with the technology to confidently invest in private markets.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$145MKey Investors
Tiger Global Management
2022-09-20Series A· $145M
2020-11-15Seed
Leadership Team
Kamal Jafarnia
General Counsel and Co-Founder
Bhaskar Ghosh
Founding CTO, then Advisor
Recent News
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2026-01-16
bloomberglaw.com
2025-12-05
Company data provided by crunchbase