Advisor360° · 2 hours ago
Business Development Representative
Needham, MA
Full-time
Hybrid
Entry Level
$60K/yr - $60K/yr
1+ years expAdvisor360° is a leading SaaS platform in the fintech space that transforms wealth management operations. They are seeking ambitious Business Development Representatives to conduct outbound prospecting, educate prospects on their technology, and help build a pipeline for their offerings.
Information TechnologySaaSSoftwareTrading PlatformWealth Management
No H1B
Responsibilities
Conduct outbound prospecting through email, LinkedIn, and cold calling to generate qualified opportunities for Advisor360°’s platform
Educate prospects on the value of modern wealth management technology, including advisor efficiency, operational scalability, and improved client experiences
Qualify inbound and outbound leads and schedule meetings for the Account Executive team
Research and identify key decision-makers within RIAs, broker-dealers, and wealth management firms
Use a consultative approach to uncover pain points related to advisor workflows, data fragmentation, compliance, reporting, and firm growth
Partner closely with sales, product, and marketing teams to refine messaging and target ideal customer profiles
Track outreach activity, pipeline progress, and results in CRM and sales engagement tools (e.g., HubSpot)
Serve as an ambassador for Advisor360°, representing our mission, values, and innovation in every interaction
Qualification
Required
1+ years of experience in sales, business development, or lead generation (SaaS, FinTech, or AI experience preferred)
Strong interest in AI, emerging technology, and how it can transform advisor and client experiences
Excellent communication and interpersonal skills with the ability to clearly articulate value
A highly motivated, self-starter mindset with a desire to exceed goals in a fast-paced environment
Comfort handling objections and engaging senior-level stakeholders
Preferred
Experience with sales tools such as Salesforce, Outreach, ZoomInfo, or similar platforms is a plus
Benefits
Competitive base salaries
Annual performance-based bonuses
The chance to share in the equity value you and your colleagues create during your time with the company
Comprehensive health benefits, including dental, life, and disability insurance
Unlimited paid time off program
Company
Advisor360°
Advisor360° is a wealth management platform that streamlines advisor workflow, increases productivity and drives enterprise growth.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Esfahanian
Head of Enterprise Sales
Recent News
Business Wire
2026-01-14
2026-01-06
Company data provided by crunchbase