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FINTRXFI

Business Development Representative

FINTRX is an AI-powered private wealth intelligence platform providing comprehensive data on family offices, registered investment advisors, broker-dealers, and wealth teams to help asset managers and financial professionals drive growth.

FINTRX
United States only

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About FINTRX

FINTRX is the preeminent resource for private wealth data and research. Its platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem. Today, FINTRX serves hundreds of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers.

About the role

Our competitive sales program is ideal for candidates looking to begin a sales career in a BDR role while learning from successful account executives and internal management. The ideal candidate will partner with sales and marketing teams to head up prospecting efforts within the private capital market community. This individual will schedule meetings with prospects in order to understand their needs and uncover how the FINTRX solution can optimize their workflow.

Responsibilities:

  • Partner with Sales and Marketing to identify new opportunities in the marketplace
  • Work closely with account executives to understand prospect needs, and for continued knowledge development
  • Connect with prospects through written and verbal communication
  • Generate and schedule conversations/meetings with key influencers and decision makers in prospective accounts via outbound efforts
  • Conduct high volume prospecting (75-100 activities per day) to qualify leads through calls, emails, and social media
  • Demonstrate persistence, tenacity, and the ability to overcome obstacles and handle objections
  • Develop and consistently meet or exceed all assigned quotas and key performance metrics on a daily, monthly, quarterly and annual basis
  • Log all sales activity completely and accurately in our CRM

Requirements:

  • Work with a strong sense of urgency, which translates into activity with the expectation of making 50-75 calls per day
  • Passion for learning and achieving in a fast-paced team environment
  • Self-motivated, dedicated, and driven to succeed
  • Interested in the financial markets or services, particularly the alternative and private capital markets
  • Previous internship experience or one (1) year of professional work experience is a plus; ideally in sales or finance
  • Strong desire to begin a sales career in a BDR role, learning from successful account executives.
  • Prior BDR/SDR experience is a plus
  • BA/BS degree, recently in economics, finance or related majors is required
  • Candidate must be able to work EST business hours

Benefits:

  • Competitive annual salary + commission + bonus.
  • Unlimited Paid Time Off
  • Health, dental & vision insurance
  • 401k with employer match
  • Remote* and/or hybrid work arrangement

In addition to our competitive compensation package, we offer a highly motivated, growing and supportive environment with the opportunity to work alongside many other highly talented professionals. We strive to continually build on our evolving culture - which is built on; innovation, drive, and top tier product creation on behalf of our global client base.

FINTRX does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

*Candidate must be able to work EST business hours to be considered

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Education

Bachelor degree

Location requirements

Hiring timezones

United States +/- 0 hours

About FINTRX

Learn more about FINTRX and their company culture.

View company profile

At FINTRX, we're building something transformative in the world of private wealth intelligence. Founded in 2014 by Russ D'Argento in Hingham, MA, the company has grown from a bootstrapped startup operating out of a spare bedroom into a leading AI-powered platform trusted by hundreds of firms globally. Our team combines deep industry expertise with cutting-edge technology to solve real problems faced by asset managers, fund distributors, and business development professionals navigating the complex private wealth ecosystem.

What sets FINTRX apart is our people-first culture and commitment to innovation. We operate in a hybrid environment where our Boston-based team collaborates daily to deliver actionable intelligence that drives results for our clients. Our platform is built on a foundation of rigorous research - backed by a 70+ person team that manually validates and enhances every data point - combined with advanced AI capabilities that transform raw data into strategic insights. At FINTRX, we value curiosity, ambition, and a genuine drive to modernize how financial professionals connect with the private wealth landscape. Whether you're identifying capital sources, recruiting top advisors, or preparing for a critical meeting, our team is obsessed with giving our users the competitive edge they need to succeed.

Employee benefits

Learn about the employee benefits and perks provided at FINTRX.

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Vacation Policy

Paid time off for rest and rejuvenation.

Health Insurance

Comprehensive health insurance coverage for employees and their families.

Retirement Benefits

Retirement savings and planning support to help employees secure their financial future.

Team Culture

Surrounded by hungry, professional individuals working to bring modern solutions to financial markets.

View FINTRX's employee benefits
Claim this profileFINTRX logoFI

FINTRX

Founded in

2014

Chief executive officer

Russ D'Argento

Employees live in

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