BD Specialist – Institutional Sales & Outreach
The posting
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
Our Institutional Advisory team works with nonprofits, foundations, and endowments - and every relationship starts with a conversation. We're looking for a Business Development Specialist to open those conversations. This is a high-volume outbound role: you'll be reaching out to executive leaders and board members at nonprofit organizations every day, building rapport, and setting up meetings for our sales team. You don't need a finance background to succeed here - you need to enjoy the hustle of the phone, care about doing right by the people you talk to, and want to build a career in institutional sales.
Your Impact
- Execute high-volume daily outbound outreach to executive leaders and board members at nonprofit organizations, foundations, and endowments
- Research and engage key decision-makers using LinkedIn and other prospecting tools
- Clearly and persuasively communicate our value proposition, tailored to each organization's needs
- Qualify prospective institutions and hand off warm opportunities to the sales team
- Log and manage all outreach activity, notes, and lead status in our CRM, and use that data to sharpen your approach over time
The Ideal Match
- Prior experience in a direct outbound sales, tele-sales, or business development role
- High energy and genuine comfort with sustained daily outbound calling
- Excellent verbal and written communication skills, with the poise to speak with senior executives and board members
- Self-motivated, coachable, and eager to build a long-term career in sales
- Comfort learning and working within a CRM and prospecting tools
Bonus Points
- Hands-on experience with HubSpot or a similar CRM
- Experience with LinkedIn Recruiter or other prospecting platforms
- Familiarity with financial, investment, or consulting concepts
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
Where you can sell from
Fully remote, and open to sellers in any country.
Taken from Farther's own posting, last seen live on 3 Nov 2026.
The application
Your details and CV, then 3 questions.
- 1.Where are you currently located?Short answer
- 2.What are your compensation expectations?Short answer
- 3.Do you now, or will you in the future, require working authorization or a work visa to work in the US?Yes or no
From Farther's apply page, checked 1 Nov 2026.
About Farther
A registered investment adviser that sells wealth management, run on its own tax and portfolio technology, to individuals, families, nonprofits, foundations and endowments, and recruits independent financial advisors onto its platform.
Pay schedule: Variable pay with uncapped commission on the advisor recruiting team, heavier at director level; the postings name full health benefits, a matched 401(k) with Roth IRA options and unlimited paid time off.
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