Business Development Associate, Opto Investments
$95-135k
Private market access for independent investment advisors
Open for applications
Private market access for independent investment advisors
21-100 employees
Open for applications
$95-135k
21-100 employees
Company mission
To empower fiduciaries with the technology to confidently invest in private markets.
Role
Who you are
- The ability and desire to work in a fast-paced environment and thrive when faced with challenges and ambiguity
- 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
- 2+ years of experience in sales, preferably within the investment industry
- Previous sales experience in which you demonstrated the ability to meet or exceed sales quotas is a plus
- Track record of high achievement personally and/or professionally
- Excellent written and verbal communication skills
What the job involves
- As a member of the Advisory Services team, you'll partner with our team to prospect new clients, research to create outreach strategies, and identify new business opportunities.
- You will be an integral part of managing data at the top of our sales pipeline to help the Advisory Services Team form relationships with prospects, helping build trust in our software, product, and recommendations.
- You will communicate the Opto story, value proposition, and company development as a key conduit between our unique market position and the demands of those to whom we can add the most value.
- Opto is client-obsessed and believes there is a better way for most people to access private markets- as a Business Development Associate you have an opportunity to be on the front line of this industry-shaping change
- Develop and implement prospecting strategies that will create a strong sales pipeline in partnership with the Advisory Services team
- Conduct a high volume prospecting into B2B companies to drive revenue pipeline by qualifying leads through calls, emails, video, and social media
- Utilize consultative selling when engaging with prospects, building strong client relationships, and driving Opto’s brand awareness
- Achieve and exceed outreach sales goals through various prospecting tactics to ensure company revenue objectives are met
- Build and maintain reportable sales pipeline and processes within Hubspot
- Partner with our marketing team to design and manage outreach campaigns in Google, Microsoft, and other relevant tools in the marketing stack
- Represent Opto Investments at events and conferences
Our take
For investment advisors looking to put together strong portfolios for clients, private investments represent a vast and attractive section of the market. However, these assets remain underused, with advisors having on average only 0-4% of their wealth invested in them, due in part to restricted access and lack of appropriate resources. Opto Investments enables Registered Investment Advisors to “level up” their practices, by providing access and insight into the private investment market.
Traditionally, access to private investments has been restricted to those with large teams of specialists who are able to assess the market and fill out the too-often convoluted paperwork. Opto Investment supplies a platform which combines these processes, allowing RIAs to explore the private market landscape and turn insights into actionable investments. The process is managed from start to finish, incorporating client goals throughout, with the company leading advisors from sourcing and diligence to investor servicing and reporting.
Opto Investments has already partnered with over 80 Registered Investment Advisors, and it has raised huge amounts of funding. With recent new launches and strategic partnerships secured, Opto is ready to transform how advisors approach private investments.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (1 round)
Sep 2022
$145m
SERIES A
Total funding: $145m
Company benefits
- Health insurance: We are proud to cover the premium for you and your dependents' medical, dental, and vision insurance
- Unlimited PTO: Solving hard problems is hard work. We want to make sure that you take the time you need to recharge
- 401k plans: Invest in your future. We offer every full-time employee a 401k, with more investment perks coming soon
- Fitness stipend: A monthly fitness reimbursement for classes and memberships to ensure you're able to invest in your health
- Commuter benefits: Reimbursement for public transportation and parking to lessen the burden of office travel
- Parental leave: Generous paid leave gives parents the time and space they need to support their family as it grows
Company HQ
NoMad, New York, NY
Leadership
Ryan V.
(CEO)Joined Opto in 2022 as CEo. Prior to that, they worked in Finance at BlackRock, Quellos Group, and aQuantive.
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