Conduct outbound prospecting, follow up on inbound leads, maintain CRM records, and assist in sales presentations for investment solutions.
About Syntax Data
Syntax Data is rapidly becoming a recognized leader in the explosive direct indexing segment of investment management. Direct indexing is pushing the boundaries of passive investment, allowing financial intermediaries to provide their clients with low-cost, highly customized, tax-efficient and fully transparent investment solutions. Through Syntax Direct, the most advanced platform of its kind on the market today, wealth managers have access to an advanced tool to create highly customized, institutional-quality indexes at scale to better serve the needs of an increasingly demanding and diverse client base.
About the Role
We are seeking a self-motivated and results-driven candidate to help build out the company’s sales initiatives and expand through the RIA and FA markets. Candidates will share in incoming leads derived from joint marketing initiatives with major industry players and direct inbound sales inquiries. As the first line of contact, candidates are expected to have a basic understanding of the RIA and FA markets and knowledge of pain points within various tech stacks.
Responsibilities will include:
- Conduct outbound prospecting via phone, email, and social media to generate qualified leads
- Maintain accurate records of interactions and pipeline activity in the CRM
- Follow up on inbound leads and nurture them through the early stages of the sales funnel
- Establish a feedback loop between sales, marketing, and product teams to gather insights on lead quality and refine strategies
- Sales presentations and demos: Provide demos of Syntax Direct to prospects and respond to questions or concerns in the sales process
The ideal candidate will have:
- 1-3 years of successful sales experience
- Familiarity with CRM tools and sales engagement platforms (preferably HubSpot)
- Basic understanding of core investment management principles
- Self-motivated, goal-oriented, and eager to learn
- Excellent communication skills
- Proficient in Microsoft Word, Excel, and PPT or Canva
- Occasional travel required
Preferred skills:
- Client-focused perspective
- Excellent teamwork and entrepreneurial skills
- Business development and/or partnerships experience
- Strong industry network and relationships
Syntax is a data and technology provider to the financial services industry. The company offers unique data sets for public and private companies that organize the global economy based on systems theory. Data is offered via complete database solutions, consulting services, indices and turnkey technology platforms.
Learn more at syntaxdata.com
Top Skills
Canva
Crm Tools
Hubspot
Excel
Microsoft Powerpoint
Microsoft Word
Syntax Data New York, New York, USA Office
New York, New York, United States, 10006
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