Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative ideas.
The opportunity is huge. The global alternative investments industry is forecast to grow to $29.2T by 2029, however the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain.
Opto is a revolutionary end-to-end solution for wealth managers of any size- from small investment advisors to large multi-family offices to private banks- to build, fundraise for, and manage private markets programs at scale. We combine exceptional Silicon Valley engineering talent with experienced investors and industry specialists to fix this broken system through the power of technology. Our platform banishes the nightmare of slide decks, spreadsheets, and paperwork to the past, and arms our clients with the tools, data, and guidance to identify and access the right opportunities for their clients.
Fixing private markets will not be easy and demands courage, but we’re not afraid to do things differently. We are unapologetically bold. We value strong opinions, clear communication, and purposeful execution.
Up for the challenge? Come join us.
The BDA is the front line of Opto’s Institutional SaaS sales motion. You will research target accounts, source qualified meetings, and educate prospects about how Opto’s AI platform transforms due-diligence workflows. A key focus will be on the Institutional segment, which includes Family Offices, Endowments, Pensions, and Sovereign Wealth Funds. You will play a key role in managing data at the top of our sales pipeline, helping the team build relationships with prospects and strengthen trust in our software, products, 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. This is an ideal role for someone eager to break into high-growth SaaS sales, learn from experienced founders/AE counterparts, and grow into an AE position.
Responsibilities:
- Prospect & Outreach: Identify, research, and engage investment firms (institutions, endowments, sovereigns, family offices, asset managers) through email, calls, and LinkedIn.
- Qualify Leads: Manage inbound interest, run discovery to assess fit, and schedule high-quality demos for Business Development
- Work closely with marketing to assist with outbound marketing cadence
- Develop demonstration skills with a view to eventually step in for initial demonstrations.
- Pipeline Generation: Build and maintain a healthy top-of-funnel pipeline
- Messaging & Positioning: Communicate the value of Opto’s AI Due Diligence product clearly and effectively to both technical and non-technical audiences.
- CRM Management: Maintain accurate and up-to-date records in HubSpot
- Utilize consultative selling when engaging with prospects, building strong client relationships, and driving Opto’s brand awareness
- Collaboration: Partner with Sales and Marketing to design and manage outreach campaigns in Google, Microsoft, and other relevant tools in the marketing stack.
- Experimentation: Test new outreach sequences, personalization techniques, and vertical-specific messaging.
- Represent Opto Investments at events and conferences
Required Skills
- The ability and desire to work in a fast-paced environment and thrive when faced with challenges and ambiguity
- Excellent communication skills and grace under pressure
- 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
Background
- 1-2 years of experience in sales, preferably within the investment industry
- College Degree in a related field
- Previous sales experience in which you demonstrated the ability to meet or exceed sales quotas is a plus
- Familiarity with financial services, private markets, or AI Tools are a plus
- Track record of high achievement personally and/or professionally
- Excellent written and verbal communication skills
- Self-motivated and able to work in a fast paced startup environment
- Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
How to Apply
Please fill out the required fields below, and attach a Resume and Cover Letter. Why a Cover Letter? We receive a high volume of applicants, and we have real humans that read each and every resume. We encourage you to use creativity in your cover letter and speak directly to why you want to join our team!
We will review your resume in as timely a manner as we are able to, so kindly refrain from reaching out to hiring manager or other Opto team members via email or linkedin, as this won't improve or fast track your application.
Compensation and Benefits
Opto has a high bar for talent, and we are committed to building the best teams possible. Candidates are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.
The successful candidate for this role can expect a generous compensation and benefits package. The cash salary range for this role is $95,000-$135,000 dependent on skills, experience and expected contribution.
All full time employees at Opto enjoy:
- Significant equity
- Health, dental, and vision insurance
- Unlimited PTO
- Retirement savings plan (401k)
- Learning, Fitness and Commuter stipends
- Paid Holidays
This position is based primarily onsite in either our San Francisco or New York City offices.
At this time, Opto can only hire candidates who reside in the following states:
California, Colorado, Florida, Idaho, Illinois, Maine, Maryland, Nevada, New Jersey, New York, North Carolina, North Dakota, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, and Washington.
If you do not currently live in one of these states, you must relocate to an approved state or have a confirmed address there prior to your start date.
Top Skills
Opto Investments New York, New York, USA Office
Opto Investments NYC Office Office
The NoMad–Flatiron area of Manhattan is a vibrant neighborhood known for its blend of historic architecture, cool hotels and restaurants, and tech startups, as well as access to Madison Square Park.
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