Business Development Associate

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

• 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
• 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

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.