What are the responsibilities and job description for the Business Development Representative position at Wealth Access?
The Role
We're seeking a Business Development Representative (BDR) to join our growing sales team and help expand our client base across the financial services industry. In this role, you'll be responsible for identifying, engaging, and qualifying prospective financial institutions, partnering closely with Marketing and Account Management to build pipeline and drive new business.
You'll play a key role in connecting Wealth Access with the right institutions at the right time — translating market opportunity into qualified conversations that fuel revenue growth. By developing targeted outreach strategies and building relationships with key stakeholders, you help accelerate our go-to-market momentum.
This is a great opportunity for someone who thrives on outbound prospecting, enjoys building relationships, and wants to make a direct impact on a high-growth fintech company.
What You'll Do
Prospecting & Lead Generation
At Wealth Access, our mission is to help financial institutions turn fragmented information into clarity, empowering their teams to better serve and grow through deeper understanding. We are driven by a commitment to connect what matters — people, data, and purpose — so every relationship is built on trust. Our values — Clarity, Connection, Humanity, Progress, and Integrity — guide how we build, collaborate, and deliver for our clients. Join a team focused on meaningful impact, thoughtful innovation, and strengthening the human side of financial technology.
Compensation
Compensation includes a competitive base salary, performance-based bonus, and equity participation, along with comprehensive benefits: flexible PTO, company-funded HSA, 401(k) with match, and paid downtown Nashville parking. The final package will reflect experience, qualifications, and market conditions.
About Wealth Access
Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems — helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.
About Wealth Access
Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.
We're seeking a Business Development Representative (BDR) to join our growing sales team and help expand our client base across the financial services industry. In this role, you'll be responsible for identifying, engaging, and qualifying prospective financial institutions, partnering closely with Marketing and Account Management to build pipeline and drive new business.
You'll play a key role in connecting Wealth Access with the right institutions at the right time — translating market opportunity into qualified conversations that fuel revenue growth. By developing targeted outreach strategies and building relationships with key stakeholders, you help accelerate our go-to-market momentum.
This is a great opportunity for someone who thrives on outbound prospecting, enjoys building relationships, and wants to make a direct impact on a high-growth fintech company.
What You'll Do
Prospecting & Lead Generation
- Prospect with financial services firms by reaching out to key stakeholders
- Create and execute targeted strategies to identify and engage prospective leads
- Coordinate with Marketing in the development and execution of outreach campaigns
- Qualify leads into prospects based on fit, need, and timing
- Analyze potential client pain points and recommend solutions to address those points
- Build long-term relationships with key stakeholders within prospective firms
- Lead clients through the sales process
- Develop and deliver presentations, adjusting messaging for the audience
- Partner with internal Account Managers and Business Development Representatives to build pipeline, schedule prospect meetings, and execute business deals
- Experienced in prospecting, targeting, and closing deals in financial services (2 years), with a track record of creating and executing sales strategy
- A clear and compelling communicator who can convey complex technical concepts in an understandable manner, both verbally and in writing
- Ambitious and self-directed, with the ability to set goals independently and consistently meet or exceed both personal and team targets
- Client-focused, with a demonstrated ability to build and maintain strong relationships, understand client needs, and provide tailored solutions
- Curious and eager to learn, especially within a technology or fintech environment
At Wealth Access, our mission is to help financial institutions turn fragmented information into clarity, empowering their teams to better serve and grow through deeper understanding. We are driven by a commitment to connect what matters — people, data, and purpose — so every relationship is built on trust. Our values — Clarity, Connection, Humanity, Progress, and Integrity — guide how we build, collaborate, and deliver for our clients. Join a team focused on meaningful impact, thoughtful innovation, and strengthening the human side of financial technology.
Compensation
Compensation includes a competitive base salary, performance-based bonus, and equity participation, along with comprehensive benefits: flexible PTO, company-funded HSA, 401(k) with match, and paid downtown Nashville parking. The final package will reflect experience, qualifications, and market conditions.
About Wealth Access
Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems — helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.
About Wealth Access
Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.