Sales Development Representative

Waystone

Sales Development Representative generating leads in the financial services sector for Waystone. Conducting outreach and qualifying leads to support sales operations with effective communication.

Posted 5/8/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Identify and research potential clients in the asset management and financial services industries using tools such as LinkedIn Sales Navigator, Salesforce and industry databases, such as Prequin or Lusha
Conduct high-volume outbound activities, including cold calls, emails through Hubspot Sales and social media engagement, to connect with prospective clients and schedule meetings for BD Account Executives
Nurture inbound marketing leads by lead qualification process through emails and discovery calls
Qualification: Qualify inbound and outbound leads by assessing their needs, budget, and fit with Waystone’s services, ensuring high-quality opportunities are passed to the sales team
Maintain accurate and up-to-date records of all leads, activities and interactions in Salesforce to support efficient pipeline tracking & reporting
Work closely with the marketing and sales teams to align on target accounts, campaigns, and messaging to maximize lead conversion

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Marketing, or a related field (or equivalent experience)
3-5 years of experience in sales, lead generation, business development, or a customer-facing role, preferably in fund services
Excellent verbal and written English communication skills, with the ability to articulate complex solutions clearly
Comfortable with cold calling and engaging prospects across multiple channels (phone, email, LinkedIn)
Familiarity with CRM tools (e.g., Salesforce, HubSpot) and sales prospecting platforms (e.g., LinkedIn Sales Navigator, ZoomInfo)
Self-motivated with a strong work ethic and ability to thrive in a fast-paced, target-driven environment
Basic understanding of the asset management industry or financial services is a plus.
Curious, resilient, and eager to learn
A team player with a proactive attitude and a passion for building relationships.

Benefits

Comp & perks

Health insurance
Pension
Holiday pay

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

lead generationbusiness developmentcold callinglead qualificationsales prospecting

Soft Skills

verbal communicationwritten communicationself-motivatedstrong work ethicteam playerproactive attitudecuriosityresilience