Opto Investments
Business Development Associate
Opto Investments - San Francisco, California, United States, 94199
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Business Development Associate
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Opto Investments
Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully. Join to apply for the
Business Development Associate
role at
Opto Investments Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Opto Investments 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 was worth an estimated $16.8T at the end of 2023, but is forecast to grow to $29.2T by 2029. But 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. About the Role: 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. Responsibilities: 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 Required Skills: 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 Background: 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 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. 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: Health, dental, and vision Unlimited PTO Retirement savings plan (401k) Learning & WFH stipends Seniority level
Seniority levelAssociate Employment type
Employment typeFull-time Job function
Job functionBusiness Development, Sales, and Finance IndustriesSoftware Development and Investment Management Referrals increase your chances of interviewing at Opto Investments by 2x Get notified about new Business Development Associate jobs in
San Francisco Bay Area . Business Development Representative (BDR) San Francisco, CA $60,000.00-$70,000.00 3 weeks ago San Francisco, CA $60,000.00-$160,000.00 2 months ago San Jose, CA $112,000.00-$149,500.00 1 day ago Palo Alto, CA $68,000.00-$120,000.00 2 weeks ago San Francisco, CA $85,000.00-$110,000.00 1 month ago Business Development Representative (Remote) San Francisco, CA $85,000.00-$110,000.00 10 hours ago San Francisco, CA $50,000.00-$70,000.00 4 days ago Business Development Representative (BDR) San Francisco, CA $80,000.00-$110,000.00 1 month ago Mountain View, CA $50,000.00-$70,000.00 6 days ago Palo Alto, CA $108,000.00-$200,400.00 2 weeks ago Business Development Consultant - Remote San Francisco, CA $90,000.00-$110,000.00 4 months ago Founding Business Development Representative San Francisco, CA $60,000.00-$80,000.00 1 day ago San Francisco, CA $65,000.00-$80,000.00 6 days ago San Jose, CA $90,000.00-$110,000.00 4 months ago Business Development Associate - Entry LevelSr. Business Development Manager, Payment Partnerships & StrategyBusiness Development Representative – Entry-Level – SF, CA San Francisco, CA $100,000.00-$110,000.00 2 days ago San Francisco, CA $90,000.00-$110,000.00 1 month ago San Francisco, CA $80,000.00-$100,000.00 1 month ago San Francisco, CA $70,000.00-$80,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Business Development Associate
role at
Opto Investments
Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully. Join to apply for the
Business Development Associate
role at
Opto Investments Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Opto Investments 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 was worth an estimated $16.8T at the end of 2023, but is forecast to grow to $29.2T by 2029. But 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. About the Role: 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. Responsibilities: 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 Required Skills: 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 Background: 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 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. 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: Health, dental, and vision Unlimited PTO Retirement savings plan (401k) Learning & WFH stipends Seniority level
Seniority levelAssociate Employment type
Employment typeFull-time Job function
Job functionBusiness Development, Sales, and Finance IndustriesSoftware Development and Investment Management Referrals increase your chances of interviewing at Opto Investments by 2x Get notified about new Business Development Associate jobs in
San Francisco Bay Area . Business Development Representative (BDR) San Francisco, CA $60,000.00-$70,000.00 3 weeks ago San Francisco, CA $60,000.00-$160,000.00 2 months ago San Jose, CA $112,000.00-$149,500.00 1 day ago Palo Alto, CA $68,000.00-$120,000.00 2 weeks ago San Francisco, CA $85,000.00-$110,000.00 1 month ago Business Development Representative (Remote) San Francisco, CA $85,000.00-$110,000.00 10 hours ago San Francisco, CA $50,000.00-$70,000.00 4 days ago Business Development Representative (BDR) San Francisco, CA $80,000.00-$110,000.00 1 month ago Mountain View, CA $50,000.00-$70,000.00 6 days ago Palo Alto, CA $108,000.00-$200,400.00 2 weeks ago Business Development Consultant - Remote San Francisco, CA $90,000.00-$110,000.00 4 months ago Founding Business Development Representative San Francisco, CA $60,000.00-$80,000.00 1 day ago San Francisco, CA $65,000.00-$80,000.00 6 days ago San Jose, CA $90,000.00-$110,000.00 4 months ago Business Development Associate - Entry LevelSr. Business Development Manager, Payment Partnerships & StrategyBusiness Development Representative – Entry-Level – SF, CA San Francisco, CA $100,000.00-$110,000.00 2 days ago San Francisco, CA $90,000.00-$110,000.00 1 month ago San Francisco, CA $80,000.00-$100,000.00 1 month ago San Francisco, CA $70,000.00-$80,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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