Business Development Representative
STP Investment Services
•
West Chester, PA
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0
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Not Applicable
Posted April 17, 2026
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Responsibilities
Commitments
Responsibilities
- This individual will play a critical role in sourcing, qualifying, and nurturing leads for our Sales executives.
- Success in this role will consist of generating a consistent flow of qualified leads for Sales executives, meeting or exceeding monthly and quarterly pipeline goals, demonstrating curiosity about client needs and translating that into valuable connections and contributing to an overall culture of collaboration, accountability and continuous improvement.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:
- Prospect and source leads through multiple channels, including LinkedIn, industry events, databases, and digital campaigns.
- Initiate contact with potential customers through responding to inquiries or cold calling to qualify them as sales leads for each territory
- Research and identify decision-makers and potential clients within target accounts, focusing on firms in investment management, banking, and related financial sectors.
- Qualify leads by assessing business needs, budget, and decision-making authority before passing them to Sales Representatives.
- Maintain a robust pipeline of qualified opportunities using CRM tools (e.g., HubSpot).
- Schedule high quality lead meetings with salesperson in the territory
- Collaborate closely with VP, Business Development to develop tailored outreach strategies that improve conversion rates.
- Develop and execute outreach campaigns (email, phone, and social) that align with STPs tone and brand.
- Track and report on key metrics , including lead generation volume, conversion rates, and pipeline contribution.
- Stay current on industry trends , market shifts, and competitive intelligence to inform prospecting strategy.
- Represent the company brand with professionalism and credibility in all client interactions.
- Follow up with potential customers who expressed interest but did not purchase any goods or services
Commitments
Full-time
Hybrid work schedule
Volunteer Time Off (VTO).
Not Met Priorities
What still needs stronger evidence
Requirements
- The ideal candidate brings at least 3+ years of experience in business development or lead generation, a strong understanding of financial markets or investment management, and a proven ability to identify and engage high-potential prospects.
- Relationship building and collaboration- ability to work seamlessly with VP, Business Development and Relationship Mangers to hand off leads smoothly
- Sales & Prospecting skills including pipeline management and lead qualification
- Data driven mindset- using performance metrics and insights to refine outreach strategies
- Tech-savvy- comfortable leveraging automation tools, prospecting databases,a nd AI-enhanced research platforms
- Minimum of three years of experience in business development sales or lead generation within financial services, fintech or investment management
- Strong understanding of financial services industry dynamics and buyer personas (e.g., institutional investors, asset managers, CFOs).
- Demonstrate an aptitude for sales, be able to ask for the next meeting and suggest additional products or services to increase customer satisfaction and revenue
- Exceptional communication and interpersonal skills, both written and verbal.
- Proficiency with CRM systems (Salesforce, HubSpot) and prospecting tools (LinkedIn Sales Navigator, ZoomInfo, etc.).
- Self-motivated and results-oriented, with strong organizational and follow-up skills.
- Strong interpersonal, teamwork, and customer service skills
Preferred Skills
- The ideal candidate brings at least 3+ years of experience in business development or lead generation, a strong understanding of financial markets or investment management, and a proven ability to identify and engage high-potential prospects.
- Tech-savvy- comfortable leveraging automation tools, prospecting databases,a nd AI-enhanced research platforms
Education
- (Not required) – Bachelor’s degree in sales, marketing, business, or related field OR an equivalent combination of education and experience
Job Type
Full-time
Description
Do you want to be part of a global team that is taking the financial services industry by storm?
Are you looking for a company that is dedicated to developing and building your career?
Do you want to work at a company that puts its employees and culture at the forefront of everything they do?
If your answer to these questions is "yes", then STP may be right for you!
Company Overview
STP Investment Services is a collaborative partner providing scalable and transparent front, middle, and back-office solutions to investment managers, funds, and plan sponsors giving them the technology, expertise and confidence needed to focus on core business objectives. STP Investment Services, an international company with fully owned offices in the United States and India, provides a broad range of services for the asset management industry with capabilities to process all asset classes and meet ever-evolving business requirements.
STP Employees Enjoy The Following Benefits
Competitive compensation plus a performance bonus
Unlimited PTO
10 Paid Holidays
Strong 401k Matching program
Hybrid work schedule
Competitive health benefits (Medical, Vision, Dental, Life, and Disability Insurance)
Volunteer Time Off (VTO). We pay you to do good in your community!
Strong growth and advancement opportunities
Highly subsidized Medical/Dental/Vision/Disability Insurance benefits
Employee Assistance Program
Summary/Objective
We’re seeking an experienced and driven Business Development Representative (BDR) to join our Sales team. This individual will play a critical role in sourcing, qualifying, and nurturing leads for our Sales executives. The ideal candidate brings at least 3+ years of experience in business development or lead generation, a strong understanding of financial markets or investment management, and a proven ability to identify and engage high-potential prospects. Success in this role will consist of generating a consistent flow of qualified leads for Sales executives, meeting or exceeding monthly and quarterly pipeline goals, demonstrating curiosity about client needs and translating that into valuable connections and contributing to an overall culture of collaboration, accountability and continuous improvement.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:
Prospect and source leads through multiple channels, including LinkedIn, industry events, databases, and digital campaigns. Initiate contact with potential customers through responding to inquiries or cold calling to qualify them as sales leads for each territory
Research and identify decision-makers and potential clients within target accounts, focusing on firms in investment management, banking, and related financial sectors.
Qualify leads by assessing business needs, budget, and decision-making authority before passing them to Sales Representatives.
Maintain a robust pipeline of qualified opportunities using CRM tools (e.g., HubSpot). Schedule high quality lead meetings with salesperson in the territory
Collaborate closely with VP, Business Development to develop tailored outreach strategies that improve conversion rates.
Develop and execute outreach campaigns (email, phone, and social) that align with STPs tone and brand.
Track and report on key metrics , including lead generation volume, conversion rates, and pipeline contribution.
Stay current on industry trends , market shifts, and competitive intelligence to inform prospecting strategy.
Represent the company brand with professionalism and credibility in all client interactions.
Follow up with potential customers who expressed interest but did not purchase any goods or services
Competencies
Relationship building and collaboration- ability to work seamlessly with VP, Business Development and Relationship Mangers to hand off leads smoothly
Sales & Prospecting skills including pipeline management and lead qualification
Data driven mindset- using performance metrics and insights to refine outreach strategies
Tech-savvy- comfortable leveraging automation tools, prospecting databases,a nd AI-enhanced research platforms
Requirements
Minimum of three years of experience in business development sales or lead generation within financial services, fintech or investment management
Bachelor’s degree in sales, marketing, business, or related field OR an equivalent combination of education and experience
Strong understanding of financial services industry dynamics and buyer personas (e.g., institutional investors, asset managers, CFOs).
Demonstrate an aptitude for sales, be able to ask for the next meeting and suggest additional products or services to increase customer satisfaction and revenue
Exceptional communication and interpersonal skills, both written and verbal.
Proficiency with CRM systems (Salesforce, HubSpot) and prospecting tools (LinkedIn Sales Navigator, ZoomInfo, etc.).
Self-motivated and results-oriented, with strong organizational and follow-up skills.
Strong interpersonal, teamwork, and customer service skills
Salary Description
60,000-75,000 + Commission
Full-time
Description
Do you want to be part of a global team that is taking the financial services industry by storm?
Are you looking for a company that is dedicated to developing and building your career?
Do you want to work at a company that puts its employees and culture at the forefront of everything they do?
If your answer to these questions is "yes", then STP may be right for you!
Company Overview
STP Investment Services is a collaborative partner providing scalable and transparent front, middle, and back-office solutions to investment managers, funds, and plan sponsors giving them the technology, expertise and confidence needed to focus on core business objectives. STP Investment Services, an international company with fully owned offices in the United States and India, provides a broad range of services for the asset management industry with capabilities to process all asset classes and meet ever-evolving business requirements.
STP Employees Enjoy The Following Benefits
Competitive compensation plus a performance bonus
Unlimited PTO
10 Paid Holidays
Strong 401k Matching program
Hybrid work schedule
Competitive health benefits (Medical, Vision, Dental, Life, and Disability Insurance)
Volunteer Time Off (VTO). We pay you to do good in your community!
Strong growth and advancement opportunities
Highly subsidized Medical/Dental/Vision/Disability Insurance benefits
Employee Assistance Program
Summary/Objective
We’re seeking an experienced and driven Business Development Representative (BDR) to join our Sales team. This individual will play a critical role in sourcing, qualifying, and nurturing leads for our Sales executives. The ideal candidate brings at least 3+ years of experience in business development or lead generation, a strong understanding of financial markets or investment management, and a proven ability to identify and engage high-potential prospects. Success in this role will consist of generating a consistent flow of qualified leads for Sales executives, meeting or exceeding monthly and quarterly pipeline goals, demonstrating curiosity about client needs and translating that into valuable connections and contributing to an overall culture of collaboration, accountability and continuous improvement.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions:
Prospect and source leads through multiple channels, including LinkedIn, industry events, databases, and digital campaigns. Initiate contact with potential customers through responding to inquiries or cold calling to qualify them as sales leads for each territory
Research and identify decision-makers and potential clients within target accounts, focusing on firms in investment management, banking, and related financial sectors.
Qualify leads by assessing business needs, budget, and decision-making authority before passing them to Sales Representatives.
Maintain a robust pipeline of qualified opportunities using CRM tools (e.g., HubSpot). Schedule high quality lead meetings with salesperson in the territory
Collaborate closely with VP, Business Development to develop tailored outreach strategies that improve conversion rates.
Develop and execute outreach campaigns (email, phone, and social) that align with STPs tone and brand.
Track and report on key metrics , including lead generation volume, conversion rates, and pipeline contribution.
Stay current on industry trends , market shifts, and competitive intelligence to inform prospecting strategy.
Represent the company brand with professionalism and credibility in all client interactions.
Follow up with potential customers who expressed interest but did not purchase any goods or services
Competencies
Relationship building and collaboration- ability to work seamlessly with VP, Business Development and Relationship Mangers to hand off leads smoothly
Sales & Prospecting skills including pipeline management and lead qualification
Data driven mindset- using performance metrics and insights to refine outreach strategies
Tech-savvy- comfortable leveraging automation tools, prospecting databases,a nd AI-enhanced research platforms
Requirements
Minimum of three years of experience in business development sales or lead generation within financial services, fintech or investment management
Bachelor’s degree in sales, marketing, business, or related field OR an equivalent combination of education and experience
Strong understanding of financial services industry dynamics and buyer personas (e.g., institutional investors, asset managers, CFOs).
Demonstrate an aptitude for sales, be able to ask for the next meeting and suggest additional products or services to increase customer satisfaction and revenue
Exceptional communication and interpersonal skills, both written and verbal.
Proficiency with CRM systems (Salesforce, HubSpot) and prospecting tools (LinkedIn Sales Navigator, ZoomInfo, etc.).
Self-motivated and results-oriented, with strong organizational and follow-up skills.
Strong interpersonal, teamwork, and customer service skills
Salary Description
60,000-75,000 + Commission