Business Development Representative

Job DetailsJob Location: Indianapolis, IN 46240Salary Range: $60,000.00 - $70,000.00 Salary/yearPosition Title: Business Development Representative Reports to: Account Executive FLSA Status: Full-time, Salaried, Exempt Location: Remote Comp. Range: $60,000 - $70,000 About Archway Group: Archway Group is a leading wealth-tech platform serving family offices, investment advisors, and ultra-high-net-worth families. Our platform combines powerful software with managed services to help clients navigate the complexity of partnership accounting, investment reporting, bill pay, and operational workflows. About the Role: The Business Development Representative (BDR) is an outbound, quota-carrying role focused on generating new revenue opportunities across family offices, RIAs, private banks, and institutional wealth platforms. This is a high-velocity, client-facing position responsible for building top-of-funnel pipeline and introducing Archway’s platform and services to senior decision-makers. This role is ideal for a driven, intellectually curious seller who understands (or wants to learn) the complexities of wealth management operations and is motivated by creating access to high-value enterprise relationships. What You’ll Do: Pipeline Generation & Territory Development Proactively identify and pursue new business opportunities within assigned verticals (family office, private bank, RIA, OCIO) Develop strategic account plans and “attack lists” aligned to Archway’s ideal customer profile Build and maintain a consistent pipeline of qualified opportunities Outbound Prospecting Execution Execute high-volume, high-quality outreach via cold calling, email, and LinkedIn Personalize messaging based on industry trends, firm structure, and operational pain points Leverage events, referrals, and centers of influence where applicable Qualification & Discovery Conduct initial discovery calls with senior finance, operations, and technology stakeholders Identify key pain points related to accounting, reporting, data aggregation, and operational scale Qualify opportunities and seamlessly transition to senior sales leadership Cross-Functional Collaboration Partner closely with Sales, Marketing, and Relationship Management teams Provide feedback on messaging, campaigns, and market segmentation Contribute to continuous improvement of outbound playbooks and ICP definition Performance & Accountability Meet or exceed monthly and quarterly targets for qualified meetings and pipeline generation Maintain accurate activity tracking and pipeline hygiene within CRM What We’re looking for: Experience 1–3 years of outbound sales or business development experience (SaaS preferred) Exposure to financial services, fintech, or wealth management strongly preferred Industry Acumen (Preferred) Familiarity with family offices, private banks, RIAs, or fund accounting workflows Understanding of operational challenges in complex investment portfolios is a plus Core Skills Strong communication and executive presence Highly organized with excellent time management and follow-through Competitive, resilient, and comfortable operating in a metrics-driven environment Team-first mindset with a willingness to learn quickly Tech Stack Experience with Salesforce (or similar CRM) Familiarity with tools such as Salesloft, Outreach, Gong, LinkedIn Sales Navigator Work Environment & Essential Functions: This position operates in a remote environment with remote work policy. Reasonable accommodations may be made for individuals with disabilities to perform the essential functions of this role. Prolonged periods of desk-based work Regular use of standard office technology (computer, phone, video conferencing) Ability to communicate clearly in person, by phone, and on video Occasionally lift and/or move up to 20 pounds Remote work must meet Archway standards for productivity, availability, and data security The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. Archway Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the application and employment process. If you require an accommodation, please contact us we will work with you to meet your needs.

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