Indianapolis, Indiana, United States · Remote OK
$60k–$70k/yr
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 L…
Skills: Outbound Prospecting, Pipeline Generation, Cold Calling, Lead Qualification, Salesforce
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The BDR is responsible for generating new revenue opportunities by identifying and pursuing leads within family offices, RIAs, and private banks. This involves high-volume outbound outreach and conducting discovery calls to qualify opportunities for senior sales leadership.
Candidates should have 1-3 years of outbound sales experience, preferably in SaaS or financial services. Proficiency with Salesforce and sales engagement tools like Salesloft or Outreach is highly desired.
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
Comp. Range: $60,000 - $70,000
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.
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.
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
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
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
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
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
Experience with Salesforce (or similar CRM)
Familiarity with tools such as Salesloft, Outreach, Gong, LinkedIn Sales Navigator
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.
Qualifications
Technology that simplifies complexity for family offices and financial institutions.
Delivering innovative solutions with legacy expertise since 2002, Archway Group provides technology and services for family offices, private banks, wealth advisors, and alternative asset managers. Its enterprise-class platform streamlines complex partnership, portfolio, and corporate accounting, along with bill payment, investment management, and multi-asset class data aggregation. With more than $780 billion in assets on its platform, Archway has redefined how the world’s most sophisticated family offices and financial institutions serve their clients. Guided by a culture of exceptional service, Archway continues to enhance its configurable platform and solutions to meet the evolving needs of modern private wealth management.
Offices: 8888 Keystone Crossing, Suite 1400, Indianapolis, Indiana 46240, US
Technology that simplifies complexity for family offices and financial institutions.
Delivering innovative solutions with legacy expertise since 2002, Archway Group provides technology and services for family offices, private banks, wealth advisors, and alternative asset managers. Its enterprise-class platform streamlines complex partnership, portfolio, and corporate accounting, along with bill payment, investment management, and multi-asset class data aggregation. With more than $780 billion in assets on its platform, Archway has redefined how the world’s most sophisticated family offices and financial institutions serve their clients. Guided by a culture of exceptional service, Archway continues to enhance its configurable platform and solutions to meet the evolving needs of modern private wealth management.
Offices: 8888 Keystone Crossing, Suite 1400, Indianapolis, Indiana 46240, US
