Advisor Lead Generation Specialist
Company shown to members 🔒 · Remote · US only
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First recorded by Psst: 5 November 2026. Your first 3 jobs are free to apply to (the first right away, 2 more with your email). After that, the company and the apply link are for Psst members, from $4.99 for 7 days.
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The 20-second read
- Experience
- 4+ years required
- Where you can live
- US only
- Skills and tools
- hubspot, outreach, quota, lead generation, crm, scheduling
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Job details
- Where you can work
- United States
- Employment type
- Not stated by the employer
- Advertised pay
- Not stated by the employer
- Experience
- 4+ years required
- Employer publication date
- 11 June 2024
- First recorded by Psst
- 5 November 2026
- Last checked at the source
- 10 November 2026
About the job
Company Description
The company is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
The company’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining the company means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
The company is building the future of wealth management — and the Advisor Lead Generation Specialist is a critical driver of that growth. You'll own the top of our advisor pipeline: identifying, engaging, and qualifying prospective clients before connecting them with our wealth advisors. This isn't a passive scheduling role. You'll be working outbound campaigns, managing a live pipeline, and hitting targets in a fast-moving environment where your output directly fuels advisor revenue.
Your Impact
- Run high-volume outbound outreach via phone, email, and SMS to engage prospects across multi-day campaigns
- Qualify inbound leads to assess fit before routing to wealth advisors
- Manage and own your pipeline — proactively following up to keep prospects moving through the funnel
- Meet and exceed weekly and monthly lead generation targets and pipeline KPIs
- Serve as the first point of contact for the company — setting a strong first impression with every interaction
- Partner with sales leadership and the Client Acquisition team to refine outreach strategy and messaging
- Track all prospect interactions and maintain accurate records in HubSpot
- Surface patterns and feedback to drive continuous improvement in conversion and process
The Ideal Match
- 4+ years of sales or lead generation experience, preferably in financial services
- Proven track record of hitting outbound activity metrics and pipeline targets
- Engaging phone presence and strong written communication skills
- Self-starter with a bias for action — you don't wait to be told to follow up
- Highly organized with strong time management and attention to detail
- Highly adaptable and thrives in fast-paced, high-growth environments
- CRM proficiency required — HubSpot experience preferred
Bonus Points
- Background in wealth management, fintech, or financial services sales
- Experience running multi-touch outbound sequences
- Track record of exceeding quota or lead generation benchmarks
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth options
- Unlimited PTO
Ready to disrupt wealth management? Let's talk!
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