Institutional Business Development Associate

Opto Investments(1 month ago)

New York, NYOnsiteFull TimeJunior$95,000 - $135,000Sales

About this role

The Business Development Associate (BDA) is the front line of Opto’s institutional SaaS sales motion, focused on researching target accounts, sourcing qualified meetings, and communicating how Opto’s AI platform transforms due-diligence workflows. The role centers on the Institutional segment (family offices, endowments, pensions, sovereign wealth funds) and managing top-of-funnel data to build relationships and trust in the product. This position is ideal for someone eager to break into high-growth SaaS sales, learn from founders and AEs, and grow into an Account Executive role. The BDA will also act as a conduit between market needs and Opto’s product and company narrative.

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Required Skills

Prospecting
Lead Qualification
Outreach
Demoing
Pipeline Generation
Messaging
CRM Management
Consultative Selling
Collaboration
Experimentation

+5 more

Qualifications

College Degree

About Opto Investments

optoinvest.com

Opto Investments is a private markets investment platform that provides an end-to-end solution for wealth managers to build, fundraise for, and manage private markets programs. The platform helps advisors craft investment plans, construct custom funds, and streamline fundraising, investor onboarding, capital calls, and ongoing reporting. Designed for wealth managers, RIAs, and family offices, Opto centralizes operations and investor communications to simplify running private markets strategies.