Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative ideas.
The opportunity is huge. The global alternative investments industry was worth an estimated $16.8T at the end of 2023, but is forecast to grow to $29.2T by 2029. But the private investment process typically remains opaque, highly manual, and error-prone, which limits access to the select few insiders who are willing to bear the pain.
Opto is a revolutionary end-to-end solution for wealth managers of any size - from small investment advisors to large multi-family offices to private banks - to build, fundraise for, and manage private markets programs at scale. We combine exceptional Silicon Valley engineering talent with experienced investors and industry specialists to fix this broken system through the power of technology. Our platform banishes the nightmare of slide decks, spreadsheets, and paperwork to the past, and arms our clients with the tools, data, and guidance to identify and access the right opportunities for their clients.
Fixing private markets will not be easy and demands courage, but we’re not afraid to do things differently. We are unapologetically bold. We value strong opinions, clear communication, and purposeful execution.
Up for the challenge? Come join us.
As a member of the Advisory Services team, you'll partner with our team to prospect new clients, research to create outreach strategies, and identify new business opportunities. You will be an integral part of managing data at the top of our sales pipeline to help the Advisory Services Team form relationships with prospects, helping build trust in our software, product, and recommendations. You will communicate the Opto story, value proposition, and company development as a key conduit between our unique market position and the demands of those to whom we can add the most value. Opto is client-obsessed and believes there is a better way for most people to access private markets- as a Business Development Associate you have an opportunity to be on the front line of this industry-shaping change.
Responsibilities:- Develop and implement prospecting strategies that will create a strong sales pipeline in partnership with the Advisory Services team
- Conduct a high volume prospecting into B2B companies to drive revenue pipeline by qualifying leads through calls, emails, video, and social media
- Utilize consultative selling when engaging with prospects, building strong client relationships, and driving Opto’s brand awareness
- Achieve and exceed outreach sales goals through various prospecting tactics to ensure company revenue objectives are met
- Build and maintain reportable sales pipeline and processes within Hubspot
- Partner with our marketing team to design and manage outreach campaigns in Google, Microsoft, and other relevant tools in the marketing stack.
- Represent Opto Investments at events and conferences
- The ability and desire to work in a fast-paced environment and thrive when faced with challenges and ambiguity
- You possess a competitive nature with the desire to meet and exceed performance goals
- The ability to manage objections and rejections on a daily basis
- You are polished, professional, and curious
- 2+ years of experience in sales, preferably within the investment industry
- Previous sales experience in which you demonstrated the ability to meet or exceed sales quotas is a plus
- Track record of high achievement personally and/or professionally
- Excellent written and verbal communication skills
How to Apply
Please fill out the required fields below, and attach a Resume and Cover Letter. Why a Cover Letter? We receive a high volume of applicants, and we have real humans that read each and every resume. We encourage you to use creativity in your cover letter and speak directly to why you want to join our team!
We will review your resume in as timely a manner as we are able to, so kindly refrain from reaching out to hiring manager or other Opto team members via email or linkedin, as this won't improve or fast track your application.
Compensation and Benefits
Opto has a high bar for talent, and we are committed to building the best teams possible. Candidates are never subjected to discrimination based on race, citizenship, religion, ethnicity, gender or gender identity, sex, pregnancy, national origin, age, sensory, mental, or physical disability, or any other characteristic.
The successful candidate for this role can expect a generous compensation and benefits package. The cash salary range for this role is $95,000-$135,000 dependent on skills, experience and expected contribution.
All full time employees at Opto enjoy:
- Significant equity
- Health, dental, and vision
- Unlimited PTO
- Retirement savings plan (401k)
- Learning & WFH stipends
Top Skills
Opto Investments San Francisco, California, USA Office
Opto Investments SF Office Office
San Francisco’s SoMa–South Financial District is a bustling mix of historic brick office buildings and modern developments just steps from the Transbay Transit Center, Yerba Buena arts venues, and startup hubs.
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