Business Development Representative - Sales and Demo Support

Business Development Representative

Syntax Data is rapidly becoming a recognized leader in the explosive direct indexing segment of investment management. Direct indexing is pushing the boundaries of passive investment, allowing financial intermediaries to provide their clients with low-cost, highly customized, tax-efficient and fully transparent investment solutions. Through Syntax Direct, the most advanced platform of its kind on the market today, wealth managers have access to an advanced tool to create highly customized, institutional-quality indexes at scale to better serve the needs of an increasingly demanding and diverse client base.

Syntax Data is seeking a Business Development Representative to support the growth of Syntax Direct and expand our footprint across RIAs, financial advisors, and platform partners. This role will focus on outbound outreach, inbound lead follow-up, and product demonstrations, while also supporting early-stage onboarding conversations. You will play a critical role in helping scale our sales efforts as demand increases across key partnerships and platforms. This is a high-impact, cross-functional role with exposure to sales, product, and client onboarding workflows.

Responsibilities will include:

• Conduct outbound prospecting via phone, email, and social media to generate qualified leads
• Manage and respond to inbound leads from marketing initiatives and partner referrals
• Support both Syntax Direct and Syntax's traditional/custom index business, including outreach and early-stage conversations related to index products, index licensing, platform partnerships, and advisor-facing solutions
• Clearly communicate Syntax's value proposition across both product lines, including direct indexing, custom indexing, and differentiated company classification/data methodology
• Maintain accurate records of interactions and pipeline activity in the CRM (Hubspot)
• Collaborate with Sales, Marketing, Product, and Index teams to share prospect feedback, identify recurring questions, and refine outreach strategies
• Follow up on inbound leads and nurture them through the early stages of the sales funnel
• Establish a feedback loop between sales, marketing, and product teams to gather insights on lead quality and refine strategies
• Support conference and event follow-up by helping organize, prioritize, and pursue leads generated through industry meetings and events.
• Collaborate with internal teams to ensure a smooth handoff to onboarding and client support functions

The ideal candidate will have:

• 1–3 years of experience in sales, business development, or client-facing roles
• Strong communication and presentation skills (verbal and written)
• Ability to learn and explain financial technology, index, and investment-related concepts
• Familiarity with CRM tools (Hubspot preferred)
• Self-motivated, organized and comfortable managing multiple priorities
• Basic understanding of invest management, RIAs, financial advisors, ETFs, indices, or wealth platforms preferred
• Proficiency in Microsoft Office (Excel, Powerpoint) or similar tools
• Willingness to travel occasionally

Preferred skills:

• Experience in fintech, asset management, or financial services
• Exposure to RIAs, financial advisors, ETF issuers, asset managers, or platform providers.
• Interest in markets, portfolio construction, direct indexing, custom indexing, or financial data.
• Entrepreneurial mindset with the ability to operate in a fast-paced environment
• Ability to work cross-functionally with sales, marketing, product, and index/data teams

$75,000 - $90,000 a year

Syntax is a data and technology provider to the financial services industry. The company offers unique data sets for public and private companies that organize the global economy based on systems theory. Data is offered via complete database solutions, consulting services, indices and turnkey technology platforms.