Business Development Representative

investorcom· Sales
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🌍 Remote📍 Remote📍 Toronto, Ontario, CanadaFull Time

About this role

Company Overview:

InvestorCOM is a leading provider of compliance technology software for the wealth management industry. We empower financial institutions with innovative solutions that streamline regulatory compliance, improve client engagement, enhance operational efficiency, and drive asset growth. Our suite of SaaS-based solutions helps firms navigate the ever-evolving regulatory landscape with confidence.



Job Overview:
The Business Development Representative (BDR) plays a critical role in fueling InvestorCOM’s growth by identifying, engaging, and qualifying prospective clients within the wealth/retirement management ecosystem.

This role is ideal for someone who is curious, data-informed, and tech-forward - comfortable leveraging modern SaaS tools and AI-powered workflows to deeply understand prospects, personalize outreach, and work smarter at scale. You’ll partner closely with Sales and Marketing to convert market signals into qualified pipeline opportunities.



What you’ll do

  • Conduct outbound prospecting through calls, email, social platforms, and digital channels using modern sales engagement tools
  • Leverage CRM data, intent signals, and AI-assisted research to understand prospective clients, their regulatory environment, and business needs
  • Qualify inbound and outbound leads and book high-quality discovery meetings and product demos for the Sales team
  • Create, configure, and leverage AI-enabled tools and workflows to research accounts, understand client needs, personalize outreach, and automate repeatable prospecting tasks
  • Experiment with new AI and sales technologies to continuously improve outreach quality, efficiency, and conversion rates
  • Maintain accurate and timely records of prospect activity, insights, and pipeline progress in HubSpot CRM
  • Collaborate with Sales and Marketing to test, refine, and optimize outreach campaigns and messaging
  • Stay current on industry trends, regulatory developments, and InvestorCOM’s evolving product roadmap
  • Participate in industry events, webinars, and virtual forums to expand market awareness and build relationships



What we’re looking for

  • 1–3 years of experience in business development, sales, customer-facing, or technology-driven roles; SaaS, fintech, or financial services experience is a strong assetStrong communication and relationship-building skills, with the ability to tailor messaging to different audiences
  • Comfort using CRM systems (HubSpot preferred), LinkedIn, sales engagement platforms, and modern prospecting tools
  • Curiosity and openness to using AI-driven insights and automation to improve effectiveness and efficiency
  • Ability to work independently in a remote-first environment while collaborating closely with cross-functional teams
  • A results-oriented mindset with a strong desire to learn, experiment, and continuously improve
  • Comfort working with technology, data, and automation tools; ability to quickly learn new SaaS and AI-enabled platforms



Nice to have

Bachelor’s degree in business, marketing, finance, computer science, information systems, or a technology-related field is an asset



Why Join InvestorCOM?

  • Be part of a growing SaaS company modernizing compliance for the wealth industry
  • Work in an environment that encourages thoughtful adoption of AI and automation to work smarter, not harder
  • Competitive salary, commission structure, and benefits package
  • Clear opportunities for career development and growth within Sales and the broader organization
  • Collaborative, values-driven, and remote-first culture

Frequently Asked Questions

Is the salary disclosed for the Business Development Representative position at investorcom?
The salary for this Business Development Representative role at investorcom is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Is the Business Development Representative job at investorcom remote?
Yes, this Business Development Representative position at investorcom is remote, with team members based in Remote, Toronto, Ontario, Canada. You can work from home or anywhere in the supported regions.
Is the Business Development Representative role at investorcom full-time or part-time?
This is listed as a Full Time position. It is posted as a Business Development Representative role in the Sales department at investorcom.
Which team or department does the Business Development Representative at investorcom belong to?
This Business Development Representative position is part of the Sales department at investorcom. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Business Development Representative position at investorcom?
Click the "Apply Now" button on this page. You will be redirected to investorcom's official application portal hosted on bamboohr where you can submit your application directly.
When was the Business Development Representative job at investorcom posted?
This Business Development Representative position at investorcom was posted on Feb 10, 2026. Apply as soon as possible — early applications are often reviewed first.
Business Development Representative
investorcom
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