Institutional Investor Sales Development Representative

The Capitol Forum is hiring an Institutional Investor Sales Development Representative to support business development by prospecting, qualifying leads, and setting meetings. The role supports outbound sales and pipeline growth, with the opportunity to develop toward a closing role.

Responsibilities:

• Prospect and cold-call potential clients
• Qualify leads and schedule meetings for senior sales team members
• Support outbound sales campaigns through email and phone outreach
• Maintain accurate records of outreach and activity in CRM
• Research prospective accounts and identify key decision-makers
• Collaborate closely with Business Development Managers and Directors to support pipeline growth
• Meet defined activity and performance KPIs tied to commission

Requirements:

• 1–4 years of experience in a SDR role , business development, or client-facing roles
• Strong communication skills and comfort engaging prospects by phone
• Highly organized, persistent, and goal-oriented
• Coachable mindset and eagerness to grow in a sales career
• Familiarity with AI tools to streamline prospecting, research, and outreach
• Bachelor's degree preferred
• Interest in financial markets, regulation, or investigative journalism is a plus