We are a boutique financial research and investment intelligence firm that works on exclusive, highly customized mandates for investment firms.

Our culture is built on ownership, meritocracy, and a relentless focus on outcomes.

The firm was founded by a seasoned investment professional with deep experience in financial due diligence and investigative research for international alternative investment and M&A; advisory firms.

Backed by a U.S.-based family office, the firm is entering a rapid scaling phase and is looking to build foundational commercial processes from the ground up.

Role Overview
This is not a traditional inside sales role.

We are looking for a self-starter who can build and run the outbound sales engine from scratch, someone comfortable operating in ambiguity, creating structure where none exists, and doing the hands-on execution required to make things work.

Candidates with a background in wealth management, RIA, or private client advisory are especially well-suited to this role, given the nature of our target client base.

You will own outbound sales and early-stage growth activities end-to-end: defining target segments, building prospect lists, designing outreach workflows, testing scripts, running calls, tracking results, and continuously refining the process.

You will also be expected to identify, research and experiment with and supervise AI-driven sales tools and agents to improve productivity and sales outcomes.

This role requires someone who is willing to get down and dirty: doing the calls, writing the emails, improving/ developing the CRM, and iterating daily based on what works.

Key Responsibilities
Build the outbound sales and lead-generation process from zero
Define target customer profiles and prioritize outreach segments, with particular focus on wealth managers, RIAs, investment banks, PE firms, institutional asset allocators such as endowments, and family offices
Conduct high-volume outbound calls and email outreach to investment firms, advisors,



and institutional clients
Qualify leads and schedule meetings for senior leadership
Design, test, and continuously refine call scripts, email sequences, and follow-up workflows
Research prospects deeply to personalize outreach
Set up and maintain CRM processes, including lead tracking, call notes, and pipeline status
Experiment with, deploy, and supervise AI sales agents and automation tools
Follow up relentlessly with inbound, warm, and cold leads
Own weekly activity metrics, conversion rates, and qualified-meeting targets

Who This Role Is For
Someone who has built sales or outreach processes from scratch, not just operated within an existing one
A doer who is comfortable executing manually before automating
A problem-solver who takes ownership instead of waiting for direction
Someone who learns fast, iterates aggressively, and is not afraid of rejection
Someone who fully understands, or has worked closely with, wealth managers and advisors and can speak their language from the first call and is comfortable with financial terms

Qualifications
1–3 years of B2B inside sales, outbound sales, or business development experience
Demonstrated experience setting up or materially improving sales or outreach processes
Prior experience in or selling into wealth management, RIAs, or family offices is strongly preferred ; exposure to investment banking, PE/VC, or adjacent financial services sectors is also a plus
Excellent spoken and written English
Robust phone presence and confidence engaging senior professionals
Highly organized, metrics-driven, and persistent
Comfortable working U.S. business hours

Preferred
Prior experience at a wealth management firm, RIA, custodian, or advisory platform, in a sales, business development, or client-facing capacity
Experience working with international clients (U.S./UK)
Familiarity with CRM setup, sequencing tools, and sales automation
Curiosity about AI-driven sales workflows

Compensation
Competitive base salary
Meaningful performance-linked incentives tied directly to results

📌 B Inside Sales Specialist (India)
🏢 Indago Research
📍 India