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Abacus Wealth Tech

Sales Development Representative

Posted 2 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in Chicago, IL
Entry level
In-Office or Remote
Hiring Remotely in Chicago, IL
Entry level
The Sales Development Representative will conduct outbound sales, qualify targets, secure first-call meetings, and support follow-up to close deals.
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Sales Development Representative— Full-Time (Preferred Chicago / Remote OK)

About Abacus

Abacus is an invitation-only wealth technology platform serving ultra-high-net-worth individuals and families. Our platform feels more like joining a private club than buying software. Our users share common challenges around managing bank accounts, collectibles, private equity investments, venture capital positions, real estate, and direct ownership stakes of their businesses — as well as shared needs like access to trusted estate lawyers, accountants, and exclusive deal flow.

We serve you like your private club, but just happen to provide you a critical technology product.

Role Overview

We’re looking for a hungry, highly organized Sales Development Representative (SDR)to spearhead outbound sales to private wealth managers, trust & estate attorneys, and select UHNW-adjacent professionals. This is a commission-only, high-impact role where you will own outreach, build a pipeline, and secure first-call introductions with the CEO. You will then support follow-up and

help close deals, earning commission on every sale. This role is ideal for someone who is relentless with outreach, thrives in a startup environment, and wants to earn meaningful upside in a premium, UHNW-focused space.

 

Key Responsibilities

• Conduct high-volume outbound email outreach to private wealth managers and related partners.

• Distribute Abacus’ white papers, one-pagers, and marketing materials to drive interest.

• Qualify targets and secure first-call meetings with the CEO; Join the CEO on intro calls.

• Following intro calls, send pricing, structure follow-up communication, and push deals to close.

• Maintain a clean outreach tracker/pipeline and adjust messaging based on response data and market feedback.

• Represent the Abacus brand with polish and professionalism at all times.

 

Required Skills

• Strong written communication —especially via email; Comfortable sending large volumes of outbound messages daily.

• Highly organized and persistent with follow-up; able to tailor messaging to UHNW-level clients and gatekeepers.

• Experience in outbound sales, appointment-setting, or fundraising (preferred but not required).

• Understanding of private wealth, financial services, or UHNW markets is a plus.

• Self-motivated, can operate independently, and thrives in a commission-driven role.

 

Location

Chicago preferred, Remote OK

 

Apply to: [email protected]

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