Sales Development Representative

About Us

Amplify is a purpose-built wealth management ecosystem designed to empower modern financial advisory firms. We bring together cutting-edge technology curated investment solutions and hands-on operational support into a single intuitive platform. Our goal is simple: help RIAs OSJs and broker-dealers operate smarter scale faster and serve clients better. Headquartered in Scottsdale Amplify is redefining what it means to grow in financial services.

About the Role

We’re looking for a driven and enthusiastic Sales Development Representative (SDR) to join our growing team. In this role you’ll be on the front lines of our sales funnel—prospecting qualifying and generating leads that directly impact Amplify’s growth. If you're eager to build a sales career thrive in a fast-paced environment and love turning cold leads into warm conversations this could be the perfect fit.

What You’ll Do

• Proactively research and reach out to potential clients via phone email and social platforms to generate qualified leads
• Develop and execute outbound sales strategies to build a healthy pipeline
• Use CRM tools (e.g. HubSpot Salesforce) to track activity and manage leads
• Qualify inbound inquiries and book introductory calls for our sales team
• Collaborate closely with Business Development and Marketing to refine targeting and messaging
• Consistently meet and exceed activity-based metrics (calls emails meetings set)

What We’re Looking For

• 1–2 years of experience in sales business development or lead generation (bonus if in SaaS FinTech or financial services)
• A natural communicator who’s confident on the phone and articulate over email
• Highly organized and comfortable managing outreach in a CRM system
• Motivated self-starter with a strong work ethic and growth mindset
• Team player with a positive attitude and curiosity to learn
• Bachelor's degree preferred but not required

Compensation and Benefits

• Salary: Starting at $65000+ BOE
• 401(k) with company match
• Medical dental and vision insurance • Health savings account
• Life insurance
• Paid time off

Location Scottsdale AZ (in-office role)

Equal Opportunity Statement:

Amplify is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are based on merit qualifications and business needs. Must be able to pass a background check.

Background Check and Predictive Index Survey required.

What We Do

Amplify’s cloud-based integrated platform is purpose-built for financial advisors and firms ready to leave inefficiency behind. From onboarding and trading to compliance and reporting Amplify brings the tools you need together in one scalable seamless solution—so you can focus on growing your business. Our platform doesn’t just simplify tasks—it transforms how you work. By connecting and integrating data from multiple systems into one unified solution Amplify creates clarity where others create complexity. Customizable tools enable you to shape Amplify to fit your firm’s needs from enterprise-level operations to personal client relationships.

Why Work With Us

At Amplify you’ll do meaningful work that drives change in wealth management while building your career. We’re shaping the future of the industry with innovation collaboration and a culture that champions growth and real results.

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