Business Development Representative
شارك هذه الوظيفة
موقع الوظيفة:
الراتب شهرياً:
تاريخ النشر:
09-11-2025
عدد الوظائف الشاغرة:
1 عدد الوظائف الشاغرة
ملخص الوظيفة
Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries Addepars platform aggregates portfolio market and client data for over $8 trillion in assets. Addepars open platform integrates with more than 100 software data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City Salt Lake City Chicago London Edinburgh Pune Dubai and Geneva.
The Role
Addepar is looking for a high-energy results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key partners BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management family office private banking and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager highly motivated and tenacious self-starter.
What Youll Do
- Generate new business opportunities to fuel Addepars growth
- Create and prioritize strategic target account lists and account attack plans within a defined territory
- Research and build new accounts (i.e. strategic calling sending personalized emails and connecting through social media platforms)
- Conduct high level discovery conversations and meetings with prospect accounts.
- Collaborate with Go To Market teams (i.e. marketing sales and product etc) to advance new business growth.
- Achieve quarterly quotas of qualified opportunities created
Who You Are
- 2-3 years of experience in outbound SaaS prospecting roles with proven track record of success (Fintech or financial services experience a plus!)
- Knowledge of private banking wealth management prospecting a plus
- Strong work ethic energetic proactive team player!
- Excellent problem solving communication organization and time management skills
- Flexibility and ability to adapt to new demands; strong sense of urgency
- Assertiveness directness and a company first mentality
- Experience working with Salesforce Gong and Salesloft is a plus
Our Values
- Act Like an Owner - Think and operate with intention purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas experiences skill sets perspectives backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email text and social media. The imposters are creating misleading email accounts conducting remote interviews and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions please reach out to .
Required Experience:
Unclear Seniority
المهارات المطلوبة
- تطوير الأعمال
- Sales Experience
- المبيعات الموجهة للشركات
- Time Management
- Cold Calling
- Outbound Sales
- إدارة الحساب
- Salesforce
- المبيعات الداخلية
- التسويق عبر الهاتف
- CRM Software
- جذب العملاء المحتملين
عن الشركة
A platform built to simplify complexity. Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology.
