Business Development Representative

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City Salt Lake City London Edinburgh Pune Dubai Geneva and São Paulo.

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.

• 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

• 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 .