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Addepar is a global data and AI platform that empowers investment professionals to turn complex financial information into actionable intelligence. The company unifies portfolio, market, and client data to deliver AI-powered insights within investment and client workflows. With over 1,400 firms managing nearly $9 trillion in assets across nearly 60 countries, Addepar is seeking a Business Development Representative to join its London office.
In this role, you will generate and qualify new business opportunities within assigned account territories and segments, focusing on wealth management, family office, private banking, and global investment management markets. You will work closely with the Sales team and key partners to drive revenue growth through strategic prospecting and account development.
Key responsibilities include: generating new business opportunities; creating and prioritizing strategic target account lists and account attack plans; researching and building new accounts through strategic calling, personalized outreach, and social media engagement; conducting discovery conversations with prospects; collaborating with Go-To-Market teams (marketing, sales, product); and achieving quarterly quotas for qualified opportunities.
You should have 2-3 years of experience in outbound SaaS prospecting with a proven track record of success. Fintech or financial services experience is highly valued, as is knowledge of private banking and wealth management prospecting. You are energetic, proactive, and results-driven with excellent problem-solving, communication, and organizational skills. Experience with Salesforce, Gong, and Salesloft is a plus. You must have the right to work in the United Kingdom from day one; visa sponsorship is not available.
