SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Salary: USD 75,000 - 105,000 / annual
Addepar is a global data and AI platform that empowers investment professionals to transform 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 operates a comprehensive platform integrating with 650+ software, data, and consulting partners.
As a Business Development Representative, you will be a high-energy, results-driven member of the Business Development & Sales organization. You will strategically develop and qualify revenue opportunities within assigned account territories and segments, focusing on wealth management, family office, private banking, and global investment management markets.
Key responsibilities include:
- Generate new business opportunities to fuel company growth
- Create and prioritize strategic target account lists and account attack plans within your defined territory
- Research and build new accounts through strategic calling, personalized emails, and social media outreach
- Conduct high-level discovery conversations and meetings with prospect accounts
- Collaborate with Go-To-Market teams (marketing, sales, product) to advance new business growth
- Achieve quarterly quotas for qualified opportunities created
You bring 2-3 years of experience in outbound SaaS prospecting with a proven track record of success. Fintech or financial services experience is highly valued. You have knowledge of private banking and wealth management prospecting, strong work ethic, and natural sales instincts. You excel at problem-solving, communication, organization, and time management. You are flexible, adaptable, assertive, and direct with a company-first mentality. Experience with Salesforce, Gong, and Salesloft is a plus.
