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Salary: USD 75,000 - 110,000 / annual
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. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
You will join the Business Development & Sales organization as a Business Development Representative based in New York. In this role, 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 Addepar's 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 of qualified opportunities created
You will work closely with Sales and key partners in a high-energy, results-driven environment. The ideal candidate is passionate about finance and disruptive technology, has natural sales instincts, and is an eager, highly motivated self-starter.
Requirements:
- 2-3 years of experience in outbound SaaS prospecting roles with proven track record of success
- Fintech or financial services experience is a plus
- Knowledge of private banking and wealth management prospecting is a plus
- Strong work ethic, energetic, proactive, and team-oriented
- Excellent problem-solving, communication, organization, and time management skills
- Flexibility and ability to adapt to new demands with strong sense of urgency
- Assertiveness, directness, and a "company first" mentality
- Experience with Salesforce, Gong, and Salesloft is a plus
- Must be legally authorized to work in the United States without requiring visa sponsorship
