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Salary: USD 75,000 - 105,000 / 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. With over 1,400 firms in nearly 60 countries managing nearly $9 trillion in assets, Addepar is seeking a Business Development Representative to join its Sales organization in New York.
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 Sales, Marketing, and Product teams to fuel growth and advance new business initiatives.
Key responsibilities include:
- Generating new business opportunities through strategic prospecting and outbound engagement
- Creating and prioritizing target account lists and developing account attack plans within your territory
- Conducting research and building new accounts via strategic calling, personalized emails, and social media outreach
- Conducting discovery conversations and meetings with prospect accounts
- Collaborating with Go-To-Market teams to advance new business growth
- Achieving 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, as is knowledge of private banking and wealth management prospecting. You are energetic, proactive, and a strong team player with excellent problem-solving, communication, and organizational skills. Experience with Salesforce, Gong, and Salesloft is a plus. You must be legally authorized to work in the United States without requiring visa sponsorship.
