Business Development Representative jobs in United States
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Addepar · 5 hours ago

Business Development Representative

positionNYC Metro Area
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$75K/yr - $118K/yr
date2+ years exp

Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. They are seeking a high-energy Business Development Representative to generate and qualify revenue opportunities within assigned account territories, focusing on growth in the wealth management and investment management sectors.

Financial ServicesFinTechSaaSSoftware
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Comp. & BenefitsbadNo H1Bnote

Responsibilities

Generate new business opportunities to fuel Addepar’s 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

Qualification

Outbound SaaS prospectingPrivate banking knowledgeWealth management knowledgeSalesforceGongSalesloftOrganizationAssertivenessProblem solvingCommunicationTime managementTeam playerFlexibility

Required

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
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment

Preferred

Experience working with Salesforce, Gong, and Salesloft is a plus

Benefits

Bonus
Equity
Benefits

Company

Addepar

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Addepar is a software and data platform for even the most complex investment portfolios.
dateFounded in 2009
location
Mountain View, California, USA
people-size1001-5000 employees
web-link
https://addepar.com

Funding

Current Stage
Late Stage
Total Funding
$761.36M
Key Investors
D1 Capital PartnersWestCapLaurence A. Tosi
2025-05-13Series G· $230M
2021-06-15Series F· $166.26M
2020-11-18Series E· $117M

Leadership Team

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Eric Poirier
CEO
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Bob Pisani
Chief Technology Officer
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Recent News

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Company data provided by crunchbase