Business Development Representative, Addepar
$75-118k
+Bonus & Equity
Addepar is a software and data platform for even the most complex investment portfolios.
Open for applications
Addepar is a software and data platform for even the most complex investment portfolios.
501-1000 employees
Open for applications
$75-118k
+Bonus & Equity
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization
- The ideal candidate will be passionate about finance and disruptive technology; have sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter
- 2-3 years of experience in outbound SaaS prospecting roles with a consistent 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
- Experience working with Salesforce, Gong, and Salesloft is a plus
What the job involves
- Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments
- This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments
- 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, Product, etc.) to advance new business growth
- Achieve quarterly quotas of qualified opportunities created
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.
Addepar currently tracks more than $4 trillion of assets with circa 800 clients including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022 and appointing new leadership members from the likes of Oracle and Amazon Web Services. Addepar is certainly gaining momentum as it expands operations and further innovates its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 7 rounds)
Nov 2021
$130m
LATE VC
Jun 2021
$150m
SERIES F
Total funding: $642.8m
Company benefits
- Equity - Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce - Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off - Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages - Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance - Your continued growth and development are important to us
- Dynamic Team - Strong investment in the best talent at the intersection of technology and finance
- Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
- Pension with Employer Contributions
- Wellness and VDU Wallets
- Bi-Annual Hackathons
Company values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset
Company HQ
Old Mountain View, Mountain View, CA
Articles
Leadership
Joe Lonsdale
(Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
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