Business Development Officer, Addepar
Centers of Influence
$122.2-190k
+ Bonus and equity. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York
More information about location
Investment portfolio management platform
Job no longer available
Investment portfolio management platform
1001+ employees
Job no longer available
$122.2-190k
+ Bonus and equity. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York
More information about location
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- Prior experience. 6+ years of Go to Market experience via software sales, partnerships or wealth management. Experience as a technology consultant, preferably at a large US custodian is highly preferred
- Knowledge. Detailed knowledge of the wealth management and Wealth Tech industries as well as a robust network of colleagues within the custody and RIA markets
- Cultural fit. Strong work ethic, upbeat, proactive collaborator that can drive the scoping and resolution of issues and opportunities. Has a “company first” mentality while remaining focused on driving new revenue
- Skills. Excellent relationship management, problem-solving, communication (written and oral) and organizational skills. Experience working with Salesforce or similar CRM is important
What the job involves
- As part of Addepar’s Go To Market team, the BDO - Custodian Relationships manages and expands relationships within Wealth Tech consulting teams at leading Americas based custodians (“Custodians”)
- These firms wield significant influence over Wealth Tech buying decisions by RIAs and other wealth managers
- More specifically, the Role is responsible for driving engagement and education with key collaborators (both internal and external) as a means to source referrals and shepherd them through the sales cycle in partnership with other GTM personnel
- This is an exciting opportunity to join an industry innovator in the Wealth Tech space as well as a dynamic team that enables the ecosystem surrounding Addepar’s industry changing/leading software platform!
- Like other members of Addepar’s Partnerships team, you will drive strategic alliances and cultivate relationships to enhance our market reach and deliver additional value to our clients
- A key component of the Role is traveling to industry events as well as in-person meetings with a broad range of Custodians personnel to help them develop a deeper understanding of Addepar’s products and services
- Drive outcomes that impact new sales and revenue targets. A material portion of compensation will be based on closed/won business resulting from referrals generated from Custodians
- Help define and build a new function. There will be work to establish processes and protocols to scale this function across multiple BDO’s in this type of role
- Pipeline collaboration and management. Actively supports and mines their assigned Custodian’s business development pipelines to uncover new sales opportunities and shepherd them through the sales process in partnership with Account Executives and other GTM personnel
- Drive awareness about Addepar. Proactively drive awareness of Addepar's full product suite and services, often running product demos and education sessions, often in-person
- Becoming a subject matter authority in the Partners' offerings. Develop a deep understanding of Partners products/services and leverage it to support new business opportunities
- Deliver the firm. Coordinates involvement of Addepar company personnel, including sales, services, and management resources in order to meet partner objectives and provide a seamless gateway to all things Addepar
- GTM Enablement. Ensure all GTM personnel are supported if/when they need to maximize a Partner to pursue a new business opportunity
- Information Management. Keeping Addepar’s CRM system up to date on all relevant opportunities and driving efforts to implement analytics and share the resulting insights
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 around $9 trillion of assets serving over 1,400 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. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 is helping further accelerate its momentum as it continues to innovate its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2025
$230m
SERIES G
Nov 2021
$130m
LATE VC
Total funding: $872.8m
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
Company HQ
Midtown East, New York, NY
Leadership
Eric Poirier
(CEO)Prior to joining Addepar in 2013, Eric spent over 6 years at Palantir Technologies as a Director. They also spent over 3 years at Lehman Brothers working in Fixed Income Analytics.
Bob Pisani
(CTO)Bob joined Addepar in 2020 as a VP of Engineering, moving into the role of Senior VP of Engineering in 2023 and CTO in 2024. Previously, they were a Solutions Architecture for Private Equity at Amazon Web Services and also spent 13 years at Schonfeld Strategic Advisors in various roles, including Head of Development and CTO.
Eric Daniels
(CFO/COO)Prior to joining Addepar in 2022, Eric was the CFO at Real Capital Analytics and NRC National Response Corporation as well as the CFO/COO at AutomativeMastermind.
Janeen A. France
(Chief Client Officer)Janeen joined Addepar in 2020 as a Director/Co-Head of Account Management, since then, they have held several VP/SVP roles and moved into the role of Chief Client Officer in 2025. Previously, they were an Independent Consultant and worked in Trading Operations & Client Service Strategy at J.P. Morgan Private Bank.
Peter O'Brien
(CRO)Peter joined Addepar in 2014 as a Senior Sales Executive, since then, they have held a number of Director/Senior Director, VP/SVP roles, and moved into the role of CRO in 2025.
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