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

Salesforce

Senior and Expert level

Remote from US

More information about location

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

FintechB2BInvestingSaaS

Open for applications

$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

Salesforce

Senior and Expert level

Remote from US

More information about location

501-1000 employees

FintechB2BInvestingSaaS

Company mission

Be the tech and data platform that connects the global investment ecosystem.

Job

Company

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 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

Top investors

15% employee growth in 12 months

Glassdoor (4.1)

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
Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
Pension with Employer Contributions
Wellness and VDU Wallets
Bi-Annual Hackathons

Company HQ

Old Mountain View, Mountain View, CA

Leadership

Joe Lonsdale

(Chairman)

Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.

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