Manager of Business Development, Addepar
Inside Sales
$139-218k
+ Bonus and 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.
1001+ employees
Open for applications
$139-218k
+ Bonus and equity
1001+ employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- The ideal candidate will be passionate about finance and innovative technology; have sound intuition for business and natural sales instincts
- A key requirement will be the ability to spot and cultivate talent
- This person will be enthusiastic about mentoring and coaching and will have already helped build and scaled a successful Business Development / Inside Sales team
- They will obsess over data and metrics and use this to create a highly motivated and successful team culture
- 6+ years of experience in demand marketing or ISR/BDR/SDR function with proven track record of success in SaaS Enterprise technology company
- Experience leading and scaling a team
- Knowledge of private banking, wealth management prospecting a plus
- Strong work ethic, upbeat, proactive, standout colleague
- Excellent problem solving, communication, organization, and time leadership skills
- Data and metric driven
- Flexibility and ability to adapt to new demands; strong sense of urgency
- Assertiveness, candor, and a “company first” mentality
- Must have experience working with Salesforce
- Minimum of Bachelor’s Degree or equivalent experience
What the job involves
- Addepar is looking for a high-energy, determined Business Development Lead to join our team
- Working very closely with Sales, Strategy, and Go to Market stakeholders, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments
- This is an exciting opportunity to build an already growing team that will 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
- Business Development representatives are a feeder into our Account Executive, Account Management and Sales Engineering teams
- Develop and structure a best-in-class business development organization
- Recruit, train and optimize a team of BDRs responsible for creating new opportunity pipelines
- Hold the team accountable to develop monthly and quarterly prospecting strategies and plans that tie to new opportunity generation
- Establish and supervise the performance of the team and ensure they are driving the desired activity levels
- Ensure all team members have a developed monthly activity requirement. You’ll report on results via a report process and dashboard for their assigned territories
- Handle inbound and outbound lead flow and supervise efficiency on follow-ups
- Work closely with the Demand Generation team to implement effective campaigns to drive new leads
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 analyse and visualise the data they need.
Addepar currently tracks around $6 trillion of assets serving over 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. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 will 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
- Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
- Pension with Employer Contributions
- Wellness and VDU Wallets
- Bi-Annual Hackathons
Company HQ
Midtown East, New York, NY
Leadership
Joe Lonsdale
(Founder & Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
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