Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.

Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role 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. 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. Business Development representatives are a feeder into our Account Executive, Account Management and Sales Engineering teams.. 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. Addepar takes a market-based approach to pay.

Qualifications

, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

Benefits

Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

What You’Ll Do

Lead

Responsibilities

: 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.

Who You Are

6+ years of experience in demand marketing or ISR/BDR/SDR function with proven track record of success in SaaS Enterprise technology company.

Manager, Business Development