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Addepar — New York City, New York
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, results-driven Business Development Representative to join our Business Development Sales organization.
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. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter.
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.
S. on their first day of employment.
What You’Ll Do
e. strategic calling, sending personalized emails, and connecting through social media platforms) Conduct high level discovery conversations and meetings with prospect accounts. e.
marketing, sales, and product, etc) to advance new business growth.
Who You Are
) Fluency in English and Spanish is a must 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 Our 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.