Business Development Representative at Addepar

New York, New York, United States

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$75,000 – $118,000Compensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Family Office, Private Banking, Investment ManagementIndustries

Requirements

2-3 years of experience in outbound SaaS prospecting roles with proven track record of success (Fintech or financial services experience a plus!)
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
Passionate about finance and disruptive technology; sound eye for business and natural sales instincts; eager, highly motivated, and tenacious self-starter

Responsibilities

Generate new business opportunities to fuel Addepar’s growth
Create and prioritize strategic target account lists and account attack plans within a defined territory
Research and build new accounts (i.e. strategic calling, sending personalized emails, and connecting through social media platforms)
Conduct high level discovery conversations and meetings with prospect accounts
Collaborate with Go To Market teams (i.e. marketing, sales, and product, etc) to advance new business growth
Achieve quarterly quotas of qualified opportunities created

Skills

Business Development

Sales

Lead Generation

Prospecting

Opportunity Qualification

FinTech

Wealth Management

Addepar

Investment management software for financial professionals

About Addepar

Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Mountain View, CaliforniaHeadquarters

2009Year Founded

$625.3MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

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

Risks

Addepar's trading platform faces competition from established trading solutions.

Generative AI integration may introduce risks of AI biases affecting investment decisions.

Reliance on partnerships could pose risks if expected growth is not achieved.

Differentiation

Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.

The platform integrates with over 100 partners, offering a comprehensive wealth management solution.

Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

Upsides

Addepar's new trading platform enhances advisor workflows and client insights.

Partnerships with firms like Corient expand Addepar's client base and market reach.

Generative AI integration offers innovative solutions for managing tech disruption risks.

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