Addepar

Business Development Representative - NYC

Addepar • $75K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3 years of experience in outbound SaaS prospecting roles.
  • Proven track record of success in sales or business development.
  • Knowledge of private banking and wealth management is a plus.
  • Strong work ethic and proactive team player mentality.
  • Excellent problem solving, communication, and organization skills.
  • Ability to adapt to new demands with urgency.
  • Familiarity with Salesforce, Gong, and Salesloft is advantageous.

Responsibilities

  • Generate new business opportunities to drive revenue growth.
  • Develop strategic target account lists and attack plans for assigned territories.
  • Research and establish new accounts through calls, emails, and social media.
  • Conduct high-level discovery conversations with prospects.
  • Collaborate with cross-functional teams to promote business growth.
  • Meet quarterly quotas for qualified opportunities created.

Benefits

  • Stock options or equity participation.
  • Performance bonuses.
  • Health, dental, and vision insurance.
  • Flexible work arrangements.
  • Professional development opportunities.
Full Job Description
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.

What You'll Do
  • 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
Who You Are
  • 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


Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for this role within the United States.

Compensation for this role includes base salary + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Base Salary Range

$75,000-$110,000 USD

About Addepar

Addepar is a wealth management platform that provides investment management software and tools for investors, advisors, and family offices. The platform offers a range of features, including portfolio management, performance reporting, and data aggregation. Addepar was founded in 2009 and is headquartered in New York, New York.
Learn more about Addepar
Size
500 employees
Industry
Founded
2009

Similar Jobs

More Jobs at Addepar

More Finance & Insurance Jobs

Find similar Business Development Representative - NYC jobs: