Business Development Representative

Overview

Addepar is a global platform leveraging data and artificial intelligence to help investment professionals convert complex financial data into actionable insights. Serving over 1,400 firms in nearly 60 countries, Addepar manages close to $9 trillion in assets, offering a unified portfolio, market, and client data view with AI-powered analytics. The platform integrates with around 650 software and consulting partners to facilitate comprehensive investment operations for diverse firm sizes. Addepar operates offices worldwide including London.

Role Purpose

We seek a highly motivated and results-oriented Business Development Representative (BDR) to join our sales team. The BDR will collaborate closely with the sales department and strategic partners to identify and qualify revenue opportunities within designated territories. This role offers a chance to actively pursue new business prospects, focusing on wealth management, family office, private banking, and global investment management sectors. Ideal candidates will have a passion for finance and breakthrough technologies, strong business acumen, natural sales instincts, and a proactive, driven mindset.

Key Responsibilities

• Identify and cultivate new business leads to drive company expansion.
• Develop and prioritize target account lists and strategic plans for assigned territories.
• Engage in research and outreach to new accounts via calls, personalized emails, and social media connections.
• Conduct discovery meetings and conversations with potential clients to understand their needs.
• Collaborate with marketing, sales, product, and other Go To Market teams to facilitate business growth.
• Meet quarterly targets for creating qualified sales opportunities.

Candidate Profile

• 2 to 3 years experience in outbound SaaS sales or prospecting roles, with proven success; fintech or financial services background preferred.
• Understanding of private banking and wealth management is advantageous.
• Demonstrates a strong work ethic, energy, proactive attitude, and collaborative spirit.
• Exhibits excellent skills in problem solving, communication, organization, and time management.
• Adaptable to changing demands and possesses a strong sense of urgency.
• Assertive, straightforward, and prioritizes company interests.
• Familiarity with Salesforce, Gong, and Salesloft is a plus.

Company Values

• Own your work with intentionality, care, and accountability.
• Collaborate to create outstanding solutions that provide lasting impact.
• Prioritize client success above all, recognizing their achievements as our own.
• Innovate boldly to transform the industry and overcome challenges.
• Foster learning by engaging the community and embracing a growth mindset.

Additional Information

Applicants must have the legal right to work in the United Kingdom at the start of employment as visa sponsorship is not provided. Addepar is committed to diversity and inclusion, providing accommodations for individuals with disabilities during recruitment and employment.

Security Notice: Beware of phishing scams impersonating hiring personnel from Addepar. All legitimate offers require formal interviews and do not mandate purchases for onboarding. If in doubt, contact the company directly by official channels.