Business Development Representative

About Addepar

Addepar is a worldwide data and AI platform that helps investment professionals transform complex financial data into actionable insights. It consolidates portfolio, market, and client data into a unified portfolio view and delivers AI-driven insights directly integrated within investment and client workflows. Over 1,500 firms across 60 countries utilize Addepar to manage and advise on assets totaling nearly $10 trillion. Its open platform supports integration with 650 software, data, and consulting partners, enabling comprehensive investment operations across firms of varying sizes and complexities. The company operates globally with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune, and Singapore.

Role Overview

We seek a dynamic and goal-oriented Business Development Representative to join our Business Development and Sales team. This role involves working closely with Sales and partners to strategically identify and qualify new revenue opportunities within assigned territories and market segments, including wealth management, family offices, private banking, and global investment management. The ideal candidate will exhibit a strong passion for finance and innovative technology, possess sound business acumen and natural sales talents, and demonstrate motivation, energy, and persistence.

Key Responsibilities

• Drive new business growth by generating qualified opportunities.
• Develop and prioritize strategic target account lists and detailed account engagement plans for designated territories.
• Conduct comprehensive research and build relationships within new accounts through strategic outreach (personalized calls, emails, social media).
• Lead high-level discovery meetings and conversations with prospective clients.
• Collaborate effectively with Go To Market teams—marketing, sales, product—to advance business development initiatives.
• Meet or exceed quarterly quotas for qualified opportunities.

Candidate Profile

• Two to three years of experience in outbound SaaS prospecting roles, demonstrating proven success (experience in fintech or financial services is advantageous).
• Familiarity with private banking and wealth management prospecting is a plus.
• Strong work ethic, enthusiasm, proactive attitude, and teamwork skills.
• Excellent problem-solving abilities coupled with effective communication, organizational, and time management skills.
• Adaptability and a strong sense of urgency to meet evolving demands.
• Assertiveness, direct communication style, and a commitment to company-first priorities.
• Experience with Salesforce, Gong, and Salesloft platforms is beneficial.

Our Core Values

• Act Like an Owner: Operate with intentionality, purpose, and accountability for outcomes.
• Build Together: Collaborate to create optimal solutions and deliver enduring value.
• Champion Our Clients: Surpass clients’ expectations—our success depends on theirs.
• Drive Innovation: Be bold and unconstrained in solving problems to transform the industry.
• Embrace Learning: Foster a growth mindset by engaging community and expanding perspectives.

Additional Information

Applicants must have the legal right to work in the United Kingdom from day one; visa sponsorship is not available for this position.

Addepar is committed to diversity, equity, and inclusion, encouraging applicants from diverse backgrounds. Reasonable accommodations will be provided for applicants with disabilities throughout the hiring process upon request.

Security Notice

Be aware of phishing scams impersonating our hiring managers via emails, texts, and social media. Addepar will only conduct formal interviews and will never request equipment purchases during onboarding. For inquiries about recruitment legitimacy, please contact our operations team directly.