Business Development Representative

About Addepar

Addepar is a worldwide data and AI platform built for investment professionals who need to convert complicated financial data into clear, actionable insight. The platform brings together portfolio, market, and client information into a single portfolio view and provides AI-driven intelligence inside the tools teams already use for investments and client work. More than 1,400 firms across nearly 60 countries rely on Addepar to oversee and advise on close to $9 trillion in assets. Its open ecosystem connects with almost 650 software, data, and consulting partners to support investment operations end to end for organizations of all sizes and levels of complexity. Addepar serves clients globally from offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.

Role Overview

Addepar is hiring a motivated and high-performing Business Development Representative to join its Business Development & Sales team. In this position, you will work closely with Sales and other key partners to identify, develop, and qualify revenue opportunities across assigned territories and segments. The role is focused on creating new business demand and driving growth within wealth management, family office, private banking, and global investment management markets. The right person will be genuinely interested in finance and innovative technology, bring strong commercial instincts, and approach the work with energy, persistence, and initiative.

Key Responsibilities

• Build new business pipeline that contributes directly to Addepar’s expansion.
• Design and manage targeted account lists and outreach plans for a defined territory.
• Research prospective accounts and open conversations through phone outreach, personalized email, and social networking channels.
• Lead early-stage discovery discussions and meetings with potential clients.
• Partner with go-to-market teams such as marketing, sales, and product to support new business growth.
• Meet quarterly goals for the number of qualified opportunities generated.

Candidate Profile

The ideal candidate brings 2–3 years of experience in outbound SaaS prospecting with a demonstrated record of results; experience in fintech or financial services is a plus. Familiarity with private banking and wealth management sales prospecting is also advantageous. Addepar is looking for someone with a strong work ethic, a proactive mindset, good teamwork skills, and a high level of energy. You should also be comfortable solving problems, communicating clearly, staying organized, managing time well, and adjusting quickly to changing priorities. A direct communication style, assertiveness, and a strong company-first attitude are valued. Experience with Salesforce, Gong, and Salesloft would be an added advantage.

Values and Culture

• Act Like an Owner: operate with purpose, care, and accountability for outcomes.
• Build Together: work collaboratively to create stronger solutions and lasting value.
• Champion Our Clients: focus on exceeding client expectations because their success drives ours.
• Drive Innovation: bring bold thinking and creative problem-solving to transform the industry.
• Embrace Learning: stay curious, engage with the community, and bring a growth mindset.

Equal Opportunity and Accessibility

Addepar is committed to equal employment opportunity and values a workforce made up of different backgrounds, experiences, perspectives, and identities. The company aims to foster an environment where inclusion and belonging are shared responsibilities. Applicants with disabilities may request reasonable accommodation for the application process, interviews, essential job functions, and employment-related benefits and privileges.

Security Notice

Be cautious of impersonation scams involving fake recruiters and fraudulent interview requests. Authentic offers are only made after a formal interview process. You will never be asked to buy equipment or supplies as part of onboarding. If you have concerns, please contact the hiring operations team at the email provided in the original posting.