Business Development Representative

About the role

The Business Development Representative will join Addepar’s Business Development & Sales organization to generate and qualify new revenue opportunities across wealth management, family office, private banking and global investment management segments, creating target account lists, conducting outreach, leading discovery conversations and collaborating with marketing, sales and product teams to meet quarterly qualified‑opportunity quotas.

About the company

Addepar is a global data and AI platform that helps investment professionals turn complex financial information into actionable intelligence, unifying portfolio, market and client data and delivering AI‑powered insights across the investment workflow. It serves over 1,400 firms in nearly 60 countries managing about $9 trillion in assets, integrates with ~650 partners, and operates offices in New York, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.

Requirements

• 2–3 years of outbound SaaS prospecting experience with a proven track record (Fintech or financial services experience a plus)
• Knowledge of private banking and wealth management prospecting is a plus
• Strong work ethic, energetic, proactive, team‑player attitude
• Excellent problem‑solving, communication, organization and time‑management skills
• Ability to adapt to new demands with a strong sense of urgency
• Assertiveness, directness and a “company first” mentality
• Experience with Salesforce, Gong and Salesloft is a plus
• Legal authorization to work in the United States without visa sponsorship