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 sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter.

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 roles in Colorado, California, and New York.

The current range for this role is $75,000 - $118,000 (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.

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, 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 a consistent 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