Addepar

Addepar

Business Development Representative - Institutions

New York, NY

No sponsorship$75k-$118kDetected 27 days ago
SalesforceBusiness DevelopmentOutbound SalesResearchCommunicationProblem SolvingTime Management

About the role

  • Addepar has experienced exponential growth in the Institutional market segment, which includes endowments, foundations, pensions, sovereigns, OCIOs, insurers, and alternative asset managers across all asset classes.
  • Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization covering the Institutional Market.
  • The Business Development Representative will help continue growing Addepar's global presence in the institutional vertical.

Responsibilities

  • 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)
  • Collaborate with Go To Market teams (i.e. marketing, sales, and product, etc) to advance new business growth.
  • Think and operate with intention, purpose and care. Own outcomes.
  • Collaborate to unlock the best solutions. Deliver lasting value.
  • Drive Innovation
  • Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows.
  • More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
  • Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity.
  • Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.

Requirements

  • Flexibility and ability to adapt to new demands

Nice to have

  • 2-3 years of experience in outbound SaaS prospecting roles with proven track record of success (Fintech or financial services experience a plus!)
  • Knowledge of private banking, wealth management prospecting a plus
  • Experience working with Salesforce, Gong, and Salesloft is a plus

Compensation

  • The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

Benefits

  • Embrace Learning

Company info

  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
  • The Role
  • Addepar has experienced exponential growth in the Institutional market segment, which includes endowments, foundations, pensions, sovereigns, OCIOs, insurers, and alternative asset managers across all asset classes. Some of the largest asset owners in the world have chosen to partner with us deeply at the very core of their tech stack, and simultaneously, global alternative managers such as private equity, venture capital, and fund-of-funds are choosing Addepar to power their business and future growth strategy.
  • Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization covering the Institutional Market. Addepar has experienced exponential growth in the Institutional market segment, which includes endowments, foundations, pensions, sovereigns, OCIOs, insurers, and alternative asset managers across all asset classes. The Business Development Representative will help continue growing Addepar's global presence in the institutional vertical.
  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

Visa & Work Authorization

  • Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begi
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This listing is sourced directly from Addepar's careers page and normalized into a canonical job model.