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Business Development Representative

addepar.com Logo

Addepar

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Location:
United States , New York

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Category:
Sales

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Contract Type:
Not provided

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Salary:

75000.00 - 118000.00 USD / Year
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Job Description:

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.

Job Responsibility:

  • 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, and product, etc) to advance new business growth
  • Achieve quarterly quotas of qualified opportunities created

Requirements:

  • 2-3 years of experience in outbound SaaS prospecting roles with proven track record of success
  • 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
  • Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship
  • must be authorized to begin work in the U.S. on their first day of employment

Nice to have:

  • Fintech or financial services experience
  • Knowledge of private banking, wealth management prospecting
  • Experience working with Salesforce, Gong, and Salesloft
What we offer:
  • bonus
  • equity
  • benefits

Additional Information:

Job Posted:
January 19, 2026

Employment Type:
Fulltime
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