Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.
The Role
Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organisation in London. 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 new business opportunities and continue 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.
What You’ll Do
* Generate new business opportunities to continue to fuel Addepar’s growth in our new London office
* Create and prioritise strategic target account lists and account plans within a defined territory
* Research and build new and existing accounts (i.e. strategic calling, sending emails, adding contacts, etc)
* Conduct high level discovery conversations and meetings with prospect accounts
* Achieve quarterly quotas of qualified opportunities to present to the Account Executives
Who You Are
* 1-3 years of experience in outbound SaaS prospecting roles (fintech or financial services experience a plus)
* Knowledge of private banking, wealth management prospecting a plus
* Strong work ethic, upbeat, proactive, standout colleague
* Excellent problem solving, communication, organisation and time management skills
* Flexibility and ability to adapt to new demands
* Assertiveness, and a “company first” mentality
* Professional fluency in English, French, German, and/or Spanish is a plus
* Experience working with Salesforce and Salesforce Engage is a plus
Our Values
* Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
* Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
* Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
* Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
* Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
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