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 and São Paulo.
The Role
Addepar is looking for a high‑energy, results‑driven Business Development Representative to join our Business Development & Sales organization 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 a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self‑starter.
Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
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 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.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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