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Business Development Representative
Addepar San Francisco, CA
$69k-89k (estimate)
Full Time | IT Outsourcing & Consulting 2 Months Ago
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Addepar is Hiring a Business Development Representative Near San Francisco, CA

Who We AreAddepar 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 trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
  • Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
The RoleAddepar 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
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.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.

Job Summary

JOB TYPE

Full Time

INDUSTRY

IT Outsourcing & Consulting

SALARY

$69k-89k (estimate)

POST DATE

07/08/2024

EXPIRATION DATE

08/13/2024

WEBSITE

addepar.com

HEADQUARTERS

MOUNTAIN VIEW, CA

SIZE

3,000 - 7,500

FOUNDED

2009

TYPE

Private

CEO

CHEN CHRISTOPHER

REVENUE

$10M - $50M

INDUSTRY

IT Outsourcing & Consulting

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Addepar is a California-based wealth management platform that offers data aggregation, analytics, reporting, and related solutions for investment advisors.

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The job skills required for Business Development Representative include Business Development, Prospecting, Salesforce, Time Management, Problem Solving, Innovation, etc. Having related job skills and expertise will give you an advantage when applying to be a Business Development Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Business Development Representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Business Development Representative positions, which can be used as a reference in future career path planning. As a Business Development Representative, it can be promoted into senior positions as a Business Development Associate III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Business Development Representative. You can explore the career advancement for a Business Development Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Business Development Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Business Development Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Business Development Representative job description and responsibilities

When a prospect first enters the sales funnel, a business development representative takes charge of taking the operation efficiently to the end goal because they are at the forefront of the sales process.

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On a daily basis, a business development representative will perform a variety of diverse tasks that will help them achieve their goals.

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Business development representatives have been able to use cold calling and prospect high-level potential customers.

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A business development representative cultivates relationships with potential business clients of an organization.

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Generated new business opportunities by sending email communications and making outbound calls to qualified prospects.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Business Development Representative jobs

Find a Balance of Personalization and Efficiency.

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Use simple and concise language.

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Earn professional certifications.

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Step 3: View the best colleges and universities for Business Development Representative.

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