Key Facts

Remote From:

Full time

Mid-level (2-5 years)

French, English, German, Spanish

Hard Skills

Lead Generation Account Management Sales Management Prospect Meetings Cold Calling Email Marketing Business Development Quota Achievement Sales Pipelines Salesforce +3 more

Other Skills

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Communication
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Adaptability
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Time Management
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Assertiveness
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Strong Work Ethic
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Growth Mindedness
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Problem Solving

Roles & Responsibilities

1-3 years of experience in outbound SaaS prospecting roles (fintech or financial services experience is a plus)
Knowledge of private banking and wealth management prospecting is a plus
Strong work ethic, proactive demeanor, outstanding communication, organization and time management skills
Experience with Salesforce and Salesforce Engage is a plus

Requirements:

Generate new business opportunities to fuel Addepar’s growth in the London office.
Create and prioritise strategic target account lists and account plans within a defined territory.
Research and build new and existing accounts through strategic calling, emails, and contact acquisition.
Conduct high-level discovery conversations and meetings with prospect accounts; achieve quarterly quotas of qualified opportunities to present to Account Executives.

Addepar

About Addepar

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 trust Addepar to empower smarter investment decisions and better advice. With a client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $4.5 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, use cases and geographies. 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.

Company type: SME

Founded: 2018

Company size: 501 - 1000

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Job description

Who We Are

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 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 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.

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 ta-operations@addepar.com.

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