Back to Jobs

[Remote] Business Development Representative

Remote, USA Full-time Posted 2026-06-16

Note: The job is a remote job and is open to candidates in USA. Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. They are seeking a high-energy, results-driven Business Development Representative to generate and qualify revenue opportunities within assigned account territories and segments.

Responsibilities

  • 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

Skills

  • 2-3 years of experience in outbound SaaS prospecting roles with proven track 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
  • Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment

Benefits

  • Bonus
  • Equity
  • Benefits

Company Overview

  • Addepar is a financial software company that provides a platform for aggregating, analyzing, and reporting investment portfolios. It was founded in 2009, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://addepar.com.
  • Apply To This Job

    Similar Jobs