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Addepar

Business Development Representative – Institutions

Addepar

Business Development Representative driving growth in institutional market for Addepar. Identifying new business opportunities and collaborating with sales and marketing teams.

Posted 7/15/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $110,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in outbound SaaS prospecting, with a focus on generating new business opportunities and achieving sales quotas. Proficient in collaborating with cross-functional teams to drive growth in the fintech and financial services sectors.

Highest-signal resume keywords
Outbound SaaS ProspectingSalesforce ExperienceGong ExperienceSalesloft ExperiencePrivate Banking Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Business DevelopmentAccount ManagementStrategic TargetingDiscovery ConversationsQuota Achievement
Soft Skills
Strong Work EthicProblem SolvingCommunication SkillsOrganization SkillsTeam Player
Industry Keywords
FintechFinancial ServicesWealth ManagementPrivate BankingGo To Market Strategy

Tech Stack

Tools & technologies
Go

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • 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

Benefits

Comp & perks
  • Competitive salary
  • Bonus
  • Equity
  • Benefits