About the role

Aplyr's Quick Take

This role is about generating new business opportunities as a Business Development Representative. You'll focus on researching and qualifying leads, conducting outreach, and supporting the sales team in the finance and investment sectors. It's an individual contributor role that requires a proactive approach and strong sales instincts.

Good fit

Ideal candidates are motivated self-starters with a passion for finance and technology, likely with some sales experience. Those who thrive in fast-paced environments and enjoy strategic planning will do well here.

Worth noting

The company is not offering visa sponsorship, so only applicants with the right to work in the UK from day one will be considered. The role is based in London, which may appeal to those looking to enter the finance tech space.

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.

Skills & Tags

ai data sales

Aplyr's read

Addepar is a cutting-edge financial technology firm that attracts skilled engineers and analysts passionate about transforming investment management through data-driven solutions.
Synthesized from recent postings & public sources

What's promising

•Addepar's platform is crucial for firms seeking advanced portfolio management and client relationship tools.
•The company is expanding, hiring across engineering, data, and client strategy roles.
•Addepar's focus on data intelligence offers growth opportunities in a niche market.

What to watch

•Addepar faces competition from established financial software providers.
•The company's growth may strain existing resources and infrastructure.
•Addepar's niche focus may limit its appeal to broader financial markets.

Why Addepar

•Addepar integrates complex financial data into a cohesive platform for investment management.
•The company emphasizes data intelligence, setting it apart in the fintech sector.
•Addepar's platform supports both portfolio management and client relationship optimization.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Addepar

Addepar

addepar.com

View company

Addepar is a financial technology company that provides a data aggregation and analytics platform for investment management, helping firms manage their portfolios and client relationships more effectively.