Full-Time

Manager – Business Development

Confirmed live in the last 24 hours

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

Fintech
Financial Services

Compensation Overview

$134k - $210kAnnually

+ Bonus + Equity

Senior, Expert

New York, NY, USA

Category
Business Development
Business & Strategy
Required Skills
Salesforce
Requirements
  • 6+ years of experience in demand marketing or ISR/BDR/SDR function with a proven track record of success in a SaaS Enterprise technology company
  • Demonstrated experience leading and scaling a team in a fast-paced, high-growth environment
  • Knowledge of private banking, wealth management prospecting a plus
  • Strong work ethic, upbeat, proactive, standout colleague
  • Excellent problem-solving, communication, organization, and time leadership skills
  • Data- and metric-driven with a keen focus on performance and results
  • Flexibility and ability to adapt to new demands; strong sense of urgency
  • Assertive, candid, and committed to a 'company first' mentality
  • Must have experience working with Salesforce
  • Minimum of Bachelor’s Degree or equivalent experience
Responsibilities
  • Partner with the Sr. Manager of Business Development to develop and structure a best-in-class business development organization
  • Recruit, train, and optimize a team of BDRs responsible for creating new opportunity pipelines
  • Hold the team accountable for developing monthly and quarterly prospecting strategies and plans tied to new opportunity generation
  • Supervise the team's performance to ensure activity levels align with desired outcomes
  • Ensure all team members meet established monthly activity requirements and provide regular reporting on results via dashboards for assigned territories
  • Manage inbound and outbound lead flow, ensuring efficient follow-ups and pipeline management
  • Collaborate with the Demand Generation team to implement effective campaigns that drive new leads and revenue opportunities
Desired Qualifications
  • Knowledge of private banking, wealth management prospecting a plus

Addepar provides investment management software designed for financial professionals, including asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a user base in the hundreds of thousands, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Company Stage

Late Stage VC

Total Funding

$625.3M

Headquarters

Mountain View, California

Founded

2009

Growth & Insights
Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar's new trading platform enhances advisor workflows and client insights.
  • Partnerships with firms like Corient expand Addepar's client base and market reach.
  • Generative AI integration offers innovative solutions for managing tech disruption risks.

What critics are saying

  • Addepar's trading platform faces competition from established trading solutions.
  • Generative AI integration may introduce risks of AI biases affecting investment decisions.
  • Reliance on partnerships could pose risks if expected growth is not achieved.

What makes Addepar unique

  • Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.
  • The platform integrates with over 100 partners, offering a comprehensive wealth management solution.
  • Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

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Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance