Fintech BDR | AI-Driven Wealth Management Growth

Addepar, Inc.; New York (NY); On-site; USD 75,000 - 110,000; Full time

Job summary

Addepar is seeking a motivated Business Development Representative for NYC to generate and qualify new revenue opportunities within assigned territory. You will collaborate with Sales and GTM teams to build strategic target lists, perform high-level discovery calls, and drive pipeline for the wealth management market.

Ideal candidates have 2–3 years of outbound SaaS prospecting experience, preferably in fintech or financial services, and are energetic, proactive team players who excel at

Qualifications

• 2–3 years of outbound SaaS prospecting experience, preferably in fintech or financial services.
• Knowledge of private banking or wealth management prospecting a plus.
• Strong work ethic, energetic, proactive, team player.

Responsibilities

• Generate new business opportunities to drive Addepar’s growth.
• Create and prioritize strategic target account lists and attack plans within a defined territory.
• Research and build new accounts through strategic calling, personalized emails, and social media.
• Conduct high-level discovery conversations and meetings with prospect accounts.
• Collaborate with Go To Market teams (marketing, sales, product) to advance new business growth.
• Achieve quarterly quotas of qualified opportunities created.

Skills

Outbound SaaS Prospecting

Strong Communication

Team Player

Financial Services Knowledge

Tools

Salesforce

Gong

Salesloft

Job description

Addepar is seeking a motivated Business Development Representative for NYC to generate and qualify new revenue opportunities within assigned territory. You will collaborate with Sales and GTM teams to build strategic target lists, perform high-level discovery calls, and drive pipeline for the wealth management market.

Ideal candidates have 2–3 years of outbound SaaS prospecting experience, preferably in fintech or financial services, and are energetic, proactive team players who excel at