Sr. Manager, Sales Development
Who We Are
Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way.
Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds.
We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together.
Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.
*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
The Role
Addepar is looking for a high-energy, results-driven Sales Development Lead to join our team. Working very closely with Sales and key stakeholders, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities 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 sound business acumen and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter. This will be a player-coach function, which means that the individual will need to be able to generate new business opportunities to fuel Addepar’s growth in the midtier segment. Also, he/she will have the ability to lead and motivate a business development team to achieve targeted goals.
What You’ll Do
Individual Responsibilities:
- Generate new opportunities to fuel Addepar’s growth in the midtier segment.
- Create and prioritize strategic target account lists and account attack plans within the defined segment and territory.
- Research and build new and existing accounts (i.e. strategic calling, sending emails, follow ups etc.)
- Drive attendance to field events such as prospecting events, conferences, executive roundtables and webinars.
- Conduct high-level discovery conversations and meetings with prospect accounts.
- Achieve quarterly quotas of qualified opportunities created.
Lead Responsibilities:
- Recruit, train and optimize a team of BDRs responsible for creating new opportunity pipeline.
- Hold team accountable to develop quarterly prospecting strategies and plans that tie to new opportunity generation.
- Establish and monitor performance of the team and ensure they are driving the desired activity levels.
- Ensure all team members have a developed monthly activity requirement. You’ll report on results via a report process and dashboard for their assigned territories.
- Manage inbound and outbound lead flow and track efficiency on follow-ups.
- Nurture and guide talent so they can progress within the company.
Who You Are
- 8+ years of experience in demand marketing or ISR/BDR/SDR function with proven track record of success in SaaS Enterprise technology company.
- Must have experience in financial services
- Experience managing a team
- 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
- Must have experience working with Salesforce
- Minimum of Bachelor’s Degree
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.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.
Unfortunately, at this time we cannot accept Colorado applicants.