Business Development Representative
Addepar(28 days ago)
About this role
A Business Development Representative at Addepar is an early-career sales role within the Business Development & Sales organization focused on supporting growth in wealth management, family office, private banking, and investment management markets. The position is part of a global fintech platform that aggregates portfolio and market data to help investment professionals provide informed guidance to clients.
Required Skills
- Business Development
- Account Planning
- Prospecting
- Cold Calling
- Email Outreach
- Social Selling
- Discovery Calls
- Cross Functional Collaboration
- Quota Achievement
- Salesforce
+2 more
About Addepar
addepar.comAddepar is an investment portfolio management platform that aggregates complex, multi-custodial and alternative-asset data to give advisors, family offices, and institutions a consolidated view of holdings and performance. It provides normalization, analytics, customizable dashboards, and investor-ready reporting to simplify portfolio oversight and client communication. The platform also offers APIs and integrations, scenario modeling, and tools designed to improve data accuracy and decision-making at scale.
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