Business Development Representative

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Addepar

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

Finance • Fintech • SaaS

Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.

📋 Description

• Prospect and qualify new business opportunities across the Singapore and APAC region • Create, manage, and prioritize a targeted list of strategic accounts aligned with our commercial strategy • Conduct high-level discovery conversations and engage key stakeholders in private banks, family offices, RIAs, and investment management firms • Build and maintain account intelligence: perform research, add contacts, track activity, and collaborate on territory planning with Account Executives • Help shape outbound messaging, regional campaign strategies, and prospecting tactics that resonate in local markets • Consistently meet or exceed quarterly quotas for qualified opportunities passed to the Sales team

🎯 Requirements

• 2+ years of experience in outbound sales or business development, ideally in SaaS, fintech, or financial services • Strong interest in wealth management, private capital, or investment technology, prior exposure is a plus • Excellent communication skills, both written and verbal, with a confident, polished, and professional presence • Experience using Salesforce or similar CRM platforms is a plus • Fluency in English; additional languages (e.g., Mandarin, Bahasa, Japanese) are a plus

🏖️ Benefits

• Addepar supports clients worldwide with offices in various locations • Equal opportunity employer