Manager, Business Development , NY

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI‑powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end‑to‑end investment operations across firms of all sizes and complexity.

Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

Addepar is looking for a high‑energy, determined Business Development Lead to join our team. Working very closely with Sales, Strategy, and Go to Market stakeholders, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to build an already growing team that will 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 current range for this role is $139,000 - $218,000 (base salary) + bonus + equity + benefits.

• 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 to develop monthly and quarterly prospecting strategies and plans that tie to new opportunity generation
• Establish and supervise the 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
• Handle inbound and outbound lead flow and supervise efficiency on follow‑ups
• Work closely with the Demand Generation team to implement effective campaigns to drive new leads

• 6+ years of experience in demand marketing or ISR/BDR/SDR function with proven track record of success in SaaS Enterprise technology company
• 4+ years of experience leading and scaling a team
• 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
• Flexibility and ability to adapt to new demands; strong sense of urgency
• Assertiveness, candor, and a “company first” mentality
• Must have experience working with Salesforce
• Minimum of Bachelor’s Degree or equivalent experience

• 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.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

As set forth in Addepar’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.