Job summary
Job post source
This job is directly from Addepar
Job overview
The Business Development Officer - Centers of Influence at Addepar manages and expands relationships with Wealth Tech consulting teams at major custodians to drive referrals and sales, impacting revenue growth.
Responsibilities and impact
The role involves driving new sales through referrals, building and scaling a new function, managing pipelines with custodians, conducting product demos and education, becoming a subject matter expert, coordinating company resources to meet partner goals, supporting GTM personnel, and maintaining CRM data.
Compensation and benefits
The base salary ranges from $122,000 to $190,000 depending on location, plus bonus, equity, and benefits; specific salary details are shared during hiring.
Experience and skills
Requires 6+ years in Go to Market roles in software sales, partnerships, or wealth management, preferably with experience at a large US custodian, strong knowledge of Wealth Tech and custody markets, excellent relationship and communication skills, and CRM experience; travel 25%-50%.
Career development
The role offers opportunities to build a new function and work closely with a dynamic team in an innovative Wealth Tech company, fostering growth through strategic alliances and market influence.
Work environment and culture
Addepar values ownership, collaboration, client focus, innovation, and learning, promoting a diverse and inclusive environment with a flexible global workforce model.
Company information
Addepar is a global technology and data company serving investment professionals with a platform aggregating data for over $7 trillion in assets, operating worldwide with offices in major cities.
Team overview
The candidate will join Addepar's Go To Market team, working collaboratively with sales, services, and management to drive partnerships and market reach.
Job location and travel
The company has offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai, with travel required between 25% and 50%.
Unique job features
This role is unique in building a new function within the company to engage custodians and influence Wealth Tech buying decisions, involving significant travel and direct client education.
Company overview
Addepar is a wealth management platform that provides data aggregation, analytics, and portfolio reporting solutions for financial advisors, family offices, and large financial institutions. They generate revenue by offering subscription-based software services that help clients manage complex investment portfolios with greater transparency and efficiency. Founded in 2009 by Joe Lonsdale and Jason Mirra, Addepar has grown significantly, attracting substantial investments and expanding its client base globally. The company is known for its robust technology infrastructure and commitment to transforming the wealth management industry.
How to land this job
Tailor your resume to emphasize your 6+ years of experience in Go To Market roles, especially in software sales, partnerships, or wealth management, highlighting any connections to Wealth Tech or custodians.
Showcase your deep knowledge of the wealth management and Wealth Tech industries, along with your robust network within custody and RIA markets, to align with Addepar’s client ecosystem.
Apply through multiple channels such as Addepar’s corporate career site, LinkedIn, and relevant industry job boards to maximize your application’s visibility.
Connect on LinkedIn with professionals in Addepar’s Go To Market or Partnerships teams; start conversations by referencing recent Addepar product launches, industry events, or shared connections to break the ice.
Optimize your resume for ATS by including keywords like 'Wealth Tech,' 'custodian relationships,' 'pipeline management,' 'CRM (Salesforce),' and 'business development' to ensure it passes automated screening.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify the best platforms to apply on, and find LinkedIn contacts to network with, freeing you to focus on preparing for interviews and strategic networking.
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