Business Development Representative - Institutions (NYC or Remote)
Core
Generate and qualify new business opportunities for Addepar's institutional market segment (endowments, foundations, pensions, sovereigns, insurers, alternative asset managers) to fuel growth in wealth management and investment management.
Role type
Business Development Representative (Institutional Sales)
Builds
New revenue opportunities and qualified leads for Addepar's institutional vertical
Domain
Financial Technology (Fintech) / Wealth Management / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Outbound SaaS prospecting, strategic account list creation, high-level discovery conversations, Salesforce, Gong, Salesloft
Preferred skills
Fintech or financial services experience, private banking/wealth management prospecting knowledge
Technologies
Salesforce, Gong, Salesloft
Responsibilities
Generate new business opportunities, create and prioritize strategic target account lists, research and build new accounts via calling/email/social media, conduct high-level discovery conversations, collaborate with Go-to-Market teams, achieve quarterly quotas of qualified opportunities
Seniority
Mid-level (2-3 years experience)