Addepar
Fintech & PaymentsDirect Greenhouse career site

Business Development Representative - NYC

Pay
$75,000 – $110,000 per year
Location
New York, NY · On-site
Job type
Full-time
Level
Entry level
Experience
2+ years
Listed
30 days ago

Skills & highlights for this role

  • outbound prospecting
  • account research
  • discovery calls

Also useful

  • Salesforce
  • Gong
  • Salesloft

The Role

Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments.

This is an exciting opportunity to 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 ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You'll Do

  • Generate new business opportunities to fuel Addepar's growth
  • Create and prioritize strategic target account lists and account attack plans within a defined territory
  • Research and build new accounts (i.e. strategic calling, sending personalized emails, and connecting through social media platforms)
  • Conduct high level discovery conversations and meetings with prospect accounts.
  • Collaborate with Go To Market teams (i.e. marketing, sales, and product, etc) to advance new business growth.
  • Achieve quarterly quotas of qualified opportunities created

Who You Are

  • 2-3 years of experience in outbound SaaS prospecting roles with proven track record of success (Fintech or financial services experience a plus!)
  • Knowledge of private banking, wealth management prospecting a plus
  • Strong work ethic, energetic, proactive, team player!
  • Excellent problem solving, communication, organization and time management skills
  • Flexibility and ability to adapt to new demands; strong sense of urgency
  • Assertiveness, directness, and a "company first" mentality
  • Experience working with Salesforce, Gong, and Salesloft is a plus

Pay and benefits

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for this role within the United States.

Compensation for this role includes base salary + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Base Salary Range $75,000—$110,000 USD

Phishing Scam Warning

Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote "interviews," and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to.

Who We Are

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets.

Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

Our Values

  • 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.
Read the original posting

From Addepar's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

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Common questions

What is the salary for the Business Development Representative - NYC role at Addepar?

The Business Development Representative - NYC posting at Addepar states compensation of $75,000 – $110,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Addepar's official career site.

Where is the Business Development Representative - NYC job at Addepar located?

This Business Development Representative - NYC position at Addepar is located in New York, NY (On-site). Always check Addepar's application page for specific state eligibility or relocation policies.

What qualifications are required for Business Development Representative - NYC at Addepar?

For the Business Development Representative - NYC role, Addepar highlights 2+ years of relevant experience; experience with outbound prospecting, account research, discovery calls. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Business Development Representative - NYC position at Addepar?

This listing links directly to Addepar's Greenhouse application page. You can apply directly on Addepar's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.