Addepar is hiring a Business Development Officer - Centers of Influence

Addepar is hiring a Business Development Officer - Centers of Influence to manage and expand relationships within Wealth Tech consulting teams at leading Americas-based custodians. This role sources referrals and shepherds them through the sales cycle, driving engagement and education to enhance market reach and deliver value to clients.

What You'll Do

• Drive outcomes that impact new sales and revenue targets, with compensation tied to closed/won business from referrals.
• Help define and build a new function, establishing processes and protocols to scale it.
• Actively support and mine assigned Custodian’s business development pipelines to uncover new sales opportunities.
• Shepherd opportunities through the sales process in partnership with Account Executives and other GTM personnel.
• Proactively drive awareness of Addepar's full product suite and services, often running product demos and education sessions.
• Develop a deep understanding of Partners products/services and leverage it to support new business opportunities.
• Coordinate involvement of Addepar company personnel (sales, services, management) to meet partner objectives.
• Ensure all GTM personnel are supported to maximize a Partner when pursuing a new business opportunity.
• Keep Addepar’s CRM system up to date on all relevant opportunities and implement analytics to share insights.

What We're Looking For

• 6+ years of Go to Market experience via software sales, partnerships, or wealth management.
• Detailed knowledge of the wealth management and Wealth Tech industries.
• Robust network of colleagues within the custody and RIA markets.
• Strong work ethic, upbeat, proactive collaborator with a 'company first' mentality.
• Excellent relationship management, problem-solving, communication (written and oral), and organizational skills.
• Experience working with Salesforce or similar CRM.
• Willing to travel between 25% - 50% of the time.

Nice to Have

• Experience as a technology consultant, preferably at a large US custodian.

Team & Environment

Part of Addepar’s Go To Market team, specifically the Partnerships team.

Benefits & Compensation

• Base salary: $122,000 - $190,000
• Equity included

Work Mode

This is a remote position open to candidates within the USA.

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.