Manager, Business Development

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role

Addepar is looking for a high-energy, determined Business Development Lead (Manager) to join our team. This new position reports to our Sr. Manager of Business Development and is the first of its kind at Addepar, created to support the expansion of our BDR team.

As a Business Development Lead, you will work closely with Sales, Strategy, and Go-to-Market stakeholders to oversee a growing team of BDRs. These representatives strategically develop and qualify revenue opportunities within assigned account territories and segments. This pivotal role will help scale our team’s ability to generate and identify new business opportunities, fueling 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 innovative technology, possess strong business intuition, and have natural sales instincts. This role requires a leader who can spot and cultivate talent, mentor, and coach team members, and scale a successful Business Development/Inside Sales team. A data-driven mindset and the ability to foster a culture of high performance and motivation are key to success.

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 roles in Colorado, California, and New York.

The current range for this role is $134,000 - $210,000 (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.

What You’ll Do

• Partner with the Sr. Manager of Business Development to 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 for developing monthly and quarterly prospecting strategies and plans tied to new opportunity generation.
• Supervise the team's performance to ensure activity levels align with desired outcomes.
• Ensure all team members meet established monthly activity requirements and provide regular reporting on results via dashboards for assigned territories.
• Manage inbound and outbound lead flow, ensuring efficient follow-ups and pipeline management.
• Collaborate with the Demand Generation team to implement effective campaigns that drive new leads and revenue opportunities.

Who You Are 

• 6+ years of experience in demand marketing or ISR/BDR/SDR function with a proven track record of success in a SaaS Enterprise technology company.
• Demonstrated experience leading and scaling a team in a fast-paced, high-growth environment
• 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 with a keen focus on performance and results
• Flexibility and ability to adapt to new demands; strong sense of urgency
• Assertive, candid, and committed to a "company first" mentality.
• Must have experience working with Salesforce
• Minimum of Bachelor’s Degree or equivalent experience

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’ succes