Remote Business Development Officer

Summary

Join an industry innovator in the Wealth Tech space and drive strategic alliances and cultivate relationships to enhance our market reach and deliver additional value to our clients.

Requirements

• Prior experience. 6+ years of Go to Market experience via software sales, partnerships or wealth management
• Knowledge. Detailed knowledge of the wealth management and Wealth Tech industries as well as a robust network of colleagues within the custody and RIA markets

Responsibilities

• Drive outcomes that impact new sales and revenue targets
• Help define and build a new function
• Pipeline collaboration and management. Actively supports and mines their assigned Custodian’s business development pipelines to uncover new sales opportunities and shepherd them through the sales process in partnership with Account Executives and other GTM personnel
• Drive awareness about Addepar. Proactively drive awareness of Addepar's full product suite and services, often running product demos and education sessions, often in-person
• Becoming a subject matter authority in the Partners' offerings. Develop a deep understanding of Partners products/services and leverage it to support new business opportunities
• Deliver the firm. Coordinates involvement of Addepar company personnel, including sales, services, and management resources in order to meet partner objectives and provide a seamless gateway to all things Addepar
• GTM Enablement. Ensure all GTM personnel are supported if/when they need to maximise a Partner to pursue a new business opportunity
• Information Management. Keeping Addepar’s CRM system up to date on all relevant opportunities and driving efforts to implement analytics and share the resulting insights