Business Development Officer

Summary

Join Addepar's Go To Market team as a Business Development Officer (BDO) - Custodian Relationships, managing and expanding relationships with Wealth Tech consulting teams at leading Americas-based custodians. You will drive engagement and education with key collaborators to source referrals and guide them through the sales cycle. This role involves traveling to industry events and meeting with custodians to enhance their understanding of Addepar's products and services. A significant portion of compensation is tied to closed business from generated referrals. You will help define and build a new function, establishing processes and protocols for scalability. The role requires strong relationship management, problem-solving, and communication skills, along with experience in software sales, partnerships, or wealth management.

Requirements

• Prior experience . 6+ years of Go to Market experience via software sales, partnerships or wealth management
• Detailed knowledge of the wealth management and Wealth Tech industries as well as a robust network of colleagues within the custody and RIA markets
• Strong work ethic, upbeat, proactive collaborator that can drive the scoping and resolution of issues and opportunities
• Has a “company first” mentality while remaining focused on driving new revenue
• Excellent relationship management, problem-solving, communication (written and oral) and organizational skills
• Experience working with Salesforce or similar CRM is important
• Willing to travel between 25% - 50% of the time

Responsibilities

• Drive outcomes that impact new sales and revenue targets
• A material portion of compensation will be based on closed/won business resulting from referrals generated from Custodians
• Help define and build a new function
• There will be work to establish processes and protocols to scale this function across multiple BDO’s in this type of role
• 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 maximize 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

Preferred Qualifications

Experience as a technology consultant, preferably at a large US custodian is highly preferred

Benefits

Base salary + bonus + equity + benefits