# Business Development Representative - Institutions

**Company:** [Addepar](https://hotfix.jobs/companies/addepar)
**Location:** New York, NY
**Role:** Sales Development
**Salary:** $75k – $118k/yr
**Experience:** 2+ years
**Skills:** Salesforce, Gong, Salesloft, Saas Prospecting, Outbound Sales, Account Research, Lead Generation, Discovery Calls, Territory Management, Financial Services
**Posted:** 2026-06-25

> Generate and qualify new business opportunities for Addepar’s Institutional segment through outbound prospecting, account research, and discovery conversations with endowments, pensions, and asset managers.

## Job Description

## 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

## Compensation
- $75,000 - $118,000 base + bonus + equity + benefits

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