Addepar is looking for a high energy, customer focused Manager of Business Development that is committed to helping grow a diverse and inclusive Business Development team and workforce.  The Manager of Business Development will help drive strategy and success within our Sales organization to achieve aggressive growth across the wealth management, family office, private banking, and global investment management market segments.

The Manager of Business Development will work closely with Sales Executives, Sales Operations and Marketing teams at Addepar and be responsible for managing a division within the Sales organization to build market position by locating, developing, and qualifying prospective clients.   

Responsibilities

• Set strategic direction for the business development team to exceed our overall growth targets while consistently reviewing and updating strategies as our business evolves.
• Refine existing and design future sales campaigns from ground up with a deep understanding of how to performance-manage against funnel metrics.
• Maintain accurate forecasting and pipeline management.
• Own recruiting, objectives setting, coaching and performance monitoring of business development representatives
• Ensure there is a training process in place to educate new Business Development Representatives about Addepar’s market, product/platform, and sales process.
• Consistently analyze the performance of the business development team ensuring prompt delivery and accuracy of daily/weekly/monthly/quarterly reports to executives and senior management.
• Provide career coaching and invest in getting the best out of our talented business development representatives
• Perform market research to identify new opportunities and engage with executives to establish strategies for pursuing those new opportunities
• Develop your team through motivation, performance management, and product knowledge education
• Assign territories and partner with Sales Operations to develop and implement individual and team quota plans

Knowledge & Skills

• Proven track record of managing a world-class business development team, including extensive forecasting experience and achieving or exceeding revenue goals
• 5+ years experience managing teams of sales professionals
• Strong work ethic, energetic, proactive, team player.
• Salesforce experience is a must.
• Excellent communication skills, including oral, written, and presentation abilities.
• Desire to solve complex client problems and build a great company.
• Comfortable presenting to C-suite at financial services organizations.

Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company's platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2 trillion of assets on the company's platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City. All brokerage services offered through Acervus Securities Inc., member FINRA / SIPC.

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. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

In order to ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.