Business Development Representative

About Addepar

Addepar is a global leader in data and AI platforms designed to assist investment professionals in transforming complex financial data into actionable insights. The company integrates portfolio, market, and client information into a comprehensive view, leveraging AI to enhance investment and client workflow decisions. Serving over 1,400 firms across nearly 60 countries, Addepar manages assets totaling approximately $9 trillion. Its open platform connects with close to 650 partners spanning software, data, and consulting, thereby supporting investment activities for firms of diverse sizes and complexities worldwide. Addepar operates offices in major financial hubs including New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore, and São Paulo.

Role Overview

We are seeking an energetic and goal-driven Business Development Representative to become part of our expanding commercial team based in Singapore. This role involves collaborating closely with the sales and marketing teams to generate new business leads and contribute to building Addepar’s sales pipeline throughout Southeast Asia and the broader APAC wealth and investment management sectors.

Key Responsibilities

• Identify and qualify new business prospects across Singapore and the wider APAC region.
• Develop, maintain, and prioritize a curated list of strategic accounts aligned with the company’s commercial objectives.
• Engage in high-level discovery conversations with key decision-makers within private banks, family offices, Registered Investment Advisors (RIAs), and investment management firms.
• Maintain and update account intelligence by conducting thorough research, adding contacts, tracking activities, and planning territory strategies alongside Account Executives.
• Contribute to refining outbound messaging, regional campaigns, and prospecting approaches that resonate with local markets.
• Meet or exceed quarterly quotas related to qualified opportunities passed on to the sales team.

Candidate Profile

• Minimum of two years’ experience in outbound sales or business development, with preference given to those familiar with SaaS, fintech, or financial services sectors.
• A strong interest or familiarity with wealth management, private capital, or investment technology is advantageous.
• Self-motivated and goal-oriented with enthusiasm for contributing to a high-growth, cross-border environment.
• Exceptional written and verbal communication abilities, coupled with a polished and professional demeanor.
• Ability to work autonomously as well as collaboratively across remote teams spanning multiple time zones.
• Experience using Salesforce or comparable CRM systems is preferred.
• Proficiency in English is essential; knowledge of additional languages such as Mandarin, Bahasa, or Japanese is beneficial given the regional scope of the role.

Our Values

• Act Like an Owner: Operate with intention and responsibility, owning results.
• Build Together: Collaborate to discover optimal solutions and create lasting value.
• Champion Our Clients: Strive to exceed client expectations as our success relates directly to theirs.
• Drive Innovation: Approach challenges boldly to transform the industry.
• Embrace Learning: Foster community engagement to enhance perspectives and promote a growth mindset.

Additional Information

Addepar is committed to diversity, equity, and inclusion, fostering an environment where different perspectives and backgrounds contribute to innovative solutions. Reasonable accommodations are available for individuals with disabilities during the application and interview phases as well as while performing job functions. Candidates must possess valid authorization to work in Singapore; visa sponsorship is not provided for this position.

Important Notice

Addepar warns applicants of ongoing phishing scams involving imposters posing as recruiters via email, text, and social platforms intending to extract personal and financial details. Official job offers from Addepar are only made following formal interviews, and the company does not require new hires to purchase equipment or supplies as part of onboarding. Queries regarding such suspicious activities may be directed to the company’s recruitment operations team.