Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence
Job Summary
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
The role involves generating new business opportunities and conducting high-level discovery conversations with prospects in wealth management and family office segments.
Candidates must be tenacious self-starters with natural sales instincts who are passionate about finance and disruptive technology.
Matching Summary
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
Skills & Requirements
Must-have
1-3 years outbound SaaS prospecting experience
Right to work in the United Kingdom
Strong work ethic and proactive attitude
Nice-to-have
Fintech or financial services background
Knowledge of private banking prospecting
Professional fluency in French, German, or Spanish