Dynamic BDR for FinTech Growth & Wealth Mgmt
Addepar, Inc.
Requirements 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 , Spanish language proficiency to assist our Spanish-speaking client base What the job involves Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization , Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments , This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments , The ideal candidate will be passionate about finance and disruptive technology; have sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter , 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 #J-18808-Ljbffr
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- ...include identifying potential clients, scheduling discovery calls, and maintaining customer records in Salesforce. Candidates should have proven BDR experience and a Bachelor's degree. ITRS offers a dynamic environment with a range of employee benefits. #J-18808-Ljbffr...SuggestedRemote work
- A leading technology company located in New York is seeking a Business Development Representative to generate new business opportunities. The ideal candidate will have 2-3 years of experience in outbound SaaS prospecting, excellent communication skills, and a proactive...Suggested
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A fintech company in New York City seeks a Senior Marketing Manager to lead digital marketing strategies and drive growth for their wealth management audience. With a focus on top-of-funnel awareness and engagement, the candidate should have over 5 years of B2B marketing...Suggested- ...A fintech company is looking for a Business Development Representative to prospect high-growth consumer brands. This remote role requires strong communication and prospecting skills, with a clear path to growth into an Account Executive position. Ideal candidates will...SuggestedRemote work
- ...Technologies Services Limited is looking for a Business Development Representative based in New York to drive growth by identifying new opportunities in the fintech sector. This role involves lead generation, pipeline building, and active participation in networking...
$75k - $118k
...years of SaaS prospecting experience, strong communication skills, and a proactive approach. This position offers a salary range of $75,000 - $118,000 plus bonuses and benefits. Flexibility and energy are essential to succeed in this dynamic environment. #J-18808-Ljbffr...- ...Ideal candidates will have experience in B2B prospecting, a BA/BS degree, and a passion for sales growth. With defined growth opportunities, this position presents a dynamic work environment with a commitment to inclusivity and professional development. #J-18808-Ljbffr...Remote work
$60k - $70k
...growing sales team. This role involves identifying new business opportunities, building relationships, and contributing to the overall growth of the company. The ideal candidate will have strong communication skills, a customer-focused mindset, and the ability to thrive in...Remote workFlexible hours- ...A growing financial infrastructure firm is seeking a talented Business Development Representative (BDR) to enhance its sales efforts in New York. You will source and qualify high-potential leads, initiate conversations with prospects, and work closely with Account Executives...Full time
- ...A fast-growing FinTech company in New York seeks a Business Development Representative to drive outreach and identify high-potential... ...with professionals in the financial sector. Competitive compensation and opportunities for career growth are offered. #J-18808-Ljbffr...
$60k - $75k
...Daloopa is seeking a Business Development Representative (BDR) to transform how investment professionals work. This role requires identifying... ...health and professional development. Join a fast-growing FinTech to begin your career in sales and make a real impact in the...Base plus commission3 days per week- # Asset & Wealth Management, Private, Growth Platform Team, AssociateGoldman SachsAssociatePrivate EquityFull-timeLocationNew York, United StatesDate PostedJune 2, 2026Stay ahead of the marketGet instant notifications when new job openings matching "Private Equity / Associate...
$153.6k - $182.4k
...supporting our banking and wealth partners. Plaid is... ...Manager to help power growth through our partner ecosystem... ..., competitive dynamics, and product gaps to key... ...experience in inside sales, SDR/BDR, partnerships, sales... ...a related GTM role — fintech or financial services...Full timeWork experience placementLocal area- ...About Zoe Zoe is an end-to-end wealth platform that helps clients... ...Advisor, Morningstar's Fintech Startup of the Year 2019, ThinkAdvisor... ...Executive on the Platform Growth team here at Zoe Financial, your... ...Ability to thrive in a fast-paced, dynamic environment. ~ Ability to...Contract workWork at office
- ...engagement. A successful candidate will have 5-7 years in financial services, demonstrating strong networking abilities and knowledge of wealth management technology. The position offers a competitive salary and comprehensive rewards package, including company-paid medical...
$75k - $90k
...for a motivated Business Development Representative to support growth initiatives. This role involves outreach, inbound follow-up, and... ...ranging from $75,000 to $90,000 annually is offered, along with the opportunity to work in a dynamic environment. #J-18808-Ljbffr...$105k - $135k
Clearnomics is a fintech company building the market insights platform for the... ...industry. Our platform empowers asset and wealth managers to better serve their... ...based in New York City to join our dynamic team as we accelerate our growth. The role is full time, based in...Full timeWork at officeFlexible hours$75k - $90k
A financial technology firm in New York is looking for a motivated sales candidate to expand their initiatives in the RIA and FA markets. Responsibilities include prospecting, maintaining CRM records, and providing product demos. Candidates should possess 1-3 years of ...$80k
...flexibility for top performers) Industry: Fintech / Retirement Infrastructure Compensation:... ...demand. The Opportunity As a Growth Associate , you'll step into a high-velocity... ...Requirements Prior experience in an SDR, BDR, or similar sales development role (required...Full timeFlexible hoursShift work$70k - $123k
Nasdaq is seeking a Business Development Representative in New York. The role involves supporting the senior sales team, developing expertise in private fund solutions, and building relationships with senior executives. Candidates should possess a bachelor’s degree and...$75k - $118k
Addepar is seeking a Business Development Representative in New York to generate new business opportunities in the investment sector. Ideal candidates will have 2-3 years of outbound SaaS prospecting experience, a proactive attitude, and excellent communication skills....$70k - $90k
...Development Representatives to build and fill the sales pipeline. This role involves high-quality outbound outreach to banks and fintechs and provides you with a clear path to an Account Executive role for top performers. You'll work in a hybrid environment, joining a...Flexible hours- ...A dynamic fintech company in New York is seeking a full-time Business Development Representative (BDR) to drive outbound lead generation and fill the sales pipeline. Responsibilities include understanding the company's value proposition, generating a significant pipeline...Full time
- ...A fast-growing fintech startup is seeking a Business Development Representative to expand operations in the Pacific Northwest. The role involves generating new leads through cold outreach, collaborating with team members, and managing sales pipelines. Ideal candidates...Remote work
$160k - $270k
...A dynamic fintech company in New York is seeking a Controller to lead its accounting function during a pivotal growth phase. The ideal candidate will possess deep expertise in US GAAP and technical accounting, along with experience in high-growth environments. This role...- ...Manager in New York to lead large-scale strategic projects in Fintech. In this role, you will manage client relationships and... ...venture building and innovation consulting within high-growth environments. Join a dynamic team that values intensity, responsibility, and growth,...
- ...A fintech company is seeking a Senior Business Development Representative based in New York City to drive enterprise pipeline growth. This role involves engaging with industry leaders at conferences... ...will have over 5 years of BDR experience, familiarity with the...
- ...Series A startup in New York, is seeking a Growth Associate to build valuable relationships... ...within banks, credit unions, and fintech leaders. The chosen candidate will work closely... ...continuous learning. If you thrive in a dynamic environment and have sales experience, we...
- Tomo is seeking a Business Development Representative in New York to join their sales team. This full-time, hybrid position provides an exciting opportunity to engage homebuyers and nurture relationships. Ideal candidates will have 1–3 years in sales or customer-facing...Full time
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