Business Development Officer - Centers of Influence

Overview

Role involves managing and expanding relationships within Wealth Tech consulting teams at custodians.

Ideal candidate has 6+ years of Go to Market experience and detailed knowledge of wealth management.

Locations

• United States

Requirements

• 6+ years of Go to Market experience
• Detailed knowledge of wealth management
• Excellent relationship management skills

Responsibilities

• Drive new sales and revenue targets
• Establish processes for the function
• Support business development pipelines
• Drive awareness of Addepar
• Develop understanding of Partners' offerings
• Coordinate involvement of Addepar personnel
• Support GTM personnel
• Keep CRM system updated