Business Development Officer - Custodian Relationships

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Requirements:

• 6+ years of Go to Market experience via software sales, partnerships or wealth management.
• Experience as a technology consultant, preferably at a large US custodian is highly preferred.
• Detailed knowledge of the wealth management and Wealth Tech industries.
• A robust network of colleagues within the custody and RIA markets.

Responsibilities:

• Drive outcomes that impact new sales and revenue targets. A material portion of compensation will be based on closed/won business resulting from referrals generated from Custodians.
• Help define and build a new function, establishing processes and protocols to scale this function across multiple BDOs.
• Actively supports and mines their assigned Custodian's business development pipelines to uncover new sales opportunities and shepherd them through the sales process in partnership with Account Executives.
• Proactively drive awareness of Addepar's full product suite and services, running product demos and education sessions, often in-person.
• Develop a deep understanding of Partners products/services to support new business opportunities.
• Coordinate involvement of Addepar company personnel to meet partner objectives and provide seamless access to all things Addepar.
• Ensure all GTM personnel are supported when they need to maximize a Partner to pursue new business opportunities.
• Keep Addepar’s CRM system updated on all relevant opportunities and drive efforts to implement analytics and share insights.