New Business Development Officer - Centers of Influence

As part of Addepar’s Go To Market team, the BDO - Custodian Relationships manages and expands relationships within Wealth Tech consulting teams at leading Americas based custodians (“Custodians”). These firms wield significant influence over Wealth Tech buying decisions by RIAs and other wealth managers. More specifically, the Role is responsible for driving engagement and education with key collaborators (both internal and external) as a means to source referrals and shepherd them through the sales cycle in partnership with other GTM personnel. Like other members of Addepar’s Partnerships team, you will drive strategic alliances and cultivate relationships to enhance our market reach and deliver additional value to our clients. A key component of the Role is traveling to industry events as well as in-person meetings with a broad range of Custodians personnel to help them develop a deeper understanding of Addepar’s products and services.