The Role

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 a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter.

What You’ll Do

• 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

Who You Are

• 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

About the Role

The Business Development Executive for Dubai / MEA is a strategic, market-facing sales leader responsible for accelerating DriveWealth’s expansion and commercial success in a priority international region. This role owns the full business development lifecycle, from prospecting Tier-1 global institutions and cultivating C-level relationships to negotiating complex, multi-year commercial agreements. Success is measured by executing go-to-market strategies that establish a dominant local presence, driving significant revenue growth, and acting as the primary internal voice for enterprise partners to ensure product-market fit and long-term firm stability. This role is based in Dubai, UAE.

What You’ll Do

• Own the full business development lifecycle for Tier-1 global institutions, focusing on high-value partners that align with our long-term growth strategy
• Serve as a credible consultant to C-level executives at global banks, digital wallets, and brokerage firms, aligning DriveWealth’s infrastructure with their broader commercial goals
• Lead the negotiation of complex, multi-year commercial agreements, ensuring that terms are mutually beneficial, operationally viable, and legally sound
• Intelligence-gathering and execution of go-to-market strategies in priority international regions to establish a dominant local presence
• Act as the voice of the enterprise partner internally, working with Product, Engineering, and Legal teams to ensure our roadmap supports the requirements of the world’s most sophisticated financial entities
• Represent DriveWealth at executive-level industry events and conferences to strengthen our market position and cultivate a high-quality pipeline

You Bring

• 7+ years of experience in B2B enterprise sales in Financial Services/Fintech/Investment Banking/Brokerage industries are preferred
• Understanding of brokerage financial services and investing products
• Highly organized, efficient, and detail-oriented working in a structured environment
• Superior verbal and written communications with the ability to meet, present and sell to C-level executives
• Self-starter who can work independently but collaboratively with cross-functional teams
• Ability to travel internationally in the region to prospect or partner meetings
• Experience with CRM and Sales tools (Salesforce, ZoomInfo, D&B Hoover, LinkedIn)
• Excellent PowerPoint and Excel skills
• A data-driven mindset to conduct research and make informed decisions
• Series 7 preferred
• A track record of ownership and disciplined execution in high-stakes environments
• The ability to prioritize ruthlessly, focussing on what’s critical versus important to drive work to completion
• A client-oriented mindset with an understanding of how your work impacts partners
• Strength in cross-functional partnership with the judgment to coordinate across multiple teams
• A bias toward transparency, accountability, and responsiveness in everything you do
• You’re committed to continuous improvement and implicitly believe that we > I. 
• Impeccable high integrity, sound judgment, and a deep respect for risk, control, and operational excellence

About Wall Street Prep

Wall Street Prep (WSP) was established in 2004 by investment bankers to deliver best-in-class training programs to the financial services industry. Our instructor-led and online training programs bridge the gap between academia and the real world by equipping finance professionals and students with the practical skills needed to succeed on the job.

Our clients include the world’s top investment banks, private equity firms, investment funds, Fortune 500 companies, and leading undergraduate business and MBA programs. With a reputation for excellence, WSP’s programs are designed by subject matter experts and delivered by seasoned industry practitioners.

Position Overview

As a Professional Skills Instructor, you will have the opportunity to teach, mentor, and inspire finance professionals across a range of client-facing, leadership, and communication skills.

In this role, you will:

• Serve as a lead facilitator for professional skills training sessions focused on sales, relationship management, and leadership within financial services.
• Help professionals strengthen their ability to engage with senior stakeholders, deliver strategic client dialogue, and build long-term, value-driven relationships.
• Develop your public speaking and facilitation skills, establish your personal brand as a thought leader, and expand your professional network across global financial institutions.

The ideal candidate has deep experience in client-facing roles within corporate or investment banking (or broader financial services), combined with a passion for teaching and developing others.

Key Responsibilities

• Deliver in-person and virtual training seminars for clients, including:
  • Professionals at investment banks, corporate banks, and financial institutions.
  • Corporate clients and executive-level participants.
• Design and facilitate sessions on topics such as:
  • Relationship management and consultative sales
  • Strategic client dialogue and cross-selling across CIB products
  • Executive communication and presentation skills
  • Leadership development and team management
  • Personal brand and professional presence
• Customize training content to align with client needs, industry context, and strategic priorities.
• Coach participants to enhance their communication style, influence, and effectiveness in both internal and client-facing environments.
• Collaborate with WSP to:
  • Continuously improve and evolve training materials
  • Develop new content aligned with market demand and client feedback
• Successfully complete WSP’s Train-the-Trainer Program to refine facilitation and delivery skills.

What We Are Looking For

Experience:

• 5+ years of experience in corporate or investment banking, or related financial services roles
• Background in client-facing roles such as Relationship Manager, Coverage Banker, Sales, or Corporate Finance
• Strong understanding of CIB products (e.g., lending, capital markets, M&A, treasury/cash management)
• Experience in training, coaching, or learning & development is highly preferred

Education:

• MBA or equivalent advanced degree preferred but not required

Skills & Passion:

• Expertise in professional skills training, including sales, leadership, communication, and relationship management
• Strong facilitation and presentation skills with an engaging, high-energy delivery style
• Ability to connect with diverse audiences, including senior executives
• Passion for teaching, mentoring, and developing professionals

Location & Availability:

• Based in the Middle East, UK, or Europe
• Willingness to travel internationally for in-person training engagements
• Flexibility to conduct training sessions Monday–Friday, with occasional weekends as needed
• Ability to commit to a minimum of 15 training days per year

Compensation & Benefits

Compensation:

• Highly competitive daily rate

Benefits:

• All travel and accommodation expenses covered by WSP
• Paid professional development through WSP’s Train-the-Trainer Program
• Flexible scheduling aligned with your availability
• Opportunities to:
  • Build your personal brand as a professional skills expert
  • Expand your network across global financial institutions
  • Work with a diverse, international client base

Equal Opportunity Employer

Wall Street Prep is proud to be an equal opportunity employer. We are committed to providing equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or any other legally protected status.

We celebrate diversity and strive to build an inclusive workplace where all team members are empowered to bring their authentic selves to work.

Overview:
As a Finance Manager, you will be responsible for the overall financial management and team leadership of the company. You will oversee financial accounting, budgeting, and cost control processes to ensure the accuracy and integrity of financial data. This role also provides strategic financial analysis and recommendations to support business decisions, while continuously improving internal controls, risk management, and financial efficiency to drive sustainable business growth.

Key Responsibilities:

• Lead and supervise the finance and accounting team, overseeing daily financial operations and report preparation.
  
  
• Organize and review monthly, quarterly, and annual financial statements and management reports, ensuring data accuracy and timeliness.
  
  
• Oversee company budgeting, forecasting, and cost control; analyze performance against budget and provide improvement recommendations.
  
  
• Establish and maintain robust internal control systems to ensure compliance, financial safety, and operational efficiency.
  
  
• Provide financial insights and analysis to support strategic decisions, including investment evaluation, capital planning, and risk assessment.
  
  
• Liaise with external auditors, tax authorities, and banking partners to ensure smooth coordination and compliance.
  
  
• Continuously optimize financial processes and systems to enhance management effectiveness and overall team performance.
  
  

Requirements:

• Minimum 5 years of experience in accounting, financial management, or a related field, including team management experience.
  
  
• Strong proficiency in Microsoft Excel and various financial/accounting software.
  
  
• Accounting or professional certifications (e.g., CPA, ACCA) preferred.