BP
$108,000 – $120,000
Listed on Blumberg Portfolio’s own careers site. You apply with them directly — we never stand between you and the employer.
What this role is
This is a quota-carrying sales role focused on landing new business from wealth managers, family offices, and private banks using Addepar's financial platform. It suits experienced SaaS sellers with fintech or financial services background who are comfortable building pipelines, running full sales cycles, and engaging senior executives.
Our summary, not Blumberg Portfolio’s wording. The full posting is on their site.
What they ask for
Required
- 4+ years software or SaaS sales with quota track record
- Experience selling into wealth management or financial services
- Ability to run full sales cycles end-to-end
- Comfort engaging VP and C-suite stakeholders
- Salesforce pipeline management experience
- Strong presentation and written/verbal communication
- Web conferencing proficiency
- Bachelor's degree
- Familiarity with RIA and family office business models
Nice to have
- Intellectual curiosity about fintech and wealth management
- Coachability and growth mindset
- Competitive drive balanced with collaboration
- Strong organizational skills for high-volume pipeline management