Addepar - Account Executive
Requirements
• As a proven Account Executive, you will likely have demonstrated ability in sales or the equivalent degree of expertise in a similar environment. We are interested in individuals with a genuine passion and consistent track record for building and delivering extraordinary client outcomes. • Proven successful experience in leading sales cycles • Excellent written and verbal communication skills • Proven experience selling to Wealth Managers, Family and Multi- Family offices, managing complex deals across all levels of a client’s organisation • Excellent presentation and executive engagement skills • Excellent negotiation skills • A self-starter who thrives in a fast-paced environment • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -
Responsibilities
• At Addepar you will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for Wealth Managers and Family offices. This role is for someone who has shown to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to ensure a world-class client experience throughout the entire client journey from pre-sale to post-sale. This role affords the candidate with an opportunity to be both a student and teacher as we work together to deliver a new paradigm across global wealth management. • The Account Executive is expected to own and drive the strategy for this sector, and lead the sales cycle with a cross-functional team with a special focus on helping Addepar grow its business in EMEA and beyond. • Craft Wealth Management and Family Office engagement strategies based on the Addepar GTM model and your experiences as a key contributor • Bring your best practices to Addepar and teach us what has made you wildly successful throughout your career. We are always looking to learn and improve the model that best serves our clients • Collaborate with your colleagues across Product, Engineering, Services, and more • Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations • Engagement at C-level in enterprise client organisations and within Addepar • Develop required client relationships and executive engagement to support long-term success
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