Addepar - Sr. Account Executive - Strategic
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Requirements
• You are a proven closer with deep roots in wealth management technology. You have earned your credibility through results, not tenure, and you bring both the strategic acumen and the operational discipline to win in a complex sales environment. • 8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology • Demonstrated track record of consistently meeting or exceeding quota • Deep familiarity with the RIA, Multi-Family Office, and Family Office market - including how these firms evaluate, buy, and implement technology • Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers • Experience negotiating and closing multi-year SaaS contracts in regulated financial environments • Exceptional executive presence - you are confident presenting to a CIO as you are whiteboarding with an operations team • Proficiency in Salesforce for pipeline management and forecasting • Bachelor’s degree required; MBA or CFA a plus
Responsibilities
• Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM • Lead the full sales cycle end-to-end - from targeted prospecting and executive engagement through contract negotiation and close • Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners • Develop and execute multi-threaded account strategies that align Addepar’s platform capabilities to each prospect’s operational, regulatory, and growth priorities • Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address complex client requirements • Maintain rigorous pipeline hygiene and deliver accurate forecasts to senior leadership, using Salesforce as a system of record • Negotiate and close multi-year contracts, navigating legal, compliance, and procurement processes with sophisticated financial institutions • Represent Addepar at industry events, conferences, and executive forums (40-50% travel expected) • Contribute to the continuous improvement of Addepar’s GTM strategy by bringing market intelligence and best practices from the field • A consultative, client-first mindset-you lead with insight, not pitch • Strong cross-functional instances, you know how to mobilize internal resources to support a deal • Intellectual curiosity about the evolving wealth management landscape and a genuine interest in how technology drives better outcomes for advisors and their clients • High accountability and self-direction - you set the pace, manage your own time, and do not require hand-holding to perform • A collaborative reputation; you win as part of a team and make those around you better • 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 -
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