Account Executive

🕒 June 24

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Addepar

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

Finance • Fintech • SaaS

Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.

📋 Description

• Reshape the wealth management industry by delivering innovative technology solutions. • Develop and execute a strategic sales plan to cover key accounts within your territory, focusing on APAC and Singapore-based Private Banks, Family Offices, and Wealth Managers. • Lead the sales cycle from prospecting to closing, working closely with a cross-functional team to ensure a top-tier client experience. • Build and nurture new client relationships, positioning Addepar as a trusted solution in the Singaporean and APAC markets. • Attend client meetings and marketing events as needed (approximately 30-40% travel, depending on business needs).

🎯 Requirements

• Experienced in software sales within financial services, with a strong track record of success in meeting or exceeding quotas. • Proven expertise in selling SaaS solutions to wealth managers, RIAs, or financial institutions, particularly in the Singapore or broader APAC markets. • Proficient in Salesforce or other CRM tools. • Skilled at delivering compelling product demos and navigating the nuances of SaaS business models. • Strong interpersonal and presentation skills with exceptional written and verbal communication abilities, including fluency in English (Mandarin or another related language is a plus). • Bachelor’s Degree is highly preferred.

🏖️ Benefits

• Addepar is proud to be an equal opportunity employer. • We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. • We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.