Addepar
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.
Senior Account Executive – Key Accounts
🕒 April 21
🏄 California, New York – Remote
💵 $128k - $160k / year
⏰ Full Time
🟠 Senior
🧑💼 Account Executive
🦅 H1B Visa Sponsor
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Addepar
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
• Managing consultative sales cycles with our largest RIA’s and Multi-Family Offices • Developing and implementing strategies that help Addepar grow new annual recurring revenue • Advising mid-tier clients while managing top existing client base • Collaborating with Marketing, Pre-sales, Partnerships, Services, Client Success, Account Management, and R&D to deliver solutions • Leading efforts that result in quota achievement and multi-year client contracts
🎯 Requirements
• Proven successful experience in leading sales cycles • Excellent written and verbal communication skills • Proven experience selling complex technology products and solutions to RIAs and Multi-Family and Family offices, running complex deals across all levels of a client’s organization • Excellent presentation and executive engagement skills • Excellent negotiation skills • A self-starter who thrives in a fast-paced environment.
🏖️ Benefits
• bonus • equity
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