Senior Account Executive – Strategic

🕒 April 24

🏄 California – Remote

🏄 California – Remote

💵 $128k - $160k / year

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

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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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• bonus • equity • benefits