Senior Account Executive – Enterprise

🕒 April 29

🇺🇸 United States – Remote

💵 $149k - $223k / 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 grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. • Lead consultative enterprise sales cycles - Own complex, multi-stakeholder deals across large financial institutions, often spanning regions, business lines, and senior decision-makers. • Set account strategy and drive execution - Develop and execute thoughtful, multi-year account plans aligned to client priorities and Addepar’s broader GTM strategy. • Operate as a cross-functional leader - Work closely with Sales Engineering, Client Success, Services, and Partnerships to deliver a coordinated, “one team” experience—minimizing friction and maximizing client impact. • Engage at the executive level - Build trusted relationships with C-level stakeholders within client organizations and partner with Addepar’s leadership team when appropriate to advance strategic opportunities. • Contribute to how we go to market - Bring perspective from your experience and from the field—sharing best practices, shaping engagement models, and helping evolve how we serve enterprise clients. • Maintain strong pipeline and forecasting discipline - Ensure timely, accurate pipeline management and forecasting to support internal alignment and planning.

🎯 Requirements

• Proven enterprise seller - You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services. • Client-focused and outcomes-driven - You have a track record of building long-term relationships and delivering meaningful results for clients. • Strategic and consultative - You know how to navigate large organizations, ask the right questions, and align solutions to broader business objectives. • Executive communicator - You’re comfortable engaging senior stakeholders and can clearly articulate complex ideas in a way that resonates. • Collaborative by nature - You work well across teams and understand how to bring the right people together to move deals forward and support clients over time. • Curious and continuously learning - You bring your own perspective and best practices, while also being open to learning and evolving how we operate. • Self-directed and accountable - You’re comfortable operating with autonomy as we continue to grow and evolve our enterprise business.

🏖️ Benefits

• Bonuses • Equity