
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.
🕒 April 29
🇺🇸 United States – Remote
💵 $149k - $223k / year
⏰ Full Time
🟠 Senior
🧑💼 Account Executive
🦅 H1B Visa Sponsor
👻 Ghost score 44%
Where this job comes from
Posted on Addepar's careers page, not through a job board
First seen by Remote Rocketship April 29
Still open on Addepar's site. Checked 4 hours ago.

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.
• Build, expand, and deepen relationships with key enterprise clients • Drive new business, renewals, and multi-year expansion opportunities • Own complex, multi-stakeholder sales cycles across large financial institutions • Develop and execute multi-year account plans aligned with client priorities and Addepar’s GTM strategy • Coordinate with Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D • Build trusted relationships with C-level client stakeholders • Partner with Addepar leadership to advance strategic opportunities • Share best practices and help evolve enterprise client engagement models • Maintain accurate pipeline management and forecasting
• Significant experience leading complex SaaS or platform sales cycles • Experience ideally within wealth management or financial services • Track record of building long-term client relationships and delivering meaningful results • Ability to navigate large organizations and align solutions to broader business objectives • Ability to engage senior stakeholders and clearly articulate complex ideas • Cross-functional collaboration skills • Autonomous and accountable approach • Strong communication skills • Consultative selling approach • Ability to build consensus through thought leadership and data-driven strategy • Strong technical proficiency • Legally authorized to work in the United States for any employer without current or future visa sponsorship • Authorized to begin work in the U.S. on the first day of employment
• Bonus • Equity • Benefits • Reasonable accommodation for individuals with disabilities • Equal opportunity and inclusive workplace • Addepar will not require new hires to purchase equipment or supplies for onboarding
Apply NowImprove your chances of getting an interview by checking your resume score before you apply.
🕒 April 29
Account Executive driving full-cycle B2B sales of TimelyCare's virtual healthcare solutions. Building partnerships with colleges and universities across the United States.
🇺🇸 United States – Remote
💵 $70k - $100k / year
💰 Series B on 2021-01
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💼 Account Executive
🕒 April 29
Enterprise Account Executive transforming logistics through digital workflow solutions at Vector. Leading the full sales cycle and partnering with teams to deliver tailored solutions and ROI.
🇺🇸 United States – Remote
💵 $125k - $175k / year
🔥 Funding within the last year
💰 Debt Financing - Vector on 2025-08
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💼 Account Executive
🦅 H1B Visa Sponsor
🕒 April 28
Account Executive responsible for cultivating client relationships and driving revenue growth in Data Observability. Focusing on Fortune 500 clients across multiple states.
🕒 April 28
Public-sector Account Executive selling Smarsh’s digital communications governance and compliance solutions. Prospecting, managing sales cycles, and growing government-sector customer accounts.
🇺🇸 United States – Remote
💵 $90k - $110k / year
💰 Private Equity Round on 2016-01
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💼 Account Executive
🦅 H1B Visa Sponsor
🕒 April 28
Enterprise Account Executive selling ControlUp’s digital employee experience platform to Midwest accounts. Managing enterprise sales cycles, channel partners, executive relationships, and quota attainment.