Account Executive - Core

Addepar

6h•$82,000 - $120,000

About The Position

Addepar is seeking an experienced, quota-carrying Account Executive to join its Sales Team and help grow the company’s financial platform. The role is responsible for growing new ARR among large RIAs, multi-family offices, and private banks. The Account Executive owns the full sales cycle for new business within a named account list, from prospecting and discovery through demonstration, proposal, negotiation, and close. The position involves engaging senior financial-services decision-makers, maintaining pipeline and forecast information in Salesforce, collaborating with Pre-sales and Client Success on handoffs, and representing Addepar at industry events and prospect meetings. Travel of 40–50% is expected.

Requirements

At least 4 years of software or SaaS sales experience, with a track record of meeting or exceeding quota.
Experience selling into wealth management or financial services, with familiarity with RIA and family office business models.
Ability to run a structured, end-to-end sales process, including discovery, demonstration, and close.
Comfort engaging VP- and C-suite-level stakeholders at financial services firms.
Hands-on experience using Salesforce for pipeline and activity management.
Strong written and verbal presentation and communication skills.
Proficiency with web conferencing tools such as Zoom and Teams.
Ability to thrive in a fast-paced, team-oriented environment.
Bachelor’s degree.

Nice To Haves

Intellectual curiosity about fintech and wealth management, with a desire to understand the industry.
Coachability and a growth mindset, including actively seeking and applying feedback.
Competitive drive balanced with a collaborative, team-first attitude.
Strong organizational skills and discipline in managing a high-volume pipeline.

Responsibilities

Develop and execute a territory plan to identify, qualify, and close new business within a named account list of RIAs, family offices, and multi-family offices with up to $1.5 billion in assets under management.
Own the full sales cycle, from initial outreach and discovery through demonstration, proposal, negotiation, and close.
Prospect and build a pipeline through outbound outreach, referrals, events, and inbound lead follow-up.
Deliver product demonstrations that connect Addepar’s platform capabilities to each prospect’s operational challenges.
Engage VP- and C-suite-level decision-makers, including COOs, CTOs, and firm principals.
Maintain accurate pipeline data and forecasts in Salesforce, with consistent hygiene and timely updates.
Partner with Pre-sales and Client Success to support smooth handoffs and a strong client experience through onboarding.
Represent Addepar at industry events, conferences, and prospect meetings; travel 40–50% is expected.