Account Executive - Core

Addepar

7d•$108,000 - $120,000

About The Position

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. We are currently seeking an Account Executive to join our Sales Team! We are looking for a superstar to add to our ever-expanding team. We are seeking an experienced, quota-carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for growing new ARR for large RIAs’, Multi-Family Offices and Private Banks.

Requirements

4+ years of experience in software or SaaS sales, with a track record of meeting or exceeding quota
Experience selling into the wealth management or financial services industry, with familiarity with RIA and family office business models
Proven ability to run a structured sales process end-to-end, including discovery, demo, and close
Comfortable engaging VP and C-suite stakeholders in financial services firms
Hands-on experience with Salesforce for pipeline and activity management
Strong presentation and communication skills, both written and verbal
Proficiency with web conferencing tools (Zoom, Teams, etc.)
Ability to thrive in a fast-paced, team-oriented environment
Bachelor’s degree
Intellectual curiosity about fintech and wealth management - you want to understand the industry, not just sell into it
Coachability and a growth mindset; you actively seek feedback and apply it
A competitive drive balanced with a collaborative, team-first attitude
Strong organizational skills and the discipline to manage a high-volume pipeline
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

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 (up to $1.5B in Assets under management)
Own the full sales cycle on deals from initial outreach and discovery through demo, proposal, negotiation, and close
Aggressively prospect and build a pipeline through outbound outreach, referrals, events, and inbound lead follow-up
Conduct compelling product demonstrations that connect Addepar’s platform capabilities to each prospect’s specific operational challenges
Engage decision-makers at the VP and C-suite level, including COOs, CTOs, and firm principals
Maintain accurate pipeline data and forecast in Salesforce, with consistent hygiene and timely updates
Partner with Pre-sales and Client Success to engage smooth handoffs and a strong client experience through onboarding
Represent Addepar at industry events, conferences, and prospect meetings (40-50% travel expected)