Sr. Account Executive - Enterprise

Addepar

13h

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 and São Paulo. The Addepar’s Enterprise Sales team partners with some of the largest wealth management firms in the U.S. and globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts, setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth.

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.
Deeply connected to our mission as an organization and to each other
Experience and passion for driving successful client experiences
Outcome driven mindset
Strong communication skills
Consultative selling approach
Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy
Reputation for being a trusted colleague and thought partner to colleagues and clients
Strong intellectual horsepower
Strong technical proficiency
Desire to both teach and learn
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

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.