Sr. Account Executive - Institutions

Addepar•New York, NY

10d•$128,000 - $160,000•Onsite

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 Institutional market segment includes endowments, foundations, pensions, sovereigns, OCIOs, insurers, and alternative asset managers across all asset classes. This role is based in NYC and is responsible for growing Addepar's global presence in the institutional vertical. It is a senior role with responsibility for both driving new business and expanding long-term partnerships. The individual will act as the business owner for their accounts, setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; the individual will help shape how leading firms utilize the platform to evolve and transform investment intelligence and operational leverage, fueling future growth. The role operates in a highly cross-functional environment, partnering with teams across Solutions Engineering, Client Success, Services/Implementations, Legal/Finance, Partnerships, Marketing, Forward-Deployed / Field Engineering, and Product Management to deliver a consistent, high-quality experience from initial engagement through long-term growth. The candidate must also have a genuine curiosity to learn, and a passion for being part of a world-class team. They are a consultative, challenger seller who exemplifies core values, and has a demonstrated track record of not only significant and long-term quota attainment, but also the crafting and delivery of exceptional client outcomes. As a representative of one of the most senior teams in the GTM organization, the individual will be empowered and responsible for leading efforts that result in quota achievement and multi-year client contracts for Addepar’s most important and strategic deals of the year. This is an incredibly unique opportunity to help establish and grow a hyper-growth line of business within an already-global technology company. The individual will lead full-cycle consultative sales, shape go-to-market strategy, collaborate cross-functionally with global teams, and build trusted relationships that will define Addepar’s future in the segment. The client partnerships developed will help usher in a new era of technology innovation across the institutional segment — positioning the individual as both a student and a teacher as Addepar works with clients to deliver a new paradigm across global investment technology.

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

Lead consultative enterprise sales cycles: Own complex, multi-stakeholder deals across large, global institutional investors, asset managers, and financial institutions, often spanning geographic regions, business lines, and senior decision-makers.
Own and grow strategic relationships: Build, expand, and deepen relationships with key institutional clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio of accounts.
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 Solutions Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a coordinated, “One Addepar” 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.
Act as a brand evangelist: contribute to strategy that expands Addepar’s brand in the institutional market exponentially, enabling clients to understand why our platform is differentiated in bringing innovation, transparency, and operational efficiency to their firms.
Maintain strong pipeline and forecasting discipline: Ensure timely, accurate pipeline management and forecasting to support internal alignment and planning.