Sr. Account Executive - Strategic

Addepar

9h•$128,000 - $160,000•Remote

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. As a Strategic Account Executive, you will be managing consultative sales cycles with our large RIA’s, Multi-Family Offices, and Family Offices. We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will have the opportunity to develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Success, and R&D to deliver trusted and scalable solutions. The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class team. The Strategic Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi-year.

Requirements

8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology
Demonstrated track record of consistently meeting or exceeding quota
Deep familiarity with the RIA, Multi-Family Office, and Family Office market - including how these firms evaluate, buy, and implement technology
Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers
Experience negotiating and closing multi-year SaaS contracts in regulated financial environments
Exceptional executive presence - you are confident presenting to a CIO as you are whiteboarding with an operations team
Proficiency in Salesforce for pipeline management and forecasting
Bachelor’s degree required

Nice To Haves

MBA or CFA a plus
A consultative, client-first mindset-you lead with insight, not pitch
Strong cross-functional instances, you know how to mobilize internal resources to support a deal
Intellectual curiosity about the evolving wealth management landscape and a genuine interest in how technology drives better outcomes for advisors and their clients
High accountability and self-direction - you set the pace, manage your own time, and do not require hand-holding to perform
A collaborative reputation; you win as part of a team and make those around you better

Responsibilities

Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM
Lead the full sales cycle end-to-end - from targeted prospecting and executive engagement through contract negotiation and close
Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners
Develop and execute multi-threaded account strategies that align Addepar’s platform capabilities to each prospect’s operational, regulatory, and growth priorities
Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address complex client requirements
Maintain rigorous pipeline hygiene and deliver accurate forecasts to senior leadership, using Salesforce as a system of record
Negotiate and close multi-year contracts, navigating legal, compliance, and procurement processes with sophisticated financial institutions
Represent Addepar at industry events, conferences, and executive forums (40-50% travel expected)
Contribute to the continuous improvement of Addepar’s GTM strategy by bringing market intelligence and best practices from the field