[Hiring] Account Executive @Addepar

Role Description

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.

• 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)

Qualifications

• 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

Requirements

• 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

Benefits

• Base salary + bonus + equity + benefits
• Base Salary Range: $82,000 — $120,000 USD

Company Description

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity.