Sr. Account Executive - Strategic

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role

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 Experience & Success, Account Management, 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 client contracts.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $108,000 - $161,000 (base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

The client relationships you build and expand during your tenure at Addepar will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for RIAs and Multi-Family and Family offices. This role is for someone who has proven to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to expertise and expand our client engagement model. This role affords the candidate with an opportunity to be both a student and teacher as we work together to deliver a new paradigm across global wealth management.

The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team.

• Craft RIA and Family office engagement strategies based on the Addepar GTM model and your experiences as a leader.
• Bring your best practices to Addepar and teach us what has made you wildly successful throughout your career. We are always looking to learn and improve the model that best serves our clients.
• Collaborate with your colleagues across Product, Engineering, Services, and more.
• Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations.
• Engagement at C-level in enterprise client organizations and within Addepar.
• Develop required client relationships and executive engagement to support long-term success.

Who You Are

As a proven Account Executive, you will likely have demonstrated ability in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals who have a genuine passion and a consistent record for building and delivering extraordinary client outcomes.

• Proven successful experience in leading sales cycles
• Excellent written and verbal communication skills
• Proven experience selling complex technology products and solutions to RIAs and Multi-Family and Family offices, running complex deals across all levels of a client’s organization
• Excellent presentation and executive engagement skills
• Excellent negotiation skills
• A self-starter who thrives in a fast-paced environment

Our GTM team members co