Addepar

4 weeks ago

Account Executive

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Account Executive at Addepar will lead consultative sales cycles with Wealth Managers, Family offices and Multi-Family Offices, owning strategy for the sector in EMEA and beyond. You will collaborate cross-functionally with Product, Engineering, Services and Marketing to drive growth, manage pipelines and engage at the executive level to secure long-term client contracts.

Location: London

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Craft Wealth Management and Family Office engagement strategies based on the Addepar GTM model and your experiences as a key contributor.
•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 organisations and within Addepar.
•Develop required client relationships and executive engagement to support long-term success.

Key Requirements

•Proven successful experience in leading sales cycles.
•Excellent written and verbal communication skills.
•Proven experience selling to Wealth Managers, Family and Multi-Family offices, managing complex deals across all levels of a client’s organisation.
•Excellent presentation and executive engagement skills.
•Excellent negotiation skills.

Experience:Wealth managementFintechFinance

Skills:CommunicationNegotiationPresentationLeadershipSales

Languages:English

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn

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Addepar

4 weeks ago

Account Executive

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Location: London

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Craft Wealth Management and Family Office engagement strategies based on the Addepar GTM model and your experiences as a key contributor.
•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 organisations and within Addepar.
•Develop required client relationships and executive engagement to support long-term success.

Key Requirements

•Proven successful experience in leading sales cycles.
•Excellent written and verbal communication skills.
•Proven experience selling to Wealth Managers, Family and Multi-Family offices, managing complex deals across all levels of a client’s organisation.
•Excellent presentation and executive engagement skills.
•Excellent negotiation skills.

Experience:Wealth managementFintechFinance

Skills:CommunicationNegotiationPresentationLeadershipSales

Languages:English

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn