Sr. Account Executive- Enterprise

Addepar
London
Workplace: RemoteFull timeFunction: SalesSkills: ["Communication","Collaboration","Strategic thinking","Consultative selling","Accountability"]

Lead complex, consultative enterprise sales for strategic wealth management clients, owning both new business and long-term expansions. You’ll drive multi-stakeholder deals across regions and business lines, set and execute multi-year account plans, and maintain rigorous pipeline and forecasting. Operate as a cross-functional leader with Sales Engineering, Client Success, Services, Partnerships, and Marketing while engaging C-level stakeholders to advance strategic opportunities.

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Addepar
Addepar
1 day ago

Sr. Account Executive- Enterprise

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Last checked: 3 hours agoStatus: Live

Job Summary

Lead complex, consultative enterprise sales for strategic wealth management clients, owning both new business and long-term expansions. You’ll drive multi-stakeholder deals across regions and business lines, set and execute multi-year account plans, and maintain rigorous pipeline and forecasting. Operate as a cross-functional leader with Sales Engineering, Client Success, Services, Partnerships, and Marketing while engaging C-level stakeholders to advance strategic opportunities.
Location: London
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Own and grow strategic enterprise client relationships, driving new business, renewals, and multi-year expansion.
  • •Lead complex, multi-stakeholder sales cycles across large financial institutions and senior decision-makers.
  • •Develop and execute multi-year account strategies aligned to client priorities and company GTM.
  • •Coordinate cross-functional execution across Sales Engineering, Client Success, Services, and Partnerships for a consistent client experience.
  • •Engage executive-level stakeholders and contribute field insights to how the GTM team serves enterprise clients, including pipeline and forecasting discipline.

Key Requirements

  • •Significant experience leading complex SaaS or platform sales cycles, ideally in wealth management or financial services.
  • •Proven ability to build long-term client relationships and deliver meaningful outcomes.
  • •Strong strategic and consultative approach for navigating large organizations and aligning solutions to business objectives.
  • •Comfort engaging senior executives and clearly articulating complex ideas.
  • •Collaborative, self-directed, and accountable—able to operate with autonomy and bring the right people together to move deals forward.
Experience:SaaSPlatform salesWealth managementFinancial services
Skills:CommunicationCollaborationStrategic thinkingConsultative sellingAccountability
Languages:English

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
WebsiteLinkedIn