Addepar

3 months ago

Sr. Account Executive - Key Accounts

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

Job Summary

Seasoned sales leader responsible for managing consultative sales cycles with large RIAs and Multi-Family Offices. Drives new and existing client revenue, collaborates cross-functionally with Product, Engineering, Services, and Client Success, engages C-level executives, and develops long-term relationships to deliver scalable, high-impact wealth management solutions.

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Sales

Seniority: Sr. Manager level

Key Responsibilities

•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.
•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 the C-level in enterprise client organizations and within Addepar

Pay and Benefits

Salary: USD 128,000 - 160,000 annually

Equity and Bonus:Equity

Key Requirements

•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

Experience:Wealth managementFintechFinancial services

Skills:CommunicationNegotiationPresentationLeadershipCollaboration

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

3 months ago

Sr. Account Executive - Key Accounts

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Sales

Seniority: Sr. Manager level

Key Responsibilities

•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.
•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 the C-level in enterprise client organizations and within Addepar

Pay and Benefits

Salary: USD 128,000 - 160,000 annually

Equity and Bonus:Equity

Key Requirements

•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

Experience:Wealth managementFintechFinancial services

Skills:CommunicationNegotiationPresentationLeadershipCollaboration

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