Addepar

1 month ago

Sr. Account Executive - Strategic

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Drive strategic B2B software sales to large RIAs, Multi-Family Offices, and Family Offices. Own end-to-end sales cycles, build executive relationships, and align Addepar’s platform to client priorities. Collaborate across Marketing, Pre-Sales, Partnerships, Services, Client Success, and R&D to deliver scalable solutions, forecast pipelines, and close multi-year SaaS contracts in a high-value environment. Travel 40-50% for events.

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM
•Lead the full sales cycle end-to-end - from targeted prospecting and executive engagement through contract negotiation and close
•Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners
•Develop and execute multi-threaded account strategies that align Addepar’s platform capabilities to each prospect’s operational, regulatory, and growth priorities
•Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address complex client requirements

Travel: High travel

Pay and Benefits

Salary: USD 128,000 - 160,000 annually

Equity and Bonus:Equity

Perks:Annual BonusEquityBenefits

Key Requirements

•8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology
•Demonstrated track record of consistently meeting or exceeding quota
•Deep familiarity with the RIA, Multi-Family Office, and Family Office market - including how these firms evaluate, buy, and implement technology
•Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers
•Experience negotiating and closing multi-year SaaS contracts in regulated financial environments

Experience:8+ yearsWealth managementFinancial servicesSaaSEnterprise sales

Education:Bachelor's

Skills:CommunicationNegotiationRelationship managementPresentationStrategic thinking

Certifications:CFA

Languages:English

Tech Stack:SalesforceSaaSCRM

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

1 month ago

Sr. Account Executive - Strategic

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM
•Lead the full sales cycle end-to-end - from targeted prospecting and executive engagement through contract negotiation and close
•Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners
•Develop and execute multi-threaded account strategies that align Addepar’s platform capabilities to each prospect’s operational, regulatory, and growth priorities
•Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address complex client requirements

Travel: High travel

Pay and Benefits

Salary: USD 128,000 - 160,000 annually

Equity and Bonus:Equity

Perks:Annual BonusEquityBenefits

Key Requirements

•8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology
•Demonstrated track record of consistently meeting or exceeding quota
•Deep familiarity with the RIA, Multi-Family Office, and Family Office market - including how these firms evaluate, buy, and implement technology
•Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers
•Experience negotiating and closing multi-year SaaS contracts in regulated financial environments

Experience:8+ yearsWealth managementFinancial servicesSaaSEnterprise sales

Education:Bachelor's

Skills:CommunicationNegotiationRelationship managementPresentationStrategic thinking

Certifications:CFA

Languages:English

Tech Stack:SalesforceSaaSCRM

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