Sr. Account Executive - Institutions

Addepar
New York
Workplace: OnsiteFull timeUSD 128,000 - 160,000 annuallyFunction: SalesSkills: ["Communication","Leadership","Negotiation","Relationship management","Strategic thinking"]

Senior, growth-minded enterprise sales leader responsible for driving consultative SaaS/workflow-based sales to institutional investors and asset managers. Own strategic accounts, set multi-year plans, and coordinate cross-functional teams to deliver client outcomes. Build executive relationships, shape GTM strategy, and drive quota attainment while expanding Addepar’s footprint across the institutional segment.

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Addepar
Addepar
3 months ago

Sr. Account Executive - Institutions

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Last checked: 6 hours agoStatus: Live

Job Summary

Senior, growth-minded enterprise sales leader responsible for driving consultative SaaS/workflow-based sales to institutional investors and asset managers. Own strategic accounts, set multi-year plans, and coordinate cross-functional teams to deliver client outcomes. Build executive relationships, shape GTM strategy, and drive quota attainment while expanding Addepar’s footprint across the institutional segment.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Director level

Key Responsibilities

  • •Lead consultative enterprise sales cycles with complex, multi-stakeholder deals across global institutional investors and asset managers.
  • •Own and grow strategic relationships by driving new business, renewals, and multi-year expansion opportunities across your portfolio.
  • •Set account strategy and drive execution with multi-year account plans aligned to client priorities and Addepar’s GTM strategy.
  • •Collaborate with cross-functional teams (Solutions Engineering, Client Success, Services, Partnerships, Marketing, R&D) to deliver a coordinated, high-quality client experience.
  • •Engage at the executive level with C-level stakeholders and partner with Addepar’s leadership to advance strategic opportunities.

Pay and Benefits

Salary: USD 128,000 - 160,000 annually
Equity and Bonus:Equity

Key Requirements

  • •Proven enterprise SaaS sales experience with a track record of quota attainment and long-term client outcomes
  • •Strong ability to navigate large organizations, ask the right questions, and align solutions to business objectives
  • •Executive-level communication skills and experience engaging senior stakeholders
  • •Self-directed, autonomous, and accountable with cross-functional collaboration
  • •Client-focused, outcomes-driven mindset with a strategic, consultative selling approach
Experience:Financial servicesInstitutionalWealth management
Skills:CommunicationLeadershipNegotiationRelationship managementStrategic thinking
Languages:English
Tech Stack:SaaS

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
WebsiteLinkedIn