Addepar

1 month ago

Sr. Account Executive - Institutions

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 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

Website LinkedIn

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Addepar

1 month ago

Sr. Account Executive - Institutions

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

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

Industry: Wealth Management

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

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn