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Salary: USD 82,000 - 120,000 / annual
Addepar is a global data and AI platform that empowers investment professionals to turn complex financial information into actionable intelligence. The platform unifies portfolio, market, and client data to deliver AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets.
You will join the Sales Team as an Account Executive responsible for growing new annual recurring revenue (ARR) for large Registered Investment Advisors (RIAs), Multi-Family Offices, and Private Banks. This is a quota-carrying sales role focused on new business development within a named account territory.
Key responsibilities include:
- Develop and execute a territory plan to identify, qualify, and close new business within a named account list of RIAs, Family Offices, and Multi-Family offices (up to $1.5B in assets under management)
- Own the full sales cycle from initial outreach and discovery through demo, proposal, negotiation, and close
- Aggressively prospect and build pipeline through outbound outreach, referrals, events, and inbound lead follow-up
- Conduct compelling product demonstrations connecting Addepar's platform capabilities to each prospect's operational challenges
- Engage decision-makers at VP and C-suite level, including COOs, CTOs, and firm principals
- Maintain accurate pipeline data and forecasts in Salesforce with consistent hygiene and timely updates
- Partner with Pre-sales and Client Success teams to ensure smooth handoffs and strong client experience through onboarding
- Represent Addepar at industry events, conferences, and prospect meetings (40-50% travel expected)
Requirements:
- 4+ years of experience in software or SaaS sales with a track record of meeting or exceeding quota
- Experience selling into the wealth management or financial services industry, with familiarity with RIA and family office business models
- Proven ability to run a structured sales process end-to-end, including discovery, demo, and close
- Comfortable engaging VP and C-suite stakeholders in financial services firms
- Hands-on experience with Salesforce for pipeline and activity management
- Strong presentation and communication skills, both written and verbal
- Proficiency with web conferencing tools (Zoom, Teams, etc.)
- Ability to thrive in a fast-paced, team-oriented environment
- Bachelor's degree
Desirable traits:
- Intellectual curiosity about fintech and wealth management
- Coachability and growth mindset; actively seek feedback and apply it
- Competitive drive balanced with collaborative, team-first attitude
- Strong organizational skills and discipline to manage high-volume pipeline
