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Salary: USD 108,000 - 120,000 / annual
Addepar is a global data and AI platform that empowers investment professionals to turn complex financial information into actionable intelligence. The company unifies portfolio, market, and client data to deliver AI-powered insights within investment and client workflows. With over 1,400 firms managing nearly $9 trillion in assets across nearly 60 countries, Addepar is seeking an experienced Account Executive to join its Sales team.
In this role, you will own the full sales cycle for new business opportunities targeting large RIAs, Multi-Family Offices, and Private Banks with up to $1.5B in assets under management. Your responsibilities include developing and executing a territory plan to identify and qualify prospects, conducting compelling product demonstrations that connect Addepar's capabilities to operational challenges, and engaging decision-makers at the VP and C-suite level (COOs, CTOs, firm principals). You will aggressively prospect and build pipeline through outbound outreach, referrals, industry events, and inbound lead follow-up, while maintaining accurate pipeline data and forecasts in Salesforce.
You will partner with Pre-sales and Client Success teams to ensure smooth handoffs and strong client experiences through onboarding, and represent Addepar at industry events and conferences (40-50% travel expected).
Required qualifications include 4+ years of software or SaaS sales experience with a proven track record of meeting or exceeding quota. You should have experience selling into wealth management or financial services, with familiarity of RIA and family office business models. You must be comfortable running structured sales processes end-to-end, engaging C-suite stakeholders, and using Salesforce for pipeline management. Strong presentation and communication skills, proficiency with web conferencing tools, and a Bachelor's degree are essential. The ideal candidate demonstrates intellectual curiosity about fintech and wealth management, coachability, competitive drive balanced with collaboration, and strong organizational skills to manage high-volume pipelines.
