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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. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
As a Senior Account Executive on the Enterprise Sales team, you will lead complex, consultative sales efforts with a small set of highly strategic clients at some of the world's largest wealth management firms, including many listed on Barron's Top 40. You will act as the business owner for your accounts, setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes.
Key responsibilities include:
- Building, expanding, and deepening relationships with key enterprise clients, driving new business, renewals, and multi-year expansion opportunities
- Owning complex, multi-stakeholder sales cycles across large financial institutions spanning regions, business lines, and senior decision-makers
- Developing and executing thoughtful, multi-year account plans aligned to client priorities and Addepar's go-to-market strategy
- Operating as a cross-functional leader, working closely with Sales Engineering, Client Success, Services, and Partnerships to deliver a coordinated experience
- Engaging at the executive level, building trusted relationships with C-level stakeholders and partnering with Addepar leadership on strategic opportunities
- Contributing to go-to-market strategy by sharing field perspective and best practices
- Maintaining strong pipeline and forecasting discipline
You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services. You are a fluent French speaker with experience selling into French-speaking markets. You are client-focused, outcomes-driven, strategic, and consultative—comfortable navigating large organizations and engaging senior stakeholders. You work collaboratively across teams, are self-directed and accountable, and bring curiosity and a commitment to continuous learning.
