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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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets.
As Sales Manager, you will lead and develop a team of Account Executives managing consultative sales cycles with Wealth Managers, Multi-Family Offices, and Family Offices. You will be responsible for building, coaching, and scaling a high-performing account executive team while driving new annual recurring revenue and advising mid-tier clients.
Key responsibilities include:
- Recruit, hire, coach, and develop Account Executives, fostering a culture of accountability, curiosity, and client centricity
- Craft Wealth Management and Family Office engagement strategies aligned with Addepar's go-to-market model, translating them into team-level plans and individual coaching
- Coach Account Executives through complex, consultative sales cycles—from deal strategy and stakeholder mapping to negotiation and closing
- Collaborate cross-functionally with Product, Engineering, Services, and other teams to remove obstacles and deliver scalable solutions
- Own pipeline and forecast management to drive cross-functional alignment
- Engage at C-level in enterprise client organizations and step into strategic deals alongside Account Executives when needed
- Develop client relationships and executive engagement to support long-term success
- Partner with senior leadership on territory planning, headcount planning, and quota setting
You will work in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience & Success, Account Management, and R&D. The role offers the opportunity to reshape the wealth management industry and usher in a new era of technology innovation.
Requirements:
- Proven successful experience leading a team through complex, consultative sales cycles, ideally within financial services, fintech, or enterprise SaaS
- Track record of hiring, coaching, and developing Account Executives into high performers
- Experience selling or overseeing sales to Wealth Managers, Family Offices, and Multi-Family Offices, managing complex deals across all levels of a client's organization
- Excellent written and verbal communication skills
- Excellent presentation and executive engagement skills
- Excellent negotiation skills, with judgment to know when to lead personally on strategic deals
- Strong command of pipeline management and forecasting methodology across a team of sellers
- Self-starter who thrives in a fast-paced environment
- Must have and maintain the right to work in the United Kingdom from the first day of employment (visa sponsorship not available)
