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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.
You will lead new-business growth in Brazil, one of Addepar's priority expansion markets in LATAM. This is a full-cycle enterprise sales role focused on Registered Investment Advisors (RIAs), single and multi-family offices, and private banks. You will own a territory plan covering named accounts in Brazil and selectively in neighboring LATAM markets.
Key responsibilities include:
- Building and executing a territory plan with named accounts in Brazil and neighboring LATAM markets
- Running full-cycle enterprise sales from prospecting and discovery through demo, negotiation, and close
- Qualifying and converting opportunities with large financial institutions, partnering with Solutions Engineering and Marketing
- Building relationships with senior decision-makers (CIOs, COOs, founders) at target firms
- Representing Addepar at client meetings and industry events in the region, with some travel
You will be selling a platform that gives wealth and investment firms a unified view of complex portfolios, integrating with 650 software, data, and consulting partners.
REQUIREMENTS:
- 7+ years of B2B software sales with a track record of consistently meeting or exceeding quota
- Experience selling SaaS into wealth management, asset management, banking, or the broader financial industry
- Fluent in Portuguese and English (written and spoken); Spanish is a plus
- Deep familiarity with Brazilian business culture and the local financial services landscape
- Experience opening or expanding new markets or territories
- Comfortable leading product demos and guiding buyers through complex, multi-stakeholder evaluations
- Proficient in Salesforce for pipeline management and forecasting
- Strong presentation and communication skills