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Addepar is a global data and AI platform that empowers investment professionals to transform 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 across nearly 60 countries managing approximately $9 trillion in assets, Addepar operates a comprehensive platform integrating with nearly 650 software, data, and consulting partners.
As a Senior Account Executive for Enterprise, you will lead complex, consultative sales efforts with a carefully curated portfolio of highly strategic clients—many among the largest wealth management firms globally, including Barron's Top 40 firms. This is a senior individual contributor role with full business ownership of your accounts, where you set strategy, drive execution, and align internal teams to deliver meaningful outcomes.
Key responsibilities include: building and expanding strategic relationships with enterprise clients; owning complex, multi-stakeholder sales cycles across large financial institutions spanning regions and business lines; developing and executing multi-year account plans aligned to client priorities and Addepar's go-to-market strategy; operating as a cross-functional leader partnering with Sales Engineering, Client Success, Services, Partnerships, and R&D; engaging at the C-level within client organizations; contributing field perspective to shape how Addepar serves enterprise clients; and maintaining disciplined pipeline management and forecasting.
You will operate in a highly collaborative environment, acting as a business owner who minimizes friction and maximizes client impact through coordinated "one team" execution. This role goes beyond transactional sales—you'll help shape how leading financial firms evolve their advisor and client experience through technology.
Ideal candidates bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services. You are client-focused and outcomes-driven with a track record of building long-term relationships. You navigate large organizations strategically, ask the right questions, and align solutions to broader business objectives. You communicate effectively with senior stakeholders, articulating complex ideas clearly. You are collaborative, curious, self-directed, and accountable—comfortable operating with autonomy as the enterprise business grows.
