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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. More than 1,400 firms across nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets, with an open platform integrating with approximately 650 software, data, and consulting partners.
As a Senior Account Executive in 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 and expanding relationships with key 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, and Partnerships teams; engaging at the executive level with C-suite stakeholders; contributing field perspective to shape engagement models and enterprise service delivery; and maintaining strong pipeline management and forecasting discipline.
You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services. You are a strategic, consultative seller with a track record of building long-term client relationships and delivering meaningful results. You are an executive communicator comfortable engaging senior stakeholders, collaborative by nature, and self-directed with strong accountability. You operate with autonomy, bring curiosity and a learning mindset, and are deeply connected to driving successful client experiences.
