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Salary: USD 128,000 - 150,000 / annual
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.
As a Senior Account Executive for Key Accounts, you will manage consultative sales cycles with the company's largest RIAs (Registered Investment Advisors) and Multi-Family Offices. This is a strategic role focused on developing and implementing growth strategies for mid-tier clients while stewarding the top existing client base.
Key responsibilities include:
- Prospecting and developing net new relationships within a named account list, targeting historically underpenetrated or uncontacted firms
- Executing a disciplined sales motion: deep account research, targeted outreach, multi-threaded engagement, and rigorous qualification
- Identifying and engaging economic buyers, champions, and technical stakeholders across complex organizational structures, including PE-backed rollups and RIAs
- Owning the commercial relationship and expansion strategy across your existing account base
- Conducting regular executive business reviews and strategic account planning sessions to surface expansion opportunities aligned to client growth initiatives
- Building and maintaining deep stakeholder maps across each account to ensure multi-threaded relationships at every organizational level
- Serving as the senior commercial point of contact for high-priority strategic accounts
You will work in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Success, and R&D to deliver trusted and scalable solutions. The role requires strong consultative selling skills, genuine curiosity, and a passion for delivering exceptional client outcomes. You will be empowered and responsible for leading efforts that result in quota achievement and multi-year client contracts.
The ideal candidate demonstrates both thought leadership and execution excellence, with a proven track record in complex B2B sales cycles. You should be comfortable partnering with clients and internal colleagues to bring expertise and expand engagement models in the wealth management sector.
