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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 1,400 firms across nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
As a Senior Account Executive for Strategic Accounts, you will lead complex, consultative sales efforts with a small set of highly strategic enterprise clients—many among the largest wealth management firms globally, including Barron's Top 40 firms. 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, expanding, and deepening relationships with key enterprise clients, driving new business, renewals, and multi-year expansion opportunities
- Owning complex, multi-stakeholder sales cycles across large financial institutions spanning regions, business lines, and senior decision-makers
- Developing and executing thoughtful, 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 to deliver a coordinated experience
- Engaging at the executive level, building trusted relationships with C-level stakeholders and partnering with Addepar leadership on strategic opportunities
- Contributing field perspective to shape engagement models and evolve how the company serves enterprise clients
- Maintaining strong pipeline and forecasting discipline
You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services. Fluency in German and a proven track record selling across the DACH region is essential. You are strategic and consultative, comfortable navigating large organizations and aligning solutions to broader business objectives. You communicate effectively with senior stakeholders, work collaboratively across teams, and operate with autonomy and accountability.
