Sr. Account Executive

San Francisco, CA, United States

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

As a Strategic Account Executive, you will be managing consultative sales cycles with our large RIA’s, Multi-Family Offices, and Family Offices. We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will have the opportunity to develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience & Success, Account Management, and R&D to deliver trusted and scalable solutions. The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class team. The Strategic Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi-year client contracts.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $108,000 - $161,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

The client relationships you build and expand during your tenure at Addepar will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for RIAs and Multi-Family and Family offices. This role is for someone who has proven to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to expertise and expand our client engagement model. This role affords the candidate with an opportunity to be both a student and teacher as we work together to deliver a new paradigm across global wealth management.

The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team.

Craft RIA and Family office engagement strategies based on the Addepar GTM model and your experiences as a leader.

Bring your best practices to Addepar and teach us what has made you wildly successful throughout your career. We are always looking to learn and improve the model that best serves our clients.

Collaborate with your colleagues across Product, Engineering, Services, and more.

Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations.

Engagement at C-level in enterprise client organizations and within Addepar.

Develop required client relationships and executive engagement to support long-term success.

Who You Are

As a proven Account Executive, you will likely have demonstrated ability in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals who have a genuine passion and a consistent record for building and delivering extraordinary client outcomes.

Proven successful experience in leading sales cycles

Excellent written and verbal communication skills

Proven experience selling complex technology products and solutions to RIAs and Multi-Family and Family offices, running complex deals across all levels of a client’s organization

Excellent presentation and executive engagement skills

Excellent negotiation skills

A self-starter who thrives in a fast-paced environment

Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:

Deeply connected to our mission as an organization and to each other

Experience and passion for driving successful client experiences

Outcome driven mindset

Strong communication skills

Consultative selling approach

Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy

Reputation for being a trusted colleague and thought partner to colleagues and clients

Strong intellectual horsepower

Strong technical proficiency

Desire to both teach and learn

Our Values

Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.

Build Together - Collaborate to unlock the best solutions. Deliver lasting value.

Champion Our Clients - Exceed client expectations. Our clients’ success is our success.

Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.

Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].

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