Account Executive - Core

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market, and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data, and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore, and São Paulo.

About the role

We are seeking an experienced, quota-carrying sales performer to help grow Addepar as the financial platform for the finance industry. The Account Executive will be responsible for growing new ARR for large RIAs, Multi-Family Offices, and Private Banks.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship and must be authorized to begin work in the U.S. on their first day of employment.

Responsibilities

• Develop and execute a territory plan to identify, qualify, and close new business within a named account list of RIAs, Family Offices, and Multi-Family Offices (up to $1.5B in Assets under management)
• Own the full sales cycle on deals from initial outreach and discovery through demo, proposal, negotiation, and close
• Aggressively prospect and build a pipeline through outbound outreach, referrals, events, and inbound lead follow-up
• Conduct compelling product demonstrations that connect Addepar’s platform capabilities to each prospect’s specific operational challenges
• Engage decision-makers at the VP and C-suite level, including COOs, CTOs, and firm principals
• Maintain accurate pipeline data and forecast in Salesforce, with consistent hygiene and timely updates
• Partner with Pre-sales and Client Success to engage smooth handoffs and a strong client experience through onboarding
• Represent Addepar at industry events, conferences, and prospect meetings (40-50% travel expected)

Requirements

• 4+ years of experience in software or SaaS sales, with a track record of meeting or exceeding quota
• Experience selling into the wealth management or financial services industry, with familiarity with RIA and family office business models
• Proven ability to run a structured sales process end-to-end, including discovery, demo, and close
• Comfortable engaging VP and C-suite stakeholders in financial services firms
• Hands-on experience with Salesforce for pipeline and activity management
• Strong presentation and communication skills, both written and verbal
• Proficiency with web conferencing tools (Zoom, Teams, etc.)
• Ability to thrive in a fast-paced, team-oriented environment
• Bachelor’s degree
• Intellectual curiosity about fintech and wealth management
• Coachability and a growth mindset; you actively seek feedback and apply it
• A competitive drive balanced with a collaborative, team-first attitude
• Strong organizational skills and the discipline to manage a high-volume pipeline

Pay

The current range for this role is $108,000 - $120,000 (base salary) + bonus + equity + benefits. Addepar takes a market-based approach to pay, and 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 reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

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.

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. 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.