Sr. Account Executive - Strategic

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

As a Strategic Account Executive, you will manage consultative sales cycles with large RIAs, Multi-Family Offices, and Family Offices. We seek a proven consultative account executive who exemplifies client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. This role offers the opportunity to develop and implement strategies that help Addepar grow new annual recurring revenue and advise mid-tier clients. 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 current range for this role is $128,000 - $160,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. 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

• Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM
• Lead the full sales cycle end-to-end—from targeted prospecting and executive engagement through contract negotiation and close
• Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners
• Develop and execute multi-threaded account strategies that align Addepar’s platform capabilities to each prospect’s operational, regulatory, and growth priorities
• Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address complex client requirements
• Maintain rigorous pipeline hygiene and deliver accurate forecasts to senior leadership, using Salesforce as a system of record
• Negotiate and close multi-year contracts, navigating legal, compliance, and procurement processes with sophisticated financial institutions
• Represent Addepar at industry events, conferences, and executive forums (40-50% travel expected)
• Contribute to the continuous improvement of Addepar’s GTM strategy by bringing market intelligence and best practices from the field

Requirements

• 8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology
• Demonstrated track record of consistently meeting or exceeding quota
• Deep familiarity with the RIA, Multi-Family Office, and Family Office market—including how these firms evaluate, buy, and implement technology
• Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers
• Experience negotiating and closing multi-year SaaS contracts in regulated financial environments
• Exceptional executive presence—confident presenting to a CIO as well as whiteboarding with an operations team
• Proficiency in Salesforce for pipeline management and forecasting
• Bachelor’s degree required; MBA or CFA a plus

Skills

• A consultative, client-first mindset—you lead with insight, not pitch
• Strong cross-functional influence—you know how to mobilize internal resources to support a deal
• Intellectual curiosity about the evolving wealth management landscape and a genuine interest in how technology drives better outcomes for advisors and their clients
• High accountability and self-direction—you set the pace, manage your own time, and do not require hand-holding to perform
• A collaborative reputation; you win as part of a team and make those around you better

Pay

The current range for this role is $128,000 - $160,000 (base salary) + bonus + equity + benefits.

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.