Addepar is a global data and AI company serving the financial services ecosystem. Powering more than 9T in assets across 1,400+ clients and 60+ countries.
About the role
As a Key Account Executive, you will be managing consultative sales cycles with our largest RIA’s and Multi-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.
What they're looking for
- 10+ years of software or SaaS sales experience, with a consistent track record of closing
- Demonstrated success running complex, multi-stakeholder sales cycles - including deals that span multiple business units, legal entities, or decision-making structures
- Proven sales motion: You have built pipelines from scratch with named or greenfield accounts, not just managed inbound or inherited relationships
- Executive presence and credibility at the CIO, CEO, COO, and Managing Partner levels with sophisticated financial institutions
- Deep familiarity with the wealth management ecosystem - particularly large RIAs, PE-backed consolidators, and institutional-grade family offices
- Experience with both new logo acquisition and account expansion, and the ability to manage both motions simultaneously within the same book
More about this role
Who We Are
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.
As a Key Account Executive, you will be managing consultative sales cycles with our largest RIA’s and Multi-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...
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