Account Executive

About the Role

As an Account Executive, you will be managing consultative sales cycles with our Wealth Managers, 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 Account Executive is empowered and responsible to lead efforts that result in quota achievement and multi‑year client contracts. You will:

• Own and drive the strategy for the Wealth Management and Family Office sector, leading the sales cycle with a cross‑functional team, especially in EMEA and beyond.
• Craft Wealth Management and Family Office engagement strategies based on the Addepar GTM model.
• Bring your best practices and teach us what has made you successful throughout your career.
• Collaborate with colleagues across Product, Engineering, Services, and more.
• Maintain timely and accurate pipeline and forecast management.
• Engage at C‑level in enterprise client organizations and within Addepar.
• Develop required client relationships and executive engagement to support long‑term success.

• Demonstrated experience in leading sales cycles with a proven track record.
• Excellent written and verbal communication skills.
• Experience selling to Wealth Managers, Family and Multi‑Family offices, managing complex deals across all levels of a client’s organization.
• Excellent presentation, executive engagement, and negotiation skills.
• Self‑starter who thrives in a fast‑paced environment.

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. It 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.

Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

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 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.

Please contact us to request accommodation.