Account Executive

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 and Sao Paulo.

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 candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of an extraordinary team. The Account Executive is empowered and responsible to lead efforts that result in quota achievement and multi-year client contracts.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

At Addepar you will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for Wealth Managers and Family offices. This role is for someone who has shown to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to ensure a world-class client experience throughout the entire client journey from pre-sale to post-sale.

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 with a special focus on helping Addepar grow its business in EMEA and beyond.

• Craft Wealth Management and Family Office engagement strategies based on the Addepar GTM model and your experiences as a key contributor
• 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 organisations and within Addepar
• Develop required client relationships and executive engagement to support long-term success

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 interested in individuals with a genuine passion and consistent track record for building and delivering extraordinary client outcomes.

• Proven successful experience in leading sales cycles
• Excellent written and verbal communication skills
• Proven experience selling to Wealth Managers, Family and Multi-Family offices, managing complex deals across all levels of a client’s organisation
• Excellent presentation and executive engagement skills
• Excellent negotiation skills
• A self-starter who thrives in a fast-paced environment

• Act Like an Owner – Think and operate with intention, purpose and…