Sr. Account Executive - Key Accounts

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 São Paulo.

As a Key Account Executive, you will be managing consultative sales cycles with our largest RIAs 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 advise our mid‑tier clients while managing our top existing client base.

This role works in a cross‑functional environment with Marketing, Pre‑sales, Partnerships, Services, Client 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 a world‑class team. The Key Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi‑year client contracts.

Addepar takes a market‑based approach to pay. 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 on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. 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. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment‑based visas such as H‑1B, F‑1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

The client relationships you build and expand during your tenure at Addepar will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for RIAs and Multi‑Family and Family offices. This role is for someone who has proven to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to expertise and expand our client engagement model.

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.

• Craft RIA and Family office engagement strategies based on the Addepar GTM model and your experiences as a leader.
• Bring your best practices to Addepar and teach us what has made you wildly successful throughout your career.
• 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 the C‑level in enterprise client organizations 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…