Sr. Account Executive - Key Accounts

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. Over 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 manage consultative sales cycles with our largest RIAs and Multi‑Family Offices. We are looking for a proven 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 develop and implement strategies that help Addepar grow new annual recurring revenue and advise mid‑tier clients while managing our top existing client base.

The Key Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi‑year client contracts, working closely with Marketing, Pre‑sales, Partnerships, Services, Client Success, Account Management, and R&D.

• Craft RIA and Family Office engagement strategies based on the Addepar GTM model and your experience as a leader.
• Share best practices and teach us what has made you successful throughout your career.
• Collaborate with colleagues across Product, Engineering, Services, and more.
• Manage timely and accurate pipeline and forecast data to drive cross‑functional alignment.
• Engage at the C‑level in enterprise client organizations and within Addepar.
• Develop required client relationships and executive engagement to support long‑term success.

• Proven experience leading complex sales cycles.
• Excellent written and verbal communication skills.
• Experience selling complex technology products and solutions to RIAs and Multi‑Family and Family Offices across all levels of a client’s organization.
• Strong presentation and executive engagement skills.
• A self‑starter who thrives in a fast‑paced environment.

• 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.

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.

Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, and perspectives to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.