Addepar

Addepar

Account Executive - Core +

Remote, USA

No sponsorship$128k-$160kDetected 23 days ago
SalesforceSalesAccount ManagementCommunication

About the role

  • We are currently seeking an Account Executive to join our ever-expanding Sales Team!
  • We are seeking an experienced, quota-carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry.
  • The Account Executive will be responsible for growing new ARR for RIA's, Single and Multi-Family Offices, and Private Banks.

Responsibilities

  • Manage lead qualification and conversion from large financial firms
  • Think and operate with intention, purpose and care. Own outcomes.
  • Collaborate to unlock the best solutions. Deliver lasting value.
  • Drive Innovation
  • 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.

Requirements

  • 4+ years experience in software sales
  • Experience selling SaaS products into the wealth management or the finance industry
  • Proven record of achieving quotas
  • Hands on experience with Salesforce
  • Detailed knowledge of and passion for SaaS applications with the ability to conduct product demos and understand the complexities of a SaaS business
  • Experience with web based conferencing tools such as Zoom etc.
  • Ability to work in a fast-paced, team environment

Nice to have

  • Bachelor's Degree highly preferred

Compensation

  • The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

Benefits

  • The current range for this role is $128,000 - $160,000 (base salary) + bonus + equity + benefits.
  • Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
  • Embrace Learning

Company info

  • 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.
  • The Role
  • We are currently seeking an Account Executive to join our ever-expanding Sales Team! We are seeking an experienced, quota-carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for growing new ARR for RIA's, Single and Multi-Family Offices, and Private Banks.
  • 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.
  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

Visa & Work Authorization

  • 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 begi
Apply directly at Addepar →Create a free account for alerts like thisView Addepar immigration profile

This listing is sourced directly from Addepar's careers page and normalized into a canonical job model.