Addepar

Addepar

Sr. Account Executive - Enterprise

Remote, USA · Senior

No sponsorship$149k-$223kDetected 14 days ago
SalesAccount ManagementPipeline ManagementForecastingLeadershipCommunication

About the role

  • This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions.
  • This role goes beyond traditional sales; you'll help shape how leading firms evolve their advisor and client experience through technology.
  • Addepar takes a market-based approach to pay.

Responsibilities

  • Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio.
  • Lead consultative enterprise sales cycles - Own complex, multi-stakeholder deals across large financial institutions, often spanning regions, business lines, and senior decision-makers.
  • Set account strategy and drive execution - Develop and execute thoughtful, multi-year account plans aligned to client priorities and Addepar's broader GTM strategy.
  • Operate as a cross-functional leader - Work closely with Sales Engineering, Client Success, Services, and Partnerships to deliver a coordinated, "one team" experience-minimizing friction and maximizing client impact.
  • Engage at the executive level - Build trusted relationships with C-level stakeholders within client organizations and partner with Addepar's leadership team when appropriate to advance strategic opportunities.
  • Maintain strong pipeline and forecasting discipline - Ensure timely, accurate pipeline management and forecasting to support internal alignment and planning.
  • 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

  • Proven enterprise seller - You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services.
  • Strategic and consultative - You know how to navigate large organizations, ask the right questions, and align solutions to broader business objectives.
  • Experience and passion for driving successful client experiences
  • Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy
  • Strong technical proficiency

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

  • Curious and continuously learning - You bring your own perspective and best practices, while also being open to learning and evolving how we operate.

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
  • As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts, setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales
  • 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.