Addepar

Addepar

Sr. Account Executive - Institutions

New York, NY · Senior

No sponsorship$128k-$160kDetected 14 days ago
SalesAccount ManagementPipeline ManagementForecastingLeadershipCommunication

About the role

  • Addepar has experienced exponential growth in the Institutional market segment, which includes endowments, foundations, pensions, sovereigns, OCIOs, insurers, and alternative asset managers across all asset classes.
  • NYC has been the Institutional team's launchpad, and we are looking for a seasoned, growth-minded Senior Account Executive to continue growing our global presence in the institutional vertical.
  • Thi is a senior role with responsibility for both driving new business and expanding long-term partnerships.

Responsibilities

  • The Sr Account Executive, Institutions is expected to help the Institutional GTM organization drive strategy for the segment, while also leading complex enterprise sales cycles with a cross-functional team.
  • Lead consultative enterprise sales cycles: Own complex, multi-stakeholder deals across large, global institutional investors, asset managers, and financial institutions, often spanning geographic regions, business lines, and senior decision-makers.
  • Own and grow strategic relationships: Build, expand, and deepen relationships with key institutional clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio of accounts.
  • 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 Solutions Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a coordinated, "One Addepar" 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.

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

Nice to have

  • You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services

Compensation

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

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
  • Addepar has experienced exponential growth in the Institutional market segment, which includes endowments, foundations, pensions, sovereigns, OCIOs, insurers, and alternative asset managers across all asset classes. Some of the largest asset owners in the world have chosen to partner with us deeply at the very core of their tech stack, and simultaneously, global alternative managers such as private equity, venture capital, and fund-of-funds are choosing Addepar to power their business and future growth strategy.
  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
  • This is an incredibly unique opportunity to help establish and grow a hyper-growth line of business within an already-global technology company.
  • The candidate must also have a genuine curiosity to learn, and a passion for being part of a world-class team.

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
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