Account Executive - Core

addepar1; United States; On-site; USD 82,000 - 120,000; Full time

Job summary

Addepar is seeking an Account Executive in the United States to grow ARR with RIAs, Family Offices, and Private Banks. You will own the full sales cycle from outbound to close, develop territory plans, and build a robust pipeline through outbound, referrals, and events.

You will demo the platform to connect clients’ operational needs with Addepar’s capabilities, engaging senior decision-makers. Travel 40-50% to meet prospects and close deals.

Qualifications

• 4+ years in software or SaaS sales with quota attainment.
• Experience selling into wealth management firms (RIAs, family offices, private banks).
• Bachelor's degree required; strong communication and presentation skills.

Responsibilities

• Develop and execute a territory plan to identify, qualify, and close new business.
• Own the full sales cycle from outreach to close.
• Aggressively prospect and build a pipeline via outbound, referrals, events, and inbound leads.
• Conduct product demos linking Addepar to client challenges.
• Engage VP/COO/CTO and principals.
• Maintain accurate pipeline data in Salesforce; keep it clean.
• Partner with Pre-sales and Client Success for smooth handoffs.
• Represent Addepar at events with 40-50% travel.

Skills

SaaS sales

Wealth management sales

Salesforce

Sales process

Presentation

Web conferencing

Education

Bachelor's degree

Tools

Salesforce

Zoom

Teams

Job description

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

The Role

We are currently seeking an Account Executive to join our Sales Team! We are looking for a superstar to add to our ever-expanding 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 large RIAs', Multi-Family Offices and Private Banks.

What You'll Do

Develop and execute a territory plan to identify, qualify, and close new business within a named account list of RIAs, Family Offices, and Multi-Family offices (up to $1.5B in Assets under management)

Own the full sales cycle on deals from initial outreach and discovery through demo, proposal, negotiation, and close

Aggressively prospect and build a pipeline through outbound outreach, referrals, events, and inbound lead follow-up

Conduct compelling product demonstrations that connect Addepar's platform capabilities to each prospect's specific operational challenges

Engage decision-makers at the VP and C-suite level, including COOs, CTOs, and firm principals

Maintain accurate pipeline data and forecast in Salesforce, with consistent hygiene and timely updates

Partner with Pre-sales and Client Success to engage smooth handoffs and a strong client experience through onboarding

Represent Addepar at industry events, conferences, and prospect meetings (40-50% travel expected)

Who You Are

• 4+years of experience in software or SaaS sales, with a track record of meeting or exceeding quota


• Experience selling into the wealth management or financial services industry, with familiarity with RIA and family office business models


• Proven ability to run a structured sales process end-to-end, including discovery, demo, and close


• Comfortable engaging VP and C-suite stakeholders in financial services firms


• Hands-on experience with Salesforce for pipeline and activity management


• Strong presentation and communication skills, both written and verbal


• Proficiency with web conferencing tools (Zoom, Teams, etc.)


• Ability to thrive in a fast-paced, team-oriented environment


• Bachelor's degree

You Will Also Bring

• Intellectual curiosity about fintech and wealth management - you want to understand the industry, not just sell into it


• Coachability and a growth mindset; you actively seek feedback and apply it


• A competitive drive balanced with a collaborative, team-first attitude


• Strong organizational skills and the discipline to manage a high-volume pipeline

Compensation

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 this role within the United States.

Base Salary Range $82,000 - $120,000 USD

Compensation for this role includes base salary + bonus + equity + benefits.

Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Our Values

• 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.

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

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 reque