Account Executive, WealthTech SaaS (40-50% Travel)

Addepar; New York (NY); On-site; USD 108,000 - 120,000; Full time

Job summary

Addepar is seeking an Account Executive to join our Sales Team in New York. The role targets growing ARR for large RIAs, Family Offices, and Private Banks, with a market-based base salary ranging from $108,000 to $120,000 plus bonus, equity and benefits.

You will own the full sales cycle from outreach to close, build a robust pipeline, and present tailored demonstrations, engaging VP and C-suite stakeholders while traveling 40-50% for industry events and client meetings.

Qualifications

• 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.
• 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.
• Intellectual curiosity about fintech and wealth management.
• 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.

Responsibilities

• 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)

Skills

Quota attainment

End-to-end sales cycle

Executive engagement

Salesforce proficiency

Presentation skills

Wealth management knowledge

Tools

Salesforce

Job description

Addepar is seeking an Account Executive to join our Sales Team in New York. The role targets growing ARR for large RIAs, Family Offices, and Private Banks, with a market-based base salary ranging from $108,000 to $120,000 plus bonus, equity and benefits.

You will own the full sales cycle from outreach to close, build a robust pipeline, and present tailored demonstrations, engaging VP and C-suite stakeholders while traveling 40-50% for industry events and client meetings.