Account Manager – Core | Addepar

School Result; New York (NY); On-site; USD 72,000 - 113,000; Full time

Benefits offered by this job

Bonus

Equity

Comprehensive benefits package

Job summary

A dynamic Fintech company based in New York is seeking an Account Manager to cultivate client relationships, drive renewals, and expand product adoption. The ideal candidate will have over 3 years of experience in account management and a background in finance. The position offers a competitive salary range of $72,000 to $113,000 along with a bonus and benefits package.

Qualifications

• 3+ years of experience in account management, relationship management, or sales.
• High emotional intelligence and executive presence.
• Proven success in selling complex business solutions.

Responsibilities

• Drive revenue growth through renewals and upsells.
• Build and maintain relationships with C-suite executives.
• Maintain accurate forecasting and pipeline management.

Skills

Account management

Relationship management

Sales

Time management

Emotional intelligence

Job description

• Salary Range: $72,000 – $113,000 per year (base salary)

Addepar is seeking a dynamic Account Manager to join its Core Account Management team. This is a high-impact opportunity to work with a fast-growing Fintech company that supports investment professionals managing over $7 trillion in assets globally.

About Addepar

Addepar is a global technology and data company that empowers smarter investment decisions. With clients in over 50 countries and integrations across more than 100 platforms, Addepar delivers a complete solution for portfolio management, market data, and client reporting.

Role Overview

As an Account Manager, you’ll be responsible for cultivating relationships with a diverse portfolio of clients, driving renewals, and expanding product adoption. You’ll work cross-functionally to deliver strategic insights and ensure client success across family offices, banks, institutions, and RIAs.

Key Responsibilities

• Drive revenue growth through renewals and upsells
• Build and maintain relationships with C-suite executives and key stakeholders
• Lead the renewal and upsell process across your book of business
• Develop targeted strategies to exceed annual sales and retention goals
• Partner with Client Success Managers to deliver impactful business reviews
• Maintain accurate forecasting and pipeline management

Candidate Profile

• 3+ years of experience in account management, relationship management, or sales
• Background in finance or investments preferred
• High emotional intelligence and executive presence
• Proven success in selling complex business solutions to senior decision-makers
• Strong time management and prioritization skills
• Experience in Financial Services or Fintech required; wealth or asset management experience preferred

Compensation and Benefits

• Base salary range: $72,000 – $113,000
• Bonus, equity, and comprehensive benefits package
• Offices in New York, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai

Addepar is an equal opportunity employer committed to diversity, inclusion, and accessibility. Reasonable accommodations are available throughout the application and interview process.