Enterprise SaaS Account Executive, Wealth Management

Addepar1; 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 the United States. You will drive new ARR growth for large RIAs, family offices, and private banks, owning the full sales cycle from discovery to close.

We offer a market-based pay approach with a base salary range of $108,000–$120,000, plus bonus, equity, and benefits. Travel up to 40–50% is expected as you engage executives and expand the client footprint.

Qualifications

• 4+ years of software or SaaS sales experience.
• Experience selling into wealth management and financial services (RIA, family offices).
• Structured end-to-end sales process including discovery, demo, and close.
• Comfortable engaging VP and C-suite stakeholders in financial services.
• Hands-on Salesforce for pipeline and activity management.
• Strong presentation and communication skills.
• Proficiency with web conferencing tools.

Responsibilities

• Develop and execute a territory plan to identify, qualify, and close new business within RIAs and multi-family offices.
• Own the full sales cycle on deals from initial outreach through demo, proposal, negotiation, and close.
• Aggressively prospect and build a pipeline via outbound outreach, referrals, events, and inbound leads.
• Conduct compelling product demonstrations linking Addepar’s platform to client challenges.
• Engage VP and C-suite decision-makers including COOs, CTOs, and principals.
• Maintain accurate Salesforce pipeline and hygiene with timely updates.
• Collaborate with Pre-sales and Client Success for smooth handoffs and strong client experience.
• Represent Addepar at industry events, conferences, and meetings (40-50% travel).

Skills

SaaS sales

Wealth management sales

Full sales cycle

C-suite engagement

Salesforce

Negotiation

Presentation skills

Education

Bachelor's degree

Job description

Addepar is seeking an Account Executive to join our Sales Team in the United States. You will drive new ARR growth for large RIAs, family offices, and private banks, owning the full sales cycle from discovery to close.

We offer a market-based pay approach with a base salary range of $108,000–$120,000, plus bonus, equity, and benefits. Travel up to 40–50% is expected as you engage executives and expand the client footprint.