Senior Key Account Executive - Wealth Management

Socket.dev; New York (NY); On-site; USD 128,000 - 150,000; Full time

Job summary

Addepar is seeking a seasoned Key Account Executive in the US with deep SaaS sales experience and a track record of closing large, multi-stakeholder deals. You will manage top RIAs and multi-family offices, expanding relationships and driving multi-year contracts.

You’ll collaborate across Marketing, Pre-sales, Services, Client Success, and R&D to craft credible, client-focused narratives and growth strategies, while maintaining rigorous Salesforce forecasting and pipeline discipline.

Qualifications

• 10+ years in software or SaaS sales with a closing track record.
• Proven success managing complex, multi-stakeholder sales cycles.
• Built pipelines from scratch with named or greenfield accounts.
• Executive presence with CIO/CEO/COO and managing partners at large financial institutions.
• Deep wealth-management ecosystem knowledge: large RIAs, PE-backed consolidators, family offices.
• Experience in new logo acquisition and account expansion.
• Strong deal qualification.
• Proficient in Salesforce for pipeline management and forecasting.
• Willingness to travel.

Responsibilities

• Prospect and develop net new relationships within named accounts.
• Execute a sales motion with research, outreach, multi-threaded engagement, and disciplined qualification.
• Identify and engage buyers and stakeholders across complex orgs.
• Own commercial relationship and expansion in existing accounts.
• Conduct executive reviews and strategic account planning.
• Build stakeholder maps ensuring multi-threaded relationships.
• Serve as senior commercial contact for top strategic accounts.
• Identify upsell/cross-sell opportunities with Client Success and Services.
• Collaborate with Pre-sales to deliver credible solution narratives.
• Collaborate with Marketing/Partnerships/Product on roadmap engagement.
• Maintain pipeline and forecast discipline in Salesforce.
• Contribute to key accounts playbook and share insights.

Skills

SaaS sales

Complex cycles

New logos

Account expansion

Salesforce

Executive presence

Travel

Wealth management know‑how

Education

Bachelor degree

Tools

Salesforce

Job description

Addepar is seeking a seasoned Key Account Executive in the US with deep SaaS sales experience and a track record of closing large, multi-stakeholder deals. You will manage top RIAs and multi-family offices, expanding relationships and driving multi-year contracts.

You’ll collaborate across Marketing, Pre-sales, Services, Client Success, and R&D to craft credible, client-focused narratives and growth strategies, while maintaining rigorous Salesforce forecasting and pipeline discipline.