Senior Key Accounts Executive — Wealth Management

Addepar

New York (NY)

On-site

USD 128,000 - 150,000

Full time

14 days+

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Job summary

Addepar in New York City seeks a proven Key Account Executive to manage consultative sales with top RIAs and Multi-Family Offices, building strategic relationships and driving new annual recurring revenue. You will work cross-functionally with Marketing, Pre-sales, Services, and Client Success to deliver scalable solutions, own the commercial relationship, and guide multi-year contracts.

Candidates should have 10+ years in software or SaaS sales, executive presence, and strong deal qualification

Qualifications

10+ years of software or SaaS sales experience with a proven closing track record.
Proven multi-stakeholder sales experience across complex organizations.
Experience generating new logos and expanding existing accounts.
Executive-level credibility with CIO/CEO/COO and partners.
Deep knowledge of the wealth management ecosystem, especially RIAs.
Ability to travel for executive meetings and client events.
Bachelor’s degree required.

Responsibilities

Own and drive the strategy for the wealth-management sector and the sales cycle.
Prospect and deepen relationships within named accounts with expansion in mind.
Lead cross-functional teams to secure multi-year deals and renewals.
Maintain rigorous pipeline and forecast in Salesforce with accurate updates.
Collaborate with Marketing, Pre-sales, Partnerships to align roadmaps.