Strategic Key Account Executive — Wealth Tech & AI

Addepar, Inc.; New York, Northern (NY, KY); Hybrid; USD 128,000 - 150,000; Full time

Job summary

Addepar, a leading data and AI platform for wealth management, is seeking a Senior Key Account Executive in the United States. You will manage large, consultative sales cycles with top RIAs and Multi-Family Offices, shaping client outcomes and expanding revenue across strategic accounts.

You will partner with Marketing, Pre-sales, Services, and Client Success to deliver trusted solutions, build multi-threaded relationships, and drive multi-year contracts while navigating complex organizational

Qualifications

• 10+ years of software or SaaS sales experience.
• Proven multi-stakeholder sales cycles across large institutions.
• Executive presence with CIO/CEO/Managing Partner levels in financial services.

Responsibilities

• Prospect and develop net new relationships with named accounts in wealth management.
• Lead complex, multi-threaded sales cycles from pitch to close.
• Identify economic buyers and stakeholders across large RIAs and MFOs.
• Own the commercial relationship and expansion strategy within top accounts.
• Conduct executive business reviews and strategic account planning.
• Build stakeholder maps and maintain multi-threaded relationships at all levels.
• Collaborate with Client Success, Services, and Pre‑sales to tailor solutions.
• Maintain rigorous pipeline and forecast in Salesforce.

Skills

SaaS sales

Enterprise sales

Account management

Sales forecasting

Tools

Salesforce

Job description

Addepar, a leading data and AI platform for wealth management, is seeking a Senior Key Account Executive in the United States. You will manage large, consultative sales cycles with top RIAs and Multi-Family Offices, shaping client outcomes and expanding revenue across strategic accounts.

You will partner with Marketing, Pre-sales, Services, and Client Success to deliver trusted solutions, build multi-threaded relationships, and drive multi-year contracts while navigating complex organizational