Who We Are

Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way. 

Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds. 

We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together. 

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

As an Account Executive, you will be managing consultative sales cycles with our large RIA’s, Multi-Family Offices, and Family offices. We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will have the opportunity to develop and execute strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience & Success, Account Management, and R&D to deliver trusted and scalable solutions. The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class team. The Account Executive is empowered and responsible to lead efforts that result in quota achievement and multi-year client contracts. 

What You’ll Do

At Addepar you will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for RIAs and Multi-Family and Family offices. This role is for someone who has proven to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to ensure a world-class client experience throughout the entire client journey from pre-sale to post-sale. This role affords the candidate with an opportunity to be both a student and teacher as we work together to deliver a new paradigm across global wealth management.  

The Account Executive is expected to own and drive the strategy for this sector, and lead the sales cycle with a cross-functional team. 

  • Craft RIA and Family office engagement strategies based on the Addepar GTM model and your experiences as a leader.
  • Bring your best practices to Addepar and teach us what has made you wildly successful throughout your career.  We are always looking to learn and improve the model that best serves our clients.  
  • Collaborate with your colleagues across Product, Engineering, Services, and more
  • Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations
  • Engagement at C-level in enterprise client organizations and within Addepar
  • Develop required client relationships and executive engagement to support long-term success

Who You Are 

As a proven account executive you will likely have at least 7+ years of experience in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals that have a genuine passion and proven track record for building and delivering world-class client outcomes.   

  • Proven successful experience in leading  sales cycles
  • Excellent written and verbal communication skills
  • Proven experience selling to RIAs and Multi-Family and Family  offices, managing complex deals across all levels of a client’s organization
  • Excellent presentation and executive engagement skills
  • Excellent negotiation skills
  • A self-starter who thrives in a fast-paced environment

Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:

  • Deeply connected to our mission as an organization and to each other
  • Experience and passion for driving successful client experiences
  • Ability to operate effectively in a fast-paced, team environment
  • Outcome driven mindset
  • Strong communication skills
  • Consultative selling mindset
  • Collaborative with the ability to mold consensus through thought leadership and a data-driven approach
  • Reputation for being a trusted colleague and thought partner to colleagues and clients
  • Strong intellectual horsepower
  • Strong technical aptitude
  • Desire to both teach and learn

Our Values 

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

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