Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

*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 Wealth Managers, 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 implement 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 an extraordinary 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 Wealth Managers and Family offices. This role is for someone who has shown 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 with a special focus on helping Addepar grow its business in EMEA and beyond.   

  • Craft Wealth Management and Family Office engagement strategies based on the Addepar GTM model and your experiences as a key contributor.
  • 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 organisations 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 demonstrated ability in sales or the equivalent degree of expertise in a similar environment. We are interested in individuals with a genuine passion and consistent track record for building and delivering extraordinary client outcomes.

  • Proven successful experience in leading sales cycles
  • Excellent written and verbal communication skills
  • Proven experience selling to Wealth Managers, Family and Multi- Family offices, managing complex deals across all levels of a client’s organisation
  • Excellent presentation and executive engagement skills
  • Excellent negotiation skills
  • A self-starter who thrives in a fast-paced environment
  • Language skills in French and/or German (strong plus)

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 organisation and to each other
  • Experience and passion for driving successful client experiences
  • Outcome driven mindset
  • Strong communication skills
  • Consultative selling approach
  • Collaborative mentality with the ability to mould consensus through thought leadership and a data-driven strategy
  • Reputation for being a trusted colleague and thought partner to colleagues and clients
  • Strong intellectual horsepower
  • Strong technical proficiency
  • 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.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.

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