Geared toward experienced SaaS sales professionals comfortable with engaging C-suite stakeholders in the wealth management industry, with a focus on high-asset clients and a need for strong pipeline management.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Addepar via Greenhouse
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.
The Role
We are currently seeking an Account Executive to join our Sales Team! We are looking for a superstar to add to our ever-expanding team. We are seeking an experienced, quota-carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for growing new ARR for large RIAs’, Multi-Family Offices and Private Banks.
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.
What You’ll Do
Develop and execute a territory plan to identify, qualify, and close new business within a named account list of RIAs, Family Offices, and Multi-Family offices (up to $1.5B in Assets under management)
Own the full sales cycle on deals from initial outreach and discovery through demo, proposal, negotiation, and close
Aggressively prospect and build a pipeline through outbound outreach, referrals, events, and inbound lead follow-up
Conduct compelling product demonstrations that connect Addepar’s platform capabilities to each prospect’s specific operational challenges
Engage decision-makers at the VP and C-suite level, including COOs, CTOs, and firm principals
Maintain accurate pipeline data and forecast in Salesforce, with consistent hygiene and timely updates
Partner with Pre-sales and Client Success to engage smooth handoffs and a strong client experience through onboarding
Represent Addepar at industry events, conferences, and prospect meetings (40-50% travel expected)
Who You Are
4+years of experience in software or SaaS sales, with a track record of meeting or exceeding quota
Experience selling into the wealth management or financial services industry, with familiarity with RIA and family office business models
Proven ability to run a structured sales process end-to-end, including discovery, demo, and close
Comfortable engaging VP and C-suite stakeholders in financial services firms
Hands-on experience with Salesforce for pipeline and activity management
Strong presentation and communication skills, both written and verbal
Proficiency with web conferencing tools (Zoom, Teams, etc.)
Ability to thrive in a fast-paced, team-oriented environment
Bachelor’s degree
You Will Also Bring
Intellectual curiosity about fintech and wealth management - you want to understand the industry, not just sell into it
Coachability and a growth mindset; you actively seek feedback and apply it
A competitive drive balanced with a collaborative, team-first attitude
Strong organizational skills and the discipline to manage a high-volume pipeline
Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for this role within the United States.
Compensation for this role includes base salary + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
Base Salary Range$108,000—$120,000 USDOur 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.
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 ta-operations@addepar.com.
Source: Addepar careers (Greenhouse)