Sr. Account Executive- Enterprise

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 1400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City Salt Lake City London Edinburgh Pune Dubai Geneva Singapore and São Paulo.

Addepars Enterprise Sales team partners with some of the largest wealth management firms globally including many listed on the Barrons Top 40.

As an Enterprise Account Executive you will lead complex consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions.

You will act as the business owner for your accounts setting strategy leading execution and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; youll help shape how leading firms evolve their advisor and client experience through technology.

Youll operate in a highly cross-functional environment partnering with teams across Sales Engineering Client Success Services Partnerships Marketing and R&D to deliver a consistent high-quality experience from initial engagement through long-term growth.

• Own and grow strategic relationships - Build expand and deepen relationships with key enterprise clients. Drive new business renewals and multi-year expansion opportunities across your portfolio.
• Lead consultative enterprise sales cycles - Own complex multi-stakeholder deals across large financial institutions often spanning regions business lines and senior decision-makers.
• Set account strategy and drive execution - Develop and execute thoughtful multi-year account plans aligned to client priorities and Addepars broader GTM strategy.
• Operate as a cross-functional leader - Work closely with Sales Engineering Client Success Services and Partnerships to deliver a coordinated one team experienceminimizing friction and maximizing client impact.
• Engage at the executive level - Build trusted relationships with C-level stakeholders within client organizations and partner with Addepars leadership team when appropriate to advance strategic opportunities.
• Contribute to how we go to market - Bring perspective from your experience and from the fieldsharing best practices shaping engagement models and helping evolve how we serve enterprise clients.
• Maintain strong pipeline and forecasting discipline - Ensure timely accurate pipeline management and forecasting to support internal alignment and planning.

• Proven enterprise seller - You bring significant experience leading complex SaaS or platform sales cycles ideally within wealth management or financial services.
• Client-focused and outcomes-driven- You have a track record of building long-term relationships and delivering meaningful results for clients.
• Strategic and consultative - You know how to navigate large organizations ask the right questions and align solutions to broader business objectives.
• Executive communicator - Youre comfortable engaging senior stakeholders and can clearly articulate complex ideas in a way that resonates.
• Collaborative by nature - You work well across teams and understand how to bring the right people together to move deals forward and support clients over time.
• Curious and continuously learning - You bring your own perspective and best practices while also being open to learning and evolving how we operate.
• Self-directed and accountable - Youre comfortable operating with autonomy as we continue to grow and evolve our enterprise business.

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
• Outcome driven mindset
• Strong communication skills
• Consultative selling approach
• Collaborative mentality with the ability to mold 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.

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 .