Sr. Account Executive - Strategic

Addepar Inc

Remote, US
Base: $128,000 - $160,000; bonus/equity: included;...
Fully remote
8+ years software sales experience
3+ years wealth management tech
C-suite relationship building
Addepar Inc is seeking a Senior Account Executive to manage consultative sales cycles with large Registered Investment Advisors (RIAs), Multi-Family Offices, and Family Offices. The ideal candidate will have extensive software sales experience in wealth management technology, a proven track record in meeting quotas, and the ability to engage with C-suite executives

Job Summary

  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
  • The Strategic Account Executive will manage consultative sales cycles with large RIAs, Multi-Family Offices, and Family Offices targeting accounts with $1.5B in AUM.
  • This role requires leading full sales cycles from prospecting to closing multi-year contracts while maintaining rigorous pipeline hygiene using Salesforce.

Matching Summary

Match Score: 85

Addepar Inc is seeking a Senior Account Executive to manage consultative sales cycles with large Registered Investment Advisors (RIAs), Multi-Family Offices, and Family Offices. The ideal candidate will have extensive software sales experience in wealth management technology, a proven track record in meeting quotas, and the ability to engage with C-suite executives.

Salary

Base: $128,000 - $160,000; Bonus/Equity: Included; Benefits: Included

Skills & Requirements

Must-have

  • 8+ years software sales experience
  • 3+ years wealth management tech
  • C-suite relationship building
  • Multi-threaded sales cycles
  • Salesforce proficiency
  • Multi-year SaaS contract negotiation

Nice-to-have

  • Consultative client-first mindset
  • MBA or CFA certification
  • Cross-functional collaboration skills
  • Intellectual curiosity about wealth landscape
  • High accountability and self-direction

Key Requirements

  • Bachelor's degree required
  • 8+ years software sales experience
  • Authorized to work in the US without sponsorship
  • Experience with RIA and Family Office markets

Work Rights

Must be legally authorized to work in the United States

Tailored Resume

Cover Letter