Note: The job is a remote job and is open to candidates in USA. 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, developing strategies to grow new annual recurring revenue and advising mid-tier clients.
Responsibilities
- Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM
- Lead the full sales cycle end-to-end - from targeted prospecting and executive engagement through contract negotiation and close
- Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners
- Develop and execute multi-threaded account strategies that align Addepar’s platform capabilities to each prospect’s operational, regulatory, and growth priorities
- Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address complex client requirements
- Maintain rigorous pipeline hygiene and deliver accurate forecasts to senior leadership, using Salesforce as a system of record
- Negotiate and close multi-year contracts, navigating legal, compliance, and procurement processes with sophisticated financial institutions
- Represent Addepar at industry events, conferences, and executive forums (40-50% travel expected)
- Contribute to the continuous improvement of Addepar’s GTM strategy by bringing market intelligence and best practices from the field
Skills
- 8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology
- Demonstrated track record of consistently meeting or exceeding quota
- Deep familiarity with the RIA, Multi-Family Office, and Family Office market - including how these firms evaluate, buy, and implement technology
- Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers
- Experience negotiating and closing multi-year SaaS contracts in regulated financial environments
- Exceptional executive presence - you are confident presenting to a CIO as you are whiteboarding with an operations team
- Proficiency in Salesforce for pipeline management and forecasting
- Bachelor's degree required
- MBA or CFA a plus
Benefits
- Bonus
- Equity
- Benefits
Company Overview