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 Enterprise Account Executive will lead complex sales efforts with strategic clients, driving new business and expanding partnerships within the financial sector.
Responsibilities
- 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 Addepar’s 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' experience—minimizing friction and maximizing client impact
- Engage at the executive level - Build trusted relationships with C-level stakeholders within client organizations and partner with Addepar’s leadership team when appropriate to advance strategic opportunities
- Contribute to how we go to market - Bring perspective from your experience and from the field—sharing 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
Skills
- 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 - You're 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 - You're comfortable operating with autonomy as we continue to grow and evolve our enterprise business
- Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship
Benefits
Company Overview
Addepar is a financial software company that provides a platform for aggregating, analyzing, and reporting investment portfolios. It was founded in 2009, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://addepar.com.