The Role

As an Account Executive, you will be managing consultative sales cycles with our Wealth Managers, Multi-Family Offices, and Family offices. We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will have the opportunity to develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience & Success, Account Management, and R&D to deliver trusted and scalable solutions. The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of an extraordinary team. The Account Executive is empowered and responsible to lead efforts that result in quota achievement and multi-year client contracts.

What You’ll Do

At Addepar you will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for Wealth Managers and Family offices. This role is for someone who has shown to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to ensure a world-class client experience throughout the entire client journey from pre-sale to post-sale. This role affords the candidate with an opportunity to be both a student and teacher as we work together to deliver a new paradigm across global wealth management.

The Account Executive is expected to own and drive the strategy for this sector, and lead the sales cycle with a cross-functional team.

• Craft Wealth Management and Family Office engagement strategies based on the Addepar GTM model and your experiences as a key contributor.
• Bring your best practices to Addepar and teach us what has made you wildly successful throughout your career. We are always looking to learn and improve the model that best serves our clients.
• Collaborate with your colleagues across Product, Engineering, Services, and more
• Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations
• Engagement at C-level in enterprise client organisations and within Addepar
• Develop required client relationships and executive engagement to support long-term success

Who You Are

As a proven account executive, you will likely have demonstrated ability in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals with a genuine passion and consistent track record for building and delivering extraordinary client outcomes.

• Proven successful experience in leading sales cycles
• Excellent written and verbal communication skills
• Proven experience selling to Wealth Managers, Family and Multi- Family offices, managing complex deals across all levels of a client’s organisation
• Excellent presentation and executive engagement skills
• Excellent negotiation skills
• A self-starter who thrives in a fast-paced environment

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 organisation 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 mould 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