The Role

We are currently seeking an Account Executive to join our growing Sales Team in Switzerland!

We are looking for an experienced, quota-carrying sales professional eager to help drive Addepar’s expansion in the Swiss market and establish us as the financial platform of choice for the wealth management industry. As one of the first hires in this region, the Account Executive will play a key role in driving new ARR (Annual Recurring Revenue) by engaging with RIAs (Registered Investment Advisors), Single and Multi-Family Offices, and Private Banks.

This is a unique opportunity to contribute to our growth in a new region, helping to shape Addepar’s presence in Switzerland and the broader DACH region. You will work closely with our global sales, marketing, and product teams to build relationships with key financial institutions and drive the adoption of Addepar’s platform.

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 a thought 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 allows the candidate 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.

• Develop a strategic sales plan to effectively cover key accounts in your assigned territory, including Swiss and European financial institutions.
• Manage lead qualification and conversion from large financial firms, focusing on Private Banks, Family Offices, and Wealth Managers.
• Proactively prospect and build new relationships with named accounts, establishing Addepar as a trusted solution.
• Travel as required to meet with prospects and clients and attend marketing events across Switzerland and Europe (approximately 40-50% travel, depending on local guidelines and business needs).

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.

• Significant experience in software sales, particularly within the financial services industry, and a strong track record of success.
• Proven experience selling SaaS solutions to wealth managers, RIAs, or financial institutions, particularly in Switzerland or the broader European market.
• Strong track record of meeting or exceeding sales quotas.
• Practical experience with Salesforce or other CRM tools.
• Deep understanding of SaaS products, the ability to deliver engaging product demos, and the intricacies of SaaS business models.
• Excellent interpersonal and presentation skills.
• Exceptional verbal and written communication skills, including fluency in English and German (French or Italian is a plus).
• Bachelor’s Degree is highly preferred.

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