Senior Enterprise Account Executive, Addepar
$149-186k
+ bonus + equity. The range displayed reflects the minimum and maximum target base salary for roles in Colorado, California, and New York
Investment portfolio management platform
Job no longer available
Investment portfolio management platform
1001+ employees
Job no longer available
$149-186k
+ bonus + equity. The range displayed reflects the minimum and maximum target base salary for roles in Colorado, California, and New York
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- As a proven account executive you will likely have at least 7+ years experience in sales or the equivalent degree of expertise in a similar environment
- We are only interested in individuals that have a genuine passion and proven track record for building and delivering world-class client outcomes
- Proven successful experience in leading sales cycles
- Excellent written and verbal communication skills
- Proven experience selling to Enterprise Banks, National Wealth Managers, and Wirehouses, and managing complex deals across all levels of a client’s organization
- Excellent presentation and executive engagement skills
- Excellent negotiation skills
- A self-starter who thrives in a fast-paced environment
- Deeply connected to our mission as an organization 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 mold 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
What the job involves
- As an Enterprise Account Executive, you will be managing consultative sales cycles with our Enterprise Banks, National Wealth Managers, and Wirehouses, providing products to that vertical
- In this role, you will have the opportunity to develop and execute strategies that help Addepar grow new annual recurring revenue and advise our Institutional 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 client relationships you build and expand during your tenure at Addepar will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management and Asset Management Sector
- 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 Enterprise Banks, National Wealth Managers, and Wirehouses and engagement strategies based on the Addepar GTM model and your experiences as a leader
- 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 organizations and within Addepar
- Develop required client relationships and executive engagement to support long-term success
- Build pipeline by prospecting and working closely with BDR team
Application process
- To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.
Addepar currently tracks around $9 trillion of assets serving over 1,400 clients, including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 is helping further accelerate its momentum as it continues to innovate its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2025
$230m
SERIES G
Nov 2021
$130m
LATE VC
Total funding: $872.8m
Company benefits
- Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance: Your continued growth and development are important to us
- Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
Company HQ
Midtown East, New York, NY
Leadership
Eric Poirier
(CEO)Prior to joining Addepar in 2013, Eric spent over 6 years at Palantir Technologies as a Director. They also spent over 3 years at Lehman Brothers working in Fixed Income Analytics.
Bob Pisani
(CTO)Bob joined Addepar in 2020 as a VP of Engineering, moving into the role of Senior VP of Engineering in 2023 and CTO in 2024. Previously, they were a Solutions Architecture for Private Equity at Amazon Web Services and also spent 13 years at Schonfeld Strategic Advisors in various roles, including Head of Development and CTO.
Eric Daniels
(CFO/COO)Prior to joining Addepar in 2022, Eric was the CFO at Real Capital Analytics and NRC National Response Corporation as well as the CFO/COO at AutomativeMastermind.
Janeen A. France
(Chief Client Officer)Janeen joined Addepar in 2020 as a Director/Co-Head of Account Management, since then, they have held several VP/SVP roles and moved into the role of Chief Client Officer in 2025. Previously, they were an Independent Consultant and worked in Trading Operations & Client Service Strategy at J.P. Morgan Private Bank.
Peter O'Brien
(CRO)Peter joined Addepar in 2014 as a Senior Sales Executive, since then, they have held a number of Director/Senior Director, VP/SVP roles, and moved into the role of CRO in 2025.
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