Senior Account Executive, Addepar

Strategic

$129-161k

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. + Bonus, Equity

Salesforce

Zoom

Mid and Senior level

Remote from US

More information about location

Addepar is a software and data platform for even the most complex investment portfolios.

Job no longer available

Addepar is a software and data platform for even the most complex investment portfolios.

1001+ employees

FintechB2BInvestingSaaS

Job no longer available

$129-161k

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. + Bonus, Equity

Salesforce

Zoom

Mid and Senior level

Remote from US

More information about location

1001+ employees

FintechB2BInvestingSaaS

Company mission

Be the tech and data platform that connects the global investment ecosystem.

Job

Company

Role

Who you are

We are seeking an experienced, quota-carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry
4+ years experience in software sales
Experience selling SaaS products into the wealth management or the finance industry
Proven record of achieving quotas
Hands on experience with Salesforce
Detailed knowledge of and passion for SaaS applications with the ability to conduct product demos and understand the complexities of a SaaS business
Strong interpersonal and presentation skills
Exceptional verbal and written communication skills
Experience with web based conferencing tools such as Zoom etc
Ability to work in a fast-paced, team environment
Bachelor's Degree highly preferred

What the job involves

We are currently seeking an Account Executive to join our ever-expanding Sales Team
The Account Executive will be responsible for growing new ARR for RIA’s, Single and Multi-Family Offices, and Private Banks
Development of a strategic sales plan to effectively and efficiently cover the named accounts within the assigned territory
Manage lead qualification and conversion from large financial firms
Aggressively prospect and generate new relationships within named accounts
Some travel, as required, to prospects, customers or marketing events within territory (40-50% travel) (COVID-19 era exempt)

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 analyse and visualise the data they need.

Addepar currently tracks around $6 trillion of assets serving over 800 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 will further accelerate its momentum as it continues to innovate its suite of solutions.

Steph

Company Specialist at Welcome to the Jungle

Insights

Top investors

15% employee growth in 12 months

Glassdoor (3.9)

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
Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
Pension with Employer Contributions
Wellness and VDU Wallets
Bi-Annual Hackathons

Company HQ

Midtown East, New York, NY

Leadership

Joe Lonsdale

(Founder & Chairman)

Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.

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