Account Manager, Addepar

Strategic

$89k

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

Senior and Expert level

Remote from US

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

Be an early applicant

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

501-1000 employees

FintechB2BInvestingSaaS

Be an early applicant

$89k

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

Senior and Expert level

Remote from US

501-1000 employees

FintechB2BInvestingSaaS

Company mission

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

Job

Company

Role

Who you are

We’re looking for a leader who thrives in fast-paced environments and enjoys the challenge of working with varied clients with complex needs
The ideal candidate is comfortable working hands-on, is high-reaching, and is results-based
7+ years of experience in account management, relationship management, sales, or a background in finance and investments
High Emotional Intelligence (EQ) with a natural ability to build relationships
Strong executive presence and outstanding communication/presentation skills to C-level executives
Track record of successfully implementing sales strategies, meeting and exceeding goals
Experience developing and selling sophisticated business solutions at the C-Suite level
Ability to influence internal and external decision-makers and get results
Strong time management and prioritization skills
Customer-obsessed
Experience working in Financial Services or Fintech required; wealth or asset management experience preferred

What the job involves

The Account Management team at Addepar is responsible for cultivating critical relationships and growing revenue
This is an exciting opportunity to join a fast-growing entrepreneurial company
Work cross-functionally to drive revenue growth across a portfolio of clients through renewals & additional products
Build lasting and meaningful relationships with C-Suite executives and other key stakeholders in your book of business
Lead/ own the renewal and upsell process
Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets
Partner with the Client Success Management (CSM) team to deliver scheduled business reviews to key business contacts to increase awareness and growth around the full suite of Addepar products
Maintain accurate forecasting and pipeline management in Salesforce

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 more than $4 trillion of assets with circa 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 and appointing new leadership members from the likes of Oracle and Amazon Web Services. Addepar is certainly gaining momentum as it expands operations and further innovates its suite of solutions.

Steph

Company Specialist at Welcome to the Jungle

Insights

Top investors

15% employee growth in 12 months

Glassdoor (4.1)

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

Old Mountain View, Mountain View, CA

Leadership

Joe Lonsdale

(Chairman)

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

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