Senior Strategic Account Executive, Addepar
$108-161k
+ Bonus & Equity
Addepar is a software and data platform for even the most complex investment portfolios.
Open for applications
Addepar is a software and data platform for even the most complex investment portfolios.
501-1000 employees
Open for applications
$108-161k
+ Bonus & Equity
501-1000 employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- 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
- The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class team
- This role is for someone who has proven to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to expertise and expand our client engagement model
- 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 who have a genuine passion and a consistent record for building and delivering extraordinary client outcomes
- Proven successful experience in leading sales cycles
- Excellent written and verbal communication skills
- Proven experience selling complex technology products and solutions to RIAs and Multi-Family and Family offices, running 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 a Strategic Account Executive, you will be managing consultative sales cycles with our large RIA’s, Multi-Family Offices, and Family Offices
- 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 Strategic Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi-year client contracts
- 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 Sector for RIAs and Multi-Family and Family offices
- 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 RIA and Family office 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
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
Company
Funding (last 2 of 7 rounds)
Nov 2021
$130m
LATE VC
Jun 2021
$150m
SERIES F
Total funding: $642.8m
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 values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset
Company HQ
Old Mountain View, Mountain View, CA
Articles
Leadership
Joe Lonsdale
(Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
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