Account Manager, Addepar
Core
$72-113k
+ Bonus + Equity
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
Job no longer available
$72-113k
+ Bonus + Equity
1001+ employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- 3+ 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
- 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 client relationships and growing revenue
- This is an exciting opportunity to join a fast-growing entrepreneurial company
- We’re looking for a team member 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
- 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
- Comfortable overseeing a book of business across a wide range of clients including Family Offices, Banks, Institutions, and Registered Investment Advisors (RIAs)
- Maintain accurate forecasting and pipeline management
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
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
- 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.
Share this job
View 33 more jobs at Addepar