Account Executive

Responsibilities

• Develop and execute a strategic sales plan to cover key accounts in the Swiss and DACH markets.
• Manage lead qualification and conversion for Private Banks, Family Offices, and Wealth Managers.
• Proactively prospect and build new relationships to establish Addepar as a trusted financial platform.
• Lead the full sales cycle in collaboration with global sales, marketing, and product teams.
• Travel across Switzerland and Europe (approximately 40-50%) to meet prospects and attend industry events.

Requirements

• Significant experience in software sales, specifically within the financial services industry.
• Proven track record of selling SaaS solutions to wealth managers, RIAs, or financial institutions.
• Demonstrated ability to meet or exceed sales quotas.
• Proficiency with Salesforce or other CRM tools.
• Fluency in both German and English.
• Exceptional interpersonal, presentation, and communication skills.

Preferred Qualifications

• Bachelor's Degree.
• Deep understanding of SaaS business models and the ability to deliver engaging product demonstrations.

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Our platform unifies portfolio, market, and client data to deliver AI-powered insights within investment workflows.