Senior Account Executive

Responsibilities

• Lead complex, multi-stakeholder consultative enterprise sales cycles for large global institutional investors and asset managers.
• Own and grow strategic relationships, driving new business, renewals, and multi-year expansion opportunities.
• Develop and execute multi-year account plans aligned with client priorities and company GTM strategy.
• Act as a cross-functional leader, partnering with Solutions Engineering, Client Success, Product, and Marketing to deliver a unified client experience.
• Engage with C-level stakeholders to build trusted partnerships and advance strategic opportunities.
• Maintain rigorous pipeline management and forecasting discipline to support organizational planning.

Requirements

• Proven experience leading complex SaaS or platform sales cycles.
• Background in wealth management, financial services, or the institutional investment market.
• Demonstrated track record of significant and long-term quota attainment.
• Exceptional executive-level communication and presentation skills.
• Strong strategic account planning and ability to navigate large, complex organizations.
• Ability to lead cross-functionally to drive client outcomes.

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 seamless investment workflows.