Senior Account Executive (Institutions)

Join Addepar, a leading technology company in the investment industry, as a Senior Account Executive for Institutions. In this senior role, you will drive new business, expand long-term partnerships, and shape how leading firms utilize our platform. You will work in a highly cross-functional environment, collaborating with various teams to deliver a consistent, high-quality experience for clients. This is a unique opportunity to help establish and grow a hyper-growth line of business within an already-global technology company.

• Lead consultative enterprise sales cycles, owning complex, multi-stakeholder deals across large, global institutional investors.
• Build, expand, and deepen relationships with key institutional clients, driving new business, renewals, and multi-year expansion opportunities.
• Develop and execute thoughtful, multi-year account plans aligned to client priorities and Addepar’s broader GTM strategy.
• The candidate must also have a genuine curiosity to learn, and a passion for being part of a world-class team
• They are a consultative, challenger seller who exemplifies our core values, and has a demonstrated track record of not only significant and long-term quota attainment, but also the crafting and delivery of exceptional client outcomes
• Deeply connected to our mission as an organization and to each other
• Curious and continuously learning: You bring your own perspective and best practices, while also being open to learning and evolving how we operate
• Strong technical proficiency
• Strategic and consultative:You know how to navigate large organizations, ask the right questions, and align solutions to broader business objectives
• Collaborative by nature: You work well across teams and understand how to bring the right people together to move deals forward and support clients over time
• Strong intellectual horsepower
• Client-focused and outcomes driven: You have a track record of building long-term relationships and delivering meaningful results for clients
• Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:
• Consultative selling approach
• Experience and passion for driving successful client experiences
• Proven enterprise seller: You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services
• Outcome driven mindset
• Self-directed and accountable: You’re comfortable operating with autonomy as we continue to grow and evolve our enterprise business
• Executive communicator:You’re comfortable engaging senior stakeholders and can clearly articulate complex ideas in a way that resonates
• Desire to both teach and learn
• Reputation for being a trusted colleague and thought partner to colleagues and clients
• Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy
• Strong communication skills