Senior Strategic Account Executive

Join Addepar, a leading wealth management technology platform, as a Senior Strategic Account Executive. In this role, you will manage consultative sales cycles with large RIAs, Multi-Family Offices, and Family Offices. You will develop and implement strategies to grow new annual recurring revenue and advise mid-tier clients. This position requires strong selling skills, a deep understanding of wealth management technology, and the ability to navigate complex sales environments.

• Gérer les cycles de vente consultatifs avec des clients de grande taille, en développant et en mettant en œuvre des stratégies pour augmenter les revenus récurrents.
• Diriger l'ensemble du cycle de vente, de la prospection ciblée à la négociation et à la conclusion des contrats, en établissant des relations avec les décideurs.
• Collaborer avec les équipes internes pour architecturer et présenter des solutions adaptées aux besoins complexes des clients.
• 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
• You are a proven closer with deep roots in wealth management technology. You have earned your credibility through results, not tenure, and you bring both the strategic acumen and the operational discipline to win in a complex sales environment
• Exceptional executive presence - you are confident presenting to a CIO as you are whiteboarding with an operations team
• 8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology
• Demonstrated track record of consistently meeting or exceeding quota
• Experience negotiating and closing multi-year SaaS contracts in regulated financial environments
• Bachelor’s degree required; MBA or CFA a plus
• Deep familiarity with the RIA, Multi-Family Office, and Family Office market - including how these firms evaluate, buy, and implement technology
• Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers
• Proficiency in Salesforce for pipeline management and forecasting
• A collaborative reputation; you win as part of a team and make those around you better
• High accountability and self-direction - you set the pace, manage your own time, and do not require hand-holding to perform
• Strong cross-functional instances, you know how to mobilize internal resources to support a deal
• Intellectual curiosity about the evolving wealth management landscape and a genuine interest in how technology drives better outcomes for advisors and their clients
• A consultative, client-first mindset-you lead with insight, not pitch