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New York, New York, United States · On-site
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Lead complex, multi-stakeholder enterprise sales cycles and drive growth within the institutional market segment. Develop multi-year account strategies and collaborate cross-functionally to deliver high-quality client outcomes.
Proven experience in complex SaaS or platform sales, specifically within wealth management or financial services. Must possess strong executive communication skills and a track record of significant quota attainment.
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
Addepar has experienced exponential growth in the Institutional market segment, which includes endowments, foundations, pensions, sovereigns, OCIOs, insurers, and alternative asset managers across all asset classes. Some of the largest asset owners in the world have chosen to partner with us deeply at the very core of their tech stack, and simultaneously, global alternative managers such as private equity, venture capital, and fund-of-funds are choosing Addepar to power their business and future growth strategy.
NYC has been the Institutional team’s launchpad, and we are looking for a seasoned, growth-minded Senior Account Executive to continue growing our global presence in the institutional vertical.
Thi is a senior role with responsibility for both driving new business and expanding long-term partnerships. You will act as the business owner for your accounts, setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms utilize our platform to evolve and transform investment intelligence and operational leverage, fueling future growth.
You’ll operate in a highly cross-functional environment, partnering with teams across Solutions Engineering, Client Success, Services/Implementations, Legal/Finance, Partnerships, Marketing, Forward-Deployed / Field Engineering, and Product Management to deliver a consistent, high-quality experience from initial engagement through long-term growth.
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. As a representative of one of the most senior teams in the GTM organization, you will be empowered and responsible for leading efforts that result in quota achievement and multi-year client contracts for Addepar’s most important and strategic deals of the year.
This is an incredibly unique opportunity to help establish and grow a hyper-growth line of business within an already-global technology company. You will lead full-cycle consultative sales, shape go-to-market strategy, collaborate cross-functionally with global teams, and build trusted relationships that will define Addepar’s future in the segment.
The client partnerships you develop will help usher in a new era of technology innovation across the institutional segment — positioning you as both a student and a teacher as we work together to deliver a new paradigm across global investment technology.
Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $128,000 - $160,000 (base salary) + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.
The Sr Account Executive, Institutions is expected to help the Institutional GTM organization drive strategy for the segment, while also leading complex enterprise sales cycles with a cross-functional team.
Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:
Our Values
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].
Addepar is a global data and AI platform helping investment professionals turn complexity into clarity.
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in 60 countries use Addepar to manage and advise on $9 trillion in assets. Its open platform integrates with 650+ software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, São Paulo and Singapore.
Offices: 335 Madison Avenue, New York, New York 10017, US · 787 Castro St, Mountain View, California 94041, US · 460 West 50 North, Salt Lake City, Utah 84101, US · 167 N Green St, Chicago, Illinois 60607, US · Level 3, Quartermile One, 15 Lauriston Place, Edinburgh, EH3 9EP, GB
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