The Role

As a Strategic Account Executive, you will be managing consultative sales cycles with our large RIA’s, Multi-Family Offices, and Family Offices. 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. In this role, you will have the opportunity to develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Success, and R&D to deliver trusted and scalable solutions. 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. The Strategic Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi-year

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.

What You’ll Do

• Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM
• Lead the full sales cycle end-to-end - from targeted prospecting and executive engagement through contract negotiation and close
• Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners
• Develop and execute multi-threaded account strategies that align Addepar’s platform capabilities to each prospect’s operational, regulatory, and growth priorities
• Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address complex client requirements
• Maintain rigorous pipeline hygiene and deliver accurate forecasts to senior leadership, using Salesforce as a system of record
• Negotiate and close multi-year contracts, navigating legal, compliance, and procurement processes with sophisticated financial institutions
• Represent Addepar at industry events, conferences, and executive forums (40-50% travel expected)
• Contribute to the continuous improvement of Addepar’s GTM strategy by bringing market intelligence and best practices from the field

Who You Are

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.

Requirements:

• 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
• 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
• Experience negotiating and closing multi-year SaaS contracts in regulated financial environments
• Exceptional executive presence - you are confident presenting to a CIO as you are whiteboarding with an operations team
• Proficiency in Salesforce for pipeline management and forecasting
• Bachelor’s degree required; MBA or CFA a plus

You Will Also Bring:

• A consultative, client-first mindset-you lead with insight, not pitch
• 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
• High accountability and self-direction - you set the pace, manage your own time, and do not require hand-holding to perform
• A collaborative reputation; you win as part of a team and make those around you better