Senior Account Executive (Institutions)

• 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
• 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
• 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
• Lead consultative enterprise sales cycles: Own complex, multi-stakeholder deals across large, global institutional investors, asset managers, and financial institutions, often spanning geographic regions, business lines, and senior decision-makers
• Own and grow strategic relationships: Build, expand, and deepen relationships with key institutional clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio of accounts
• Set account strategy and drive execution: Develop and execute thoughtful, multi-year account plans aligned to client priorities and Addepar’s broader GTM strategy
• Operate as a cross-functional leader: Work closely with Solutions Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a coordinated, “One Addepar” experience—minimizing friction and maximizing client impact
• Engage at the executive level: Build trusted relationships with C-level stakeholders within client organizations and partner with Addepar’s leadership team when appropriate to advance strategic opportunities
• Act as a brand evangelist: contribute to strategy that expands Addepar’s brand in the institutional market exponentially, enabling clients to understand why our platform is differentiated in bringing innovation, transparency, and operational efficiency to their firms
• Maintain strong pipeline and forecasting discipline: Ensure timely, accurate pipeline management and forecasting to support internal alignment and planning

Benefits

• Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
• Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
• Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
• Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
• Learning & Development Allowance: Your continued growth and development are important to us
• Dynamic Team: Strong investment in the best talent at the intersection of technology and finance

• 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
• Executive communicator:You’re comfortable engaging senior stakeholders and can clearly articulate complex ideas in a way that resonates
• Proven enterprise seller: You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services
• Client-focused and outcomes driven: You have a track record of building long-term relationships and delivering meaningful results for clients
• Strategic and consultative:You know how to navigate large organizations, ask the right questions, and align solutions to broader business objectives
• Curious and continuously learning: You bring your own perspective and best practices, while also being open to learning and evolving how we operate
• Reputation for being a trusted colleague and thought partner to colleagues and clients
• Self-directed and accountable: You’re comfortable operating with autonomy as we continue to grow and evolve our enterprise business
• Consultative selling approach
• Experience and passion for driving successful client experiences
• Strong communication skills
• Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:
• Strong technical proficiency
• Deeply connected to our mission as an organization and to each other
• 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
• Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy
• Strong intellectual horsepower
• Outcome driven mindset
• Desire to both teach and learn