As a Key Account Executive, you will be managing consultative sales cycles with our largest RIA’s and Multi-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 while managing our top existing client base. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Success, Account Management, 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 Key Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi-year client contracts.
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 client relationships you build and expand during your tenure at Addepar will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for RIAs and Multi-Family and Family offices. This role is for someone who has proven to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to bring expertise and expand our client engagement model. This role affords the candidate with an opportunity to be both a student and teacher as we work together to deliver a new paradigm across global wealth management.
The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team.
Prospect and develop net new relationships within your named account list, with a focus on firms that have historically been underpenetrated or uncontacted
Execute a sales motion - deep account research, target outreach, multi-threaded engagement, and disciplined qualification
Identify and engage economic buyers, champions, and technical stakeholders across complex organizational structures, including PE-backed rollups and RIAs
Own the commercial relationship and expansion strategy across your existing account base
Conduct regular executive business reviews and strategic account planning sessions to surface expansion opportunities aligned to client growth initiatives
Qualification
As a proven account executiveDemonstrated success running complexProven sales motionStrong deal qualification disciplineBachelor’s degree required
Required
As a proven account executive, you will likely have demonstrated ability in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals who have a genuine passion and a consistent record for building and delivering extraordinary client outcomes.
10+ years of software or SaaS sales experience, with a consistent track record of closing
Demonstrated success running complex, multi-stakeholder sales cycles - including deals that span multiple business units, legal entities, or decision-making structures
Proven sales motion: You have built pipelines from scratch with named or greenfield accounts, not just managed inbound or inherited relationships
Executive presence and credibility at the CIO, CEO, COO, and Managing Partner levels with sophisticated financial institutions
Deep familiarity with the wealth management ecosystem - particularly large RIAs, PE-backed consolidators, and institutional-grade family offices
Experience with both new logo acquisition and account expansion, and the ability to manage both motions simultaneously within the same book
Strong deal qualification discipline
Proficient in Salesforce for pipeline management, forecasting, and account planning
Ability to travel as required for executive meetings, client events, and internal strategy sessions
