Sr. Account Executive - Institutions at Addepar1 · LumiJobs
senior
$128k–$160k
H1B: yes
Responsibilities
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.
Qualification
Proven enterprise sellerClient-focused and outcomes drivenStrategic and consultativeExecutive communicatorCollaborative by natureCurious and continuously learningSelf-directed and accountableOutcome driven mindsetStrong communication skills
Required
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
Executive communicator:You’re comfortable engaging senior stakeholders and can clearly articulate complex ideas in a way that resonates
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
Curious and continuously learning: You bring your own perspective and best practices, while also being open to learning and evolving how we operate
Self-directed and accountable: You’re comfortable operating with autonomy as we continue to grow and evolve our enterprise business
Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:
Deeply connected to our mission as an organization and to each other
Experience and passion for driving successful client experiences
