Job description

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 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 levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role 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. 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 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. Who You Are 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 Outcome driven mindset Strong communication skills Consultative selling approach Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy Reputation for being a trusted colleague and thought partner to colleagues and clients Strong intellectual horsepower Strong technical proficiency Desire to both teach and learn 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 this role within the United States. Compensation for this role includes 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. Base Salary Range $128,000 — $160,000 USD Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 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 ta-operations@addepar.com .

Requirements

Must-haves

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
Outcome driven mindset
Strong communication skills
Consultative selling approach
Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy
Reputation for being a trusted colleague and thought partner to colleagues and clients
Strong intellectual horsepower
Strong technical proficiency
Desire to both teach and learn
Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

Nice-to-haves

Compensation for this role includes base salary + bonus + equity + benefits.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

aigo

Platform: greenhouse
Effort: quick