At a Glance
- Tasks: Lead complex sales efforts with top wealth management firms and drive new business.
- Company: Join Addepar, a global data and AI platform transforming investment management.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on innovation and client success.
- Why this job: Shape the future of financial services while building strategic client relationships.
- Qualifications: Proven experience in enterprise sales, ideally in SaaS or financial services.
The predicted salary is between 59400 - 72600 £ per year.
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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity.
The Role
Addepar's Enterprise Sales team partners with some of the largest wealth management firms globally, including many listed on the Barron's Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. 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 evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth.
What You'll Do
- Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients.
- Drive new business, renewals, and multi-year expansion opportunities across your portfolio.
- Lead consultative enterprise sales cycles - Own complex, multi-stakeholder deals across large financial institutions, often spanning regions, business lines, and senior decision-makers.
- 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 Sales Engineering, Client Success, Services, and Partnerships to deliver a coordinated, "one team" 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.
- Contribute to how we go to market - Bring perspective from your experience and from the field - sharing best practices, shaping engagement models, and helping evolve how we serve enterprise clients.
- 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
- 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
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.
Sr. Account Executive- Enterprise New London, UK employer: Addepar, Inc.
Addepar is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Edinburgh. With a strong emphasis on employee growth, we offer comprehensive training and development opportunities, ensuring our team members thrive in their careers while making a meaningful impact in the finance sector. Join us to be part of a dynamic environment where your contributions are valued and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Sr. Account Executive- Enterprise New London, UK
✨Leverage Your Network
In sales and business development, who you know can often be as important as what you know. Get involved with local networking events or industry meetups to connect with key players. Don't be shy—share your passion for the field and let folks know you're on the lookout for opportunities!
✨Show Your Skills Through Real-World Results
When targeting a full-time role like Sr. Account Executive- Enterprise New London, UK at Addepar, Inc., presenting tangible results from your previous sales experience can set you apart. Bring along case studies or examples of how you've closed deals or expanded accounts, and don't forget to showcase your problem-solving prowess. It’s all about quantifying your success!
✨Engage with Sales Communities
Dive deep into online sales communities, like Sales Hacker or LinkedIn groups dedicated to sales professionals. Engaging in discussions and sharing insights can boost your visibility and might just put you on the radar of hiring managers looking for fresh talent in business development.
✨Direct Applications Matter
While we all know the online application route, consider sending direct applications to companies you admire, including Addepar, Inc.. Tailor your message to explain why you’re drawn to them and how you can contribute as a Sr. Account Executive- Enterprise New London, UK. Sometimes, a personal touch can grab attention faster than a generic application!
We think you need these skills to ace Sr. Account Executive- Enterprise New London, UK
Some tips for your application 🫡
Show Off Those Sales Skills:In your CV and cover letter, highlight any previous sales or business development experience you have. Use numbers and examples to showcase your achievements – did you exceed sales targets or bring in new clients? Make those accomplishments shine!
Tailor Your Message for Addepar, Inc.:When writing your cover letter, make sure to tailor your message specifically for Addepar, Inc.. Show that you know the company’s mission and how your skills align with their goals in the sales landscape. This personalised touch will grab their attention!
Keep It Professional Yet Engaging:Sales is all about relationships, so while you want to maintain professionalism in your application, don’t be afraid to let your personality shine through. Engage the reader and demonstrate your enthusiastic approach to sales and business development!
Proof of Performance:Include any relevant certifications or training you’ve undertaken in sales or negotiation tactics. If you’ve attended workshops or courses, list these to showcase your commitment to professional development. This extra touch can set you apart from the competition!
How to prepare for a job interview at Addepar, Inc.
✨Know Your Sales Methodologies
Brush up on popular sales methodologies like SPIN Selling or Challenger Sales. Being able to discuss these techniques and how you've applied them will show Addepar, Inc. that you understand the role and can hit the ground running in the sales game.
✨Demonstrate Your Deal-Making Skills
Prepare to share stories from your past experiences where you closed deals, overcame objections, or started new client relationships. We want to show Addepar, Inc. that you’re not just about numbers but also about building lasting connections in business development.
✨Prepare for Role-Play Scenarios
In a full-time sales interview, don’t be surprised if they throw in a role-play exercise to test your pitching skills. Practising how you would pitch a product or handle an objection will help us shine in this simulation—think of it like a dress rehearsal for your future sales calls!
✨Align Your Goals with the Company’s Vision
Take a moment to reflect on how your career ambitions align with Addepar, Inc.’s objectives. When we articulate how our personal growth ties in with the company’s goals, it shows commitment and a genuine interest in contributing to their success.
