At a Glance
- Tasks: Manage consultative sales cycles and develop strategies for client engagement.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on collaboration and learning.
- Why this job: Shape the future of wealth management with innovative technology and exceptional client experiences.
- Qualifications: Proven sales experience and strong communication skills are essential.
The predicted salary is between 80000 - 90000 £ 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.
The Role
As an Account Executive, you will be managing consultative sales cycles with our Wealth Managers, Multi-Family Offices, and 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. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience & 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 an extraordinary team. The Account Executive is empowered and responsible to lead efforts that result in quota achievement and multi-year client contracts. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
What You’ll Do
- Craft Wealth Management and Family Office engagement strategies based on the Addepar GTM model and your experiences as a key contributor.
- Bring your best practices to Addepar and teach us what has made you wildly successful throughout your career.
- Collaborate with your colleagues across Product, Engineering, Services, and more.
- Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations.
- Engagement at C-level in enterprise client organisations and within Addepar.
- Develop required client relationships and executive engagement to support long-term success.
Who You Are
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 interested in individuals with a genuine passion and consistent track record for building and delivering extraordinary client outcomes.
- Proven successful experience in leading sales cycles.
- Excellent written and verbal communication skills.
- Proven experience selling to Wealth Managers, Family and Multi-Family offices, managing complex deals across all levels of a client’s organisation.
- Excellent presentation and executive engagement skills.
- Excellent negotiation skills.
- A self-starter who thrives in a fast-paced environment.
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.
Account Executive employer: Addepar
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to drive meaningful change in the Wealth Management sector. With a strong commitment to client success and a focus on personal growth, team members are encouraged to share their expertise and learn from one another, all while working in a dynamic environment across multiple global locations. The opportunity to engage with C-level executives and lead transformative strategies makes this role not only rewarding but also pivotal in shaping the future of investment technology.
