Responsibilities
- As an Account Executive, you will be managing consultative sales cycles with our Wealth Managers, Multi-Family Offices, and Family offices
- 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
- At Addepar you will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for Wealth Managers and Family offices
- This role is for someone who has shown to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to ensure a world‑class client experience throughout the entire client journey from pre‑sale to post‑sale
- 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 with a special focus on helping Addepar grow its business in EMEA and beyond
- 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. We are always looking to learn and improve the model that best serves our clients
- 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
Benefits
- Equity: Stretch the idea of ownership beyond your day‑to‑day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce: Whether you work remotely or on‑site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance: Your continued growth and development are important to us
- Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
Qualifications
- 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
- As a proven Account Executive, you will likely have demonstrated ability in sales or the equivalent degree of expertise in a similar environment
- Proven successful experience in leading sales cycles
- We are interested in individuals with a genuine passion and consistent track record for building and delivering extraordinary client outcomes
- A self‑starter who thrives in a fast‑paced environment
- Excellent negotiation skills
- Excellent presentation and executive engagement skills
- Proven experience selling to Wealth Managers, Family and Multi‑Family offices, managing complex deals across all levels of a client’s organisation
- Excellent written and verbal communication skills
- Fluent in German with a proven track record of successful sales experience across the DACH region
Account Executive (German Speaking) employer: Addepar
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to take ownership of their roles while providing ample opportunities for professional growth and mentorship. With a commitment to diversity and inclusion, the Edinburgh office offers a dynamic environment where team members can thrive, supported by a flexible workforce model that encourages work-life balance and engagement with cutting-edge technology in the financial sector.