Sr. Account Executive - Enterprise

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. Addepar's Enterprise Sales team partners with some of the largest wealth management firms in the U.S. and globally. 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.

Responsibilities

Own and grow strategic relationships: build, expand, and deepen relationships with key enterprise clients; drive new business, renewals, and multi-year expansion opportunities; Lead consultative enterprise sales cycles: own complex, multi-stakeholder deals across large financial institutions; Set account strategy and drive execution: develop and execute multi-year account plans; Operate as a cross-functional leader: work closely with Sales Engineering, Client Success, Services, and Partnerships; Engage at the executive level: build trusted relationships with C-level stakeholders; Contribute to how we go to market: share best practices and shape engagement models; Maintain strong pipeline and forecasting discipline

Requirements

Proven enterprise seller: significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services; Client-focused and outcomes-driven: track record of building long-term relationships and delivering meaningful results for clients; Strategic and consultative: ability to navigate large organizations, ask the right questions, and align solutions to broader business objectives; Executive communicator: comfortable engaging senior stakeholders and clearly articulating complex ideas; Collaborative by nature: works well across teams; Curious and continuously learning; Self-directed and accountable: comfortable operating with autonomy; Legally authorized to work in the United States for any employer without requiring current or future visa sponsorship; Authorized to begin work in the U.S. on first day of employment

Nice to have

Experience in wealth management or financial services

Benefits

Bonus; Equity; Benefits