Sr. Account Executive - Strategic
About the role
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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
The Role
As a Strategic Account Executive, you will be managing consultative sales cycles with large RIAs, Multi-Family Offices, and Family Offices. We are looking for a proven consultative account executive who exemplifies client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will develop and implement strategies that help Addepar grow new annual recurring revenue and advise mid-tier clients. This role works in a cross-functional environment.