Sr. Account Executive - Institutions

What You’ll Do

• Lead consultative enterprise sales cycles: Own complex, multi-stakeholder deals across large, global institutional investors, asset managers, and financial institutions, often spanning geographic regions, business lines, and senior decision-makers.
• Own and grow strategic relationships: Build, expand, and deepen relationships with key institutional clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio of accounts.
• 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 Solutions Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a coordinated, “One Addepar” 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.
• Act as a brand evangelist: Contribute to strategy that expands Addepar’s brand in the institutional market exponentially, enabling clients to understand why our platform is differentiated in bringing innovation, transparency, and operational efficiency to their firms.
• 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: 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: Navigate large organizations, ask the right questions, and align solutions to broader business objectives.
• Executive communicator: Comfortable engaging senior stakeholders and clearly articulate complex ideas in a way that resonates.
• Collaborative by nature: Work well across teams and bring the right people together to move deals forward and support clients over time.
• Curious and continuously learning: Bring your own perspective and best practices, while also being open to learning and evolving how we operate.
• Self-directed and accountable: Comfortable operating with autonomy as we continue to grow and evolve our enterprise business.

GTM Team Attributes

• Deeply connected to our mission as an organization and to each other.
• Experience and passion for driving successful client experiences.
• Outcome driven mindset.
• Strong communication skills.
• 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.