# Sr. Account Executive - Strategic

**Company:** [Addepar](https://hotfix.jobs/companies/addepar)
**Location:** Remote
**Role:** Account Executive
**Experience:** 8+ years
**Skills:** Salesforce, SaaS Sales, Enterprise Sales, Wealth Management Technology, Financial Services Technology, C-Suite Engagement, Contract Negotiation, Pipeline Management, Forecasting, Multi-Threaded Sales Cycles
**Posted:** 2026-06-12

> Own and drive strategic sales for large RIAs, Multi-Family Offices, and Family Offices. Lead full-cycle enterprise sales, build C-suite relationships, and close multi-year SaaS contracts. Requires 8+ years software sales experience with 3+ years in wealth management technology.

## Job Description

## What You’ll Do
- Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM
- Lead the full sales cycle end-to-end - from targeted prospecting and executive engagement through contract negotiation and close
- Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners
- Develop and execute multi-threaded account strategies that align Addepar’s platform capabilities to each prospect’s operational, regulatory, and growth priorities
- Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address complex client requirements
- Maintain rigorous pipeline hygiene and deliver accurate forecasts to senior leadership, using Salesforce as a system of record
- Negotiate and close multi-year contracts, navigating legal, compliance, and procurement processes with sophisticated financial institutions
- Represent Addepar at industry events, conferences, and executive forums (40-50% travel expected)
- Contribute to the continuous improvement of Addepar’s GTM strategy by bringing market intelligence and best practices from the field

## Requirements
- 8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology
- Demonstrated track record of consistently meeting or exceeding quota
- Deep familiarity with the RIA, Multi-Family Office, and Family Office market - including how these firms evaluate, buy, and implement technology
- Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers
- Experience negotiating and closing multi-year SaaS contracts in regulated financial environments
- Exceptional executive presence - confident presenting to a CIO as well as whiteboarding with an operations team
- Proficiency in Salesforce for pipeline management and forecasting
- Bachelor’s degree required; MBA or CFA a plus

## Nice-to-Haves
- Consultative, client-first mindset
- Strong cross-functional collaboration skills
- Intellectual curiosity about the evolving wealth management landscape
- High accountability and self-direction
- Collaborative reputation

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