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