Account executive for enterprise

Addepar’s Enterprise Sales team partners with some of the largest wealth management firms globally, including many listed on the Barron’s Top 40. 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.

• Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio.
• Own complex, multi-stakeholder deals across large financial institutions, often spanning regions, business lines, and senior decision-makers.
• Develop and execute thoughtful, multi-year account plans aligned to client priorities and Addepar’s broader GTM strategy.
• Work closely with Sales Engineering, Client Success, Services, and Partnerships to deliver a coordinated, “one team” experience—minimizing friction and maximizing client impact.
• Build trusted relationships with C-level stakeholders within client organizations and partner with Addepar’s leadership team when appropriate to advance strategic opportunities.
• Bring perspective from your experience and from the field—sharing best practices, shaping engagement models, and helping evolve how we serve enterprise clients.
• Ensure timely, accurate pipeline management and forecasting to support internal alignment and planning.

• You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services.
• You have a track record of building long-term relationships and delivering meaningful results for clients.
• You know how to navigate large organizations, ask the right questions, and align solutions to broader business objectives.
• You’re comfortable engaging senior stakeholders and can clearly articulate complex ideas in a way that resonates.
• You work well across teams and understand how to bring the right people together to move deals forward and support clients over time.
• You bring your own perspective and best practices, while also being open to learning and evolving how we operate.
• You’re comfortable operating with autonomy as we continue to grow and evolve our enterprise business.

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