Sr. Account Executive - Institutions

Addepar - New York City Metropolitan Area

Hiring: Sr. Account Executive - Institutions Company: Addepar Location: New York City Metropolitan Area Job Posted Time: 2026-09-13 12:11:34 Target Skills & Keywords : Product Management, R, SaaS, Segment, Wealth Management About the job Required Skills: •NYC has been the Institutional team’s launchpad, and we are looking for a seasoned, growth-minded Senior Account Executive to continue growing our global presence in the institutional vertical. •Thi is a senior role with responsibility for both driving new business and expanding long-term partnerships. You will act as the business owner for your accounts •, setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales •; you’ll help shape how leading firms utilize our platform to evolve and transform investment intelligence and operational leverage, fueling future growth. •You’ll operate in a highly cross-functional environment, partnering with teams across Solutions Engineering, Client Success, Services/Implementations, Legal/Finance, Partnerships, Marketing, Forward-Deployed / Field Engineering, and Product Management to deliver a consistent, high-quality experience from initial engagement through long-term growth. •This is an incredibly unique opportunity to help establish and grow a hyper-growth line of business within an already-global technology company. •Lead full-cycle consultative sales, shape go-to-market strategy, collaborate cross-functionally with global teams, and build trusted relationships that will define Addepar’s future in the segment. •The client partnerships you develop will help usher in a new era of technology innovation across the institutional segment — positioning you as both a student and a teacher as we work together to deliver a new paradigm across global investment technology. Qualifications: •Proven enterprise seller: You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services •Client-focused and outcomes driven: You have a track record of building long-term relationships and delivering meaningful results for clients •Strategic and consultative:You know how to navigate large organizations, ask the right questions, and align solutions to broader business objectives •Executive communicator:You’re comfortable engaging senior stakeholders and can clearly articulate complex ideas in a way that resonates •Collaborative by nature: You work well across teams and understand how to bring the right people together to move deals forward and support clients over time •Curious and continuously learning: You bring your own perspective and best practices, while also being open to learning and evolving how we operate •Self-directed and accountable: You’re comfortable operating with autonomy as we continue to grow and evolve our enterprise business •Deeply connected to our mission as an organization and to each other Compensation: •$128,000 - $160,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!