About Addepar
Addepar is a global data and AI platform that helps investment professionals turn complex financial information into actionable intelligence. It unifies portfolio, market, and client data and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use the platform to manage and advise on nearly $10 trillion in assets.
Responsibilities
•Recruit, hire, coach, and develop a team of Account Executives, building a culture of accountability, curiosity, and client centricity
•Create Wealth Management and Family Office engagement strategies based on the Addepar GTM model, translating them into team-level plans and individual coaching
•Share best practices and help improve the model for serving clients
•Coach Account Executives through complex consultative sales cycles, from deal strategy and stakeholder mapping to negotiation and closing
•Collaborate with colleagues across Product, Engineering, Services, and other functions to remove obstacles and deliver scalable client solutions
•Own timely and accurate pipeline and forecast management across the team to drive cross-functional alignment and set expectations
•Engage with C-level stakeholders in enterprise client organisations and within Addepar, joining strategic deals alongside Account Executives when needed
•Develop client relationships and executive engagement to support long-term success
•Partner with senior leadership on territory planning, headcount planning, and team quota setting
•Own and drive the strategy for the team and sector, leading a cross-functional effort focused on growing Addepar's business in EMEA and beyond
Requirements
•Proven success leading a team through complex, consultative sales cycles, ideally in financial services, fintech, or enterprise SaaS
•Track record of hiring, coaching, and developing Account Executives into high performers
•Excellent written and verbal communication skills
•Experience selling or overseeing sales to Wealth Managers, Family Offices, and Multi-Family Offices, managing complex deals across all levels of a client's organisation
•Excellent presentation and executive engagement skills
•Excellent negotiation skills and judgement in deciding when to lead strategic deals personally
•Strong command of pipeline management and forecasting methodology across a team of sellers
•Self-starter who thrives in a fast-paced environment
Important profile: Applicants must have and maintain the right to work in the United Kingdom from the first day of employment. Visa sponsorship is not available for this role.
Conditions
No conditions stated in the posting.
