Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable

intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within

investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9

trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end

investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City,

Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.

The Role

As an Account Executive, you will be managing consultative sales cycles with our Wealth Managers, Multi-Family Offices, and Family

offices. We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a

demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will have the opportunity to

develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients. This role

works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience & Success, Account

Management, and R&D to deliver trusted and scalable solutions. The candidate will demonstrate strong selling skills coupled with a

genuine curiosity to learn and a passion for being part of an extraordinary team. The Account Executive is empowered and

responsible to lead efforts that result in quota achievement and multi-year client contracts.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that

visa sponsorship is not available for this role.

What You’ll Do

At Addepar you will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth

Management Sector for Wealth Managers and Family offices. This role is for someone who has shown to be both a thought leader and

execution leader, partnering with the client and your Addepar colleagues to ensure a world-class client experience throughout the

entire client journey from pre-sale to post-sale. This role affords the candidate with an opportunity to be both a student and

teacher as we work together to deliver a new paradigm across global wealth management.

The Account Executive is expected to own and drive the strategy for this sector, and lead the sales cycle with a cross-functional

team with a special focus on helping Addepar grow its business in EMEA and beyond.

Craft Wealth Management and Family Office engagement strategies based on the Addepar GTM model and your experiences as a key

contributor

Bring your best practices to Addepar and teach us what has made you wildly successful throughout your career. We are always

looking to learn and improve the model that best serves our clients

Collaborate with your colleagues across Product, Engineering, Services, and more
Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations
Engagement at C-level in enterprise client organisations and within Addepar
Develop required client relationships and executive engagement to support long-term success

Who You Are

As a proven Account Executive, you will likely have demonstrated ability in sales or the equivalent degree of expertise in a

similar environment. We are interested in individuals with a genuine passion and consistent track record for building and

delivering extraordinary client outcomes.

Fluent in French with a proven track record of successful sales experience across EMEA.

Proven successful experience in leading sales cycles

Excellent written and verbal communication skills
Proven experience selling to Wealth Managers, Family and Multi- Family offices, managing complex deals across all levels of a

client’s organisation

Excellent presentation and executive engagement skills
Excellent negotiation skills
A self-starter who thrives in a fast-paced environment

Our Values

Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas,

experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a

welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or

interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact

us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as

hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting

remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting

individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally,

Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please

reach out to ta-operations@addepar.com [tainfo@addepar.com].

Role

French Speaking- Account Executive

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