Account Executive – Core

Addepar

. Develop and execute territory plans to identify, qualify, and close new business within named RIA, family office, and multi-family office accounts .

Posted 10/23/2026full-timeRemote • United StatesMid-LevelSenior💰 $82,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing the full sales cycle within the wealth management and financial services sectors, leveraging strong communication and organizational skills to engage C-suite stakeholders and drive business growth.

Highest-signal resume keywords

4+ Years Of Experience In Software Or SaaS SalesTrack Record Of Meeting Or Exceeding QuotaExperience Selling Into Wealth Management Or Financial ServicesHands-On Experience With SalesforceStrong Written And Verbal Presentation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Structured Sales ProcessProduct DemonstrationPipeline ManagementQuota AchievementOutbound Outreach

Soft Skills

Strong Organizational SkillsIntellectual CuriosityCoachabilityCompetitive DriveCollaborative Attitude

Tools & Technologies

SalesforceZoomTeams

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

RIAFamily OfficeMulti-Family OfficeFintechWealth Management

About the role

Key responsibilities & impact

Develop and execute territory plans to identify, qualify, and close new business within named RIA, family office, and multi-family office accounts
Own the full sales cycle from initial outreach and discovery through demonstration, proposal, negotiation, and close
Prospect and build pipeline through outbound outreach, referrals, events, and inbound lead follow-up
Conduct product demonstrations connecting Addepar’s platform capabilities to prospects’ operational challenges
Engage VP- and C-suite-level decision-makers, including COOs, CTOs, and firm principals
Maintain accurate pipeline data and forecasts in Salesforce
Partner with Pre-sales and Client Success to ensure smooth handoffs and strong onboarding experiences
Represent Addepar at industry events, conferences, and prospect meetings, with 40–50% travel expected

Requirements

What you’ll need

4+ years of experience in software or SaaS sales
Track record of meeting or exceeding quota
Experience selling into the wealth management or financial services industry
Familiarity with RIA and family office business models
Ability to run a structured sales process end-to-end, including discovery, demo, and close
Comfortable engaging VP and C-suite stakeholders in financial services firms
Hands-on experience with Salesforce for pipeline and activity management
Strong written and verbal presentation and communication skills
Proficiency with web conferencing tools such as Zoom and Teams
Ability to thrive in a fast-paced, team-oriented environment
Bachelor’s degree
Intellectual curiosity about fintech and wealth management
Coachability and a growth mindset
Competitive drive with a collaborative, team-first attitude
Strong organizational skills and discipline to manage a high-volume pipeline

Benefits

Comp & perks

Base salary plus bonus
Equity
Benefits
Reasonable accommodation for individuals with disabilities
Equal opportunity and inclusive workplace