Account Executive - Wealth Management - Remote

Overview

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

In Short

• Join the growing Sales Team in Switzerland.
• Drive Addepar’s expansion in the Swiss market.
• Engage with RIAs, Family Offices, and Private Banks.
• Develop a strategic sales plan for key accounts.
• Manage lead qualification and conversion.
• Proactively build new relationships with named accounts.
• Travel approximately 40-50% for client meetings and events.
• Shape Addepar’s presence in Switzerland and the DACH region.
• Collaborate with global sales, marketing, and product teams.
• Ensure a world-class client experience throughout the client journey.

Requirements

• Significant experience in software sales in financial services.
• Proven experience selling SaaS solutions to wealth managers.
• Strong track record of meeting or exceeding sales quotas.
• Experience with Salesforce or other CRM tools.
• Deep understanding of SaaS products and business models.
• Excellent interpersonal and presentation skills.
• Fluency in English and German; French or Italian is a plus.
• Bachelor’s Degree is highly preferred.

Benefits

• Opportunity to reshape the industry.
• Collaborative work environment.
• Engagement with a diverse team.
• Focus on client success and innovation.
• Growth mindset encouraged.