Account Executive - Core

New York, NY · Remote · USD 108,000-120,000 · 4+ years experience · Remote · Posted Sep 28, 2026

At a glance

The Account Executive will be responsible for growing new ARR for large RIAs, Multi-Family Offices, and Private Banks.
This role involves managing the full sales cycle, from initial outreach and discovery through to negotiation and closing.

Develop and execute a territory plan to identify, qualify, and close new business within a named account list.
Own the full sales cycle on deals from initial outreach and discovery through demo, proposal, negotiation, and close.
Aggressively prospect and build a pipeline through outbound outreach, referrals, events, and inbound lead follow-up.
Conduct compelling product demonstrations that connect platform capabilities to prospect operational challenges.
Engage decision-makers at the VP and C-suite level, including COOs, CTOs, and firm principals.
Maintain accurate pipeline data and forecast in Salesforce.
Partner with Pre-sales and Client Success to engage smooth handoffs and a strong client experience through onboarding.
Represent Addepar at industry events, conferences, and prospect meetings.

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.
Proven ability to run a structured sales process end-to-end.
Hands-on experience with Salesforce for pipeline and activity management.
Strong presentation and communication skills.
Proficiency with web conferencing tools.
Bachelor’s degree.
Legally authorized to work in the United States without requiring visa sponsorship.

Intellectual curiosity about fintech and wealth management.
Coachability and a growth mindset.
Competitive drive balanced with a collaborative, team-first attitude.
Strong organizational skills and the discipline to manage a high-volume pipeline.