Sr. Account Executive

About the role

Addepar is seeking a Senior Account Executive to join their organization in London, United Kingdom. This position centers on cultivating long-term client relationships and expanding account revenue within the financial technology space. The Senior Account Executive will work closely with internal teams to understand client needs and deliver tailored solutions that drive measurable business outcomes for clients. The role demands a self-starter who can manage a strong pipeline of prospects while maintaining strong connections with existing accounts and contributing to a collaborative, results-driven team environment.

Key facts

What you'll do

• Manage a portfolio of high-value accounts across the financial services industry in the London market
• Develop strategic account plans that align with client business objectives and Addepar product capabilities
• Identify and pursue new business opportunities through proactive outreach and relationship building
• Collaborate with product and engineering teams to communicate client feedback and feature requests
• Present product demonstrations and proposals to prospective and existing clients in a professional setting
• Track and report on pipeline activity, revenue forecasts, and deal progress using internal systems
• Negotiate contract terms and pricing to close agreements that meet both client and company goals
• Serve as the primary point of contact for assigned accounts, ensuring client satisfaction and retention
• Attend industry conferences and networking events to build brand awareness and generate qualified leads
• Partner with marketing and sales leadership to refine go-to-market strategies and improve conversion rates
• Coordinate with finance and legal teams to ensure accurate contract documentation and timely deal execution
• Provide regular updates and strategic insights to leadership on market trends, competitive landscape, and account health
• Build trust with C-suite and VP-level stakeholders by demonstrating deep knowledge of their business challenges and how Addepar addresses them

Requirements

• Proven track record of selling complex software or financial technology solutions to enterprise clients
• Strong understanding of the asset management or wealth management industry and its key stakeholders
• Excellent verbal and written communication skills with the ability to present to senior decision makers
• Demonstrated ability to manage a full sales cycle from prospecting through contract closure independently
• Comfortable working in a target-driven environment with a consistent history of meeting or exceeding quotas
• Willingness to travel within the UK and potentially internationally to meet clients and prospects
• Bachelor degree or equivalent practical experience in a relevant business or finance discipline
• Strong organizational skills and attention to detail when managing multiple accounts and deadlines simultaneously
• Experience working in a regulated financial services environment with awareness of compliance considerations in sales activities
• Ability to adapt quickly to changing priorities and shifting client needs in a dynamic market
• Comfortable with a degree of ambiguity and able to operate independently with minimal supervision in a fast-moving organization

Nice to have

• Prior experience working with financial data platforms or portfolio management software products
• Familiarity with the London financial services ecosystem and connections within the asset management community
• Background in consultative or solution-based selling rather than transactional sales approaches
• Experience using CRM platforms to track and nurture a sales pipeline over extended deal cycles and forecast accurately
• Knowledge of Addepar or similar financial data aggregation platforms would be a strong advantage

Skills & tools

• Proficiency with customer relationship management platforms for pipeline and account management
• Strong presentation and storytelling abilities to convey product value to technical and non-technical audiences
• Familiarity with financial services terminology and the language of institutional investors
• Comfort with data analysis and interpreting sales metrics to inform strategic decisions
• Ability to navigate procurement processes and engage with multiple stakeholders within large organizations
• Competence with standard office productivity tools for documentation and communication
• Experience with sales intelligence tools and data enrichment platforms to identify and qualify new prospects

Practical notes

• This role is based in London, UK and is expected to be performed on-site at the company office
• The hiring process may include multiple interview rounds with sales leadership and senior team members
• Candidates should be prepared to discuss specific examples of past deals and account management achievements
• Addepar values candidates who demonstrate integrity, coachability, and a genuine interest in financial technology
• The position offers the chance to work alongside a talented group of professionals in the financial technology sector

About the company

Addepar, Inc. is a cloud based American wealth management software platform for RIAs specializing in data aggregation, analytics, and portfolio reporting. Addepar's clientele is primarily high-net-worth and ultra-high-net-worth individuals and companies.