Account Executive

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

We are seeking an Account Executive to join our growing Sales Team in the Middle East and Africa (MEA) region. This is a fantastic opportunity for an experienced sales professional to drive Addepar’s growth as the leading financial platform for the finance industry. The Account Executive will focus on driving new Annual Recurring Revenue (ARR) across Registered Investment Advisors (RIAs), Single and Multi-Family Offices, and Private Banks within the MEA region.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

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 a thought 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 allows the candidate to be both a student and teacher as we work together to deliver a new paradigm across global wealth management. 

• Develop a strategic sales plan to effectively and efficiently cover named accounts within your assigned MEA territory
• Manage lead qualification and conversion from financial firms in the MEA region
• Aggressively prospect and cultivate new relationships within named accounts
• Conduct client meetings, presentations, and product demonstrations tailored to the region's needs
• Travel as required to engage with prospects and clients or participate in marketing events within the territory (approximately 40-50% travel)

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 only interested in individuals with a genuine passion and consistent track record for building and delivering extraordinary client outcomes.

• Several years of experience in software sales, preferably within the MEA region
• Ideally you'll have experience selling into Saudi Arabia
• A Background in selling SaaS products to the wealth management or finance industry
• A track record of achieving sales quotas and expanding into new markets
• Hands-on experience with Salesforce and a solid understanding of SaaS applications
• Strong interpersonal and presentation skills, with the ability to navigate diverse cultures within the MEA market
• Exceptional verbal and written communication skills; proficiency in Arabic is highly desirable
• Ideally you’ll have a Bachelor’s degree or equivalent is highly preferred
• Experience with web-based conferencing tools such as Zoom and other virtual platforms
• Ability to thrive in a fast-paced, collaborative team 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 [email protected].