Account Executive, Commercial
1PasswordSalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
NoVisa
Wealth Management, Investment Management, Financial Services, Private BankingIndustries
Requirements
- Experienced in software sales within financial services, with a strong track record of success in meeting or exceeding quotas
- Proven expertise in selling SaaS solutions to wealth managers, Financial Advisors (FAs) or Registered Investment Advisors (RIAs), or financial institutions, particularly in the Singapore or broader APAC markets
- Proficient in Salesforce or other CRM tools
- Skilled at delivering compelling product demos and navigating the nuances of SaaS business models
- Strong interpersonal and presentation skills with exceptional written and verbal communication abilities, including fluency in English (Mandarin or another related language is a plus)
- Bachelor’s Degree is highly preferred
- Valid authorization to work in Singapore (visa sponsorship not available)
- Deeply connected to the mission, passionate about client experiences, outcome-driven with strong communication skills, consultative and collaborative approach, trusted thought leader, high intellectual and technical proficiency, eager to teach and learn
Responsibilities
- Reshape the wealth management industry by delivering innovative technology solutions
- Develop and execute a strategic sales plan to cover key accounts within your territory, focusing on APAC and Singapore-based Private Banks, Family Offices, and Wealth Managers
- Lead the sales cycle from prospecting to closing, working closely with a cross-functional team to ensure a top-tier client experience
- Build and nurture new client relationships, positioning Addepar as a trusted solution in the Singaporean and APAC markets
- Attend client meetings and marketing events as needed (approximately 30-40% travel, depending on business needs)
Skills
B2B Sales
Prospecting
Deal Closing
Strategic Sales Planning
Account Management
Quota Carrying
Relationship Building
Sales Cycle Management
Enterprise Sales
Addepar
Investment management software for financial professionals
About Addepar
Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.
Mountain View, CaliforniaHeadquarters
2009Year Founded
$625.3MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees
Benefits
Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
Learning & Development Allowance: Your continued growth and development are important to us
Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
Risks
Addepar's trading platform faces competition from established trading solutions.
Generative AI integration may introduce risks of AI biases affecting investment decisions.
Reliance on partnerships could pose risks if expected growth is not achieved.
Differentiation
Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.
The platform integrates with over 100 partners, offering a comprehensive wealth management solution.
Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.
Upsides
Addepar's new trading platform enhances advisor workflows and client insights.
Partnerships with firms like Corient expand Addepar's client base and market reach.
Generative AI integration offers innovative solutions for managing tech disruption risks.
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