Sr. Account Executive at Addepar

Singapore

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

NoVisa

Financial Services, Investment Management, Wealth Management, FinTechIndustries

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, FAs or 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
Legal authorization to work in Singapore on the first day of employment (visa sponsorship not available)
Deeply connected to the mission, passionate about client experiences, outcome-driven, consultative, collaborative, 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

Key technologies and capabilities for this role

SalesAccount ManagementQuota CarryingStrategic Sales PlanningWealth ManagementInvestment AdvisoryPrivate BankingFamily Offices

Questions & Answers

Common questions about this position

Is this role remote or based in a specific location?

The role is based in Singapore, with Addepar embracing a global flexible workforce model and offices in multiple cities including Singapore. Applicants must have legal authorization to work in Singapore on the first day of employment, and visa sponsorship is not available.

What skills and experience are required for this Account Executive role?

Candidates need experience in software sales within financial services with a track record of meeting quotas, proven expertise selling SaaS to wealth managers or financial institutions in Singapore or APAC, proficiency in Salesforce or CRM tools, and strong interpersonal, presentation, and communication skills. Fluency in English is required, with Mandarin or another related language as a plus, and a Bachelor’s Degree is highly preferred.

What is the salary or compensation for this position?

This information is not specified in the job description.

What travel is involved in this role?

The role involves approximately 30-40% travel, depending on business needs, for client meetings and marketing events.

What makes a strong candidate for this Sr. Account Executive position?

A strong candidate has a proven track record in software sales to financial institutions in Singapore or APAC, experience exceeding sales quotas, expertise in SaaS sales cycles including demos, and proficiency with CRM tools like Salesforce, along with excellent communication skills.

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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