1st Vice President, Institutional Sales
CIM GroupSalary not specified
Full Time
Expert & Leadership (9+ years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Technology, Wealth Management, Asset ManagementIndustries
Requirements
- 7+ years of experience in sales or equivalent expertise in a similar environment
- Genuine passion and track record for building and delivering world-class client outcomes
- Strong understanding of the MEA financial ecosystem and experience navigating complex enterprise sales in the region
- Successfully sold into institutional segments such as endowments, foundations, family offices, OCIOs, or alternative investment firms
- Confident engaging with executive stakeholders
- Excellent communication and presentation skills
- Intellectually curious, collaborative by nature, and motivated by helping clients solve real-world challenges
- Excited to be part of a mission-driven company transforming wealth management
Responsibilities
- Own and drive the strategy for the institutional sector and lead the sales cycle with a cross-functional team
- Serve as a face of Addepar in the MEA institutional market, helping clients understand how the platform drives innovation, transparency, and operational efficiency
- Build and execute tailored engagement strategies for institutional verticals including Endowments, Foundations, OCIOs, PE/VC firms, and Fund of Funds
- Own the full sales lifecycle: prospecting, qualification, discovery, presentation, negotiation, and close — with a focus on long-term client success
- Partner closely with internal teams across Marketing, Product, Solutions Engineering, Client Services, and R&D to deliver thoughtful, value-driven solutions
- Lead C-level conversations and develop deep relationships across client organizations
- Maintain clear and timely pipeline and forecast reporting
- Act as a knowledge leader in the region, bringing both global insights and local market nuance
- Mentor, share best practices, and help shape the evolving regional sales playbook
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the work location or arrangement for this role?
The role is focused on expanding into the Middle East and Africa (MEA) with Dubai as the regional launchpad, and Addepar embraces a global flexible workforce model with offices including Dubai.
What salary or compensation is offered for this position?
This information is not specified in the job description.
What experience and skills are required for this Senior Account Executive role?
Candidates need to be proven account executives with experience leading full-cycle consultative sales, building trusted client relationships, shaping go-to-market strategies, leading C-level conversations, and owning sales lifecycles from prospecting to close.
What is the company culture like at Addepar?
Addepar embraces a global flexible workforce model, encourages autonomy to shape go-to-market strategies, cross-functional collaboration with global colleagues, and a focus on mentoring and sharing best practices.
What makes a strong candidate for this Institutional Account Executive position?
A strong candidate is a seasoned, client-focused account executive experienced in institutional markets like endowments, foundations, family offices, OCIOs, and alternative asset managers, with the ability to act as a knowledge leader blending global insights and local market nuance.
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