Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
The Role
As the key consultative resource throughout our sales process, you will be leading presentations with C-Suite and other key operational resources. You bring a deep knowledge of financial software to help our prospects contextualize the Addepar solution fit.
You will work with our Sales team to ensure our prospects are abreast of the product innovation at Addepar. You are a creative problem solver, self-starter, and a thoughtful voice to motivate change within an outstanding sales organization!
Tactical objectives include: collaborating with a variety of prospects to provide an in-depth understanding of Addepar's product advantages and capabilities. The successful candidate will be an outstanding communicator, consultative, and very well-organized with a deep understanding of investment management.
What You’ll Do
- Technical sales point for highly strategic multimillion-dollar enterprise accounts.
- Partner with account executives in communicating the value proposition across multiple products throughout sophisticated sales cycles.
- Presentations, product demonstration, and detailed discovery with multiple client personas: technical team, operations team, front-office, executives, and end-clients.
- Coordinate large, cross-functional account teams driving initial implementation and growth opportunities.
- Initiate and lead sophisticated projects to completion with a high level of execution.
Who You Are
- 5+ years of experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms.
- Worked at prior SaaS companies in similar roles such as deployments, product, engineering, and/or client success.
- Domain expertise in wealth management, portfolio accounting/analysis, data integration, and software implementation.
- Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally.
- Ability to multi-task and track processes and work for numerous prospective clients.
- Flexible to travel on short notice (20%+).
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.