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Account Manager


This is a Full-time position in New York, NY posted November 21, 2021.

Who We Are

Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions.

Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios.

Here, your voice matters.

We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time.

Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

The Role

The Account Management team at Addepar is responsible for overseeing client relationships
– becoming a trusted advisor and cultivating strategic initiatives leading to growth. 

We’re looking for a proven leader who thrives in fast-paced environments and enjoys the challenge of working with large, matrixed and complex clients.

This is an exciting opportunity to join a fast-growing entrepreneurial company.

The ideal candidate is comfortable working hands-on, is ambitious, and results-oriented. 

What You’ll Do

  • Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives from C-level on down
  • Effectively deliver scheduled business reviews to key business contacts alongside Client experience and success manager.
  • Provide oversight during the client journey with responsibility for growth and renewal and ensure a seamless handover of knowledge and responsibilities where appropriate
  • Own all solutions and services sales activities for assigned accounts
  • Attain and exceed annual sales quota and retention targets
  • Forecast accurately
  • Develop necessary pipeline when applicable 
  • Use Salesforce effectively to manage the sales process, lead generation to close, and maintain relevant data
  • Manage renewal process and pipeline for assigned book of business

Who You Are

  • 8+ years of account management experience
  • Proven track record of successfully executing sales strategies, meeting and exceeding goals in a fast-paced environment
  • Experience building and maximizing senior level relationships with key influencers and decision makers
  • Experience developing and selling complex business solutions at the C-Suite level
  • Outstanding communication and presentation skills to C-level executives
  • Ability to influence internal and external decision makers and drive results
  • Strong executive presence and ability to successfully navigate all levels of partners organizations
  • Strong time management and prioritization skills
  • Proven track record in building enduring and successful client relationships
  • Experience working in Financial Services preferred

About Addepar

Addepar was founded in 2009 by Palantir co-founder Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC.

Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $3 trillion of assets on the company’s platform.

Addepar was named a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250.

Addepar is headquartered in Silicon Valley and has offices in New York City, Salt Lake City and Edinburgh, Scotland.

At Addepar, we are driven by our core values:

  • Take Action
    We believe in empowering each other to make decisions that elevate our colleagues and our communities.
  • Build Together
    – We celebrate success by recognizing the value of collaborating with each other, our clients and partners.
  • Best Ideas Win
    – We welcome new ideas that inspire change.
  • Demand Transparency
    – We encourage open discussion and information-sharing to strengthen communication across organizations.
  • Solve Problems that Matter
    – We put our community of clients and partners first by creating technology that meets their needs today

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.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.