Account Executive

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role We are seeking a talented Account Executive to join our expanding Sales Team in Singapore. As an experienced, quota-carrying sales professional, you will play a critical role in establishing Addepar as the platform of choice within Singapore’s investment management sector. You’ll focus on driving new ARR by engaging with financial institutions, including Investment Advisors (RIAs or FAs), Single and Multi-Family Offices, and Private Banks in the region. This is a unique opportunity to contribute to our growth in the APAC region, helping to shape Addepar’s presence in Singapore. You will collaborate with global sales, marketing, and product teams to build relationships with key financial institutions and accelerate the adoption of Addepar’s platform. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do 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) Who You Are 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 Our GTM Team Attributes Our team brings diverse backgrounds, experiences, and cultures and embodies these qualities: Deeply connected to our mission and to each other Passionate about delivering exceptional client experiences Outcome-driven with strong communication skills A consultative, collaborative approach Reputation as a trusted colleague and thought leader High intellectual and technical proficiency Eager to both teach and learn 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. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.