The posting
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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.
The Role
As Sales Manager, you will lead and develop a team of Account Executives managing consultative sales cycles with our Wealth Managers, Multi-Family Offices, and Family Offices. We are looking for a proven sales leader who exemplifies our values around client centricity and has a demonstrated track record of building, coaching, and scaling high-performing account executive teams. In this role, you will develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients.
This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience & Success, Account Management, and R&D to deliver trusted and scalable solutions. The candidate will demonstrate strong sales leadership and coaching skills coupled with a genuine curiosity to learn and a passion for building an extraordinary team. The Sales Manager is empowered and responsible for leading their team to quota achievement and multi-year client contracts.
Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
What You’ll Do
At Addepar you will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management sector for Wealth Managers and Family Offices. This role is for someone who has shown to be both a thought leader and execution leader, partnering with their team, clients, and Addepar colleagues to ensure a world-class client experience throughout the entire client journey from pre-sale to post-sale. This role affords the candidate the opportunity to be both a student and teacher as we work together to deliver a new paradigm across global wealth management.
The Sales Manager is expected to own and drive the strategy for their team and sector, leading a cross-functional effort with a special focus on helping Addepar grow its business in EMEA and beyond.
- Recruit, hire, coach, and develop a team of Account Executives, building a culture of accountability, curiosity, and client centricity
- Craft Wealth Management and Family Office engagement strategies based on the Addepar GTM model, translating them into team-level plans and individual coaching
- Bring your best practices to Addepar and teach us what has made you and your teams wildly successful throughout your career. We are always looking to learn and improve the model that best serves our clients
- Coach Account Executives through complex, consultative sales cycles – from deal strategy and stakeholder mapping to negotiation and closing
- Collaborate with colleagues across Product, Engineering, Services, and more to remove obstacles and deliver scalable solutions for the team’s clients
- Own timely and accurate pipeline and forecast management across the team to help drive cross-functional alignment and expectations
- Engage at C-level in enterprise client organisations and within Addepar, stepping into strategic deals alongside your Account Executives when needed
- Develop required client relationships and executive engagement to support long-term success
- Partner with senior leadership on territory planning, headcount planning, and quota setting for the team
Who You Are
As a proven sales leader, you will likely have demonstrated experience managing or mentoring Account Executives, or an equivalent track record of individual sales success paired with clear leadership readiness. We are interested in individuals with a genuine passion and consistent track record for building teams that deliver extraordinary client outcomes.
- Proven successful experience leading a team through complex, consultative sales cycles, ideally within financial services, fintech, or enterprise SaaS
- Track record of hiring, coaching, and developing Account Executives into high performers
- Excellent written and verbal communication skills
- Experience selling or overseeing sales to Wealth Managers, Family Offices, and Multi-Family Offices, managing complex deals across all levels of a client’s organisation
- Excellent presentation and executive engagement skills
- Excellent negotiation skills, with the judgement to know when to lead personally on strategic deals
- Strong command of pipeline management and forecasting methodology across a team of sellers
- A self-starter who thrives in a fast-paced environment
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 [email protected].
