Account Manager - Core
Listed on 2026-02-06
-
Business
Business Development, Business Management, Business Analyst, Client Relationship Manager
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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 entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 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 New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.
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 entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 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 New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.
The Role
The Account Management team at Addepar is responsible for cultivating client relationships and growing revenue.
This is an exciting opportunity to join a fast-growing entrepreneurial company. We’re looking for a team member who thrives in fast-paced environments and enjoys the challenge of working with varied clients with complex needs. The ideal candidate is comfortable working hands-on, is high-reaching, and is results-based.
Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $72,000 - $90,000 (base salary) + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only and do not include bonuses, equity, or benefits.
What You’ll Do
- Work cross-functionally to drive revenue growth across a portfolio of clients through renewals & additional products
- Build lasting and meaningful relationships with C-Suite executives and other key stakeholders in your book of business
- Lead/ own the renewal and upsell process
- Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets
- Partner with the Client Success Management (CSM) team to deliver scheduled business reviews to key business contacts to increase awareness and growth around the full suite of Addepar products
- Comfortable overseeing a book of business across a wide range of clients including Family Offices, Banks, Institutions, and Registered Investment Advisors (RIAs)
- Maintain accurate forecasting and pipeline management
- 3+ years of experience in account management, relationship management, sales, or a background in finance and investments
- High Emotional Intelligence (EQ) with a natural ability to build relationships
- Strong executive presence and outstanding communication/presentation skills to C-level executives
- Track record of successfully implementing sales strategies, meeting and exceeding goals
- Experience developing and selling sophisticated business solutions at the C-Suite level
- Ability to influence internal and external decision-makers and get results
- Strong…
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