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, Singapore and São Paulo. The Role We are currently seeking an Account Executive to join our growing Sales Team in Switzerland!

We are looking for an experienced, quota-carrying sales professional eager to help drive Addepar’s expansion in the Swiss and DACH markets and to establish us as the financial platform of choice for the wealth management industry. As one of the first hires in this region, the Account Executive will play a key role in driving new ARR (Annual Recurring Revenue) by engaging with RIAs (Registered Investment Advisors), Single and Multi-Family Offices, and Private Banks. You will work closely with our global sales, marketing, and product teams to build relationships with key financial institutions and drive 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

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 a thought and execution leader, partnering with the client and your Addepar colleagues to ensure a world-class client experience throughout the entire client journey from pre-sale to post-sale. This role allows the candidate to be both a student and teacher as we work together to deliver a new paradigm across global wealth management.

The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team. Develop a strategic sales plan to effectively cover key accounts in your assigned territory, including Swiss and European financial institutions. Manage lead qualification and conversion from large financial firms, focusing on Private Banks, Family Offices, and Wealth Managers.

Proactively prospect and build new relationships with named accounts, establishing Addepar as a trusted solution. Travel as required to meet with prospects and clients and attend marketing events across Switzerland and Europe (approximately 40-50% travel, depending on local guidelines and business needs).

Who You Are

As a proven account executive, you will likely have demonstrated ability in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals with a genuine passion and consistent track record for building and delivering extraordinary client outcomes. Significant experience in software sales, particularly within the financial services industry, and a strong track record of success.

Proven experience selling SaaS solutions to wealth managers, RIAs, or financial institutions, particularly in Switzerland or the broader European market. Strong track record of meeting or exceeding sales quotas. Practical experience with Salesforce or other CRM tools.

Deep understanding of SaaS products, the ability to deliver engaging product demos, and the intricacies of SaaS business models. Excellent interpersonal and presentation skills.