Sr. Account Executive - Institutions

About This Role

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 Addepar is expanding into the Middle East and Africa (MEA), with Dubai as our regional launchpad. We’re looking for a seasoned, client-focused Senior Account Executive to help establish and grow our presence among institutional investors — including endowments, foundations, family offices, OCIOs, and alternative asset managers.

This is a unique opportunity to lead full-cycle consultative sales, shape go-to-market strategy, and build trusted relationships that will define Addepar’s future in the region. The client partnerships you develop will help usher in a new era of technology innovation across the wealth and asset management sector — positioning you as both a student of the market and a teacher helping redefine it.

As an Institutional Account Executive , you will lead end-to-end sales cycles, building strong, trusted relationships with institutional clients. You will have the autonomy to shape go-to-market strategies, collaborate cross-functionally with global colleagues, and help define what success looks like in this new market for Addepar.

What You’ll Do

• The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team
• Serve as a face of Addepar in the MEA institutional market, helping clients understand how our platform can drive innovation, transparency, and operational efficiency
• Build and execute tailored engagement strategies for institutional verticals including Endowments, Foundations, OCIOs, PE/VC firms, and Fund of Funds
• Own the full sales lifecycle: prospecting, qualification, discovery, presentation, negotiation, and close — always with a focus on long-term client success
• Partner closely with internal teams across Marketing, Product, Solutions Engineering, Client Services, and R&D to deliver thoughtful, value-driven solutions
• Lead C-level conversations and develop deep relationships across client organizations
• Maintain clear and timely pipeline and forecast reporting
• Act as a knowledge leader in the region, bringing both global insights and local market nuance to your approach
• Mentor, share best practices, and help shape our evolving regional sales playbook

Who You Are

• As a proven account executive you will likely have at least 7+ years experience in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals that have a genuine passion and track record for building and delivering world-class client outcomes
• You bring a strong understanding of the MEA financial ecosystem and have experience navigating complex enterprise sales in the region
• You have successfully sold into institutional segments such as endowments, foundations, family offices, OCIOs, or alternative investment firms
• You are confident engaging with executive stakeholders and possess excellent communication and presentation skills
• You’re intellectually curious, collaborative by nature, and motivated by helping clients solve real-world challenges
• You’re excited to be part of a mission-driven company that is transforming how the world’s wealth is managed

Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:

• Deeply connected to our mission as an organization and to each other
• Experience and passion for driving successful client experiences
• Outcome driven mindset
• Strong communication skills
• Consultative selling approach
• Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy
• Reputation for being a trusted colleague and thought partner to colleagues and clients
• Strong intellectual horsepower
• Strong technical proficiency
• Desire 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.