Offer summary

Qualifications:

Bachelor’s Degree is highly preferred., Proven success in software sales within financial services., Experience selling SaaS solutions to wealth managers or financial institutions, especially in Singapore or APAC., Proficiency in CRM tools like Salesforce and strong communication skills..

Key responsibilities:

Develop and execute strategic sales plans for key accounts in Singapore and APAC.

Lead the sales cycle from prospecting to closing, ensuring a top-tier client experience.

Build and nurture relationships with financial institutions, positioning Addepar as a trusted solution.

Attend client meetings and marketing events, with approximately 30-40% travel.

Job description

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 $8 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

We are seeking a talented Sr. 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.

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 TAinfo@addepar.com.

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