Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
December 10, 2024
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
• Addepar is a global technology and data company. • The Account Executive will drive growth in the MEA region. • Focus on driving new ARR across RIAs, Single and Multi-Family Offices, and Private Banks. • Develop a strategic sales plan and manage lead qualification. • Aggressively prospect to cultivate new relationships. • Conduct client meetings and product demonstrations tailored to regional needs. • Travel approximately 40-50% to meet prospects and clients.
• 4+ years of experience in software sales, preferably within the MEA region. • Background in selling SaaS products to the wealth management or finance industry. • A track record of achieving sales quotas and expanding into new markets. • Hands-on experience with Salesforce and a solid understanding of SaaS applications. • Strong interpersonal and presentation skills, with the ability to navigate diverse cultures within the MEA market. • Exceptional verbal and written communication skills; proficiency in Arabic is highly desirable. • A Bachelor’s degree or equivalent is highly preferred. • Experience with web-based conferencing tools such as Zoom and other virtual platforms. • Ability to thrive in a fast-paced, collaborative team environment.
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