Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
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 both a thought leader and execution leader, partnering with their team, clients, and Addepar colleagues to ensure a world-class client experience throughout the entire client journey from pre-sale to post-sale. This role affords the candidate the opportunity to be both a student and teacher as we work together to deliver a new paradigm across global wealth management.
The Sales Manager is expected to own and drive the strategy for their team and sector, leading a cross-functional effort with a special focus on helping Addepar grow its business in EMEA and beyond.
Recruit, hire, coach, and develop a team of Account Executives, building a culture of accountability, curiosity, and client centricity
Craft Wealth Management and Family Office engagement strategies based on the Addepar GTM model, translating them into team-level plans and individual coaching
Bring your best practices to Addepar and teach us what has made you and your teams wildly successful throughout your career. We are always looking to learn and improve the model that best serves our clients
Coach Account Executives through complex, consultative sales cycles – from deal strategy and stakeholder mapping to negotiation and closing
Collaborate with colleagues across Product, Engineering, Services, and more to remove obstacles and deliver scalable solutions for the team’s clients
Own timely and accurate pipeline and forecast management across the team to help drive cross-functional alignment and expectations
Engage at C-level in enterprise client organisations and within Addepar, stepping into strategic deals alongside your Account Executives when needed
Develop required client relationships and executive engagement to support long-term success
Partner with senior leadership on territory planning, headcount planning, and quota setting for the team
Who You Are
As a proven sales leader, you will likely have demonstrated experience managing or mentoring Account Executives, or an equivalent track record of individual sales success paired with clear leadership readiness. We are interested in individuals with a genuine passion and consistent track record for building teams that deliver extraordinary client outcomes.
Proven successful experience leading a team through complex, consultative sales cycles, ideally within financial services, fintech, or enterprise SaaS
Track record of hiring, coaching, and developing Account Executives into high performers
Excellent written and verbal communication skills
Experience selling or overseeing sales to Wealth Managers, Family Offices, and Multi-Family Offices, managing complex deals across all levels of a client’s organisation
Excellent presentation and executive engagement skills
Excellent negotiation skills, with the judgement to know when to lead personally on strategic deals
Strong command of pipeline management and forecasting methodology across a team of sellers
A self-starter who thrives in a fast-paced environment
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.
