Sr. Account Executive

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

The Role

Addepar is hiring an Account Executive to lead our growth in Brazil, one of our priority expansion markets in LATAM. You’ll own new-business ARR across Registered Investment Advisors (RIAs), single and multi-family offices, and private banks, selling a platform that gives wealth and investment firms a unified view of complex portfolios.

What You’ll Do

• Build and execute a territory plan covering your named accounts in Brazil, and selectively in neighboring LATAM markets


• Run full-cycle enterprise sales, from prospecting and discovery through demo, negotiation, and close


• Qualify and convert opportunities with large financial institutions, partnering with Solutions Engineering and Marketing


• Build relationships with senior decision-makers at target firms, including CIOs, COOs, and founders


• Represent Addepar at client meetings and industry events in the region, with some travel

Who You Are

• 7+ years of B2B software sales, with a track record of consistently meeting or exceeding quota


• Experience selling SaaS into wealth management, asset management, banking, or the broader financial industry


• Fluent in Portuguese and English (written and spoken); Spanish is a plus


• Deep familiarity with Brazilian business culture and the local financial services landscape


• Experience opening or expanding new markets or territories


• Comfortable leading product demos and guiding buyers through complex, multi-stakeholder evaluations


• Proficient in Salesforce for pipeline management and forecasting


• Strong presentation and communication skills

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 [email protected].