Account Manager - Strategic
Content + Source + Freshness • 11 Dec 2025 • 95% confidence
Offer value
This role offers solid value within a rapidly growing fintech firm. It combines strategic account management with a focus on financial data technology, appealing largely to results-driven professionals.
- Strong potential for earnings and growth in fintech.
- Engagement with high-value financial portfolios.
- Dynamic, fast-learning environment.
Pros
- Engagement in the fast-paced fintech industry.
- Potential for high earnings through bonuses and equity.
- Exposure to a wide range of financial clients and products.
Cons
- Competitive environment may heighten stress levels.
- Requires specific experience in finance or investments.
- Demands strong organizational and time management skills.
Who it's for
Mid-level to Senior • Remote or hybrid working environment
Good fit
- Account managers with financial expertise.
- Results-oriented professionals in investment fields.
- Candidates impressed by innovation in fintech.
Not recommended for
- Newcomers without relevant finance experience.
- Those seeking low-pressure roles.
- Individuals who prefer routine over dynamic environments.
Motivation fit
Key skills
About the job
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 $7 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.
The Role
The Account Management team at Addepar is responsible for cultivating critical relationships and growing revenue.
This is an exciting opportunity to join a fast-growing entrepreneurial company. We’re looking for a leader who thrives in fast-paced environments and enjoys the challenge of working with varied clients with complex needs. The ideal candidate is comfortable working hands-on, is high-reaching, and is results-based.
Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $89,000 - $139,000 (base salary) + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
What You’ll Do
- Work cross-functionally to drive revenue growth across a portfolio of clients through renewals & additional products
- Build lasting and meaningful relationships with C-Suite executives and other key stakeholders in your book of business
- Lead/ own the renewal and upsell process
- Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets
- Partner with the Client Success Management (CSM) team to deliver scheduled business reviews to key business contacts to increase awareness and growth around the full suite of Addepar products
- Maintain accurate forecasting and pipeline management in Salesforce
Who You Are
- 7+ years of experience in account management, relationship management, sales, or a background in finance and investments
- High Emotional Intelligence (EQ) with a natural ability to build relationships
- Strong executive presence and outstanding communication/presentation skills to C-level executives
- Track record of successfully implementing sales strategies, meeting and exceeding goals
- Experience developing and selling sophisticated business solutions at the C-Suite level
- Ability to influence internal and external decision-makers and get results
- Strong time management and prioritization skills
- Customer-obsessed
- Experience working in Financial Services or Fintech required; wealth or asset management experience preferred
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.
