Account Executive

Role Overview

Account Executive at Addepar, based in the Middle East and Africa (MEA) region. This role drives new Annual Recurring Revenue across Registered Investment Advisors (RIAs), Single and Multi-Family Offices, and Private Banks within the MEA region.

Company Overview

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The platform unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. The open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.

Role Purpose

Reshape the wealth management industry by partnering with clients and Addepar colleagues to ensure a world-class client experience throughout the entire client journey from pre-sale to post-sale. This role balances student and teacher mindsets while delivering a new paradigm across global wealth management.

Key Responsibilities

Strategy & Market Development

• Develop a strategic sales plan to effectively and efficiently cover named accounts within your assigned MEA territory.
• Manage lead qualification and conversion from financial firms in the MEA region.
• Aggressively prospect and cultivate new relationships within named accounts.

Client Engagement

• Conduct client meetings, presentations, and product demonstrations tailored to the region's needs.
• Travel as required to engage with prospects and clients or participate in marketing events within the territory.

Qualifications & Experience

• Several years of experience in software sales, preferably within the MEA region.
• Experience selling into Saudi Arabia is ideally required.
• Background in selling SaaS products to the wealth management or finance industry.
• Track record of achieving sales quotas and expanding into new markets.
• Bachelor's degree or equivalent is highly preferred.

Skills & Competencies

• 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.
• Experience with web-based conferencing tools such as Zoom and other virtual platforms.
• Ability to thrive in a fast-paced, collaborative team environment.

Additional Information

• Approximately 40–50% travel required.
• Legal authorization to work in the country where this role is based on the first day of employment is mandatory; visa sponsorship is not available.