Sales Manager

The Role

As Sales Manager, you will lead and develop a team of Account Executives managing consultative sales cycles with our Wealth Managers, Multi-Family Offices, and Family Offices. We are looking for a proven sales leader who exemplifies our values around client centricity and has a demonstrated track record of building, coaching, and scaling high-performing account executive teams. In this role, you will develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients.

This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience & Success, Account Management, and R&D to deliver trusted and scalable solutions. The candidate will demonstrate strong sales leadership and coaching skills coupled with a genuine curiosity to learn and a passion for building an extraordinary team. The Sales Manager is empowered and responsible for leading their team to quota achievement and multi-year client contracts.

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