Account Manager – Core | Addepar

Salary Range: $72,000 – $113,000 per year (base salary)
Addepar is seeking a dynamic Account Manager to join its Core Account Management team. This is a high-impact opportunity to work with a fast-growing Fintech company that supports investment professionals managing over $7 trillion in assets globally.
About Addepar Addepar is a global technology and data company that empowers smarter investment decisions. With clients in over 50 countries and integrations across more than 100 platforms, Addepar delivers a complete solution for portfolio management, market data, and client reporting.
Role Overview As an Account Manager, you’ll be responsible for cultivating relationships with a diverse portfolio of clients, driving renewals, and expanding product adoption. You’ll work cross-functionally to deliver strategic insights and ensure client success across family offices, banks, institutions, and RIAs.
Key Responsibilities Drive revenue growth through renewals and upsells
Build and maintain relationships with C-suite executives and key stakeholders
Lead the renewal and upsell process across your book of business
Develop targeted strategies to exceed annual sales and retention goals
Partner with Client Success Managers to deliver impactful business reviews
Maintain accurate forecasting and pipeline management
Candidate Profile 3+ years of experience in account management, relationship management, or sales
Background in finance or investments preferred
High emotional intelligence and executive presence
Proven success in selling complex business solutions to senior decision-makers
Strong time management and prioritization skills
Experience in Financial Services or Fintech required; wealth or asset management experience preferred
Compensation and Benefits Base salary range: $72,000 – $113,000
Bonus, equity, and comprehensive benefits package
Offices in New York, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai
Addepar is an equal opportunity employer committed to diversity, inclusion, and accessibility. Reasonable accommodations are available throughout the application and interview process.

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