Account Executive – Wealth Management SaaS Sales

About the role

Addepar is seeking an experienced Account Executive to lead the expansion of its AI‑powered wealth management platform across Switzerland and the broader DACH region. You will own the sales cycle from prospecting to closing, working closely with global sales, marketing and product teams to deliver a world‑class client experience.

Key responsibilities

• Develop and execute a strategic sales plan targeting Swiss and European financial institutions.
• Manage lead qualification and conversion for private banks, family offices and wealth managers.
• Prospect and build relationships with named accounts, positioning Addepar as a trusted solution.
• Travel across Switzerland and Europe (approximately 40‑50% of the time) to meet prospects, clients and attend events.

Required profile

• Significant experience selling software, preferably SaaS, to financial services firms.
• Proven track record selling SaaS solutions to wealth managers, RIAs or private banks in Switzerland or Europe.
• Consistently meets or exceeds sales quotas.
• Practical experience with Salesforce or other CRM tools.
• Deep understanding of SaaS products and ability to deliver engaging demos.
• Excellent interpersonal, presentation and communication skills.
• Fluency in German and English.
• Bachelor’s degree highly preferred.

Required skills

• Salesforce (CRM)
• SaaS platforms