Sales Executive – Wealth Management SaaS

About the role

Addepar is seeking a quota‑carrying Sales Executive to expand its presence in Singapore’s wealth‑management sector. You will drive new Annual Recurring Revenue by engaging with financial institutions such as RIAs, family offices, and private banks across APAC.

Key responsibilities

• Reshape the wealth‑management industry by delivering innovative technology solutions.
• Develop and execute a strategic sales plan targeting APAC and Singapore‑based private banks, family offices, and wealth managers.
• Lead the full sales cycle from prospecting to closing, collaborating with cross‑functional teams to ensure a premium client experience.
• Build and nurture new client relationships, positioning Addepar as a trusted platform in the region.
• Attend client meetings and marketing events, traveling approximately 30‑40% as needed.

Required profile

• Proven experience in software sales within financial services with a strong record of meeting or exceeding quotas.
• Demonstrated success selling SaaS solutions to wealth managers, RIAs, or financial institutions in Singapore or broader APAC markets.
• Proficiency with Salesforce or other CRM tools.
• Ability to deliver compelling product demos and navigate SaaS business models.
• Excellent interpersonal, presentation, written and verbal communication skills; fluency in English required (Mandarin a plus).
• Bachelor’s degree highly preferred.

Required skills

• Salesforce
• CRM tools