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13+ Job Results
8 Hours Ago
USA
Remote
850 Employees
108K-161K Annually
Mid level
850 Employees
108K-161K Annually
Mid level
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
As a Strategic Account Executive, you will manage consultative sales cycles with large RIAs and Family Offices, develop engagement strategies, and lead efforts for client contract achievement. You will work collaboratively with various internal teams to enhance client experiences and deliver innovative solutions in the Wealth Management Sector.
Top Benefits:
401-K
Commuter Benefits
Company Equity
+34 More
Yesterday
USA
Remote
850 Employees
108K-140K Annually
Mid level
850 Employees
108K-140K Annually
Mid level
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The Account Executive will develop strategic sales plans, manage lead qualification, and generate relationships within named accounts in the finance industry. They will be responsible for achieving sales quotas and may require travel for client engagement.
Top Benefits:
401-K
Commuter Benefits
Company Equity
+34 More
Yesterday
USA
Remote
850 Employees
163K-255K Annually
Senior level
850 Employees
163K-255K Annually
Senior level
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The Sr. Manager - R&D Operations will coordinate and optimize R&D team workflows, manage a portfolio of initiatives, and ensure efficient planning processes. This role involves partnering with Engineering and Product teams to drive success in delivering R&D projects and supporting team development.
Top Benefits:
401-K
Commuter Benefits
Company Equity
+34 More
Yesterday
USA
Remote
850 Employees
72K-113K Annually
Junior
850 Employees
72K-113K Annually
Junior
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The Navigator Product Adoption Specialist will enhance product adoption for the Navigator tool by training clients on best practices, developing technical solutions, and collaborating with various teams to address product gaps and support client relationships.
Top Benefits:
401-K
Commuter Benefits
Company Equity
+34 More
2 Days Ago
USA
Remote
850 Employees
93K-149K Annually
Entry level
850 Employees
93K-149K Annually
Entry level
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
As a Sales Engineer at Addepar, you'll lead presentations with C-Suite executives, providing in-depth knowledge of financial software and Addepar's product advantages. You will support Account Executives throughout the sales process, assist clients in conceptualizing their use of the Addepar platform, and collaborate on creating proof of concepts and Statements of Work.
Top Benefits:
401-K
Commuter Benefits
Company Equity
+34 More
5 Days Ago
USA
Remote
850 Employees
78K-122K Annually
Mid level
850 Employees
78K-122K Annually
Mid level
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The Marketing Operations Analyst will focus on lead lifecycle reporting and optimization, enhance workflows, create dashboards for visibility, and streamline data processes. The role involves collaboration with various teams to improve lead generation and management, alongside maintaining the marketing tech stack for accurate reporting.
Top Benefits:
401-K
Commuter Benefits
Company Equity
+34 More
7 Days Ago
USA
Remote
850 Employees
117K-183K Annually
Entry level
850 Employees
117K-183K Annually
Entry level
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The Business Development Officer will manage and expand relationships with Wealth Tech consulting teams at custodians, drive engagement and referrals, collaborate on sales pipelines, raise product awareness through demos and education sessions, and help build a new function within the team.
Top Benefits:
401-K
Commuter Benefits
Company Equity
+34 More
8 Days Ago
USA
Remote
850 Employees
89K-139K Annually
Senior level
850 Employees
89K-139K Annually
Senior level
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The Account Manager will drive revenue growth by managing client relationships, delivering business reviews, and developing sales strategies. Responsibilities include forecasting, pipeline management, and leading renewal processes while collaborating with the Client Engagement & Success Management team.
Top Benefits:
401-K
Commuter Benefits
Company Equity
+34 More
13 Days Ago
USA
Remote
850 Employees
126K-196K Annually
Senior level
850 Employees
126K-196K Annually
Senior level
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
As a Sr. Account Manager at Addepar, you will cultivate critical client relationships, drive revenue growth through renewals and additional products, collaborate with the Client Engagement & Success Management team, and lead the renewal process, while maintaining accurate forecasting and pipeline management using Salesforce.
Top Benefits:
401-K
Commuter Benefits
Company Equity
+34 More
13 Days Ago
USA
Remote
850 Employees
118K-184K Annually
Senior level
850 Employees
118K-184K Annually
Senior level
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
As a Product Manager at Addepar, you will lead the development of a data lake house product, collaborating with clients and engineering teams to define requirements, oversee product lifecycle, and ensure competitiveness in data technologies.
Top Benefits:
401-K
Commuter Benefits
Company Equity
+34 More
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