Sales Intern (Account Management) - Summer 2022

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Who We Are

Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way. 

Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds. 

We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together. 

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

Being a part of the AddeU Internship Program, you will be working on a meaningful project(s) that you can feel proud of and present back to the company at the end of the experience. In addition to having a supporting manager and mentor, we have a fantastic onboarding program to get you acclimated and ready for your time with us. Fun events and super cool swag are also included!

At the moment, our 12 week internship experience is remote. Dates are currently set for May - August, 2022 but please consult with your recruiter. Seeking US and Canadian students only. 

The Role

We are currently seeking a Sales Intern to join our Account Management Team! The Account Management Team focuses on wirehouses, private banks, national/regional broker-dealers, large RIAs, family offices, banks and bank trust clients. We work with our clients to understand their business, build strategic alignment, and find new opportunities to grow the relationship. 

We’re looking for a candidate who thrives in fast-paced environments and enjoys the challenge of working with a variety of clients. This is an exciting opportunity to join a fast-growing entrepreneurial company. The ideal candidate is comfortable working hands-on, is ambitious, and results-oriented.

What You’ll Do 

  • Learn how Addepar provides a differentiated client experience across all our client verticals 
  • Develop an understanding of how the Account Management team works across the Addepar organization to provide a best in class client experience for our clients helping to uncover business opportunities, grow revenue, and deepen client relationships  
  • Understand how Addepar leverages external partnerships to provide a holistic approach to each client vertical tech stack
  •  Dive deep into our client engagement model to research and present on potential opportunities for growth within our client base
  • Support the team's day-to-day operations, including helping with client requests, renewals, cross-sell opportunities and escalations.

Who You Are 

  • Must be currently enrolled in a post-secondary educational institution (university must be located in the US & Canada) & must be returning to school after internship
  • Available to intern for the full 12 weeks
  • Interest or experience in the financial services, wealth management or SaaS sales industries (FinTech software sales a plus)
  • Driven to understand how to build enduring and successful client relationships in a fast-paced environment
  • Knowledge of private banking, wealth management, or family office space
  • Strong work ethic, energetic, proactive, team player 
  • Excellent problem solving, communication, organization and time management skills
  • Flexibility and ability to adapt to new demands; strong sense of urgency
  • Experience working with Salesforce is a plus

Our Values 

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

Unfortunately, at this time we cannot accept Colorado applicants.

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Location

Addepar is centrally located in Midtown East above one of the city's most iconic buildings, Grand Central Terminal.

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