Addepar
501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
Finance • Fintech • SaaS
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
Enterprise Sales Engineer
🕒 June 1
🏄 California, New York – Remote
💵 $122k - $153k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Sales Engineer
🦅 H1B Visa Sponsor
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Addepar
501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
Finance • Fintech • SaaS
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
📋 Description
• Serve as the primary domain expert supporting account executives throughout the entire sales lifecycle • Guide existing clients through the modernization of their workflows • Conduct deep-dive discovery sessions to understand prospect requirements • Design and build tailored demo environments • Lead technical executive reviews and expansion executions • Manage the technical portions of the sales cycle
🎯 Requirements
• 3+ years in Sales Engineering or Solutions Architecture • Strong proficiency in AI-driven software and data ecosystems • Confidence to guide high-stakes technical engagements • Understanding of global financial markets and a broad spectrum of asset classes • Bachelor’s Degree required, certifications such as the CFA, CFP and Masters Degree are a plus • Flexibility to travel on short notice (10-20%)
🏖️ Benefits
• bonus • equity • benefits
Apply NowSimilar Jobs
🕒 May 30
Channel Sales Engineer driving technical sales and partner enablement for cybersecurity. Building partner relationships and ensuring the Oasis Platform meets partner needs.
🕒 May 28
Sales Engineer providing technical expertise through sales presentations and product demonstrations at Datadog. Partnering with sales to close opportunities and improve product offerings based on customer feedback.
🇺🇸 United States – Remote
💵 $149k - $198k / year
⏰ Full Time
🟠 Senior
💸 Sales Engineer
🦅 H1B Visa Sponsor
🕒 May 27
Sales Engineer facilitating technical sales for Harness, an AI Software Delivery Platform. Driving technology evaluations and ensuring customer success with effective demonstrations and support.
🇺🇸 United States – Remote
💵 $220k - $290k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Sales Engineer
🦅 H1B Visa Sponsor
🕒 May 21
Sales Engineer at FusionTek, bridging client needs and technical solutions. Engaging with clients on technical requirements and delivering tailored IT solutions.
🕒 May 20
Sales Engineer driving growth in cybersecurity solutions through customer engagement and technical expertise. Collaborating with sales team and ensuring successful deployments to enhance client relationships.
