
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.
🕒 September 14
🗽 New York – Remote
💵 $146k - $182k / year
⏰ Full Time
🟠 Senior
💸 Sales Engineer
🦅 H1B Visa Sponsor
👻 Ghost score 0%
Where this job comes from
Posted on Addepar's careers page, not through a job board
First seen by Remote Rocketship September 14
Still open on Addepar's site. Checked 11 hours ago.

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.
• Lead high-stakes engagements with C-suite executives and global stakeholders • Architect how Addepar’s integrated platform transforms complex legacy operations into modern, AI-driven ecosystems • Partner with Account Executives on the technical side of the sales cycle • Guide clients through workflow modernization and AI-powered insights adoption • Conduct executive-level discovery of business inefficiencies • Map business needs to technical visions incorporating AI, data lakehouses, and third-party integrations • Design tailored demo environments • Run end-to-end proof-of-concepts, including client-data ingestion • Lead technical executive reviews and expansion initiatives for major enterprise relationships • Respond to RFPs and RFIs • Coordinate with product and engineering teams • Mentor others and establish/refine sales playbooks and demo-validation standards
• 5+ years in Sales Engineering or Solutions Architecture • Proven history of closing highest revenue-generating deals • Experience navigating global enterprise procurement • Deep fluency in AI-driven software and modern data ecosystems • Ability to pitch high-impact AI use cases to external stakeholders • Ability to translate data strategy for CTOs and efficiency for COOs • Experience leading executive reviews for C-suite stakeholders • High-level systems design experience • Understanding of multi-vendor legacy architectures • Knowledge of asset classes and global wealth management • Understanding of data lakehouse workflows and complex data-set integration • Bachelor’s Degree required • Flexibility to travel on short notice (10–20%) • Legally authorized to work in the United States without current or future visa sponsorship • Authorized to begin work in the U.S. on the first day of employment
• Bonus • Equity • Benefits • Reasonable accommodation for individuals with disabilities • Equal opportunity and inclusive workplace • Global team and client exposure • Remote work arrangement • Travel flexibility
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