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.
Senior Enterprise Sales Engineer
🕒 April 10
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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
• Lead high-stakes engagements with C-Suite executives and global stakeholders • Drive the technical side of the sales cycle focusing on AI-driven workflows and data integration • Conduct executive-level discovery to identify systemic business inefficiencies • Design and build tailored demo environments • Lead technical executive reviews and expansion executions for existing relationships
🎯 Requirements
• 5+ years in Sales Engineering or Solutions Architecture • Deep fluency in AI-driven software and modern data ecosystems • Experience guiding high-stakes technical engagements with C-suite stakeholders • Bachelor's Degree required, certifications like CFA, CFP are a plus • Flexibility to travel on short notice (10-20%)
🏖️ Benefits
• Bonus • Equity
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