Senior Solutions Engineer – Institutions

🕒 June 23

🗽 New York – Remote

🗽 New York – Remote

💵 $146k - $182k / year

⏰ Full Time

🟠 Senior

💻 Solutions Engineer

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Addepar

WebsiteLinkedInAll Job Openings

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

• Act as the lead domain authority for fund managers, institutional allocators, and OCIOs • Partner with Account Executives to design complex deal structures and multi-year expansion roadmaps • Guide prospects and clients through the modernization of their workflows • Conduct executive-level discovery to identify systemic business inefficiencies • Design and build tailored demo environments • Lead technical executive reviews for our largest existing relationships • Manage the technical portions of the sales cycle • Work closely with product and engineering teams • Mentor teammates and refine sales playbooks

🎯 Requirements

• 7+ years in Sales/Solutions Engineering or Solutions Architecture • Deep domain expertise in investment management and analysis across LPs and GPs • Deep fluency in AI-driven software and modern data ecosystems • Confidence to guide high-stakes technical engagements • Understanding of workflows embedded in and the concept of integrating complex data sets • Knowledge of modern software architecture, database concepts, and API integration • Bachelor's degree required. CFA, CFP, or Master's degree a plus. • Flexibility to travel on short notice (10–20%)

🏖️ Benefits

• bonus • equity • benefits