Sr. Solutions Engineer- Institutions

Addepar
New York
Workplace: OnsiteFull timeUSD 146,000 - 182,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 7+ yearsEducation: bachelorsSkills: ["Communication","Leadership","Presentation","Negotiation","Stakeholder management"]

Seasoned, client-focused Senior Sales Engineer responsible for leading high-stakes engagements with institutional clients (endowments, foundations, pensions, OCIOs) and partnering with Account Executives to drive the technical side of the sales cycle. Bring deep investment-management domain knowledge, AI fluency, and executive-facing communication to design complex deal structures, run POCs, and grow ARR through strategic technical leadership.

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Addepar
Addepar
2 months ago

Sr. Solutions Engineer- Institutions

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Last checked: 4 hours agoStatus: Live

Job Summary

Seasoned, client-focused Senior Sales Engineer responsible for leading high-stakes engagements with institutional clients (endowments, foundations, pensions, OCIOs) and partnering with Account Executives to drive the technical side of the sales cycle. Bring deep investment-management domain knowledge, AI fluency, and executive-facing communication to design complex deal structures, run POCs, and grow ARR through strategic technical leadership.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Sr. Manager level

Key Responsibilities

  • •Act as the lead domain authority for fund managers, institutional allocators, and OCIOs; design complex deal structures and multi-year expansion roadmaps with Account Executives.
  • •Guide prospects and clients through modernizing workflows and demonstrate how Addepar’s AI-powered insights create a vertically integrated ecosystem.
  • •Conduct executive-level discovery to identify inefficiencies and map them to a technical vision including AI, data lakehouses, and third-party integrations.
  • •Design and build tailored demo environments and run end-to-end POCs including client data ingestion to prove platform value.
  • •Lead technical executive reviews for our largest relationships and identify opportunities to drive incremental ARR.
Travel: Medium travel

Pay and Benefits

Salary: USD 146,000 - 182,000 annually
Equity and Bonus:Equity

Key Requirements

  • •7+ years in Sales Engineering or Solutions Architecture with a track record of closing high-revenue enterprise deals and navigating global procurement.
  • •Deep domain expertise in investment management across LPs and GPs and ability to position Addepar within the industry.
  • •Deep fluency in AI-driven software and modern data ecosystems, and the ability to translate data strategy for CTOs/COOs.
  • •Executive presence to guide high-stakes technical engagements and lead reviews with C-Suite stakeholders.
  • •Willingness to travel 10-20% of the time.
Experience:7+ yearsFinanceInvestment managementAIData lakehouse
Education:Bachelor's
Skills:CommunicationLeadershipPresentationNegotiationStakeholder management
Languages:English
Tech Stack:AIData lakehouseAPIsSQLDatabasesCloud

Company Brief

Addepar
Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.
Industry: Wealth Management
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: Mountain View, United States
Founded: 2009
WebsiteLinkedIn