Addepar

1 month ago

Sr. Solutions Engineer- Institutions

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 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

Website LinkedIn

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Addepar

1 month ago

Sr. Solutions Engineer- Institutions

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

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

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn