Senior Solutions Architect, Institutional AI & Data

Addepar1; New York (NY); On-site; USD 146,000 - 182,000; Full time

Job summary

Addepar in New York is looking for a Senior Solutions Engineer to drive strategic advisory and technical sales processes. The successful candidate will serve as a partner to Account Executives and engage with C-Suite executives, leveraging their expertise in financial software.

The role requires 7+ years of relevant experience, strong AI fluency, and the ability to navigate complex deal structures. Addepar fosters a welcoming environment that values diversity and inclusion.

Qualifications

• 7+ years in Sales/Solutions Engineering or Solutions Architecture.
• Deep fluency in AI-driven software and modern data ecosystems.
• Bachelor's degree required, with CFA, CFP, or a Master's degree considered a plus.

Responsibilities

• Act as the lead advisory for fund managers and institutional allocators.
• Guide prospects through the modernization of their workflows.
• Lead technical portions of the sales cycle including POCs and RFPs.

Skills

Sales/Solutions Engineering

Investment Management Knowledge

AI Fluency

Systems Design

Technical Communication

Education

Bachelor’s degree

CFA, CFP, or Master’s degree

Tools

API Integration

Database Concepts

Job description

Addepar in New York is looking for a Senior Solutions Engineer to drive strategic advisory and technical sales processes. The successful candidate will serve as a partner to Account Executives and engage with C-Suite executives, leveraging their expertise in financial software.

The role requires 7+ years of relevant experience, strong AI fluency, and the ability to navigate complex deal structures. Addepar fosters a welcoming environment that values diversity and inclusion.