Senior Solutions Engineer, Institutional AI & Platform

Addepar

New York (NY)

On-site

USD 146,000 - 182,000

Full time

14 days+

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Job summary

Addepar is seeking a Senior Solutions Engineer in New York City to expand its Institutional market segment. This role requires a seasoned professional to lead technical engagements and leverage expertise in financial software for high-stakes sales processes.

The ideal candidate will have over 7 years of experience in Sales/Solutions Engineering with a proven history in enterprise deal closures. Responsibilities include advising clients on workflow modernization and creating tailored POCs that demonstrate our products.

Compensation ranges from $146,000 to $182,000 base, plus bonus and equity.

Qualifications

  • 7+ years in Sales/Solutions Engineering with enterprise deal closure experience.
  • Knowledge of AI-driven software and modern data ecosystems.
  • Experience with investment management and procurement.

Responsibilities

  • Lead domain authority for fund managers and OCIOs.
  • Guide clients through workflow modernization.
  • Run tailored demos and POCs showcasing platform value.
  • Mentor teammates and refine sales playbooks.

Skills

Sales/Solutions Engineering
Investment management expertise
AI-driven software knowledge
Technical sales skills
Executive communication
High-level systems design

Education

Bachelor's degree
CFA or Master's degree

Job description

Addepar is seeking a Senior Solutions Engineer in New York City to expand its Institutional market segment. This role requires a seasoned professional to lead technical engagements and leverage expertise in financial software for high-stakes sales processes.

The ideal candidate will have over 7 years of experience in Sales/Solutions Engineering with a proven history in enterprise deal closures. Responsibilities include advising clients on workflow modernization and creating tailored POCs that demonstrate our products.

Compensation ranges from $146,000 to $182,000 base, plus bonus and equity.

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