Sr. Solutions Engineer- Institutions

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

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

The Role

NYC has been the Institutional team’s launchpad, and we are looking for a seasoned, client-focused Senior Solutions Engineer to continue growing our global presence in the institutional vertical. This is an incredibly unique opportunity to help establish and grow a hyper‑growth line of business within an already‑global technology company.

As a strategic partner throughout the sales process, you will lead high‑stakes engagements with C‑Suite executives and key stakeholders, leveraging your deep understanding of financial software and the investment management industry to position Addepar as a mission‑critical component of their long‑term business strategy.

You will work with Senior Account Executives to drive the technical side of the sales cycle. Internally, you will work with teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are a leader and subject matter expert that other internal teams can rely on — and one that prospects seek guidance from.

Addepar takes a market‑based approach to pay. A successful candidate’s starting pay will be determined based on the role, job‑related skills, experience, qualifications, work location, and market conditions.

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $146,000 - $182,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment‑based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What you’ll do

• Strategic advisory: 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.
• Platform and AI evolution: Guide prospects and clients through the modernization of their workflows. Demonstrate how migrating to the platform or adopting Addepar’s AI‑powered insights creates a vertically integrated ecosystem that outpaces their current setup.
• Business transformation discovery: Conduct executive‑level discovery to identify systemic business inefficiencies, mapping them to a holistic technical vision that incorporates AI, data lakehouses, and third‑party integrations.
• Demo & POC construction: Design and build tailored demo environments. Run end‑to‑end, custom proof‑of‑concepts (POCs) including the ingestion of client data to showcase the platform’s value.
• Enterprise account growth: Lead technical executive reviews for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR.
• Technical sales: Manage the technical portions of the sales cycle, including POCs, RFPs and RFIs, Statements of Work, and budgetary estimates.
• R&D coordination: Work closely with product and engineering teams across the organization; be able to discuss financial and technical details in order to stay on top of product releases and help influence roadmap decisions.
• Cross‑functional alignment: Professional Services, Data, Implementation, Support, Finance, and Legal, as well as internal product and engineering teams.
• Sales engineering leadership: Mentor teammates, establish and refine sales playbooks, and institutionalize standards for demos and technical validation.

Who You Are

• Experience: 7+ years in Sales/Solutions Engineering or Solutions Architecture with a proven history of closing high‑revenue enterprise deals and navigating global enterprise procurement.
• Industry knowledge: Deep domain expertise in investment management and analysis across LPs and GPs. You understand where the industry is heading and can position Addepar accordingly.
• AI fluency: Deep fluency in AI‑driven software and modern data ecosystems. You can translate “data strategy” for a CTO and “efficiency” for a COO, while having multi‑threaded discussions with investment teams — and champion AI‑first workflows internally.
• Executive presence: Confidence to guide high‑stakes technical engagements and lead executive reviews for C‑Suite stakeholders, navigating differing opinions.
• Architectural mindset: You excel at high‑level systems design, understanding how Addepar integrates into multi‑vendor legacy architectures and can clearly articulate value throughout.
• 0‑1 mentality: You are able to build simple, creative solutions to complex problems and communicate the solutions clearly. You take full ownership and present new ideas thoughtfully.
• Revenue‑minded engineer: You connect technical milestones to tangible business value and ARR growth across the full lifecycle of a relationship.
• Data Lakehouse: Understanding of workflows embedded in and the concept of integrating complex data sets.
• Technical foundation: Knowledge of modern software architecture, database concepts, and API integration.
• Communication: Effective oral and written communicator, able to work with all levels of an organization internally and externally.
• Education: Bachelor’s degree required. CFA, CFP, or Master’s degree a plus.
• Travel: Flexibility to travel on short notice (10‑20%).

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.