Senior Solutions Engineer, Addepar
Institutions
$146-182k
+ Bonus & Equity. Salary applicable for roles in Colorado, California, and New York - may vary in other locations.
More information about location
Investment portfolio management platform
Be an early applicant
Investment portfolio management platform
1001+ employees
Be an early applicant
$146-182k
+ Bonus & Equity. Salary applicable for roles in Colorado, California, and New York - may vary in other locations.
More information about location
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
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%)
What the job involves
- 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
- 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
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.
Addepar currently tracks around $9 trillion of assets serving over 1,400 clients, including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 is helping further accelerate its momentum as it continues to innovate its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2025
$230m
SERIES G
Nov 2021
$130m
LATE VC
Total funding: $872.8m
Company benefits
- Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance: Your continued growth and development are important to us
- Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
Company HQ
Midtown East, New York, NY
Leadership
Eric Poirier
(CEO)Prior to joining Addepar in 2013, Eric spent over 6 years at Palantir Technologies as a Director. They also spent over 3 years at Lehman Brothers working in Fixed Income Analytics.
Bob Pisani
(CTO)Bob joined Addepar in 2020 as a VP of Engineering, moving into the role of Senior VP of Engineering in 2023 and CTO in 2024. Previously, they were a Solutions Architecture for Private Equity at Amazon Web Services and also spent 13 years at Schonfeld Strategic Advisors in various roles, including Head of Development and CTO.
Eric Daniels
(CFO/COO)Prior to joining Addepar in 2022, Eric was the CFO at Real Capital Analytics and NRC National Response Corporation as well as the CFO/COO at AutomativeMastermind.
Janeen A. France
(Chief Client Officer)Janeen joined Addepar in 2020 as a Director/Co-Head of Account Management, since then, they have held several VP/SVP roles and moved into the role of Chief Client Officer in 2025. Previously, they were an Independent Consultant and worked in Trading Operations & Client Service Strategy at J.P. Morgan Private Bank.
Peter O'Brien
(CRO)Peter joined Addepar in 2014 as a Senior Sales Executive, since then, they have held a number of Director/Senior Director, VP/SVP roles, and moved into the role of CRO in 2025.
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