Sales Engineer, Addepar
$122-153k
+ Bonus & Equity
More information about location
Investment portfolio management platform
Job no longer available
Investment portfolio management platform
1001+ employees
Job no longer available
$122-153k
+ Bonus & Equity
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
- This role requires an outstanding communicator, a well-organized professional, and someone with a deep grasp of investment management
- 3+ years of relevant demonstrated experience in the Financial Services space, including roles such as FinTech deployment, sales engineering, solutions architecture, product experience, or financial platforms
- Prior experience in similar roles (deployment, product, engineering, and/or client success) at SaaS companies
- Bachelor's Degree
- Deep understanding of investment management
- Knowledge of modern software architecture and database concepts
- Familiarity with Data Lakehouse and API concepts
- An effective oral and written communicator, able to work with all organizational levels, internally and externally
- Highly organized with the ability to manage and track processes and work across numerous prospective clients simultaneously
- Proven ability to lead sophisticated projects, manage complex relationships, and adhere to timelines
- Flexibility to travel on short notice (20%+)
What the job involves
- We are seeking a highly consultative and deeply knowledgeable Sales Engineer to become a vital resource within our sales organization
- In this role, you will act as a domain expert, leading presentations for C-Suite executives and key operational stakeholders, leveraging your deep understanding of financial software to position the Addepar solution effectively
- You will be a creative problem-solver, a self-starter, and a thoughtful advocate for change, working in close partnership with Account Executives
- Your efforts will ensure prospects are fully informed about Addepar’s product development, workflows, and compelling use cases
- Sales Process Support: Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle
- Technical Consultation: Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors
- Proof of Concept & Customization:
- Support sales efforts with "Proof of Concepts" (POCs)
- Load prospective client data and design custom demo environments to demonstrate the future Addepar experience based on their specific business requirements
- Internal Coordination: Coordinate internal product and technical resources for prospect meetings
- Documentation & Estimates: Assist Account Executives with the completion of RFPs & RFIs, and help create Statements of Work (SOW), budgetary estimates, coordinating with key internal teams (Professional Services, Data, Implementation Project Managers, Support, Finance, and Legal)
- Strategic Resource Building: Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources
- Client Optimization (Periodic): Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsells
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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