Senior Solutions Engineer – Institutions

Addepar

Senior Solutions Engineer at Addepar leading high-stakes engagements in the financial software industry. Collaborating with executives and teams to modernize investment workflows globally.

Posted 6/23/2026full-timeRemote • New York • 🇺🇸 United StatesSenior💰 $146,000 - $182,000 per yearWebsite

About the role

Key responsibilities & impact

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
Guide prospects and clients through the modernization of their workflows
Conduct executive-level discovery to identify systemic business inefficiencies
Design and build tailored demo environments
Lead technical executive reviews for our largest existing relationships
Manage the technical portions of the sales cycle
Work closely with product and engineering teams
Mentor teammates and refine sales playbooks

Requirements

What you’ll need

7+ years in Sales/Solutions Engineering or Solutions Architecture
Deep domain expertise in investment management and analysis across LPs and GPs
Deep fluency in AI-driven software and modern data ecosystems
Confidence to guide high-stakes technical engagements
Understanding of workflows embedded in and the concept of integrating complex data sets
Knowledge of modern software architecture, database concepts, and API integration
Bachelor's degree required. CFA, CFP, or Master's degree a plus.
Flexibility to travel on short notice (10–20%)

Benefits

Comp & perks

bonus
equity
benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

AI-driven softwaredata ecosystemssoftware architecturedatabase conceptsAPI integrationsales engineeringsolutions architecturedeal structuringworkflow modernizationtechnical reviews

Soft Skills

mentoringcommunicationleadershipproblem-solvingcollaborationflexibilityconfidencediscoveryguidancerefinement

Certifications

CFACFPBachelor's degreeMaster's degree