Sr. Solutions Engineer- Institutions

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. They are seeking a seasoned, client-focused Senior Solutions Engineer to help establish and grow a hyper-growth line of business within the institutional market segment.

Responsibilities:

• 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. Demonstrate how migrating to the platform or adopting Addepar's AI-powered insights creates a vertically integrated ecosystem that outpaces their current setup
• 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
• 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
• Lead technical executive reviews for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR
• Manage the technical portions of the sales cycle, including POCs, RFPs and RFIs, Statements of Work, and budgetary estimates
• 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
• Professional Services, Data, Implementation, Support, Finance, and Legal, as well as internal product and engineering teams
• Mentor teammates, establish and refine sales playbooks, and institutionalize standards for demos and technical validation

Requirements:

• 7+ years in Sales/Solutions Engineering or Solutions Architecture with a proven history of closing high-revenue enterprise deals and navigating global enterprise procurement
• Deep domain expertise in investment management and analysis across LPs and GPs You understand where the industry is heading and can position Addepar accordingly
• 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
• Confidence to guide high-stakes technical engagements and lead executive reviews for C-Suite stakeholders, navigating differing opinions
• You excel at high-level systems design, understanding how Addepar integrates into multi-vendor legacy architectures and can clearly articulate value throughout
• 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
• You connect technical milestones to tangible business value and ARR growth across the full lifecycle of a relationship
• Understanding of workflows embedded in and the concept of integrating complex data sets
• Knowledge of modern software architecture, database concepts, and API integration
• Effective oral and written communicator, able to work with all levels of an organization internally and externally
• Bachelor's degree required
• 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
• CFA, CFP, or Master's degree a plus
• Flexibility to travel on short notice (10–20%)