Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role

We are currently seeking a Sales Engineer to join our Sales Team. As a Sales Engineer, you are a key technical and consultative resource throughout our sales process including leading client presentations at CSuite level prospects to help deliver the value of Addepar. You will bring a deep knowledge of financial software and implementation process to help our prospects contextualize the Addepar product fit. Your tactical objectives are interfacing with a variety of prospects and markets spanning the UHNW wealth management industry to provide an in-depth understanding of the product advantages and capabilities. 

You will liaise regularly between our Services, Product, Engineering and Data teams to ensure our sales executives are abreast on the product development, workflows and use cases at Addepar. Strategically, you will assist in building out resources for the sales team to institutionalize the knowledge for our current and future sales executives. Our ideal candidate is an exceptional communicator, very well organized with a deep understanding of investment management and an expert in the use of Addepar. The best candidates will have experience previously working with Addepar clients and ideally have had exposure to the tools and processes of the deployment process.

You must be prepared to be a creative problem solver and vocal thought leader with a positive attitude and thoughtful voice to drive change and improvement as part of a premier organization within Addepar where an entrepreneurial and team player will thrive.

What You’ll Do You will become a resource on both sides of the due diligence process to help the prospect understand how Addepar fits into their current business while ensuring they are the right fit for our technology. Support senior SEs and Sales Executives with prospective clients throughout the entire sales process by acting as the subject matter expert on the Addepar product, data platform, and implementation process. Assist our Sales Team with the completion of RFPs & RFIs. Assist Sales Team in coordinating appropriate internal product and technical resources for prospect calls and meetings. Highlight and communicate the differentiating benefits of the Addepar solution vs. the competition by demonstrating knowledge of the Addepar product, client workflows, and financial industry domain. Support the sales effort with “Proof of Concepts”. Understand prospective clients key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience. Support in designing solutions for prospective clients to address their current business needs. De-risk future implementation projects by outlining and validating a comprehensive approach to address client requirements.  Assist with the creation of the Statement of Work (SOW), budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal). Who You Are At least 5 years of experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience and financial platforms. Worked at prior SaaS companies in similar roles such as deployments, product, engineering looking to make transition to sales. Understanding of modern software architecture Ability to grasp financial concepts Effective oral and written communicator with the ability to interface with members at all levels of an organization, both internally and externally. Ability to multi-task and track processes and deliverables for numerous prospective clients. Ability to manage complex projects, relationships and timelines. Flexibility to travel on short notice (At least 25% for in office, 35% if remote). Knowledge of database concepts, cloud infrastructure, security, SQL, Python and APIs. Bachelor's Degree (Computer Science, Mathematics and/or Engineering field a plus).

Our Values 

Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value.  Champion Our Clients - Exceed client expectations. Our clients’ success is our success.  Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.  Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

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.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.