Job Description
Who We Are
Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way.Â
Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds.Â
We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together.Â
Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.
*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
As a Sr. Enterprise Sales Engineer you are a key technical resource throughout our sales process and part of a constantly evolving and innovative team. You will interact with clients spanning the broad range of wealth and asset management industry. You will bring a highly tailored consultative approach throughout the diligence process and become a resource internally and externally helping craft the solution of how Addepar fits into client's workflows and target state architecture.
The successful candidate will be an outstanding communicator, consultative, and very well-organized with a deep understanding of investment management.
What You’ll Do- Manage the entire process from RFP/RFI to the creation of the Statement of Work (SOW) by collaborate with key internal teams.
- Leading technical demos and extensive proof of values that require expertise with large financial data sets wooing our prospects! Knowledge of backend banking systems is a plus.
- Manage the maintenance our demo infrastructure (Enterprise Specific Environment).
- Improve and apply Design Best Practices. De-risk future implementation projects by outlining and validating a comprehensive approach to address client requirements.
- 10+ years of demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience and financial platforms.
- Extensive knowledge in the front, middle, and back office operations of wealth management firms. Familiarity with financial reporting, trading, custody systems and data architecture.
- Effective oral and written communicator with ability to collaborate with members at all levels of an organization, both internally and externally.
- Flexibility to travel on short notice (~20%).
- Degrees in Computer Science, Information Systems, Systems Architecture, Mathematics and/or Engineering field a plus.
Our ValuesÂ
- 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.Â
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.Â
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.Â
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.Â
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.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.
Date Posted
11/16/2022
Views
6
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