At a Glance
- Tasks: Lead high-stakes sales engagements and transform legacy operations into AI-driven ecosystems.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Competitive salary, flexible work environment, and opportunities for professional growth.
- Other info: Be part of a diverse team that values innovation and collaboration.
- Why this job: Make a real impact by guiding clients through their digital transformation journey.
- Qualifications: Experience in Sales Engineering or Solutions Architecture with a strong understanding of AI-driven software.
The predicted salary is between 80000 - 100000 £ per year.
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
The Role
We are currently seeking a Senior Enterprise Sales Engineer to join our team. As a strategic partner throughout the sales process, you will lead high-stakes engagements with C-Suite executives and global stakeholders, architecting how Addepar’s vertically integrated platform transforms complex legacy operations into modern, AI-driven ecosystems. You bring a mastery of financial software to help our prospects and large relationships contextualise Addepar as a mission-critical component of their long-term business strategy.
What You’ll Do
- Strategic Advisory: Act as the lead domain authority for global, multi-billion pound/dollar opportunities, partner with account executives to design complex deal structures and multi-year expansion roadmaps.
- Platform & AI Evolution: Guide existing clients through the modernisation of their workflows.
- Business Transformation Discovery: Conduct executive-level discovery to identify systemic business inefficiencies.
- Demo Construction: Design and build tailored demo environments.
- Enterprise Account Growth: Lead technical executive reviews and expansion executions for our largest existing relationships.
- Technical Sales Support: Manage the technical portions of the sales cycle.
- Sales Engineering Leadership: Act as a force multiplier by mentoring and establishing standards for demos and technical validation.
Who You Are
- Experience: Multiple years in Sales Engineering, Solutions Architecture, Pre-Sales Consultant, or Technical Account Manager.
- AI Advocate & Strategist: Deep fluency in AI-driven software and modern data ecosystems.
- Strategic External Partner: Confidence to guide high-stakes technical engagements.
- Architectural Mindset: Excel at high-level systems design.
- Market Thought Leader: Understand where global wealth management is heading.
- Revenue-Minded Engineer: Connect technical milestones to tangible business value.
- Data Lakehouse: Understanding workflows embedded and concept of integrating complex data sets.
- Education: Ideally you’ll have a Bachelor’s Degree, other certifications such as the CFA, CFP, IMC or CISI qualifications and Masters Degree are a plus.
- Travel: Flexibility to travel on short notice (10–20%).
Our Values
- Act Like an Owner: Think and operate with intention, purpose and care.
- Build Together: Collaborate to unlock the best solutions.
- Champion Our Clients: Exceed client expectations.
- Drive Innovation: Be bold and unconstrained in problem solving.
- Embrace Learning: Engage our community to broaden our perspective.
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.
Sr. Enterprise Sales Enginee employer: Addepar
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to take ownership of their roles while providing ample opportunities for professional growth and mentorship. With a commitment to diversity and inclusion, the Edinburgh office offers a dynamic environment where team members can thrive, supported by a flexible workforce model that encourages work-life balance and engagement with cutting-edge technology in the financial sector.
