At a Glance
- Tasks: Lead high-stakes sales engagements and transform legacy operations with AI-driven solutions.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Competitive salary, flexible work options, 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.
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, run end‑to‑end proof‑of‑concepts.
- 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: Addepar1
Addepar is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Edinburgh. With a strong emphasis on employee growth, we offer numerous opportunities for professional development and career advancement, alongside competitive benefits that support work-life balance. Join us to be part of a dynamic team dedicated to enhancing client experiences through cutting-edge market data solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Sr. Enterprise Sales Enginee
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Addepar1. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Sr. Enterprise Sales Enginee
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Addepar1.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Addepar1's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Addepar1
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Addepar1.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Addepar1 will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Addepar1 employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
