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 excited to announce a unique opportunity to join Addepar as our first Sales Engineer in the UAE. This role is pivotal in establishing our presence in the region and supporting our growing team in EMEA. As a Sales Engineer, you will be a key technical and consultative resource throughout the sales process, partnering with prospective clients to demonstrate how Addepar’s solutions can create meaningful value for their businesses.
Your role will involve engaging with high-net-worth wealth management firms and other key stakeholders in the financial sector. You will provide expert insights into the advantages and capabilities of Addepar’s platform, helping clients envision how our technology can transform their operations. As a bridge between Sales, Services, Product, Engineering, and Data teams, you will ensure the sales team remains aligned with the latest product developments and client needs.
This is a groundbreaking opportunity for someone with a deep understanding of financial technology, excellent communication skills, and a passion for delivering value to clients. You will be key in building resources and infrastructure to support sales efforts in the region and beyond.
What You’ll Do
- Serve as a trusted advisor during the due diligence, guiding prospects on how Addepar’s platform aligns with their business needs and ensuring a strong mutual fit.
- Support senior sales engineers and sales executives throughout the sales process with in-depth expertise in Addepar’s product, data platform, and implementation approach.
- Assist with the preparation and completion of RFPs and RFIs.
- Coordinate with internal teams to support technical discussions and ensure seamless communication during prospect calls and meetings.
- Communicate Addepar's unique benefits by showcasing a thorough understanding of our platform, client workflows, and the financial sector.
- Lead "Proof of Concept" initiatives: understand client requirements, load data, and create tailored demo environments to illustrate the potential of Addepar’s solutions.
- Design customised solutions to address client needs, ensuring that future implementation projects are planned and de-risked effectively.
- Collaborate on drafting Statements of Work (SOW) and budget estimates and liaising with key teams, including Professional Services, Data, Implementation, Support, Finance, and Legal.
Who You Are
- 5+ years of experience in financial services, with expertise in FinTech deployment, sales engineering, solutions architecture, product management, or financial platforms.
- Experience working at SaaS companies in roles such as deployments, product, or engineering, interested in transitioning to sales.
- Strong knowledge of modern software architecture and financial concepts.
- Exceptional communication and presentation skills, with the ability to build relationships and engage stakeholders at all levels.
- Demonstrated ability to manage multiple tasks, processes, and deliverables simultaneously.
- Skilled at handling complex projects and fostering relationships with clients and internal teams.
- Willingness and ability to travel as needed (approximately 25% for in-office roles, 35% for remote roles).
- Familiarity with database concepts, cloud infrastructure, security, SQL, Python, and APIs is a strong advantage.
- Bachelor’s degree preferred (background in Computer Science, Mathematics, or Engineering is 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 [email protected].
Top Skills
What We Do
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 trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 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, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
Why Work With Us
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.
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