Sr. Data Solutions Strategist

Who We Are

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. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

The Role

Addepar is scaling the Addepar Data Exchange (ADX)—our managed Data Lakehouse designed to modernize the global investment landscape—alongside our Premier Data Validation and Sandbox suites. We are seeking a quota-carrying commercial expert to serve as the technical spearhead for this ecosystem. You will own the 'Technical Win' and carry a dedicated revenue target, architecting data strategies that transition large-scale financial institutions from fragmented legacy silos to a unified, scalable infrastructure. Your goal is to solve the industry’s most expensive problem: data integrity. By leveraging automated validation to ensure high-fidelity reporting and Sandbox environments to de-risk complex migrations, you aren't just selling software; you are re-engineering the data backbone of global wealth management.

• ADX is a state-of-the-art, fully managed Data Lakehouse that provides clients with a modern data platform. ADX gives clients control of the entire data lifecycle from management, storage, processing, analysis and the deployment of data in a mature way.

• Sandbox is a dedicated environment for safe testing of workflows and integrations.

• Premier Validation Offering: Services offering designed to reduce data validation cycles, manual investigations and cross-system inconsistencies to help clients build a durable data foundation

The current range for this role is $126,000 - $196,000 + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You'll Do

• Product Expertise: Develop in-depth, technical knowledge of product features, benefits, and applications to serve as the go-to expert.

• Market & Product Analysis: Monitor market trends, competitor activity, and customer feedback to guide product improvements and GTM strategy with marketing, sales, and product team.

• Sales & Marketing Support:

• Collaborate with sales/marketing teams to create promotional materials, deliver product presentations, and assist with sales closures.

• Work closely with GTM sales to identify opportunities with both new and existing clients; Drive technical strategy for complex data migrations and Lakehouse adoption

• Create & articulate compelling value propositions that address our clients' specific needs.

• Manage and forecast sales activity and opportunities using Salesforce

• Training & Enablement: Create training materials and conduct sessions for internal teams (sales, customer service) and external partners. Help educate the GTM teams on successful use cases, wins and losses, and upcoming product features and functionality.

• Customer Engagement: Interact with customers to understand needs, provide technical support, and resolve issues, directly impacting customer experience. Support existing clients deriving value from the product and ensuring their use cases are captured

• Product Lifecycle Management: Work with design and engineering teams to oversee product development, enhancements, and launch activities.

Who You Are:

• Bachelor’s degree or equivalent

• 10+ years of experience in Fintech or Financial Services, with a background in individual quota-carrying roles across Enterprise Data or Infrastructure Sales.

• Technical-Commercial Fluency: Expert at navigating the financial data landscape; able to translate data workflows and integration requirements into Data Lakehouse architecture solutions for business, operations, and technical stakeholders that enable high-velocity decisions.

• Commercial Ownership: Proven ability to lead the "Technical Win" and hit revenue targets within complex, multi-stakeholder institutional sales cycles.

• Infrastructure Displacement: Experienced in transitioning firms from fragmented legacy silos to modern, managed infrastructure (ADX).

• Data Integrity Advocate: Focused on solving data challenges by positioning Automated Validation as a mission-critical tool for operational efficiency.

• Migration Strategist: Skilled at using Sandbox and Testing environments as commercial levers to de-risk enterprise-scale migrations and neutralize technical objections.

• Product Contributor: Ability to synthesize market intelligence to directly influence Product and Engineering roadmaps.

• High-Stakes Communicator: Exceptional ability to translate complex technical "plumbing" into a compelling commercial ROI for C-suite stakeholders.

• Strong collaboration and interpersonal skills: Ability to quickly build trust and strong relationships with internal stakeholders- sales, deployments, CSMs, PMs, designers, and engineers.

• Client-centric: a genuine interest in delivering results for customers

• Self-starter that can both identify and solve problems

• Analytical ability - Be entrepreneurial by taking a data-based approach.

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].