$146,000 – $182,000
Listed on Blumberg Portfolio’s own careers site. You apply with them directly — we never stand between you and the employer.
What this role is
This role combines technical depth with high-stakes sales strategy, architecting how a financial data platform transforms enterprise operations for C-suite decision-makers. It suits experienced sales engineers who blend domain fluency in AI and wealth management systems with the confidence to lead executive engagements and mentor teams.
Our summary, not Blumberg Portfolio’s wording. The full posting is on their site.
What they ask for
Required
- 5+ years in Sales Engineering or Solutions Architecture
- Proven track record closing enterprise deals with global procurement
- Deep knowledge of AI-driven software and modern data ecosystems
- Ability to lead executive-level technical engagements with C-suite stakeholders
- Understanding of complex legacy system architectures and vendor integrations
- Bachelor's degree
Nice to have
- CFA or CFP certification
- Master's degree
- Understanding of asset classes and wealth management industry trends