BP
$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
Senior Solutions Engineer focused on selling Addepar's financial data platform to large institutional investors, endowments, and alternative asset managers. This role suits someone with deep investment management experience and enterprise sales track record who can guide C-suite buyers through complex technical implementations and demonstrate AI-powered workflow transformations.
Our summary, not Blumberg Portfolio’s wording. The full posting is on their site.
What they ask for
Required
- 7+ years in Sales Engineering or Solutions Architecture
- Proven history closing high-revenue enterprise deals
- Deep domain expertise in investment management across LPs and GPs
- Deep fluency in AI-driven software and modern data ecosystems
- Executive presence and confidence with C-suite stakeholders
- Understanding of data lakehouse workflows and complex data integration
- Technical foundation in software architecture, databases, and APIs
- Bachelor's degree
Nice to have
- CFA, CFP, or Master's degree