The only modern custodian built exclusively for RIAs. Altruist Financial LLC, Member FINRA/SIPC
Senior Solutions Engineer, Enterprise
Location
United States
Posted
1 day ago
Salary
$200K - $262K / year
Seniority
Senior
Job Description
Senior Solutions Engineer, Enterprise
Altruist
• Collaborate closely with Product Director, Enterprise and Sales Director, Enterprise to develop and continuously refine a GTM strategy for the Enterprise segment. • Drive sales execution by partnering with the Client Development team throughout the sales cycle from early discovery through close developing a consultative, solution approach, answering technical questions, delivering customized demos and presentations, and bringing in SMEs as needed into the process. • Lead end-to-end implementation and onboarding process of new enterprise clients; ensuring a smooth handoff from sales, managing technical requirements and gathering, coordinating integrations, etc. • Develop a deep understanding of the Altruist platform to be able to demo and speak to various capabilities. • Stay informed on the technology landscape of the wealth management industry to be able to speak to different tech stack configurations, integration capabilities, speak to different use cases, and surface efficiency gains for firms. • Systematically capture advisor feedback throughout the sales cycle to help inform company priorities (e.g., product roadmap, marketing campaigns). • Contribute to the sales team’s goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce. • Travel as required during the pre- and post-sales process. • Develop competitive information and insights on legacy custodians (Schwab, Fidelity, Pershing) and build an understanding of how parts of their business and products operate.
Job Requirements
- 10+ years of experience in a sales engineering, solutions consulting, or technical pre-sales role, ideally supporting a B2B financial services or wealth management platform.
- Deep domain knowledge - a strong grasp of the RIA (Registered Investment Advisor) ecosystem, broker-dealer infrastructure, and portfolio management workflows. Experience navigating custodial platforms and compliance requirements is a strong plus.
- Technical fluency - proven ability to understand and explain complex API integrations, data flows, and back-end processes to both technical and non-technical audiences.
- Enterprise selling acumen - deep understanding of enterprise sales cycles, including discovery, proof-of-concept, security reviews, etc. You act as a trusted technical advisor throughout the process.
- Licensing: SIE, Series 7, and Series 63 licenses or the ability to obtain them in 90 days.
Benefits
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from anywhere policy (with the exception of a few countries).
Related Guides
Related Categories
Related Job Pages
More Solutions Engineer Jobs
Banking Solutions Architect - Director - BPS
NTT GroupA global IT innovator founded in 1965, NTT DATA specializes in system integration and networking system services for more than a dozen industries. As an employe
Title: Banking Solutions Architect (Director- BPS) Location: New York, US-NY, United States Category Other Job Description: Req ID: 372372 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Banking Solutions Architect (Director- BPS) to join our team in New York, New York (US-NY), United States (US). BPS Banking Solution Architect At NTT DATA Services, we know that with the right people on board, anything is possible. We’re building the next era of Business Process Services—AI-native, agentic BPaaS that fuses deep process expertise with LLMs, AI agents, and data-first design. This is not outsourcing 2.0—it’s services-as-software, built for scale, speed, and intelligence. Join our founding team and help transform industries like insurance, healthcare, and financial services with solutions that are 40% more efficient and infinitely more adaptive. If you want to build what the market hasn’t seen yet, this is it. Location: Hybrid/Remote Type: Full-Time Role Overview: You will lead the design of end-to-end business process solutions powered by AI agents and decision-support platforms. Acting as the bridge between client stakeholders, product teams, and engineers, you will map current-state operations and co-create the future-state AI-native architecture. Key Responsibilities: - Understand client workflows (e.g., claims, lending, KYC) and pain points - Architect AI-native solutions leveraging modular agentic platforms - Define data and process models in collaboration with ontology and ML teams - Drive roadmap alignment between domain priorities and tech capabilities - Present solutions to C-level stakeholders and drive adoption Required Skills: - 10+ years in Banking Domain - Strong understanding of digital transformation and Business Processes, BPS / BPO - Experience in designing automation workflows or BPaaS models - Excellent client-facing communication for Solutions and large deals with executive storytelling skills - Familiarity with AI/ML & Agentic concepts, even if not hands-on About NTT DATA</u> NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. our consulting and Industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in R&D. Whenever possible, we hire locally to NTT DATA offices or client sites. This ensures we can provide timely and effective support tailored to each client’s needs. While many positions offer remote or hybrid work options, these arrangements are subject to change based on client requirements. For employees near an NTT DATA office or client site, in-office attendance may be required for meetings or events, depending on business needs. At NTT DATA, we are committed to staying flexible and meeting the evolving needs of both our clients and employees. NTT DATA endeavors to make https://us.nttdata.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at https://us.nttdata.com/en/contact-us. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here. For Pay Transparency information,
AI Solution Architect
CodeNinja Inc.We connect emerging markets developers with some of the world's most iconic businesses to solve the challenges of today
• Design high-level and low-level architectures for banking AI applications • Securely integrate modern AI applications with core banking systems and databases • Evaluate and select optimal LLMs, vector stores, and machine learning platforms • Ensure enterprise-grade high availability, low latency, and system scalability • Embed financial regulatory compliance, risk mitigation, and data privacy into every design decision • Partner with engineering, security, and platform teams through the full delivery lifecycle
Senior Integration Engineer – IA Generativa
Adecco Professional Colombia-[Página inactiva] Encuéntranos como Spring Professional Colombia
• Diseñar e implementar flujos agentivos utilizando LangGraph para procesos complejos de múltiples pasos. • Aplicar patrones de gestión de estado, control de flujo, routing inteligente y mecanismos de fallback. • Desarrollar prompts estructurados y reutilizables con variables controladas y formatos de salida definidos. • Garantizar consistencia, confiabilidad y cumplimiento de buenas prácticas de privacidad y observabilidad. • Diseñar arquitecturas multi-repositorio con una clara separación entre configuración y lógica de ejecución. • Definir y mantener contratos y esquemas entre componentes para asegurar la interoperabilidad. • Integrar agentes y sistemas a través de APIs y protocolos de comunicación basados en MCP y estándares A2A. • Evaluar la calidad, precisión y consistencia de las respuestas generadas por modelos de IA. • Garantizar el cumplimiento de requisitos relacionados con uso de herramientas y validaciones de esquemas. • Trabajar en conjunto con equipos de negocio, desarrollo y arquitectura para integrar soluciones agentivas en plataformas existentes. • Participar en decisiones técnicas clave y liderar iniciativas relacionadas con IA Generativa. • Investigar y aplicar mejores prácticas en LLMs, Agentic AI, Prompt Engineering y frameworks emergentes. • Brindar mentoría técnica a perfiles junior y apoyar el crecimiento del equipo.
• Construir y mantener integraciones entre plataformas utilizando APIs REST, Webhooks y conectores nativos. • Trabajar con APIs, sincronización de datos y automatización de procesos entre múltiples sistemas. • Diseñar, desarrollar y optimizar pipelines de datos y procesos ETL. • Implementar y administrar dashboards, reportes y métricas clave para liderazgo y operaciones. • Configurar y mantener procesos de marketing attribution para rastrear el recorrido completo desde la generación del lead hasta la conversión. • Desarrollar automatizaciones impulsadas por IA para reducir trabajo manual y mejorar la eficiencia operativa. • Monitorear flujos de datos para garantizar precisión, disponibilidad y confiabilidad. • Diagnosticar y resolver problemas relacionados con integraciones, automatizaciones y pipelines de datos. • Documentar configuraciones, integraciones y procesos para asegurar escalabilidad y continuidad operativa. • Garantizar el cumplimiento de estándares de seguridad, acceso y confidencialidad de la información.




