Search the 37 jobs at Addepar

The Workplace Operations Manager at Addepar will lead the US team in ensuring safe, productive, and happy working environments for employees. Responsibilities include facilities management, vendor relationships, strategic planning, and budgeting for real estate in the Americas. The role requires a Bachelor's degree and 6+ years of leadership experience in workplace and facilities management.

A Data Solutions Consultant at Addepar is responsible for integrating clients’ portfolio data into Addepar, consulting clients on complex data challenges, and improving internal processes. The role requires proficiency in Python, financial product knowledge, and strong problem-solving skills.

Solutions Consultants at Addepar lead and carry out end-to-end implementation projects to onboard new clients onto the platform. They work with clients to design and build solutions, demonstrating technical expertise and industry knowledge.

Lead the data validation process with clients for data conversion projects, support clients in identifying data performance discrepancies, and drive process improvements to increase efficiency and automation.

Lead end-to-end data validation process with clients for data conversion projects, support clients in identifying data performance discrepancies, review and document system methodologies, coordinate project teams, prioritize and improve processes.

Lead high-impact information security initiatives to protect customers and support market reach. Collaborate with Engineering leaders, develop Security Operations & IAM functions, and communicate risks effectively. Strong analytical and problem-solving skills required.

Design, build, and iterate on web-based applications for alternatives data professionals. Implement responsive UIs, maintain engineering solutions, lead project priorities and achievements, collaborate with machine learning engineers, and work with product managers.

As an Enterprise Account Executive at Addepar, you will manage consultative sales cycles with Enterprise Banks, National Wealth Managers, and Wirehouses to provide products to that vertical. You will develop and execute strategies to grow new annual recurring revenue and advise Institutional clients.

The Sr. Account Executive - Institutions at Addepar will manage consultative sales cycles with Institutional Asset Allocator prospects, develop strategies to grow new annual recurring revenue, and lead efforts to achieve quota and secure multi-year client contracts. This role involves working in a cross-functional environment with various teams to deliver trusted and scalable solutions for clients in the wealth management and asset management sector.

Seeking a Product Marketing Manager to drive acquisition, engagement, and retention of priority customer segments. Will collaborate with product, sales, and go-to-market teams to optimize the full-funnel experience and accelerate growth. Responsibilities include championing the customer, developing product positioning, and crafting the product roadmap to position products and brand effectively.

Addepar is seeking a Financial Planning Analyst to join our FP&A Team. Responsibilities include supporting the close process, designing financial planning models, leading a lane of company expenses or revenue, building dashboards, and providing ad-hoc financial analysis. The role offers a salary range of $90,000 - $141,000 per year plus bonus and benefits.

As an Enterprise Solutions Consultant at Addepar, you will lead the design and oversight for new clients onboarding to the Addepar platform, ensuring compatibility with other products and services within the ecosystem. You will work collaboratively with internal teams, prioritize project delivery, and drive process improvements.

As an Enterprise Solutions Consultant, you will lead the design and oversight for new clients onboarding to the Addepar platform, ensuring the best solutions fit their unique requirements. You will collaborate with internal teams and take a hands-on approach to solving problems to ensure client success.

Seeking a Portfolio Data Analyst to integrate client portfolio investment data into Addepar's portfolio management products. Responsibilities include analyzing data from external providers, working with engineering and product management teams, and contributing to data solutions.

Lead a team of engineers, collaborate with cross-functional teams, and expand skills to manage a global engineering organization.

The Sr. Client Success Manager at Addepar is responsible for managing some of the company's largest and most sophisticated clients, ensuring they derive maximum value from the platform. This role involves cultivating long-term relationships, providing strategic oversight throughout the client journey, and developing success plans.

Seeking a Sales Engineer to lead presentations with C-Suite and other key operational resources, provide in-depth understanding of product advantages, assist in building resources for the sales team, and support Account Executives throughout the sales process.

Seeking a Senior Strategy and Marketing Programs Manager to lead key initiatives, collaborate with cross-functional teams, analyze market trends, and enhance organizational productivity. This role requires strong strategic planning, project management, and relationship-building skills.

As a Systems Engineer - FinOps engineer at Addepar, you will analyze cloud infrastructure, track spending, identify cost-saving strategies, and play a key role in implementing cloud-based platform solutions. You will support production infrastructure, provide budget forecasts, maintain automation for cost optimization, and offer technical solutions. This role requires expertise in Infrastructure, FinOps, and running large-scale environments.

A Sr. Data Solutions Consultant responsible for integrating clients’ portfolio data into Addepar, consulting on complex data challenges, and improving internal tooling. Requires 4+ years experience, proficiency in Python, and a solution-oriented mentality.