Search the 33 jobs at Addepar

A Data Solutions Consultant responsible for integrating clients\u2019 portfolio data into Addepar, consulting clients on their complex data challenges, and executing client deliverables. Must have analytical and communication skills, thrive in a fast-paced environment, and bring a solutions-oriented approach to problem-solving.

Solutions Consultants at Addepar lead and carry out end-to-end implementation projects to onboard new clients onto the Addepar platform. They work closely with clients to design and build solutions to meet their needs at any scale. SCs have a deep understanding of finance and technology, collaborate with internal teams, and take ownership of client success. The role offers a flexible work model with market-based pay.

Lead the data validation process with clients, support clients in identifying data performance discrepancies, coordinate project teams, prioritize and drive process improvements.

A Portfolio Data Consultant at Addepar leads the end-to-end data validation process with clients for data conversion projects. Responsibilities include training sessions, supporting clients with data discrepancies, documenting system methodologies, and improving processes. Requires a B.S in Finance, Mathematics, Statistics, Business or Economics, and 2+ years of experience in Finance and Technology.

Lead high-impact information security initiatives to protect customers and people against threats. Collaborate with Engineering leaders to champion a strong security posture. Develop and manage Security Operations and IAM functions. Communicate effectively with cross-functional leadership.

Manage consultative sales cycles with Institutional Asset Allocators such as Endowments, Foundations, OCIO's, and Alternative Investment Managers. Develop strategies to grow new annual recurring revenue and advise Institutional clients. Work collaboratively across various teams to deliver scalable solutions and achieve quota targets.

As an Enterprise Account Executive at Addepar, you will manage consultative sales cycles with Enterprise Banks, National Wealth Managers, and Wirehouses, focusing on providing products to that vertical. You will be responsible for developing and executing strategies to grow new annual recurring revenue and advise Institutional clients. This role involves working in a cross-functional environment to deliver trusted and scalable solutions, leading efforts to achieve quotas and secure multi-year client contracts.

The Sr. Client Success Manager - Enterprise at Addepar is responsible for managing large and sophisticated clients to ensure maximum value from the platform, foster client relationships, and drive the adoption of Addepar solutions. This role involves strategic oversight, developing success plans, and working collaboratively with cross-functional teams to enhance client experience and drive business growth.

Seeking a Sales Engineer to lead presentations with key stakeholders, showcase Addepar's solution fit, support Account Executives, and assist in building resources for the Sales team. Requires deep knowledge of financial software and investment management.

Seeking a Financial Planning Analyst to build and own key analysis areas and dashboards for measuring and guiding improved business execution. Responsible for supporting the close process, designing financial planning models, leading expense/revenue lane, building dashboards, and providing ad-hoc financial analysis. Must have a numbers-oriented mentality, high attention to detail, and expertise in financial analysis, consulting, or investment banking roles.

Join Addepar as a Sr. Software Engineer in the Data eXchange team to build a financial data platform. Responsibilities include design, development, and innovation in financial data presentation. Requires 4+ years of experience in backend development using Python or Java, proficiency in SQL and PySpark, and experience with cloud services like AWS, GCP, and Azure.

Join Addepar Data eXchange team as a Software Engineer II to design and develop a financial data platform solution for investment professionals. Responsibilities include backend development, data processing, code writing, and innovation in financial data presentation. Requires 2+ years of software engineering experience with proficiency in Python or Java, and expertise in data processing frameworks like SQL, PySpark. Knowledge of cloud services and AI is a plus.

As an Enterprise Business Development Representative at Addepar, you will assist in the adoption and expansion of enterprise clients in the wealth management sector. You will develop and execute strategies to grow new revenue, advise clients, and work cross-functionally to deliver solutions. The role offers the opportunity to reshape the industry through client relationships and technology innovation.

As an Enterprise Solutions Consultant at Addepar, you will lead the design and oversight for new clients onboarding to the Addepar platform, ensuring the best solutions for their unique requirements. You will collaborate with internal teams, work on project delivery, and drive process improvements. The salary range for this role is $74,000 - $175,000 per year, plus bonus, equity, and benefits.

Lead strategic content initiatives, develop workflows, partner with cross-functional teams, craft intuitive user experiences, and establish standards and processes for a global technology company specializing in wealth management.

As a Systems Engineer at Addepar, you will analyze cloud infrastructure, track and project cloud spending, and identify cost savings strategies using AWS tools. Your role involves supporting production infrastructure, maintaining automation for cost optimization, and providing technical solutions for efficient architectural choices. You should have 5+ years of experience in Infrastructure, 4+ years in FinOps or Cloud Cost Management, and expertise in public cloud concepts.

Seeking a Portfolio Data Analyst to integrate client portfolio investment data into a portfolio management platform, collaborate with various teams, and drive innovative data solutions. Salary range: $64,000 - $100,000 annually.

Seeking an experienced IT Support Manager to lead a US-based IT Support team in a global technology and data company. Responsibilities include supervising IT Support operations, collaborating with IT Engineering, overseeing user lifecycle, and providing dedicated support to the Executive team. Required skills include team leadership, IT infrastructure planning, and proficiency in various software tools.

A Sr. Data Solutions Consultant at Addepar is responsible for integrating clients’ portfolio data into Addepar, consulting on complex data challenges, and improving internal processes. The role requires analytical skills, communication, and a solutions-oriented approach.

Coordinate the successful implementation and enhancement of Business Systems technology and software solutions within the organization. Lead end-to-end project management for software implementations, collaborate with internal teams and vendors, maintain project documentation, identify risks and issues, monitor budget and resources, and promote a culture of innovation and continuous improvement.