Search the 24 jobs at Addepar

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.

Manage and lead client renewals and upsell opportunities, build relationships with clients, drive revenue growth, exceed sales quota, and use Salesforce effectively to run the sales process.

Lead a team of remote/onsite engineers, collaborate with cross-functional teams, and expand skills to manage a global engineering organization. Primarily work with Python backend and React frontend technologies.

The Client Success Manager at Addepar is responsible for managing the post-sales lifecycle of clients, ensuring maximum value from the platform, driving adoption success, retention, and renewal. This role involves cultivating relationships with key client stakeholders, providing strategic oversight, and developing success plans with clients.

The Calculations Product Analyst at Addepar is responsible for supporting Addepar's calculations functionality, defining feature requirements, generating examples, answering queries, and testing new features. The role requires deep knowledge in financial calculations, asset valuation, and investment performance metrics.

Seeking an experienced Account Executive to grow new ARR for RIA's, Single and Multi-Family Offices, and Private Banks in the finance industry. Responsibilities include developing a strategic sales plan, lead qualification, aggressive prospecting, and managing relationships within the assigned territory. Requires 4+ years of software sales experience and expertise in selling SaaS products.

Seeking a Senior Revenue Manager to oversee revenue accounting, reporting, and team management. Responsibilities include revenue management, reporting oversight, transaction processing, internal controls, team management, process optimization, and audit support. Must have NetSuite experience and 5+ years of relevant experience.

Experienced event manager needed to lead all aspects of planning and executing events for Addepar's marketing team. Must have strong project management skills, financial services understanding, and be detail-oriented. Salary range $78,000 - $123,000 per year.

Looking for a Sales Manager to drive strategy and success within the sales team, focusing on growth in wealth management and investment markets. Responsible for building pipelines, qualifying clients, and signing new clients. Collaborate with other leaders to define an industry-leading culture. Market-based pay approach with a salary range of $137,000 - $214,000 (base salary) + bonus + equity + benefits.

Lead technical sales efforts for enterprise accounts, collaborate with account executives, conduct product demonstrations, coordinate account teams, and drive projects to completion in a financial technology company. Requires 5+ years of experience in Financial Services, domain expertise in wealth management, and prior experience in SaaS companies.

Design, build, and train machine learning models, optimize machine learning pipeline for scale and robustness, document software functionality and project plans.

As a Strategic Account Executive at Addepar, you will manage consultative sales cycles with large RIA's, Multi-Family Offices, and Family Offices. You will develop strategies to grow new revenue, advise mid-tier clients, and collaborate with various teams to deliver solutions. Strong selling skills and a passion for teamwork are key. This role focuses on achieving quotas, securing multi-year contracts, and reshaping the Wealth Management Sector through technology innovation.

Senior Software Developer role at Addepar focusing on authentication and access management platform development. Collaborate with skilled engineers to create software solutions for investment professionals. Pay based on skills, experience, and market conditions.

Lead a team of talented engineers in building web-based applications for alternative data professionals, collaborating with data scientists and product managers to deliver innovative solutions, and integrating machine learning models into the backend stack.

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.