Addepar

Addepar

Mountain View, CA
850 Total Employees
150 Local Employees
Year Founded: 2009

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Jobs at Addepar

Search the 28 jobs at Addepar

Recently posted jobs

2 Days Ago
San Francisco
Remote
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
3 Days Ago
San Francisco
Remote
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
5 Days Ago
San Francisco
Remote
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
7 Days Ago
San Francisco
Remote
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
8 Days Ago
San Francisco
Remote
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
10 Days Ago
San Francisco
Remote
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
13 Days Ago
San Francisco
Remote
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
13 Days Ago
San Francisco
Remote
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
13 Days Ago
San Francisco
Remote
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
13 Days Ago
San Francisco
Remote
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
14 Days Ago
San Francisco
Remote
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
14 Days Ago
San Francisco
Remote
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
14 Days Ago
San Francisco
Remote
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
14 Days Ago
San Francisco
Remote
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
14 Days Ago
San Francisco
Remote
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.