Search the 32 jobs at Addepar

The Account Executive will develop a strategic sales plan, manage lead qualification and conversion from large financial firms, and prospect to establish new relationships within assigned accounts, while traveling 40-50% of the time.

The Portfolio Data Consultant will lead the data validation process with clients and internal teams, resolving discrepancies in portfolio performance data. Key tasks include conducting training sessions, documentation of methodologies, coordinating project updates, and identifying process improvements to enhance efficiency.

The Portfolio Performance Analyst will lead client data validation processes, conduct training sessions, identify and resolve portfolio data discrepancies, and work collaboratively with internal teams. The role requires excellent communication and organizational skills to manage multiple projects effectively.

As a Data Solutions Consultant, you will integrate clients’ portfolio data into Addepar, consult on complex data challenges, execute client deliverables, and improve internal processes. You will lead data conversion projects, prioritize multiple assignments, and work with various internal teams while maintaining effective communication with clients.

As a Sales Engineer at Addepar, you will support the sales team by demonstrating the value of Addepar's financial technology solutions to potential clients, assist in RFP preparations, coordinate technical discussions, and lead proof of concept initiatives, building customized solutions for client needs.

As a Client Success Manager at Addepar, you will focus on the post-sales lifecycle, ensuring clients derive maximum value from the platform. Responsibilities include developing success plans, providing client support during implementation, and advocating for clients while identifying new revenue opportunities in collaboration with cross-functional teams.

The Account Executive will drive new Annual Recurring Revenue (ARR) within the Middle East and Africa region by managing relationships with financial firms, conducting client meetings, and developing strategic sales plans. The role requires effective lead qualification and conversion to expand Addepar's presence in the market, as well as significant travel for client engagement.

As a Senior Recruiter at Addepar, you'll be responsible for managing the full recruitment cycle for Go-To-Market roles, developing innovative sourcing strategies, and ensuring an exceptional candidate experience while partnering with hiring managers to inform recruitment processes.

The Business Development Officer will manage and expand relationships with Wealth Tech consulting teams at custodians, drive engagement and referrals, collaborate on sales pipelines, raise product awareness through demos and education sessions, and help build a new function within the team.

As the Head of Core Platform Operations at Addepar, you'll lead global platform and cloud operations, drive strategic infrastructure programs, and foster a culture of innovation within your team. Your role involves partnering with engineering teams, establishing service reliability metrics, and focusing on automation to enhance operations while mitigating risks.

Implementation Analysts at Addepar lead client onboarding projects for the Addepar platform, ensuring client success through solution design and problem-solving. They collaborate closely with clients and internal teams, managing multiple projects and improving processes while being a subject matter expert in the platform.

As a Data Solutions Analyst, you will integrate client portfolio data into Addepar, manage data conversion projects, improve internal processes, and communicate effectively with clients and teams. This role requires analytical skills and a solutions-oriented mentality.

The role involves drafting, reviewing, and negotiating various contracts related to technology and services, collaborating with multiple teams on client agreements, and advising on vendor contracts. The candidate will be required to identify and address legal concerns while ensuring compliance with regulations.

The Data Governance Manager will implement an enterprise data governance framework, develop policies, ensure data quality and security, and collaborate with IT and other departments. Responsibilities include managing data lifecycle processes, conducting audits, and promoting data governance best practices throughout the organization.

The Enterprise Solutions Consultant at Addepar will lead the onboarding of new clients to the platform, oversee project execution, and ensure client satisfaction while collaborating with cross-functional teams. They will also identify opportunities to enhance processes and methodologies as the platform grows.

The Technical Writer II will help develop and maintain a library of user guides and help articles for Addepar's products and services. This role involves writing, editing, auditing existing content, managing requests, and collaborating with subject matter experts to improve the Help Center's resources.

As a Senior Content Designer, you will redesign Addepar's knowledge base and create a library of guides and help articles. Your role involves collaborating with cross-functional teams, mentoring content designers, and developing systems for reusable content that enhances product training and support.

As a Technical Solution Architect at Addepar, you will assist clients in building custom integrations using APIs, develop internal tools, and optimize client onboarding. Your role involves collaborating with cross-functional teams, managing project expectations, and staying current with industry trends to enhance client satisfaction.

The Director of Performance Marketing will lead global demand generation and digital marketing efforts, focusing on developing strategies that drive pipeline growth and enhance brand equity. Responsibilities include executing multi-channel campaigns, optimizing digital marketing efforts, driving demand generation, overseeing event strategies, and measuring campaign performance through KPIs.

The Regional People Operations Manager oversees the People Operations function in the Americas for a growing organization. This role includes managing employee lifecycle processes, ensuring compliance, and enhancing operational efficiencies through data analytics and cross-functional collaboration.