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Addepar
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Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The Data Governance Manager will develop and implement a data governance framework, lead cross-functional teams, manage data quality and integrity, and ensure compliance with regulations. Responsibilities also include training stakeholders, conducting audits, and driving initiatives for effective data management.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The Technical Writer II at Addepar will develop clear help articles and guides, manage content requests, collaborate with subject matter experts, audit existing materials, and evolve self-guided support content. The role requires strong writing, editing, and organizational skills, with a focus on enhancing user understanding of products.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
As a Sr. Content Designer at Addepar, you will develop content strategies to enhance user experiences with help and training. You'll create guides, articles, and a reusable content system, collaborating with cross-functional teams and mentoring junior designers. Your goal is to transform the help center into a high-quality resource while ensuring consistency and empathy in user communication.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The Director of Performance Marketing will develop and execute comprehensive marketing strategies to drive demand generation and revenue growth. Responsibilities include managing multi-channel campaigns, optimizing digital marketing efforts, leading events, analyzing performance metrics, and mentoring a high-performing marketing team.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
As a Technical Solution Architect, you will help clients build custom integrations using Addepar's APIs, develop internal tools for client onboarding, and collaborate with cross-functional teams to ensure project success. The role requires problem-solving skills and strong communication abilities.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The Sr. Manager of R&D Operations at Addepar will lead and optimize R&D initiatives, ensuring effective project delivery and team management. Responsibilities include facilitating quarterly planning, developing metrics frameworks, and refining information architecture. This role requires strong leadership, communication skills, and a focus on risk management and collaboration with cross-functional teams.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The Regional People Operations Manager will lead HR functions for the Americas, managing employee lifecycle processes, compliance, and team performance. Responsibilities include overseeing onboarding, employee policies, compliance training, and fostering collaboration across teams to support effective People Operations and global expansion.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The Account Executive is responsible for developing a strategic sales plan, managing lead qualification and conversion, aggressively prospecting new relationships, and traveling to meet prospects and customers in person, primarily within the finance and wealth management sectors.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The Sr. Investment Strategist will engage with clients to understand their investment goals, perform portfolio analysis, deliver insights through quantitative and qualitative methodologies, develop analytical prototypes, and support business development efforts. This role requires strong communication skills and significant experience in asset management.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
As a Business Development Representative at Addepar, you will generate new business opportunities, create strategic account lists, conduct discovery conversations with prospects, and collaborate with Go To Market teams. This role aims to drive growth in the wealth management and global investment management sectors.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
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.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The Account Manager will drive revenue growth through client renewals and upsell additional products. Responsibilities include maintaining client relationships, conducting business reviews, and managing pipeline through Salesforce effectively to achieve sales quotas.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
Solutions Consultants at Addepar lead client onboarding projects, ensuring successful implementation of the Addepar platform. They assess project outcomes, transition client data, communicate effectively, and improve existing processes. Candidates should excel in client relations and possess technical expertise, particularly in Python and financial services.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
As a Workday Business Systems Analyst, you will configure Workday systems, gather and analyze business requirements, collaborate with teams for solution design, maintain documentation, provide technical support, and deliver reports and dashboards. You will play a key role in expanding Workday's capabilities within the People Technology space.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The role involves architecting, implementing, and maintaining engineering solutions for complex problems, collaborating with cross-functional teams, mentoring engineers, and promoting engineering best practices while working on large-scale distributed systems and data ingestion.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
As a Staff Automation Engineer at Addepar, you'll drive automation solutions to enhance developer productivity, improve software quality, and reduce technical debt. You'll architect scalable frameworks, integrate automation into CI/CD workflows, address technical debt, and ensure robust quality assurance through testing strategies. Collaboration with various engineering teams is key to aligning automation strategies with company goals.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
Manage and scale the Business Development team by developing prospecting strategies, overseeing performance, and collaborating with internal teams to generate new business opportunities. The role involves recruiting and training BDRs, monitoring their activities, and ensuring alignment with growth goals.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The Sr. Account Executive will drive sales in the Swiss market for Addepar by developing strategic sales plans, managing leads, and building relationships with financial institutions. This role involves significant travel and requires a solid background in software sales, particularly SaaS solutions targeted at wealth managers and financial advisors.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
The Implementation Project Manager at Addepar will oversee the implementation of solutions for Enterprise & Strategic clients. Responsibilities include managing project lifecycle phases, establishing relationships with stakeholders, and translating requirements into actionable project plans while ensuring on-time and within-budget delivery.
Fintech • Professional Services • Software • Analytics • Financial Services • Data Privacy
Forward Deployed Engineers at Addepar work closely with enterprise clients to build custom data solutions and enhance platform capabilities. They lead projects, interact with clients, and collaborate with engineering teams to deliver impactful outcomes, focusing on creating scalable, repeatable solutions based on client needs.