Search the 29 jobs at Addepar

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.

Seeking a creative, organized Enablement Specialist with strong technical skills to develop and implement ongoing sales education strategies. Responsibilities include collaborating on training content, delivering courses, scaling education programs, and managing logistics for training experiences.

The Client Success Manager at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. They ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. The role involves becoming a trusted advisor to clients, understanding their business needs, improving the value they get from Addepar, and working closely with colleagues to identify opportunities.

Seeking a Senior Full-Stack Engineer to join the Reporting Team and build a scalable billing system for wealth management firms. Responsibilities include partnering with designers, mentoring junior engineers, advocating for process improvements, and developing solutions to complex problems. Must have experience with Java and at least one Java application framework, collaborative approach to building user experiences, and familiarity with Ember and public cloud environments.

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.

As a Senior UX Researcher at Addepar, you will lead and manage end-to-end UX research projects, collaborate with cross-functional teams, transform research insights into actionable recommendations, and drive continuous product innovation. You will also mentor junior team members and contribute to shaping product strategy with a user-centric approach.

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.

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

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.

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 Product Design Manager to lead the design team in creating intuitive and scalable user experiences for core analysis & reporting products. Responsibilities include providing design vision, managing a team of product designers, collaborating with internal stakeholders, and driving strategic design initiatives.

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.

Lead design aspects of projects, collaborate with cross-functional teams, elevate product experience, apply user research, contribute to design system, provide mentorship to other designers.

Join Addepar as a Financial Planning Analyst to streamline Tier ARR calculation, enhance business operations, support GTM areas, and improve decision-making. Market-based salary range $75,000 - $94,000 + bonus + equity + benefits.

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.

Seeking backend software engineers to join the operating platform group at Addepar. Responsibilities include handling large volumes of data, building distributed systems for data ingestion and transformation, using latest technology stacks, and contributing to the success of the company by solving complex technical problems.

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.

The Business Development Representative at Addepar will be responsible for generating new business opportunities within the wealth management and global investment management market segments. They will work closely with Sales and key partners to drive growth and meet quarterly quotas. The ideal candidate should have experience in outbound SaaS prospecting roles and strong knowledge of private banking and wealth management prospecting.