field_remote_option

field_job_occupational_field_parents_all

job_organization_name

job_upgrade_is_featured

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> Be at the forefront of exciting data initiatives at Addepar! Addepar is looking for talented and ambitious junior software engineers to join our team! As a member of our team, you'll have the opportunity to work on cutting-edge projects, including our Financial Data Lakehouse, AI, and Data Governance initiatives. You'll be able to apply your skills and knowledge to help create innovative solutions and contribute to the growth and development of our platform. If you're passionate about technology and finance and are looking for a challenging and rewarding role, we'd love to hear from you! Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $93,000 - $145,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Help shape the future of data management in the financial world by contributing to a state-of-the-art financial lakehouse.</li> <li>Create innovative solutions that address the evolving needs of the financial industry, enabling our clients to make data-driven decisions with confidence.</li> <li>Design, develop, and deploy cutting-edge automated workflows and tools that drive operational efficiency, minimize manual errors, and deliver exceptional client experiences.</li> <li>Collaborate with cross-functional teams to integrate automated solutions with existing systems and tools, ensuring data integrity, seamless workflows, and minimal disruptions.</li> </ul> <h4>Who You Are </h4> <ul> <li>Hold a Bachelor's degree or higher in Computer Science, Software Engineering, or a related field, with a strong foundation in computer systems, programming languages, and software development methodologies</li> <li>Proficient in Python programming, with a focus on automation, scripting, and data manipulation</li> <li>Strong ownership of your work and a willingness to take on new challenges</li> <li>Eager to learn and grow with our team, with a focus on automation, data science, and innovation</li> <li>Nice to have: experience with PySpark, Databricks, or other big data technologies, as well as UI frameworks such as Streamlit or Dash</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Addepar

Software Engineer

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>Role Description </h4> We are seeking a Senior Product Marketing Manager to join our expanding Product Marketing team. In this highly visible, strategic role that spans across the Addepar product portfolio, you will be responsible for helping drive acquisition, engagement, and retention in our fastest growing client segment covering enterprise and institutional clients including global banks, pensions, endowments, foundation, sovereigns and large private equity and venture capital funds globally. You’ll work cross-functionally with product, sales, and other go-to-market teams to drive product positioning, enhance segmentation, map the buyer and customer journey, and more. We are looking for someone who is excited by the opportunity to work within a key, strategic growth area for the business and support a rapidly growing team of product and go-to-market professionals to accelerate growth. As the first product marketing hire supporting this client segment, you should thrive when you can combine cross-functional collaboration with outstanding content, and resourceful marketing approaches to make a material impact on our clients. You are driven, flexible and can solve any problem through resourcefulness, emotional intelligence, and integrity. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $127,000 - $199,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What’s You’ll Do </h4> <ul> <li>Develop a comprehensive product marketing strategy for the enterprise and institutional client segments in alignment with company and platform goals</li> <li>Become the expert in your client segments by developing a deep and continuously refined understanding of the market, buyer personas, customer journey, and sales cycle.</li> <li>Build deep working relationships with the growing, dedicated sales and relationship management teams supporting their rapid growth and expansion </li> <li>Define product positioning and craft compelling product messaging that clearly articulates the Addepar’s value proposition in the market and resonates with the target audience</li> <li>Collaborate with Product and GTM teams to develop impactful GTM strategies, marketing materials, and internal resources to support various solutions and use cases</li> <li>Manage the product and feature launch process for the enterprise and institutional client segments in collaboration with Product, Marketing and GTM teams</li> <li>Produce regular thought leadership and product educational content to build brand awareness and solidify Addepar’s leadership in the space </li> <li>Research and monitor market, industry and competitive landscape identifying key trends and competitive positioning</li> <li>Scope, build and launch resource hub inclusive of client education and co-branded marketing materials items</li> </ul> <h4>Who You Are </h4> <ul> <li>4-8 years of product marketing experience. Experience with B2B SaaS, financial services or fintech preferred.</li> <li>Full stack product marketer with experience researching client segments and developing strong value propositions and associated content.</li> <li>Gifted storyteller with excellent writing and communication skills who can succinctly translate sophisticated and technical features into customer benefits that resonate deeply with the intended audiences. </li> <li>Ability to see the big picture across a large organization and articulate how each product and feature release complements the broader Addepar platform narrative. </li> <li>Experience designing and rolling out go-to-market strategies from scratch while using multiple marketing channels and content types to drive awareness, engagement and adoption.</li> <li>Demonstrated ability to thoughtfully move between strategy development and tactical execution across multiple projects in a fast-paced, continuously evolving, and collaborative environment.</li> <li>Experience building enduring cross-functional partnerships and influencing teams to bring sophisticated, high visibility launches to market. </li> <li>Ability to work independently, prioritize work efficiently and anticipate roadblocks - knowing when to call out if vital.</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Sr. Product Marketing Manager

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> Navigator is the portfolio projection software within the Addepar platform that empowers our clients to make smarter investment decisions. The Navigator Product Analyst is responsible for supporting the maintenance and improvement of Navigator’s core functionalities. The analyst will support the team with conducting data analysis, generating calculation examples, answering queries from service/sales/clients/prospects, and testing new features/enhancements. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $89,000 - $139,000 (Base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Possess a deep knowledge of financial calculations, including asset valuation, investment performance, and risk metrics. </li> <li>Act as the subject matter expert for all Navigator calculations</li> <li>Assist the lead product managers with researching, defining, and scoping new functionalities, including producing easy to understand examples (spreadsheet, Addepar analysis view, etc) to assist engineers. </li> <li>Owner of data analytics for Navigator product/feature usages. (SQL queries &amp; Heap)</li> <li>Run last-resort support for calculations questions and other issues coming in from various go-to-market and support teams internally. Ensure understanding and drive updates to product content to help avoid the same issues being raised multiple times.</li> <li>Help QA/QE to check release items with an emphasis on calculation enhancements. </li> </ul> <h4>Who You Are</h4> <ul> <li>Bachelor’s degree </li> <li>At least 3 years of experience of Data Analysis Experience and high proficiency in in MS Excel </li> <li>SQL, Python, prior modelling experience nice to have</li> <li>Strong communication and interpersonal skills working with vendors, clients and internal team members</li> <li>Self-motivated and able to work independently</li> <li>Preferred: Indepth understanding of Addepar core concepts such as ownership structure, transactions, attribution, etc.</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Product Analyst - Navigator

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. The Role As Addepar continues to scale, we’re looking for a Senior Recruiter to join our high-performing Recruiting team. You’ll own full-cycle hiring for Product &amp; Engineering roles, partnering closely with hiring managers to craft and execute effective recruiting strategies. From sourcing to offer, you’ll be the go-to expert for attracting top technical talent and delivering an exceptional candidate experience. This is a high-impact role on a team that values collaboration, curiosity, and great vibes. If you're energized by the opportunity to shape the future of a fast-growing fintech company and want to work with a passionate, driven team—Addepar is the place for you. <h3>What You’ll Do</h3> <ul> <li>Lead full-cycle recruiting for technical roles across Product &amp; Engineering.</li> <li>Partner with hiring managers to develop sourcing strategies and influence hiring decisions.</li> <li>Build and maintain a strong pipeline of diverse, high-quality candidates.</li> <li>Deliver a consistently excellent candidate experience and act as a trusted advisor throughout the hiring journey.</li> <li>Track and meet hiring goals in a metric-driven environment.</li> <li>Design and execute creative sourcing campaigns, events, and outreach to grow talent communities.</li> <li>Help evolve our recruiting practices and contribute to team-wide projects and process improvements.</li> </ul> <h3>Who You Are</h3> <ul> <li>Strategic and relationship-oriented—you thrive in cross-functional partnerships.</li> <li>Organized, proactive, and able to manage multiple priorities with attention to detail.</li> <li>You care deeply about candidate experience and act as a trusted advisor throughout the process.</li> <li>An effective communicator with emotional intelligence and empathy.</li> <li>Agile and adaptable—you’re comfortable navigating change and context-switching across roles.</li> <li>Creative in your sourcing methods, with a proven ability to find and engage talent beyond the obvious channels.</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Sr. Recruiter

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> We are currently seeking an Engineering Manager to join our Order Management System (OMS) team in Trading! We’re building a scalable, tax-efficient trading &amp; rebalancing platform for wealth management firms of all sizes. The platform will target sophisticated rebalancing strategies across equities, mutual funds and fixed income products and send trades to be completed in the market. We’re looking for an experienced, detail-oriented Engineering manager who will build an inclusive team culture, empower engineers to succeed and foster an environment that creates high quality engineering processes and product delivery. You are passionate about technology and can amplify your technical knowledge via your team. You’ll work closely with our product and design teamsto deliver great products for our clients. Our engineering team primarily works in Java, Python and React, but we don’t require experience with any specific tool set. We use Agile methodologies to deliver impactful business outcomes. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $160,000 - $250,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Hiring, coaching and mentoring a team of software engineers.</li> <li>Driving software delivery and improving engineering processes</li> <li>Collaborating cross functionally with product owners designers, programme managers and other Engineering leads to deliver impactful business outcomes for our clients</li> <li>Using your technical knowledge to help engineers develop simple, pragmatic solutions to complex problems.</li> <li>Highlight team-specific activities, followed by how this role will interact with other teams and groups</li> </ul> <h4>Who You Are</h4> <ul> <li>10+ years experience as a professional software engineer with at least 3+ years leading successful teams.</li> <li>Experience in managing / working in global team set up</li> <li>Extensive experience building resilient and scalable systems and building intuitive, feature-rich user experiences.</li> <li>Proven ability to collaborate with and mentor other engineers.</li> <li>A strong, hands-on technical approach and a desire to use your technical expertise via your team.</li> <li>Ability to drive delivery within goal-setting frameworks such as OKRs.</li> <li>Strong AWS knowledge and architectural experience.</li> <li>Excitement about building something foundational for the financial services industry is a must.</li> <li>Exposure to industry practices in financial services is a plus.</li> <li>Should have experience working with Trading / Order Management System</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Engineering Manager - OMS

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> The Account Management team at Addepar is responsible for cultivating critical relationships and growing revenue. This is an exciting opportunity to join a fast-growing entrepreneurial company. We’re looking for a leader who thrives in fast-paced environments and enjoys the challenge of working with varied clients with complex needs. The ideal candidate is comfortable working hands-on, is high-reaching, and is results-based. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $89,000 - $139,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Work cross-functionally to drive revenue growth across a portfolio of clients through renewals &amp; additional products</li> <li>Build lasting and meaningful relationships with C-Suite executives and other key stakeholders in your book of business</li> <li>Lead/ own the renewal and upsell process</li> <li>Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets</li> <li>Partner with the Client Success Management (CSM) team to deliver scheduled business reviews to key business contacts to increase awareness and growth around the full suite of Addepar products</li> <li>Maintain accurate forecasting and pipeline management in Salesforce</li> </ul> <h4>Who You Are </h4> <ul> <li>5+ years of account management or relationship management experience</li> <li>High Emotional Intelligence (EQ) with a natural ability to build relationships</li> <li>Strong executive presence and outstanding communication/presentation skills to C-level executives</li> <li>Track record of successfully implementing sales strategies, meeting and exceeding goals</li> <li>Experience developing and selling sophisticated business solutions at the C-Suite level</li> <li>Ability to influence internal and external decision-makers and get results</li> <li>Strong time management and prioritization skills</li> <li>Customer-obsessed</li> <li>Experience working in Financial Services or Fintech required; wealth or asset management experience preferred</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Account Manager - Strategic

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> We are seeking a Sr. Backend Software Engineer to join the End Client Experience team within our Core Product Engineering organization. Our team is focused on building outstanding user experiences, powerful APIs, and sophisticated analysis and visualization tools for our global customer base of Financial Advisors, Wealth Managers and their clients. We partner closely with a world-class team of designers and product managers, and put the experiences of our customers at the forefront of every initiative. Our products are rapidly being adopted across the Wealth Management industry, and as we modernize and upgrade our core product, we are also making use of our APIs to build out entirely new products and features. We pride ourselves on delivering robust, secure, and highly usable applications. The End Client Experience team builds our APIs and user interfaces that power our web and mobile investor portals, allowing our customers to share data visualizations, reports, and documents to their clients across a variety of platforms. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $126,000 - $197,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Develop and implement our product vision within a multi-functional team</li> <li>Elevate our APIs to new heights, to meet the demands of our rapidly expanding customer base</li> <li>Create innovative and impactful features that delight our users</li> <li>Collaborate on architecture designs, product features, and code reviews</li> <li>Own software features from inception through delivery</li> </ul> <h4>Who You Are</h4> <ul> <li>3+ years of professional backend software engineering experience OR B.S., or M.S. in Computer Science or similar technical field of study </li> <li>Experience with server-side languages like Java, Python, or C++</li> <li>Experience with relational databases (MySQL, Postgres, SQL Server)</li> <li>Ability to complete complex projects involving partners across multiple teams</li> <li>Excellent written and verbal communication skills</li> <li>Bonus: Experience with building scalable cloud infrastructure on AWS</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Sr. Backend Software Engineer - End Client Experience

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. The Role Solutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we efficiently and effectively onboard some of the world’s most sophisticated investors. They focus on identifying how Addepar can unlock significant value for our clients. They regularly call upon their analytical skills to advise clients on how to model and examine their financial instruments and assets. They deeply understand finance and technology, take ownership of our clients' happiness, and excel at project governance. Our ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedules. They are expected to display a strong sense of self-reliance and the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must be a strong project manager and appreciate our target markets (hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our organization. The Direct team supports a range of sophisticated investment management firms, includingRegistered Investment Advisors (RIAs), Family Offices, and similar Core clients. These firms rely on Addepar’s platform to streamline operations, enhance reporting, and drive better client investment insights. Given the complexity and diversity of their portfolios, Solutions Consultants play a critical role in ensuring seamless onboarding, data accuracy, and ongoing platform adoption. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $74,000 - $116,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Demonstrate technical and industry expertise to onboard users and client data onto Addepar</li> <li>Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model</li> <li>Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle</li> <li>Ensure retention of clients driven by high client satisfaction and reference-ability</li> <li>Lead scope change to deliver high-value client outcomes aligned with client expectations </li> <li>100% compliance with gold standard responsibilities and documentation</li> <li>Own historical data conversions from start to finish demonstrating Addepar’s best practice methodologies </li> <li>Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line</li> <li>Proactively communicate project health and status to internal and external senior leadership</li> <li>Think critically about how to improve our current processes and tools both internally and externally as our client base expands</li> <li>Minimize project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologies</li> <li>Own and lead delivery assurance for external, third-party engagements</li> <li>Be an expert on all things Addepar</li> </ul> <h4>Who You Are</h4> <ul> <li>Professional experience in Project management, Financial Services, or Consulting is preferred. Prior client-facing experience is a plus</li> <li>Candidates must have superior communication, organizational, and time-management skills</li> <li>An understanding of historical data conversion methodologies and different source systems (or willingness to learn)</li> <li>Process-oriented with an eye toward continuous improvement</li> <li>The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment </li> <li>Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face</li> <li>Passion for technology and finance</li> <li>Occasional Travel</li> <li>[Bonus] Previous experience in investment management software implementations</li> <li>[Bonus] Previous experience with programming/scripting, specifically python</li> <li>[Bonus] Previous experience with Salesforce</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Direct Solutions Consultant

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> Forward Deployed Engineers (FDEs) partner directly with key technical &amp; strategic counterparts at Addepar's largest enterprise engagements. From building custom data integrations to extending platform capabilities; an FDE operates with the autonomy and ownership to drive ground-breaking change for Addepar's customers. As an FDE, you will work in small teams with minimal supervision to set priorities, lead client interactions, and be responsible for the end-to-end delivery of critically important projects. Each engagement will take on a slightly different shape, providing a wide breadth of opportunities to solve complex technical challenges, explore new and emerging technologies, and most importantly deliver high value customer outcomes. As an FDE, you will be responsible for taking lessons learned and value gathered in the field and turning it into scalable and repeatable long term solutions. You will spend time collaborating with teams across Addepar's engineering and product organization; providing valuable insight to inform design strategy and contributing directly to the core product code base. FDE operates as an extension of the platform rather than a services organization. This distinction allows FDE to partner with customers in a highly collaborative fashion with a focus on measurable outcomes, rather than billable hours. You will partner with other members of the FDE team to continuously evaluate the dynamic landscape of opportunities, strategic priorities, and commitments - ensuring that the team is always focused on solving the most important &amp; impactful problems. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $107,000 - $168,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>Who You Are</h4> <ul> <li>2+ years experience as a professional Software Engineer</li> <li>Proficiency with one or more object-oriented programming language (Java and/or Python preferred) and/or compiled language (Go, Rust, Scala preferred)</li> <li>Experience building systems with Relational or NoSQL database storage</li> <li>BS+ in Computer Science, Software Engineering, Mathematics or other highly technical field paired with software industry experience.</li> <li>Ability to lead complex projects, relationships and timelines. Excels working in a cross disciplinary team/environment.</li> <li>(Plus) Experience in one or more strongly typed server side programming language (ex: Java, C++).</li> <li>(Plus) Experience with distribution storage &amp; execution frameworks (ex. Arrow, Spark, Flink, Storm)</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Forward Deployed Engineer

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company! You will become a trusted advisor to these clients, deeply understanding their business and their needs, and help them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CSM will also cultivate cross-functional relationships in Product &amp; Engineering and Services teams, to drive standard methodologies and utilization of the platform. You will be the client’s internal advocate! You will help to ensure an excellent experience, and gather feedback to aid Addepar in building the next generation of solutions. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $87,000 - $136,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only and do not include bonuses, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Develop a deep understanding of the Addepar platform and be able to apply it to client’s requirements, industry challenges, and goals</li> <li>Provide client support to senior members of the team during implementation, business reviews, instance reviews, and other BAU tasks to support an outstanding client experience</li> <li>Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities</li> <li>Provide continuing education and insights to clients relating to product updates on Addepar’s product roadmap, as well as, review product usage patterns</li> <li>Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists and participate in presentations to clients, including but not limited to: new projects, additional Addepar products, or partner solutions</li> <li>Advocate for clients, building strong working relationships with cross-functional teams to ensure client success</li> </ul> <h4>Who You Are </h4> <ul> <li>A minimum of 7 years experience in a Registered Investment Advisor (RIA) or Single Family Office oriented business or environment, preferably, in a client-facing role for financial products or services for ultra-high net worth clients (UHNW) clients</li> <li>Strong analytical skills and a consistent framework or process approach to problem-solving</li> <li>You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients</li> <li>Strong time management and prioritization skills, as well as verbal and written communication skills</li> <li>Experience building and improving client engagement strategies with a track record of success as proven by improved client health, reference-ability, and platform adoption</li> <li>You have handled difficult customers or situations and can demonstrate resolutions</li> <li>Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization</li> <li>Ability to navigate data and people to find answers</li> <li>Independent, adaptable, and can thrive in a fast-paced environment</li> <li>You are open to traveling as needed</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

20 Addepar Jobs