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Addepar

Product Manager - Addepar Data Exchange

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 $6 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 Navigator team at Addepar is growing! Navigator is a quantitative liquidity risk projection tool that is one of the key components of Addepar's multi-product ecosystem. Brought into the Addepar family as part of an acquisition in 2021, Addepar has continued to double down on investing in this critical add-on, as we've scaled well beyond the multi-million ARR goal first set for this product line. As we continue to scale, a need has opened up for a Senior Frontend Engineer who would bring to bear their unique expertise with the existing Engineering team, with exciting opportunities to extend the scope for this role longer term, as the product continues to push onward into future global expansion mode. 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 $125,000 - $195,000 + 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>Collaborate multi-functionally with product owners, designers, GTM teams, program managers and other Engineering team members to deliver for our clients.</li> <li>Conceive of, develop, and deliver novel solutions within a sophisticated and rich domain area. Learn and develop your career within a particularly challenging and growing part of the financial industry.</li> <li>Build both within the primary Navigator application and in other parts of Addepar's product ecosystem, bridging shared concerns for our clients across multiple product areas, with an investor-focused viewpoint.</li> </ul> <h4>Who You Are </h4> <ul> <li>At least 3+ years of React experience, with ideally enough experience to have worked in both older and newer versions of the library.</li> <li>A strong, hands-on technical approach; a desire to demonstrate your technical expertise, and to focus and improve the abilities of those on your team.</li> <li>3-5+ years of experience as a professional software engineer, focused on frontend systems</li> <li>An ideal candidate will bring a background of building and scaling finance software within a product-focused, technology-forward organization.</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. Frontend Software Engineer - 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 $6 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> R&amp;D Operations (‘R&amp;D Ops’) plays a key role at Addepar by coordinating, supporting, and optimizing how teams work within the R&amp;D organization. Our mission is to operationalize standards for the efficient execution of Initiative Management, simplify the process for how work gets into the R&amp;D Planning pipeline to lay the path for objectives and key results fulfillment, provide guidance and governance on standard processes for teams through Standards &amp; Processes, and surface R&amp;D data in Analysis and Reporting. The combination of these things drive us toward our goal of reduced execution risk, and an improved focus on the way we work together to achieve Addepar’s goals. Addepar is seeking a creative, collaborative, business-minded leader for our R&amp;D Ops team. This position requires an influential leader who can deliver in a dynamic, fast-paced environment. You’ll bring your program management expertise to drive a portfolio of critical R&amp;D initiatives, focusing on communication, delivery efficiency, risk mitigation and resolution. You’ll develop a high-performing team, and partner closely with Engineering leaders and others across Addepar to achieve our goals. As a member of a growing company, you will have the opportunity to shape and further refine your role commensurate with the priorities of the organization and the company. 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 $163,000 - $255,000 + 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>Drive a prioritized portfolio of R&amp;D Initiatives, and lead a team of Technical Program Managers, supporting their delivery and development, in line with our mission and vision.</li> <li>Facilitate R&amp;D’s quarterly planning process, working closely with Product Managers and Product Owners to support cross-team discussions and coordinate leadership-level updates.</li> <li>Partner with Addepar’s Head of Strategic Initiatives to ensure continuous connectivity of R&amp;D with top-line Strategic Initiatives.</li> <li>Influence through building positive partnerships with senior leaders in Product &amp; Engineering, understanding their business priorities, and ensuring risks are well communicated and understood.</li> <li>Own and refine the standards and foundational information architecture that improve how we work in R&amp;D, including inventories of critical information, Initiative Management standards, and guidance for effective usage of Jira &amp; Confluence.</li> <li>Model professionalism and hold your team accountable for upholding our high standards of quality in all key outcomes in the initiative lifecycle, from initiative development through delivery and retrospectives.</li> <li>Establish a metrics framework to support more informed decision making in R&amp;D, such as progress on initiatives and objectives and key results, measures of velocity, and indicators of risk.</li> <li>Select, and maintain the configuration of R&amp;D-focused tools that support our planning and initiative management, in collaboration with IT and key R&amp;D leaders.</li> <li>Demonstrate strong analytical, problem-solving, and decision-making skills. Define, structure and plan work independently.</li> </ul> <h4>Who You Are </h4> <ul> <li>10+ years experience driving technical, complex initiatives &amp; projects from initiation to completion, preferably in FinTech, Technology, or Financial Services industries.</li> <li>5+ years of people management experience. Experience leading global teams preferred.</li> <li>A natural builder of strong relationships and trust, you use your internal network to deliver results; ability to influence executive leaders across functional teams.</li> <li>Proactive and able to adapt quickly to change and evolve with the organization, be comfortable with ambiguity, and have a risk-management mentality. You surface risks and issues early, and resolve disagreements without adversely affecting relationships.</li> <li>Passionate about mentoring and developing others through your leadership style and presence, whether they’re in your team or extended team members.</li> <li>Proven track record of organizing information to enable quick, data-driven decision-making and you mentor others to do the same. Successful in planning, operational management, and leading multi-disciplinary teams.</li> <li>Strong project management skills and ability to manage multiple initiatives simultaneously.</li> <li>Excellent communication and presentation skills, with the ability to effectively convey complex information to diverse audiences.</li> <li>Others would describe you as an objective culture carrier with integrity and humility.</li> <li>Experience leading remote and geographically distributed team members.</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. Manager - R&D Operations

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 trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 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, Dublin, Edinburgh, Scotland and Pune, India. *Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member <a href="https://www.finra.org/#/" target="_blank">FINRA</a> / <a href="https://www.sipc.org/" target="_blank">SIPC</a>. <h4>The Role</h4> We are currently seeking a Sales Engineer to join our team. As the key consultative resource throughout our sales process, you will be leading presentations with C-Suite and other key operational resources. You bring a deep knowledge of financial software to help our prospects contextualize the Addepar solution fit. You will work with our Account Executive teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are a creative problem solver, self-starter, and a thoughtful voice to motivate change as part of an outstanding sales organization! Tactical objectives include: collaborating with a variety of prospects, to provide an in-depth understanding of Addepar's product advantages and capabilities. Strategically, you will assist in building out resources for the Sales team to institutionalize the knowledge for our current and future Account Executives. The successful candidate will be an outstanding communicator, consultative, and very well-organized with a deep understanding of investment management. 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 - $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>Support Account Executives and their prospects throughout the entire sales process by acting as the domain expert on the Addepar products</li> <li>Advise firms periodically on technical matters to optimize, upsell services and products; navigate product roadmap</li> <li>Coordinate appropriate internal product and technical resources for prospect calls and meetings</li> <li>Highlight and communicate the differentiating benefits of Addepar vs. the competition</li> <li>Support the sales effort with “Proof of Concepts”</li> <li>Understand prospective client key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience</li> <li>Assist with the creation of the Statement of Work (SOW) as needed, budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal)</li> <li>Assist our Account Executives with the completion of RFPs &amp; RFIs.</li> </ul> <h4>Who You Are</h4> <ul> <li>3+ years of demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms</li> <li>Bachelor's Degree</li> <li>Worked at prior SaaS companies in similar roles such as deployments, product, engineering, and/or client success</li> <li>Knowledge of modern software architecture and database concepts</li> <li>Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally</li> <li>Ability to multi-task and track processes and work for numerous prospective clients</li> <li>Ability to lead sophisticated projects, relationships, and timelines</li> <li>Flexible to travel on short notice (20%+)</li> <li>[Bonus] API exposure/knowledge is a plus!</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>.

Sales 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 trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 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, Dublin, Edinburgh, Scotland and Pune, India. *Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member <a href="https://www.finra.org/#/" target="_blank">FINRA</a> / <a href="https://www.sipc.org/" target="_blank">SIPC</a>. <h4>The Role</h4> We are seeking a Senior Full-Stack Engineer to join our Reporting Team! We’re building a scalable, feature-rich billing system for wealth management firms of all sizes. The platform will enable our clients to accurately bill for their services by managing their fee structures, bill their clients &amp; reconcile the payments received. We’re looking for a dynamic Engineer who will build an inclusive team culture, empower engineers to succeed and cultivate an environment that creates high quality engineering processes and product delivery. You love building rich user experiences, efficient and scalable backends and can amplify your skills through your team. You’ll work closely with product and design to deliver great products. Our engineering stack is primarily composed of a Java backend with an Ember frontend, however 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 $125,000 - $195,000 + 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>Partner with designers and product owners to design and deliver significant features on our platform.</li> <li>Mentor junior engineers and contribute to our inclusive and dynamic engineering culture.</li> <li>Advocate for standard methodologies and process improvements.</li> <li>Help your team develop pragmatic solutions to sophisticated problems.</li> </ul> <h4>Who You Are </h4> <ul> <li>Several years experience as a professional software engineer</li> <li>Experience with Java and at least one Java application framework</li> <li>Collaborative approach to building feature-rich user experiences</li> <li>Experience with Ember, finance and a public cloud environment is a plus!</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. Full-Stack Software Engineer - Reporting

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 $6 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> As a Strategic Account Executive, you will be managing consultative sales cycles with our large RIA’s, Multi-Family Offices, and Family Offices. We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will have the opportunity to develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience &amp; Success, Account Management, and R&amp;D to deliver trusted and scalable solutions. The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class team. The Strategic Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi-year client contracts. 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 $108,000 - $161,000 (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> The client relationships you build and expand during your tenure at Addepar will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for RIAs and Multi-Family and Family offices. This role is for someone who has proven to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to expertise and expand our client engagement model. This role affords the candidate with an opportunity to be both a student and teacher as we work together to deliver a new paradigm across global wealth management. The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team. <ul> <li>Craft RIA and Family office engagement strategies based on the Addepar GTM model and your experiences as a leader.</li> <li>Bring your best practices to Addepar and teach us what has made you wildly successful throughout your career. We are always looking to learn and improve the model that best serves our clients.</li> <li>Collaborate with your colleagues across Product, Engineering, Services, and more.</li> <li>Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations.</li> <li>Engagement at C-level in enterprise client organizations and within Addepar.</li> <li>Develop required client relationships and executive engagement to support long-term success.</li> </ul> <h4>Who You Are </h4> As a proven Account Executive, you will likely have demonstrated ability in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals who have a genuine passion and a consistent record for building and delivering extraordinary client outcomes. <ul> <li>Proven successful experience in leading sales cycles</li> <li>Excellent written and verbal communication skills</li> <li>Proven experience selling complex technology products and solutions to RIAs and Multi-Family and Family offices, running complex deals across all levels of a client’s organization</li> <li>Excellent presentation and executive engagement skills</li> <li>Excellent negotiation skills</li> <li>A self-starter who thrives in a fast-paced environment</li> </ul> Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes: <ul> <li>Deeply connected to our mission as an organization and to each other</li> <li>Experience and passion for driving successful client experiences</li> <li>Outcome driven mindset</li> <li>Strong communication skills</li> <li>Consultative selling approach</li> <li>Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy</li> <li>Reputation for being a trusted colleague and thought partner to colleagues and clients</li> <li>Strong intellectual horsepower</li> <li>Strong technical proficiency</li> <li>Desire to both teach and learn</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. Account Executive - 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 $6 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 growing our existing business and working closely with our clients. This is an exciting opportunity to join a fast-growing entrepreneurial company. We’re looking for a team member 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-driven. 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 $72,000 - $113,000 (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> As an Account Manager, you will: <ul> <li>Successfully manage and lead multiple ongoing client renewals and upsell opportunities</li> <li>Comfortable overseeing a large book of business across a wide range of clients including Registered Investment Advisors (RIAs), Family Offices, and Multi Family Offices</li> <li>Act as relationship owner and escalation point, building meaningful relationships with the C-suite to drive business outcomes</li> <li>Work cross-functionally to drive revenue growth across a portfolio of clients for Addepar products</li> <li>Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets</li> <li>Maintain accurate forecasting and pipeline management</li> <li>Use Salesforce effectively to run the sales process</li> </ul> <h4>Who You Are</h4> To be successful in this role, you should have: <ul> <li>2+ years of Account Management experience</li> <li>Demonstrated success in implementing sales strategies and exceeding objectives</li> <li>The ability to navigate all levels of partner organizations</li> <li>An interest in developing and selling sophisticated business solutions at the C-Suite level</li> <li>Excellent communication and presentation skills</li> <li>The skill to effectively persuade internal and external decision-makers and achieve desired outcomes.</li> <li>Strong time management and prioritization abilities</li> <li>Experience in the Financial Services or Fintech industry 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

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 $6 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’re looking for a motivated, collaborative, and creative individual to own content design projects and deliver exceptional results. In this role, you’ll lead strategic content initiatives that make our products easier to learn. You’ll craft intuitive and innovative information-first workflows that our clients love. You’ll evolve and unify content hierarchy, terminology, and voice and tone across products. You’ll use data, insights, and user feedback to tell a better story about what we’re building and why. Our ideal candidate has a strong growth mindset, manages their time especially well, and uses data to make the best decisions. Most important, you're an outstanding communicator that can influence cross-functional partners and secure buy-in for your vision. This is not a content marketing, advertising, or copywriting role. 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 $115,000 - $180,000 (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>Deliver clear, comprehensive, and data-informed content strategies that align with business goals and elevate the content design practice at Addepar.</li> <li>Activate your content strategy through engaging experiences that span the user journey, from onboarding to troubleshooting.</li> <li>Craft concise, user-centered content that explains financial concepts and functionalities in a way that’s easy to understand, for experts and non-experts alike.</li> <li>Balance data, logic, and compassion to make informed content decisions.</li> <li>Collaborate with senior cross-functional partners to scope, rank, and complete your work. Regularly share updates and iterate as needed.</li> <li>Develop and maintain a deep understanding of Addepar’s target personas. Stay current on industry standards and emerging content design trends.</li> <li>Contribute to our design system. Define and champion design metrics and processes that scale.</li> <li>Provide regular editorial review of launch and training materials.</li> <li>Mentor and coach junior designers. Encourage continuous growth and learning.</li> </ul> <h4>Who You Are </h4> <ul> <li>6+ years in content design, ideally in Fintech.</li> <li>Strong understanding of content strategy, information architecture, and user experience (UX) principles. Experience with—and a point of view on—scaling content.</li> <li>Skilled at conducting comprehensive content research. For example: user journey and ecosystem mapping, content audits, and competitor research.</li> <li>Excellent communication and presentation skills with a keen eye for detail. Able to translate user needs into engaging narratives.</li> <li>Able to collaborate, influence, and drive decision-making with cross-functional teams. People enjoy working with you!</li> <li>Highly adaptable to change. Can navigate diverse working styles and team dynamics, and shift priorities as needed.</li> <li>Can balance short-term tactical work with long-term strategic goals. Also able to balance the constraints of legacy designs with transformational updates and enhancements.</li> <li>Proficient in Figma and Jira. Leverages AI to design more efficiently.</li> <li>Experience designing for mobile is a plus.</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. Content Designer II - Analysis & Reporting

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 $6 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 $126,000 - $196,000 (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>In conjunction with the Client Engagement &amp; Success Management (CESM) team, cultivate relationships across your portfolio of assigned clients, connecting with key business executives from C-level on down.</li> <li>Partner with the CESM team to deliver scheduled business reviews to key business contacts to increase awareness and growth around the full suite of Addepar products.</li> <li>Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets.</li> <li>Maintain accurate forecasting and pipeline management</li> <li>Lead renewal process</li> <li>Use Salesforce effectively to run the sales process from lead generation to closing and maintaining relevant data</li> </ul> <h4>Who You Are </h4> <ul> <li>8+ years of account management experience</li> <li>Track record of successfully implementing sales strategies, meeting and exceeding goals</li> <li>Strong executive presence and ability to successfully navigate all levels of highly matrixed organizations</li> <li>Experience developing and selling sophisticated business solutions at the C-Suite level</li> <li>Outstanding communication and presentation skills to C-level executives</li> <li>Ability to influence internal and external decision-makers and get results</li> <li>Strong time management and prioritization skills</li> <li>Demonstrates strong customer focus</li> <li>Work constructively with others to build consensus</li> <li>Experience working in Financial Services or Fintech 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>.

Sr. Account 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 $6 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 Backend Software Engineer to join the Portfolio Data Workflows 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 and Wealth Managers. 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 Portfolio Data Workflows team builds our core investment portfolio APIs and user interfaces, allowing our customers to define their investment portfolios, specify calculations, investigate data discrepancies, and visualize legal structures. 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 $144,000 - $225,000 (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 portfolio data 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>5+ years of professional backend software engineering experience</li> <li>Experience with server-side languages like Java, Python, or C++</li> <li>Experience with relational databases (MySQL, Postgres, SQL Server)</li> <li>Experience with architecting APIs for scale</li> <li>Ability to complete complex projects involving partners across multiple teams</li> <li>Passion for creating high quality software products</li> <li>Excellent written and verbal communication skills</li> <li>Bonus: Experience with building scalable cloud infrastructure on AWS</li> <li>Bonus: Experience building search features (Elasticsearch/Solr/Lucene)</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>.

15 Addepar Jobs