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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 50 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, Pune, and Dubai. The Role The Manager - Product Management will lead a team of Product Managers and will collaborate with the other Trading Product Leads to guide the vision for Trading, OMS, and IBOR products we are building. This includes working with our design team to improve the advisor/trader facing workflows to build engaging experiences for their clients at scale. You will be required to define product vision, set strategy, and lead a cross-functional team in a manner that improves their efficiency and productivity. 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 $170,000 - $265,000 (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. What You’ll Do <ul> <li>Define, document, and communicate goals for your product and drive an innovative product roadmap that conveys your vision and goals to our clients.</li> <li>Work across Product, Design, Engineering and Quality teams to oversee execution of current and future goals and make decisions to maximize ROI and minimise opportunity cost.</li> <li>Build consensus with the team to prioritize and define increments of work based on level of effort, interdependencies, and other relevant criteria.</li> <li>Adjusting strategy in response to changing company, business, market, and technical needs.</li> <li>Identify appropriate users, partners, competitors, and market trends from which to elicit input and draw inspiration.</li> </ul> <h4>Who You Are </h4> <ul> <li>5-7+ years of relevant work experience and education in product management, software development, user workflows, and efficiently leading teams.</li> <li>Expertise in finance, trading, and investments, specifically with trading for wealth management firms.</li> <li>Possess a deep understanding of Trading, Rebalancing, and OMS systems used in the wealth management industry. You understand trading products in terms of their users, business value, technical landscape, data, vendors, and can relate these to other areas of the Addepar ecosystem.</li> <li>Expert in trade execution integrations, both in flat file specifications and FIX messaging protocols.</li> <li>Deep understanding of the trade lifecycle and working with various counterparties to execute trades and manage post-trade processing and messaging workflows</li> <li>Experience in data integrations between accounting and trading systems, particularly with custodians and internal and external IBOR systems.</li> <li>Practical knowledge of agile thinking and lean practices; project management, and a strong ability to guide teams through project iterations.</li> <li>A superpower for identifying the appropriate tools, people and techniques to accomplish objectives.</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

Sr. Manager, Product Management - Trading

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 50 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, Pune, and Dubai. <h4>The Role</h4> The Product Manager owns the strategy and execution for data display and visualizations across Addepar’s client engagement tools, specifically dashboards, PDF reports, and the client portal. The Product Manager will define detailed feature requirements and guide a cross-functional team to improve their efficiency and productivity. The Product Manager will collaborate with stakeholders to ensure consistent implementation of data display and visualization standards across the platform and prioritize new offerings and feature 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 $122,000 - $190,000 + 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>Demonstrate a thorough understanding of standard data visualizations employed by Family Offices, RIAs, and institutions for data representation in content used for financial reporting.</li> <li>Develop and maintain comprehensive knowledge of the product, including user needs, business value drivers, technical architecture, data flows, vendor relationships, and integration points within the broader Addepar ecosystem.</li> <li>Proactively identify and engage with key users, stakeholders, competitors, and relevant market trends to gather critical insights and inform product strategy.</li> <li>Clearly define, document, and communicate the product goals and roadmap, with a specific focus on deliverables and milestones for the next 6-12 months.</li> <li>Collaborate effectively with the cross-functional team to build consensus on prioritizing and defining actionable work increments, considering factors such as level of effort, interdependencies, and strategic alignment.</li> </ul> <h4>Who You Are </h4> <ul> <li>4+ years of relevant work experience and education that demonstrate proficiency in product management</li> <li>Domain knowledge regarding finance / investments, particularly regarding the valuation of investments in different asset classes</li> <li>An eye for detail and demonstrated ability to follow through while juggling multiple streams of parallel work</li> <li>Practical knowledge of agile thinking and lean practices; creative (non-dogmatic) with project approaches, willingness to experiment, and ability to guide teams toward activities and processes that best suit project goals</li> <li>Ability to identify the appropriate tools and techniques to accomplish objectives</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 Manager - Visualizations

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 50 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, Pune, and Dubai. <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>7+ years of experience in account management, relationship management, sales, or a background in finance and investments</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 50 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, Pune, and Dubai. <h4>The Role</h4> The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures 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. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Manager, cross-functional R&amp;D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric 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 $110,000 - $171,000 (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>Have a deep understanding of Addepar's Key &amp; Strategic Client segment including industry challenges, and goals, coupled with a strong understanding of how they are using Addepar to increase client adoption, growth, and ensure account retention</li> <li>Provide strategic oversight during the entire client journey, including implementation, optimization, growth, renewal so your team can deliver a seamless handover of knowledge and responsibilities where appropriate</li> <li>Partner with your Account Manager to deliver quarterly business reviews to align on business priorities, optimization opportunities, Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights.</li> <li>Be the voice of the client to Product Management, Product Marketing, Support, Renewals, Services, Finance, etc. building strong working relationship with each to ensure client success and consistency of contact</li> <li>Build and maintain a high level of client happiness and reference-ability by successfully diagnosing business operations of clients and prescribing appropriate solutions and Services.</li> <li>Key to the position is strong leadership capabilities which include building, cultivating and supporting a high-performance team, supporting team objectives and driving client success. This person must have a successful track record of: collaborating with multiple cross-functional team members, including sales, marketing, R&amp;D, Finance and Legal; interacting regularly with senior level leaders and C-level management to ensure GTM objectives are met. They must maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community.</li> </ul> <h4>Who You Are </h4> <ul> <li>10+ years of experience or (5 years + MBA) in working in a client facing role with proven track record an in-depth knowledge of our strategic client segment</li> <li>Strong work ethic, upbeat, proactive, standout colleague</li> <li>Excellent problem solving, communication, organization, and time leadership skills</li> <li>Data and metric driven</li> <li>Flexibility and ability to adapt to new demands; strong sense of urgency</li> <li>Assertiveness, candor, and a “company first” mentality</li> <li>Minimum of Bachelor’s Degree or equivalent experience</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. Client Success 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 50 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, Pune, and Dubai. <h4>The Role</h4> We are currently seeking a highly skilled Staff Technical Program Manager (TPM) to join the R&amp;D Operations (R&amp;D Ops) team at Addepar. R&amp;D Ops serves as an internal shared services team for coordinating, supporting, and optimizing how teams work within the R&amp;D organization. The team’s mandate includes the following: <ul> <li>Operationalize standards for the efficient execution of Initiative management</li> <li>Streamline the process for how work gets into the R&amp;D Planning pipeline to lay the path for OKR fulfillment</li> <li>Provide guidance and governance on best practices for teams through standards and processes</li> <li>Surface R&amp;D data in analysis and reporting</li> <li>Administer configuration of systems operations utilized by the R&amp;D organization</li> </ul> This Staff TPM will play a critical role in leading large-scale, high-impact, cross-functional R&amp;D initiatives within our Product and Engineering teams. You will lead all aspects of programs and coordinate the work to be executed by the project team to ensure milestones are delivered and will surface and drive resolution to risks, issues, and blockers by clarifying assumptions. You will lead with a risk-based approach to initiative management by enabling R&amp;D teams to manage their own risks. You will provide analytical insight and foresight to help shape long-term strategy, and drive planning and prioritization for R&amp;D teams. You will work closely with senior leadership and key stakeholders to provide transparency, manage escalations, and drive business outcomes.Reasons to join our team: <ul> <li>A team culture that values ownership, transparency, collaboration, and creativity</li> <li>Opportunity to drive the highest impact initiatives in R&amp;D</li> <li>Define “how we program manage” at Addepar</li> </ul> Do you enjoy the ability to work and build your career in an exciting, fast-growing environment? If so, you’ll fit in with our open and inclusive culture that is disrupting the wealth management and financial services industry. 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 $136,000 - $213,000 (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>Drive a portfolio of high-priority R&amp;D Initiatives, including the creation and management of detailed plans and artifacts</li> <li>Lead strategic and tactical weekly cross-functional technical delivery forums across Product, Engineering, Risk and other key stakeholders, as well as monthly Steering Committee forums (SteerCos) with senior leadership</li> <li>Develop strong partnerships with cross-functional teams to drive progress, facilitate collaboration, and remove obstacles</li> <li>Identify program risks and establish escalation process for facilitating “Return to Green” plan for initiatives that are off-track</li> <li>Flex technical expertise and emotional intelligence to align discussions to business outcomes; influence strategy and trade-off decisions to optimize impact and time-to-market</li> <li>Coordinate, design, and implement improvements to the quarterly R&amp;D-wide Planning process</li> <li>Establish program management standards and best practices, including systems and tools</li> <li>Create a collaborative environment that values transparency, learning, efficiency, and creativity</li> <li>Standardize JIRA use and operating metrics across teams to drive consistent telemetry, while building velocity measuring tools to track initiative and OKR progress</li> <li>Manage user permissions to R&amp;D Ops-managed systems</li> </ul> <h4>Who You Are</h4> <ul> <li>8+ years technical program management or similar relevant experience</li> <li>5+ years of successfully implementing and managing SaaS product development programs; experience in product management or engineering roles preferred</li> <li>Solid technical foundation with ability to understand and digest new technical concepts and technologies quickly</li> <li>Experience in practicing Agile, with the ability to adjust effectively based on current needs and team dynamics</li> <li>Strong experience with program management tools; proficiency in Jira required</li> <li>Strong influencing and negotiating skills at all levels</li> <li>Comfortable adjusting between the need to be tactical vs. strategic</li> <li>Expert in navigating through, and working with ambiguity by bringing structure to large/complex problems</li> <li>Organized and detail oriented; comfortable managing multiple initiatives and priorities in parallel</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>.

Staff Technical Program 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 50 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, Pune, and Dubai. <h4>The Role</h4> We are currently seeking an Account Executive to join our ever-expanding Sales Team! We are seeking an experienced, quota-carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for growing new ARR for RIA’s, Single and Multi-Family Offices, and Private Banks. 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 - $160,000 (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>Development of a strategic sales plan to effectively and efficiently cover the named accounts within the assigned territory</li> <li>Manage lead qualification and conversion from large financial firms</li> <li>Aggressively prospect and generate new relationships within named accounts</li> <li>Some travel, as required, to prospects, customers or marketing events within territory (40-50% travel) (COVID-19 era exempt)</li> </ul> <h4>Who You Are </h4> <ul> <li>4+ years experience in software sales</li> <li>Experience selling SaaS products into the wealth management or the finance industry</li> <li>Proven record of achieving quotas</li> <li>Hands on experience with Salesforce</li> <li>Detailed knowledge of and passion for SaaS applications with the ability to conduct product demos and understand the complexities of a SaaS business</li> <li>Strong interpersonal and presentation skills</li> <li>Exceptional verbal and written communication skills</li> <li>Experience with web based conferencing tools such as Zoom etc.</li> <li>Ability to work in a fast-paced, team environment</li> <li>Bachelor's Degree highly 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 Executive - Core

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 50 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, Pune, and Dubai. <h4>The Role</h4> We are seeking a Full-Stack Software Engineer to join our Reporting Product Team! Our cross-functional team is responsible for building and maintaining one of the cornerstone functions of our core product. The reporting product provides an intuitive user experience that enables our customers to develop custom reports that visualize and communicate relevant insights to their internal and external partners. These flexible reporting tools give them the power to “drag and drop” and quickly create tailored reports that update in real-time all branded to their firm’s specifications. We’re looking for a Software Engineer who will be a part of a dynamic team that creates high quality software using engineering best practices to deliver an industry leading product. Must be passionate about building rich user experiences, efficient and scalable backends while working collaboratively with our cross-functional team of product managers and designers to deliver a fantastic product to our customers. 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 $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>What You’ll Do</h4> <ul> <li>Partner with designers and product owners to design and deliver significant features on our platform.</li> <li>Develop pragmatic solutions to sophisticated problems.</li> <li>Contribute to our inclusive and dynamic engineering culture.</li> <li>Advocate for standard methodologies and process improvements.</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>.

Full-Stack Software Engineer - Product 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 50 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, Pune, and Dubai. <h4>The Role</h4> We are currently seeking a proactive and experienced Senior Compliance Manager to join the Legal &amp; Compliance department and lead the ongoing development, refinement, and execution of our internal compliance strategies. This is a new and high-impact role that sits at the intersection of legal, product, operations, and risk. As a Senior Compliance Manager, you’ll serve as a critical partner in developing enhancements to align with best practices, especially as we continue supporting partners and clients operating in regulated environments. The ideal candidate will be a strategic thinker with a deep understanding of compliance best practices, exceptional communication skills, and a proven ability to collaborate effectively across the organization. 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 $154,000 - $240,000 (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> Enhance and Operationalize the Compliance Program: Enhance and operationalize the firm’s compliance program, monitoring that it remains robust and aligned with the company's evolving operations and its role in supporting regulated clients</li> <li> Policy and Procedure Management: Create, update, and maintain clear and concise compliance policies, procedures, and internal controls (including corporate code of ethics), so that they are effectively communicated, understood, and consistently applied across the organization</li> <li> Training and Awareness: Create and deliver compliance training programs to employees to reinforce a strong culture of compliance and understanding of relevant regulations and internal policies</li> <li> Monitoring: Oversee and refine existing monitoring processes for continuous compliance with internal policies and relevant legal and regulatory requirements (especially as they relate to KYC/AML and supporting regulated clients)</li> <li> Stakeholder Collaboration: Partner closely with cross-functional teams, including Product, Engineering, Sales, and Legal, so that compliance considerations are seamlessly integrated into all aspects of the business lifecycle</li> <li> Regulatory Awareness: Proactively stay informed about evolving regulatory landscapes and industry best practices relevant to the fintech industry and the regulated sectors our clients operate in. Analyze the potential impact of these changes on our business and our clients, and recommend necessary adjustments to our compliance program</li> <li> Vendor Management: Contribute to the ongoing compliance due diligence of vendors, as needed</li> </ul> <h4>Who You Are</h4> <ul> <li>A Bachelor's degree in a relevant field, such as law, finance, business administration, or a related discipline</li> <li>At least 6 years of experience in compliance, legal, or risk roles within fintech, financial services, or tech-forward environments</li> <li>Proven ability to build, scale, and enforce compliance programs in dynamic or cross-regulatory contexts</li> <li>Familiarity with regulatory frameworks such as KYC/AML, privacy/data security, and vendor due diligence</li> <li>Strong judgment, discretion, and communication skills—able to translate complex compliance requirements into practical operational steps</li> <li>Comfortable working autonomously while collaborating across a high-performing team</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. Compliance 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 50 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, Pune, and Dubai. <h4>The Role</h4> Lead the design, development, and implementation of scalable and secure wealth management SaaS products by providing technical leadership and guidance to engineering and product teams. Draft and champion strong architectural practices; use them to ensure technical strategic alignment with business objectives as well as to mentor and train engineers and SaaS architects. Identify structural or organizational blockers and technical debt in order to propose and drive 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 $203,000 - $318,000 (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>Define technology roadmaps and architectural standards; drive adoption across Addepar.</li> <li>Design and architect our SaaS applications as part of Addepar R&amp;D.</li> <li>Proactively identify, prioritize and propose remediation for tech debt.</li> <li>Mentor and guide software engineers and architects on best practices.</li> <li>Evaluate and select appropriate technologies and frameworks.</li> <li>Ensure the security, scalability and efficiency of our SaaS solutions.</li> <li>Collaborate with product management and business stakeholders.</li> <li>Conduct code reviews and ensure code quality.</li> <li>Troubleshoot and resolve complex technical issues.</li> </ul> <h4>Who You Are</h4> <ul> <li>Bachelor's degree in Computer Science or related field.</li> <li>10+ years of experience in software development.</li> <li>5+ years of experience in SaaS architecture.</li> <li>Expertise in cloud platforms (AWS preferred).</li> <li>Excellent communication and leadership skills.</li> <li>Strong internet and internal networking experience.</li> <li>Strong understanding of microservices, distributed systems, and SaaS component services.</li> <li>Experience with CI/CD pipelines and DevOps practices.</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>.

18 Addepar Jobs