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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 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. The Role As the Regional People Operations Manager for the Americas, you will lead and manage People Operations in the Americas region for a rapidly growing, high-impact organization. This role requires strategic thinking, operational excellence, and a hands-on approach to problem-solving. You will oversee compliance, employee lifecycle processes, policy management, and more, while managing a team that delivers exceptional service to Addepeeps. You’ll collaborate with cross-functional partners, support global expansion, and drive efforts to balance processes across the global People Operations organization, ensuring operational efficiencies in a high-growth environment. 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 $106,000 - $133,000 (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 Core People Operations <ul> <li>Lead the People Operations function for the Americas region, managing processes and practices and focusing on scalability in a growing organization.</li> <li>Oversee all aspects of the employee lifecycle, including onboarding, offboarding, data management, travel, benefits, and retirement administration.</li> <li>Work cross-functionally with teams such as Legal, Talent Acquisition, Compensation, Finance, and People Partners to deliver effective and compliant People solutions.</li> <li>Utilize data and analytics to identify trends, address operational gaps, and create streamlined solutions that enhance overall effectiveness.</li> <li>Continuously seek ways to enhance the efficiency and effectiveness of people-related systems and processes, including Workday HRIS, to ensure they support Addepeeps in doing their best work.</li> <li>Drive process optimization across People Operations to improve speed, accuracy, and scalability. Ensure that workflows and SOPs are well-defined and documented.</li> <li>Manage our People ticketing system and direct the team in responding to and resolving employee inquiries and issues.</li> </ul> Compliance Management <ul> <li>Lead the regular review and updates of employee handbooks and policies, keeping them current with local laws and best practices.</li> <li>Manage the distribution of employment law posters and required notices to ensure legal compliance.</li> <li>Oversee, deliver, and track completion of compliance training (e.g., harassment prevention, GDPR) as required.</li> <li>Serve as a subject matter expert for compliance-related issues such as I-9s, employment practices, and more.</li> <li>Coordinate and complete governmental and audit compliance reporting, including EEO1, SOC 2, and client requests.</li> <li>Oversee contingent workforce management and ensure all relevant compliance requirements are met.</li> <li>Manage regional immigration and visa compliance, ensuring seamless global employee transfers and legal compliance.</li> </ul> Supporting Global Expansion <ul> <li>Partner with global People Operations teams to ensure consistency and balance of People policies, practices, and processes across regions, while accommodating local nuances.</li> <li>Support the global expansion of Addepar by ensuring that processes, systems, and compliance are effectively managed as the company grows into new geographies within the Americas region.</li> <li>Drive the execution of initiatives that balance short-term needs with long-term growth, ensuring People operations scale efficiently as the organization expands.</li> </ul> People Management <ul> <li>Lead, mentor, and develop a local high-performing People Operations team, setting clear goals and ensuring alignment with Addepar’s global People strategy.</li> <li>Foster a collaborative, growth-oriented environment that empowers your team to deliver operational excellence and continuous improvement.</li> <li>Encourage open communication and provide regular feedback, coaching team members to develop their skills and advance their careers.</li> </ul> Who You Are <ul> <li> Experience: 6+ years in People Operations or HR roles, with at least 3 years of people management. Experience at a global organization is preferred.</li> <li> Compliance Knowledge: Deep expertise in managing employment compliance (e.g., I-9, EEO-1, SOC2 audits), ensuring adherence to regional labor laws.</li> <li> Strategic Problem-Solver: Strong ability to think strategically and implement solutions that improve operational efficiencies in a growing, fast-paced organization.</li> <li> Data and Process Savvy: Proficient with HRIS systems (e.g., Workday) and skilled in using data and analytics to drive decisions and optimize operations.</li> <li> Growth Mindset: Ability to thrive in a high-growth, fast-paced environment and approach challenges with curiosity and a solutions-oriented mindset.</li> <li> Attention to Detail: Possess a keen eye for detail, ensuring accuracy in documents and processes</li> <li> Project Management: Excellent organizational and project management skills, with the ability to manage multiple priorities simultaneously.</li> </ul> Why Addepar? At Addepar, we are passionate about creating the best solutions for our clients and building a culture that empowers every employee to thrive. As a member of the People Team, you’ll collaborate with talented, caring, and driven colleagues who are committed to making a meaningful impact. 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

Regional Manager, People 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 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 Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company! You will become a trusted advisor to these clients, deeply understanding their business and their needs, and help them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CSM will also cultivate cross-functional relationships in Product &amp; Engineering and Services teams, to drive standard methodologies and utilization of the platform. You will be the client’s internal advocate! You will help to ensure an excellent experience, and gather feedback to aid Addepar in building the next generation of solutions. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $86,000 - $134,000 (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 a deep understanding of the Addepar platform and be able to apply it to client’s requirements, industry challenges, and goals.</li> <li>Provide client support to senior members of the team during implementation, business reviews, instance reviews and other BAU tasks to support an outstanding client experience. </li> <li>Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross selling opportunities.</li> <li>Provide continuing education and insights to clients relating to product updates Addepar’s product roadmap, as well as, review product usage patterns</li> <li>Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists and participate in presentations to clients, including but not limited to: new projects, additional Addepar products or partner solutions</li> <li>Advocate for clients, building strong working relationship with cross-functional teams to ensure client success</li> </ul> <h4>Who You Are </h4> <ul> <li>6-10 years experience in a RIA or Single Family Office oriented business or environment, preferably, in a client-facing role for financial products or services for UHNW clients</li> <li>Strong analytical skills and a consistent framework or process approach to problem solving.</li> <li>You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients</li> <li>Strong time management and prioritization skills, as well as verbal and written communication skills</li> <li>Experience building and improving client engagement strategies with a track record of success as proven by improved client health, reference-ability and platform adoption. </li> <li>You have handled difficult customers or situations and can demonstrate resolutions</li> <li>Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization. </li> <li>Ability to navigate data and people to find answers</li> <li>Independent, adaptable and can thrive in a fast-paced environment</li> <li>You are open to travel </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>.

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 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 $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>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 close and maintain relevant data</li> </ul> <h4>Who You Are </h4> <ul> <li>10+ 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>.

Account Manager - Strategic

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $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 Marketing Operations Analyst with a strong focus on lead lifecycle reporting and optimization. This role is ideal for a detail-oriented, analytical individual skilled in both strategic and tactical work. You’ll leverage data insights to improve lead management, reporting frameworks, and marketing processes. A key part of the role is to optimize workflows, create transparency in the lead lifecycle, and establish clear, documented processes that support data-driven decisions in a high-growth environment. 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 $78,000 - $122,000 + 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. What You’ll Do <ul> <li> Lead Lifecycle Reporting: Build and maintain reporting frameworks for lead lifecycle, focusing on metrics like lead conversion, scoring, routing, and engagement. Track lead performance to spot trends and improvement areas.</li> <li> Data Infrastructure &amp; Attribution: Set up a reliable data infrastructure for scalable attribution across marketing and sales. Streamline data processes for accurate reporting and insights.</li> <li> Cross-Functional Collaboration: Partner with performance marketing, product marketing, and sales teams to ensure accurate full-funnel lead reporting and provide insights to improve lead generation and management.</li> <li> Optimize and Document Lead Processes: Enhance lead lifecycle processes like enrichment, scoring, routing, and conversion rate optimization, working with stakeholders to improve lead quality and funnel efficiency.</li> <li> Marketing Tech Stack: Work with Marketing Operations to maintain the marketing tech stack, ensuring smooth integration between platforms like Marketo and Salesforce for reporting and data flow optimization.</li> <li> Reporting &amp; Dashboards: Create executive dashboards and reporting systems for lead management visibility, enabling data-driven strategic decisions for leadership.</li> <li> Support Automation: Assist in automating marketing and lead management workflows to improve efficiency and scalability, ensuring alignment with business goals and reporting needs.</li> </ul> <h4>Who You Are</h4> <ul> <li> Experience: 4+ years of experience in a related role with a Bachelor's degree or equivalent experience or 2+ years with a Master's degree.</li> <li> Technical Skills: Strong understanding of lead lifecycle processes, lead scoring, and routing within marketing platforms (e.g., Marketo, Salesforce). Experience with marketing data analysis and reporting is essential.</li> <li> Data-Driven: Analytical mindset with a proven ability to track and report on lead performance, identifying key trends and actionable insights.</li> <li>Detail-Oriented: Ability to document and maintain clear processes and reporting structures and ensure data accuracy across the marketing funnel.</li> <li> Collaborative: Strong interpersonal and communication skills with the ability to work effectively across marketing, sales, and technical teams.</li> <li> Adaptable: Comfortable working in a fast-paced, dynamic environment with the ability to prioritize and manage multiple projects at once.</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>.

Marketing Operations Analyst

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 Marketing Operations (MarkOps) Manager who can operate at both the strategic and tactical level, leveraging bold and innovative automation solutions to drive marketing success. This role is ideal for an experienced people-leader, who is passionate about optimizing processes, building reporting frameworks, and upleveling our marketing automation to scale in a high-growth environment. 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 $102,000 - $159,000 (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> Lead our Marketing Operations Team: Oversee our growing Marketing Operations team, focusing on people, process, and tools. </li> <li> Oversee Marketing Tech Stack &amp; Data Infrastructure: Manage the marketing tech stack to ensure smooth data flow and integration, generating insights to guide strategic business decisions.</li> <li> Champion Automation &amp; Streamline Operations: Align processes, technology, and people to create efficient and cohesive operations across the marketing organization. Drive the implementation and optimization of marketing automation strategies to enhance processes, increase productivity, and support Addepar’s rapid growth.</li> <li> Cross-Functional Collaboration: Work closely with performance marketing, product marketing, and sales/client leadership to successfully implement and report on the full lifecycle of prospects and customers.</li> <li> Lead/Marketing Reporting &amp; Data Strategy:</li> <ul> <li>Continuously calibrate Addepar’s leads process, including lead life cycle, enrichment, quality, privacy, marketability, matching, scoring, routing, and conversion rate optimization.</li> <li>Solidify and document the data infrastructure for accurate and scalable attribution and measurement.</li> <li>Develop and maintain reporting systems to identify key touchpoints for improving conversion rates.</li> </ul> <li> Project Management: Oversee and execute multiple projects simultaneously, balancing competing priorities and ensuring timely completion in a fast-paced environment.</li> <li> Tool Integration: Lead initiatives to evaluate, select, and integrate third-party and internal tools, ensuring seamless functionality.</li> <li> Ensure Compliance: Ensure all marketing tools and processes comply with Infosec policies and communication governance standards.</li> <li> Roadmap &amp; Planning: Play a key role in driving marketing roadmap and sprint planning, supporting campaign strategy, and participating in business reviews, annual planning, and goal-setting efforts.</li> </ul> <h4>Who You Are</h4> <ul> <li>6+ years of related experience in role and a Bachelor's degree or equivalent experience; 4+ years and a Master's degree</li> <li>4+ years of experience with Marketo, focusing on Marketo-to-Salesforce integrations, with deep expertise in managing lead workflows.</li> <li>2+ years of experience leading a hybrid/remote team, and proven ability to hire, develop, and train A players</li> <li>A proactive and solution-driven mindset, with a passion for delivering results in a fast-paced, ever-changing environment.</li> <li>Proven experience in managing teams and building high-performing marketing operations teams, with a focus on mentorship, collaboration, and driving team success.</li> <li>Success in scaling or improving lead management processes, including lifecycle management, lead scoring, routing, and conversion rate optimization, supported by key performance metrics.</li> <li>Strong understanding of sales and marketing processes and best practices, along with associated metrics.</li> <li>Extensive knowledge of Salesforce campaign hierarchies, campaign attribution methodologies, and executive dashboard builds. </li> <li>Experience leading projects that span multiple teams and systems, ensuring successful cross-functional collaboration.</li> <li>Exceptional communication and interpersonal skills, with a demonstrated ability to engage and influence senior leadership and key stakeholders.</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>.

Marketing Operations 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> The Client Success Management (CSM) team at Addepar is responsible for a client's complete post-sales lifecycle. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles have such a direct impact on the company's growth. 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 $109,000 - $170,000 (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 Strategic Client segment, including industry challenges and goals, and a strong understanding of how they use Addepar to increase client adoption and growth and ensure account retention.</li> <li>Provide strategic oversight during the entire client journey, including implementation, optimization, growth, and renewal, so your team can seamlessly hand over knowledge and responsibilities where appropriate.</li> <li>Partner with your account manager to deliver quarterly business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, as well as review product usage, adoption patterns, and insights.</li> <li>Be the client's voice in Product Management, Product Marketing, Support, Renewals, Services, Finance, etc., building strong working relationships with each to ensure client success and consistency of contact.</li> <li>Build and maintain a high level of client happiness and referenceability by successfully diagnosing clients' business operations and prescribing appropriate solutions and Services.</li> </ul> <h4>Who You Are </h4> <ul> <li>10+ years of experience working in a client-facing role with a proven track record and 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> 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, and 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. 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

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 Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company! You will become a trusted advisor to these clients, deeply understanding their business and their needs and helping them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CSM will also cultivate cross-functional relationships in Product &amp; Engineering and Services teams to drive standard methodologies and utilization of the platform. You will be the client’s internal advocate! You will help to ensure an excellent experience and gather feedback to aid Addepar in building the next generation of solutions. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $67,000 - $105,000 (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 a deep understanding of the Addepar platform and be able to apply it to client’s requirements, industry challenges, and goals.</li> <li>Provide client support to senior team members during implementation, business reviews, instance reviews, and other BAU tasks to ensure an outstanding client experience. </li> <li>Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.</li> <li>Provide continuing education and insights to clients relating to product updates on Addepar’s product roadmap, as well as review product usage patterns</li> <li>Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists and participate in presentations to clients, including but not limited to new projects, additional Addepar products, or partner solutions</li> <li>Advocate for clients, building strong working relationships with cross-functional teams to ensure client success</li> </ul> <h4>Who You Are </h4> <ul> <li>3-5 years experience in an RIA or Single Family Office oriented business or environment, preferably in a client-facing role for financial products or services for UHNW clients</li> <li>Strong analytical skills and a consistent framework or process approach to problem-solving.</li> <li>You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients</li> <li>Strong time management and prioritization skills, as well as verbal and written communication skills</li> <li>Experience building and improving client engagement strategies with a track record of success, as proven by improved client health, reference-ability, and platform adoption. </li> <li>You have handled demanding customers or situations and can demonstrate resolutions.</li> <li>Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization. </li> <li>Ability to navigate data and people to find answers</li> <li>Independent, adaptable, and can thrive in a fast-paced environment</li> <li>You are open to travel</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>.

Client Success Manager - 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 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> An outstanding opportunity awaits you to lead the development of an innovative data-lake-house-as-a-service solution at Addepar. As a Product Manager, you will collaborate with our outstanding engineering teams and forward-thinking clients to successfully implement advanced analytics and data sharing capabilities. This role plays a vital part in fulfilling the ambitious requirements of financial data management and data driven decision making. 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 $118,000 - $184,000 + 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>Develop and implement the product vision for a data lake house product customized to meet the needs of Addepar clients.</li> <li>Collaborate with clients to determine data engineering and analytical needs.</li> <li>Lead development of key features from requirements definition through delivery.</li> <li>Work closely with Data Engineers and Data Scientists to ensure flawless performance and scalability.</li> <li>Manage the full product development lifecycle from conceptualization to launch, focusing on continuous improvement.</li> <li>Ensure the product remains competitive by staying current with trends in data lake house technologies.</li> <li>Regularly communicate updates to collaborators and gather customer feedback.</li> </ul> <h4>Who You Are </h4> <ul> <li>5+ years of product management experience, ideally with data platforms or engineering products.</li> <li>Proficient in data lake house technology and data workflows.</li> <li>Technical skills in SQL, Python, and data engineering concepts.</li> <li>Proven track record to handle data-intensive product development and client-facing requirements.</li> <li>Excellent communication and cross-functional collaboration skills.</li> </ul> <h4>Preferred Skills</h4> <ul> <li>Hands-on experience with Databricks or similar data platforms.</li> <li>Familiarity with financial services platforms like Addepar.</li> <li>Preferred experience with a scrum-based agile development process.</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 - 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> 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>.

15 Addepar Jobs