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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 The Data Governance Program Manager is responsible for developing and implementing the enterprise data governance framework. As the Data Governance Program Manager, you will be responsible for partnering with IT, the Chief Data Office, InfoSec, Product, HR, and others to develop and implement a bespoke data governance program, as well as executing on developing data governance standards, policies, and processes to help scale our growing business. The ideal candidate will have exceptional analytical and communication skills, thrive in a fast paced environment, and bring a solutions oriented approach to all problems they encounter. 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 $120,000 - $187,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You'll Do</h4> <ul> <li>Develop and implement comprehensive data governance policies, procedures, and standards to ensure data quality, integrity, and security.</li> <li>Lead cross-functional teams to define, develop, and maintain data governance frameworks, ensuring alignment with organizational goals and regulatory requirements.</li> <li>Collaborate with data stewards, data owners, and IT teams to establish and maintain data definitions, data standards, metadata management, and data quality.</li> <li>Monitor and report on data governance metrics, identifying areas for improvement and implementing corrective actions as necessary.</li> <li>Oversee the data lifecycle management, including data classification, data retention, and data disposal processes.</li> <li>Conduct regular audits and assessments to ensure compliance with data governance policies and industry regulations.</li> <li>Provide training and awareness to stakeholders on data governance best practices and policies to foster a culture of data stewardship and accountability.</li> <li>Manage and resolve data-related issues, ensuring timely and effective resolution while minimizing business impact.</li> <li>Stay current with emerging data governance trends, tools, and technologies, recommending enhancements to existing processes and frameworks.</li> <li>Drive the adoption of data governance initiatives across the organization, ensuring data assets are managed effectively and efficiently.</li> </ul> <h4>Who You Are</h4> <ul> <li>Bachelor’s degree in Information Management, Computer Science, Business Administration, or a related field, or equivalent experience</li> <li>Minimum of 5 years of experience in data governance, data management, or a related field.</li> <li>Strong understanding of data governance principles, practices, and frameworks (e.g., DAMA, DGI).</li> <li>Experience with data governance tools and technologies (e.g., Data Bricks, Securiti.AI, Collibra, Informatica, Alation).</li> <li>Excellent project management skills, with the ability to manage multiple projects simultaneously and meet deadlines.</li> <li>Strong analytical and problem-solving skills, with a keen attention to detail.</li> <li>Excellent communication and interpersonal skills, with the ability to collaborate effectively with stakeholders at all levels.</li> <li>Proven ability to lead and motivate cross-functional teams to achieve organizational objectives.</li> <li>Familiarity with regulatory requirements related to data governance and data privacy (e.g., GDPR, CCPA, LGPD).</li> <li>Professional certifications in data governance or data management (e.g., CDMP, DGSP) are 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>.

Addepar

Data Governance Manager

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> We are currently seeking a Senior Software Development Engineer in Test to join ourQuality &amp; Developer Enablement team! - We set and enforce SDLC strategies and standards through tools and services that enable efficient and confident development of high-quality products.The ideal candidate is passionate about empowering developers, improving engineering efficiency, leveraging data-driven insights, and fostering a culture of continuous improvement. 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 + 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> <ol> <li>Quality Strategy and Implementation:</li> <ul> <li>Drive end-to-end quality initiatives for team features and releases</li> <li>Develop and execute comprehensive test strategies across multiple testing levels</li> <li>Design and implement automated test suites for critical business flows</li> <li>Collaborate with developers to improve unit test coverage and integration testing</li> <li>Perform exploratory testing for new features and complex scenarios</li> </ul> <li>Test Automation and Framework Development:</li> <ul> <li>Build and maintain reliable automated test suites using modern frameworks</li> <li>Create reusable test automation components and utilities</li> <li>Implement performance and load testing solutions for critical services</li> <li>Develop API testing frameworks and maintain test data management solutions</li> <li>Integrate automated tests into CI/CD pipelines</li> </ul> <li>Quality Analysis and Reporting:</li> <ul> <li>Track and analyze defect leakage to identify areas for improvement</li> <li>Participate in incident postmortems and drive preventive measures</li> <li>Present quality metrics and insights to team stakeholders</li> <li>Create and maintain quality dashboards for visibility</li> <li>Document testing processes and best practices</li> </ul> <li>Team Collaboration and Technical Leadership:</li> <ul> <li>Provide testing consultation and guidance to development teams</li> <li>Review test plans and testing approaches for new features</li> <li>Mentor junior QE team members on testing practices</li> <li>Participate in code reviews and technical design discussions</li> <li>Contribute to improving testing processes and methodologies</li> </ul> <li>Production Quality and Monitoring:</li> <ul> <li>Monitor production releases and validate deployment success</li> <li>Analyze production incidents and propose testing improvements</li> <li>Help maintain staging environments for testing</li> <li>Collaborate on service monitoring and alerting setup</li> <li>Support release validation and production verification testing</li> </ul> </ol> <h4>Who You Are</h4> <ul> <li>Bachelor’s/ Masters Degree in Computer Science, Engineering or equivalent experience</li> <li>5+ years of software testing experience with strong automation skills</li> <li>Strong programming skills in Python with experience designing and implementing automation frameworks</li> <li>Extensive experience with back-end data testing with strong ability to investigate on technical issues with developers</li> <li>Proven track record of reducing defect leakage through test automation</li> <li>Experience with performance testing and API testing frameworks</li> <li>Strong understanding of testing methodologies and quality metrics</li> <li>Experience testing distributed systems and data processing pipelines</li> <li>Strong analytical and problem-solving skills</li> <li>Good understanding of service integration testing, contract testing, and system reliability testing.</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. Software Development Engineer in Test

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> We are seeking a Full Stack Software Engineer to join the End Client Experience team within our Core Product Engineering organization. Our team is focused on building outstanding user experiences, powerful APIs, and sophisticated analysis and visualization tools for our global customer base of Financial Advisors, Wealth Managers and their clients. We partner closely with a world-class team of designers and product managers, and put the experiences of our customers at the forefront of every initiative. Our products are rapidly being adopted across the Wealth Management industry, and as we modernize and upgrade our core product, we are also making use of our APIs to build out entirely new products and features. We pride ourselves on delivering robust, secure, and highly usable applications. The End Client Experience team builds our APIs and user interfaces that power our web and mobile investor portals, allowing our customers to share data visualizations, reports, and documents to their clients across a variety of platforms. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $101,000 - $158,000 + 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 our product vision within a multi-functional team</li> <li>Elevate our APIs to new heights, to meet the demands of our rapidly expanding customer base</li> <li>Create innovative and impactful features that delight our users</li> <li>Collaborate on architecture designs, product features, and code reviews</li> <li>Own software features from inception through delivery</li> </ul> <h4>Who You Are </h4> <ul> <li>2+ years of professional backend software engineering experience</li> <li>Experience with server-side languages like Java, Python, or C++</li> <li>Experience with relational databases (MySQL, Postgres, SQL Server)</li> <li>Experience with javascript and single-page-application development</li> <li>Ability to complete complex projects involving partners across multiple teams</li> <li>Excellent written and verbal communication skills</li> <li>Bonus: Experience with building scalable cloud infrastructure on AWS</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Full Stack Software Engineer - End Client Experience

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $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> You’ll join Addepar’s Web Platform Engineering team, and work day-to-day with a cross-functional group to build Addepar’s in-house design system and ensure its successful adoption. Addepar’s design system group is a cross-disciplinary squad across engineering, design and product content domains. Addepar’s design system is at the heart of our product’s growth strategy. Built around pillars of consistency, performance, accessibility, and localization, the Addepar Product Language provides a platform for our product teams as they build new features and iterate on existing codebases. You’ll work on growing the depth and breadth of our UI platform. To succeed in that goal, you will work in build systems, web components, design token solutions and designer tooling. To understand the challenges and opportunities ahead you’ll need to adapt your skills to new frameworks, tools, and codebases. 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 $101,000 - $158,000 (base salary) + bonus + equity + benefits. <h4>What You’ll Do</h4> <ul> <li>Partner with engineers, designers and product owners to deliver high performing customer experiences that are engaging, purposeful and powerful in their simplicity.</li> <li>Tackle the challenge of building a global product, and a global team.</li> <li>Implement the common building blocks of Addepar’s user experience, and support their adoption across the product engineering organization.</li> <li>Create interfaces that are accessible, that work for a global user base, which perform well, and which deliver a great user experience.</li> <li>Advocate for best practices and process improvements.</li> </ul> <h4>Who You Are</h4> <ul> <li>B.S., M.S., or Ph.D. in Computer Science or similar technical field of study (or equivalent practical experience.)</li> <li>3+ years experience as a professional software engineer</li> <li>A passion for establishing and evangelizing best practices</li> <li>A bias toward smart automation</li> <li>Proven ability to collaborate with other engineers and designers</li> <li>3+ years of experience with other TypeScript or JavaScript frameworks such as Ember.js, React, etc</li> <li>Previous experience with Stencil, TailwindCSS, and Web Components is a significant plus</li> <li>Experience building scalable systems, modeling financial data, or building intuitive, feature-rich user interfaces</li> <li>Excellent written, verbal, and interpersonal communication skills</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>.

Design Systems Engineer

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $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>.

Sr. 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 currently seeking a senior backend software engineer to join Addepar in our Partner Platform team! We are building out a new platform from scratch which will enable third parties to simply and safely engage with Addepar at scale. This team is passionate about handling large volumes of data, and the engineering challenges in building the distributed systems responsible for automated data ingestion and transformation. We want people who are hard-working and care deeply about solving hard problems at high scale, delighting customers, and participating in the success of the whole company. We look for dedicated engineers with real technical depth and a desire to understand the end business. If you've designed sophisticated scalable systems, or worked with great teams on hard problems in financial data, or are just interested in tackling complicated technical, critically important problems, join us! 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 $101,000 - $158,000 + 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>Architect, implement, and maintain engineering solutions to solve complex problems; write well-designed, testable code.</li> <li>Lead individual project priorities, deadlines, and solutions.</li> <li>Collaborate effectively with product managers, engineers and partners on projects.</li> <li>Communicate technical ideas and set direction on projects with a focus on solving business challenges.</li> <li>Mentor other engineers on the team.</li> <li>Participate in the design and development of a strategic product for Addepar.</li> <li>Write clean, efficient, and maintainable code that's also scalable and extensible.</li> </ul> <h4>Who You Are</h4> <ul> <li>B.S., or M.S. in Computer Science or similar technical field of study (or equivalent practical experience).</li> <li>4+ years of software engineering experience.</li> <li>Proficient in backend development, specifically with Python or Java.</li> <li>Experience with databases, SQL, NoSQL, OLAP, and/or data lake architectures</li> <li>A strong ownership mentality and drive to solve the most important problems.</li> <li>Passion for implementing standard processes with a bias toward smart automation.</li> <li>Proven ability to collaborate with and mentor other engineers.</li> <li>Experience in data processing and analysis using SQL, PySpark, or similar frameworks is a plus.</li> <li>A rapid learner with robust analytical and problem-solving abilities.</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>.

Backend Software Engineer - Partner Platform

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 currently seeking a senior backend software engineer to join Addepar in our Partner Platform team! We are building out a new platform from scratch which will enable third parties to simply and safely engage with Addepar at scale. This team is passionate about handling large volumes of data, and the engineering challenges in building the distributed systems responsible for automated data ingestion and transformation. We want people who are hard-working and care deeply about solving hard problems at high scale, delighting customers, and participating in the success of the whole company. We look for dedicated engineers with real technical depth and a desire to understand the end business. If you've designed sophisticated scalable systems, or worked with great teams on hard problems in financial data, or are just interested in tackling complicated technical, critically important problems, join us! Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $144,000 - $225,000 + 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>Architect, implement, and maintain engineering solutions to solve complex problems; write well-designed, testable code.</li> <li>Lead individual project priorities, deadlines, and solutions.</li> <li>Collaborate effectively with product managers, engineers and partners on projects.</li> <li>Communicate technical ideas and set direction on projects with a focus on solving business challenges.</li> <li>Mentor other engineers on the team.</li> <li>Participate in the design and development of a strategic product for Addepar.</li> <li>Write clean, efficient, and maintainable code that's also scalable and extensible.</li> </ul> <h4>Who You Are</h4> <ul> <li>B.S., or M.S. in Computer Science or similar technical field of study (or equivalent practical experience).</li> <li>4+ years of software engineering experience.</li> <li>Proficient in backend development, specifically with Python or Java.</li> <li>Experience with databases, SQL, NoSQL, OLAP, and/or data lake architectures</li> <li>A strong ownership mentality and drive to solve the most important problems.</li> <li>Passion for implementing standard processes with a bias toward smart automation.</li> <li>Proven ability to collaborate with and mentor other engineers.</li> <li>Experience in data processing and analysis using SQL, PySpark, or similar frameworks is a plus.</li> <li>A rapid learner with robust analytical and problem-solving abilities.</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 Software Engineer - Partner Platform

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. <h2>The Role</h2> The Portfolio Data Workflows team is at the heart of our industry-leading wealth management reporting solution, driving innovation and reliability for our clients. As custodians of a robust suite of REST APIs and user interfaces, the team plays a pivotal role in ensuring seamless data integration and operational efficiency across our platform. Working on a blend of cutting-edge technologies and critical legacy systems, the team thrives on solving complex challenges to deliver high-impact solutions. If you're passionate about creating scalable, user-focused workflows and excited to shape the future of wealth management technology, this is the team for you! The current range for this role is $158,000 - $248,000 + 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. <h2>What You’ll Do</h2> <ul> <li>Contribute to shaping our ambitious program of product features, technical debt reduction, and scalability improvements in our core application stack</li> <li>Coach and mentor a full-stack software engineers</li> <li>Deliver solutions for our clients, drive software delivery and improve engineering processes</li> <li>Collaborate with partner teams across Addepar to deliver impactful results for both internal and external clients</li> </ul> <h2>Who You Are</h2> <ul> <li>2+ years leading software engineering teams, preferably in a product engineering context, 5+ years in hands-on software development</li> <li>Experience or interest in financial technology</li> <li>A great communicator adept at working with cross-functional partners</li> <li>You value developing people and coaching engineers to succeed.</li> <li>Experienced with managing software projects throughout the SDLC, improving team agile processes, estimation and project planning</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>.

Manager, Software Engineering - Portfolio Data

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 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 $119,000 - $149,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Support Account Executives and their prospects throughout the entire sales process by acting as the domain expert on the Addepar products </li> <li>Advise firms periodically on technical matters to optimize, upsell services and products; navigate product roadmap</li> <li>Coordinate appropriate internal product and technical resources for prospect calls and meetings</li> <li>Highlight and communicate the differentiating benefits of Addepar vs. the competition</li> <li>Support the sales effort with “Proof of Concepts” </li> <li>Understand prospective client key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience</li> <li>Assist with the creation of the Statement of Work (SOW) as needed, budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal)</li> <li>Assist our Account Executives with the completion of RFPs &amp; RFIs.</li> </ul> <h4>Who You Are</h4> <ul> <li>3+ years of demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms</li> <li>Bachelor's Degree</li> <li>Worked at prior SaaS companies in similar roles such as deployments, product, engineering, and/or client success</li> <li>Knowledge of modern software architecture and database concepts</li> <li>Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally</li> <li>Ability to multi-task and track processes and work for numerous prospective clients</li> <li>Ability to lead sophisticated projects, relationships, and timelines</li> <li>Flexible to travel on short notice (20%+)</li> <li>[Bonus] API exposure/knowledge is a plus!</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Sales Engineer

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have 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 currently seeking a senior backend software engineer to join Addepar in our Data Imports team! This team is passionate about handling large volumes of data, and the engineering challenges in building the distributed systems responsible for automated data ingestion and transformation. In this role, you will have the opportunity to use the newest technology stacks to build the next generation of the entire data, computation, API, and research platform of Addepar. We want people who are hard-working and care deeply about solving hard problems at high scale, delighting customers, and participating in the success of the whole company. We look for dedicated engineers with real technical depth and a desire to understand the end business. If you've designed sophisticated scalable systems, or worked with great teams on hard problems in financial data, or are just interested in tackling complicated technical, critically important problems, join us! Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $125,000 - $195,000 + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Architect, implement, and maintain engineering solutions to solve complex problems; write well-designed, testable code.</li> <li>Lead individual project priorities, deadlines, and solutions.</li> <li>Collaborate effectively with product managers, engineers and partners on projects.</li> <li>Communicate technical ideas and set direction on projects with a focus on solving business challenges.</li> <li>Mentor other engineers on the team.</li> <li>Document software functionality, system design, and project plans; this includes clean, readable code with comments.</li> <li>Promote engineering standard methodologies and principles.</li> </ul> <h4>Who You Are</h4> <ul> <li>B.S., or M.S. in Computer Science or similar technical field of study (or equivalent practical experience.).</li> <li>Demonstrated ability as a professional software engineer and experience with any object-oriented programming language. Expertise in Java is a plus. </li> <li>Experience in building and evolving large-scale, impactful distributed systems.</li> <li>Experience with databases, SQL, NoSQL, OLAP, and/or data lake architectures.</li> <li>Strong AWS knowledge and architectural experience is a plus.</li> <li>A strong ownership mentality and drive to solve the most important problems.</li> <li>Passion for implementing standard processes with a bias toward smart automation.</li> <li>Proven ability to collaborate with and mentor other engineers.</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>.

16 Addepar Jobs