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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 $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> The Product Manager is responsible for supporting Addepar's calculations infrastructure and functionality. The Product Manager will support the calculations and computational architecture teams in defining feature requirements, generating examples, answering queries from support, sales, clients and prospects, and testing new features and enhancements Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $122,000 - $190,000 + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Possess a deep knowledge of common financial calculations, including derivatives, asset valuation, investment performance and risk metrics</li> <li>Research, define and scope new calculations and computational infrastructure development work, including producing easy to understand examples to assist developers</li> <li>Perform correctness testing on new calculations and calculation enhancements, including thorough validation of different combinations of calculation options and layering intersecting functionality</li> </ul> <h4>Who You Are </h4> <ul> <li>5+ years of relevant work experience and education that show strength in financial calculations</li> <li>Experience working with highly technical product development teams, with the ability to comprehend technical complexity and make intelligent decisions with the input from developers</li> <li>Domain knowledge / expertise regarding finance / investments, particularly regarding the valuation of investments in different asset classes</li> <li>An eye for detail and demonstrated ability to follow through while juggling multiple streams of parallel work</li> <li>Ability to identify the appropriate tools and techniques to accomplish objectives</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Addepar

Product Manager - Calculations

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> The Senior Product Manager is responsible for the Addepar end client experience, including our web portal and iOSmobile app offerings, and the advisor facing workflows to build and administer engaging experiences for their clients at scale. The Senior Product Manager is required to define product vision, set strategy, and lead a cross functional team in a manner that enhances their efficiency and productivity. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $122,000 - $190,000 + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Possess a deep understanding of your product in terms of its users, business value, technical landscape, data, vendors, and how it relates to other areas of the larger Addepar system</li> <li>Identify appropriate users, stakeholders, competitors, and market trends from which to elicit input and draw inspiration</li> <li>Define, document, and communicate goals and purpose for your product, particularly for the future 6-18 months</li> <li>Drive innovation and inspiration via Positioning Statements and OKRs that convey your vision and goals to your stakeholders and cross-functional team</li> <li>Build consensus with the cross functional team to prioritize and define increments of work based on level of effort, interdependencies, and other relevant criteria</li> <li>Identify changing company, business, market, and technical needs and adjusting strategy as needed</li> </ul> <h4>Who You Are </h4> <ul> <li>7+ years of relevant work experience and education that demonstrate proficiency in product management and user workflows</li> <li>Domain knowledge / expertise regarding finance / investments, particularly regarding the valuation of investments in different asset classes</li> <li>Practical knowledge of agile thinking and lean practices; creative (non-dogmatic) with project approaches, willingness to experiment, and ability to guide teams toward activities and processes that best suit project goals</li> <li>Ability to identify the appropriate tools and techniques to accomplish objectives</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Product Manager - Client Portal

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> We are currently seeking an Account Executive to join our Sales Team! We are looking for a superstar to add to our ever expanding team. We are seeking an experienced, quota carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for growing new ARR for large RIAs’, Multi-Family Offices and Private Banks. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $108,000 - $140,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Development of a strategic sales plan to effectively and efficiently cover the named accounts within the assigned territory</li> <li>Manage lead qualification and conversion from large financial firms</li> <li>Aggressively prospect and generate new relationships within named accounts</li> <li>Some travel, as required, to prospects, customers or marketing events within territory (40-50% travel) (Covid era exempt)</li> </ul> <h4>Who You Are</h4> <ul> <li>4+ years experience in software sales</li> <li>Experience selling SaaS products into the wealth management or the finance industry</li> <li>Proven record of achieving quotas</li> <li>Hands on experience with Salesforce</li> <li>Detailed knowledge of and passion for SaaS applications with the ability to conduct product demos and understand the complexities of a SaaS business</li> <li>Strong interpersonal and presentation skills</li> <li>Exceptional verbal and written communication skills</li> <li>Experience with web based conferencing tools such as Zoom etc.</li> <li>Ability to work in a fast paced, team environment</li> <li>Bachelor's Degree highly preferred</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Account Executive - Core

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> We are currently seeking an Account Executive to join our ever-expanding Sales Team! We are seeking an experienced, quota-carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for growing new ARR for RIA’s, Single and Multi-Family Offices, and Private Banks. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $129,000 - $161,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Development of a strategic sales plan to effectively and efficiently cover the named accounts within the assigned territory</li> <li>Manage lead qualification and conversion from large financial firms</li> <li>Aggressively prospect and generate new relationships within named accounts</li> <li>Some travel, as required, to prospects, customers or marketing events within territory (40-50% travel) (COVID-19 era exempt)</li> </ul> <h4>Who You Are </h4> <ul> <li>4+ years experience in software sales</li> <li>Experience selling SaaS products into the wealth management or the finance industry</li> <li>Proven record of achieving quotas</li> <li>Hands on experience with Salesforce</li> <li>Detailed knowledge of and passion for SaaS applications with the ability to conduct product demos and understand the complexities of a SaaS business</li> <li>Strong interpersonal and presentation skills</li> <li>Exceptional verbal and written communication skills</li> <li>Experience with web based conferencing tools such as Zoom etc.</li> <li>Ability to work in a fast-paced, team environment</li> <li>Bachelor's Degree highly preferred</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Sr. Account Executive - Strategic

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

19 Addepar Jobs