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Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. <h4>The Role</h4> Addepar Trading is your all-in-one comprehensive trading suite. As an extension of the Addepar Platform, users can enhance their trading workflows by building efficiencies that automate trading and rebalancing, apply robust pre-trade compliance rules, execute seamlessly via our order management system, and integrate with leading partners. We are building this product for our global client base. The Trading Product Adoption Specialist will identify and lead specific initiatives to increase product adoption and focus on retention. This will include working with Trading clients by training them on best practices, developing technical solutions, sharing new features on the product roadmap, and partnering across the organization to understand product gaps. The job will also include assisting our Client Management team in deepening client relationships, working with our Analytics/Marketing teams to enable targeted adoption campaigns, and collaborating with our Product &amp; Engineering teams to provide critical client feedback. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $72,000 - $113,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Work directly with clients to drive Trading engagements (client outreach, meetings, etc.) and results (client usage, transactions, and revenues)</li> <li>Partner with RIAs, Wealth Management firms, Banks, Trust Companies, and Family Offices to understand their business, with an emphasis on portfolio management, and apply best practice thinking to improve their results.</li> <li>Engage cross-functionally to communicate product needs and client feedback to appropriate teams (Account Management, Client Success, Product, Marketing, etc.)</li> </ul> <h4>Who You Are </h4> <ul> <li>Bachelor’s degree or equivalent</li> <li>2+ years of applicable experience </li> <li>Experience working with trading platforms</li> <li>Understanding of financial products, in particular equities, ETFs, mutual funds, fixed income, and derivatives</li> <li>High energy and enthusiasm; relentless drive for success</li> <li>Strong team player</li> <li>Excellent communication and interpersonal skills - interface with our clients and internal stakeholders: sales, deployments, product managers, designers, engineers, etc.</li> <li>Ability to quickly build trust and strong relationships with stakeholders</li> <li>User-focused - solve our current and prospective users' problems with a focus on jobs-to-be-done</li> <li>Highly organized self-starter who can manage deadlines and update client health</li> <li>Analytical ability - can both identify and solve problems as well as be entrepreneurial in taking a data-based approach</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

Trading Product Adoption Specialist

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. <h4>The Role</h4> We are currently seeking a Software Development Engineer in Test (Backend) 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 $90,000 - $141,000 (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> <ol> <li>Quality Strategy and Implementation:</li> <ul> <li>Contribute to the end-to-end quality initiatives for team features and releases, learning best practices.</li> <li>Assist in the development and execution of test strategies across multiple testing levels under guidance.</li> <li>Collaborate with developers to understand unit test coverage and integration testing, contributing where possible.</li> </ul> <li>Test Automation and Framework Development:</li> <ul> <li>Build and maintain reliable automated test scripts using modern frameworks, following established guidelines.</li> <li>Learn to create reusable test automation components and utilities.</li> <li>Develop API testing skills and contribute to maintaining test data management solutions.</li> <li>Integrate automated tests into CI/CD pipelines with guidance.</li> </ul> <li>Quality Analysis and Reporting:</li> <ul> <li>Track and analyze defect leakage to identify areas for improvement, learning how quality metrics are used.</li> <li>Participate in incident postmortems to understand root causes and contribute to preventive measures.</li> <li>Present quality metrics and insights to team stakeholders</li> </ul> <li>Team Collaboration:</li> <ul> <li>Participate in code reviews and technical design discussions to understand the development process.</li> <li>Contribute to improving testing processes and methodologies</li> <li>Support release validation and production verification testing</li> </ul> </ol> <h4>Who You Are</h4> <ul> <li>Bachelor’s/Master's Degree in Computer Science, Engineering, or equivalent experience</li> <li>2+ years of software testing experience with a growing understanding of automation.</li> <li>Good programming skills in Python with an eagerness to learn and implement automation frameworks.</li> <li>Gaining experience with back-end data testing with a willingness to investigate technical issues with developers.</li> <li>Exposure to performance testing and API testing concepts.</li> <li>Good understanding of testing methodologies and quality metrics</li> <li>Some experience testing distributed systems and data processing pipelines is a plus.</li> <li>Good analytical and problem-solving 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>.

Backend 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 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai. <h4>The Role</h4> We are currently seeking a Senior Software Engineer to join our Reference Data team. The reference data team at Addepar is responsible to manage the data reconciliation and curation process for market data providers to build a single source of truth and provide alignment across public and alternative investment data products for the client to manage their investment portfolio. As an engineer on the team you will partner with product teams at Addepar to understand their business needs. You’ll contribute to increasingly challenging engineering projects with the ultimate goal of enabling solutions and effective use of the data platform. Our engineering team primarily works with PySpark, Python, AWS, Terraform, Java, and Kubernetes. We use Agile methodologies to deliver on business outcomes. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $126,000 - $197,000 + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Partner with multi-functional teams to design, develop, and deploy scalable data solutions that meet business requirements.</li> <li>Collaborate closely with our engineering leads to define and implement our platform architecture to meet Addepar’s growth and scalability needs </li> <li>Evaluate and drive strategic business and technology decisions for the company and for customers</li> <li>Be a technical thought leader in multiple areas who educates and shares best practices. Your contributions deliver strategic and prescriptive guidance</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>5+ years of software engineering experience</li> <li>Proficient in distributed micro-services development, specifically with Python or Java</li> <li>Experience with databases, SQL, NoSQL, OLAP, and/or data lake architectures</li> <li>Ability to own complex projects involving partners across multiple team</li> <li>Proven ability to collaborate with and mentor other engineers</li> <li>A rapid learner with robust analytical and problem-solving abilities</li> <li>Interest in building data pipelines and in working with Big-data</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>.

Software Engineer - Reference 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 $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 Business/Product Analyst to join our Business Analytics team! Our team is passionate about empowering everyone to make data-driven decisions about product design, client management, and business priorities. We play an important role in ensuring people’s valuable time and efforts are spent on solving the right problem the right way. You will develop a keen understanding of our clients, products, and product development workflows. You will use your curiosity and analytical skills to support major company initiatives, from defining and monitoring success metrics, dissecting user behaviors, and gathering and analyzing additional data to support decisions along the way. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $86,000 - $135,000 (Base Salary) + bonus + equity + benefits. <h4>What You’ll Do</h4> <ul> <li>Collaborate with product, engineering and business partners to understand data needed to make product, design and prioritization decisions</li> <li>Assess data availability and quality, and work with data engineers to ensure required data sets are extracted and transformed, if needed, for analysis </li> <li>Analyze and visualize data to generate actionable insights for business partners</li> <li>Present your findings and recommendations to your business partners</li> <li>Enable self-service monitoring of key metrics through good dashboard experience, documentation and business partner training</li> </ul> <h4>Who You Are </h4> <ul> <li>At least 5+ years of experience in a business and/or product analytics role</li> <li>3+ years of experience building reports and dashboards with BI or reporting tools such as (Looker (Preferred) or Power BI, Tableau, etc.)</li> <li>Solid understanding of SQL, python and other analytics programming languages</li> <li>Excellent communication (verbal, written and visual) and storytelling skills</li> <li>Experience working with business partners from a broad range of business teams including product development is highly desirable</li> <li>Passion for seeking insights, developing and telling a story with data</li> <li>Readiness to learn new technologies and systems</li> <li>Familiarity with the financial industry 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>.

Product Data Analyst

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $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 Client Success Manager to join our Core Client Success Team. The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company! You will become a trusted advisor to these clients, deeply understanding their business and their needs, and help them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CSM will also cultivate cross-functional relationships in Product &amp; Engineering and Services teams, to drive standard methodologies and utilization of the platform. You will be the client’s internal advocate! You will help to ensure an excellent experience, and gather feedback to aid Addepar in building the next generation of solutions. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $69,000 - $107,000 + 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 bonuses, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals</li> <li>Provide client support to senior members of the team during implementation, business reviews, instance reviews, and other BAU tasks to support an outstanding client experience</li> <li>Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities</li> <li>Provide continuing education and insights to clients relating to product updates, Addepar’s product roadmap, as well as review product usage patterns</li> <li>Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists, and participate in presentations to clients, including but not limited to: new projects, additional Addepar products or partner solutions</li> <li>Advocate for clients, building strong working relationships with cross-functional teams to ensure client success</li> </ul> <h4>Who You Are</h4> <ul> <li>3+ years of experience in a RIA, Single Family Office, or Multi Family Office oriented business or environment, preferably in a client-facing role for financial products or services for UHNW clients</li> <li>Strong analytical skills and a consistent framework or process approach to problem solving</li> <li>You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients</li> <li>Strong time management and prioritization skills, as well as verbal and written communication skills</li> <li>Experience building and improving client engagement strategies with a track record of success as proven by improved client health, referenceability, and platform adoption</li> <li>You have handled difficult customers or situations and can demonstrate resolutions</li> <li>Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization </li> <li>Ability to navigate data and people to find answers</li> <li>Independent, adaptable, and can thrive in a fast-paced environment</li> <li>You are open to travel </li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Client Success Manager

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> Forward Deployed Engineers (FDEs) partner directly with key technical &amp; strategic counterparts at Addepar's largest enterprise engagements. From building custom data integrations to extending platform capabilities; an FDE operates with the autonomy and ownership to drive ground-breaking change for Addepar's customers. As an FDE, you will work in small teams with minimal supervision to set priorities, lead client interactions, and be responsible for the end-to-end delivery of critically important projects. Each engagement will take on a slightly different shape, providing a wide breadth of opportunities to solve complex technical challenges, explore new and emerging technologies, and most importantly deliver high value customer outcomes. As an FDE, you will be responsible for taking lessons learned and value gathered in the field and turning it into scalable and repeatable long term solutions. You will spend time collaborating with teams across Addepar's engineering and product organization; providing valuable insight to inform design strategy and contributing directly to the core product code base. FDE operates as an extension of the platform rather than a services organization. This distinction allows FDE to partner with customers in a highly collaborative fashion with a focus on measurable outcomes, rather than billable hours. You will partner with other members of the FDE team to continuously evaluate the dynamic landscape of opportunities, strategic priorities, and commitments - ensuring that the team is always focused on solving the most important &amp; impactful problems. 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>Who You Are</h4> <ul> <li>2+ years experience as a professional Software Engineer</li> <li>Proficiency with one or more object-oriented programming language (Java and/or Python preferred) and/or compiled language (Go, Rust, Scala preferred)</li> <li>Experience building systems with Relational or NoSQL database storage</li> <li>BS+ in Computer Science, Software Engineering, Mathematics or other highly technical field paired with software industry experience.</li> <li>Ability to lead complex projects, relationships and timelines. Excels working in a cross disciplinary team/environment.</li> <li>(Plus) Experience in one or more strongly typed server side programming language (ex: Java, C++).</li> <li>(Plus) Experience with distribution storage &amp; execution frameworks (ex. Arrow, Spark, Flink, Storm)</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>.

Forward Deployed 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 $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>Role Description </h4> We are seeking a Senior Product Marketing Manager to join our expanding Product Marketing team. In this highly visible, strategic role that spans across the Addepar product portfolio, you will be responsible for helping drive acquisition, engagement, and retention in our fastest growing client segment covering enterprise and institutional clients including global banks, pensions, endowments, foundation, sovereigns and large private equity and venture capital funds globally. You’ll work cross-functionally with product, sales, and other go-to-market teams to drive product positioning, enhance segmentation, map the buyer and customer journey, and more. We are looking for someone who is excited by the opportunity to work within a key, strategic growth area for the business and support a rapidly growing team of product and go-to-market professionals to accelerate growth. As the first product marketing hire supporting this client segment, you should thrive when you can combine cross-functional collaboration with outstanding content, and resourceful marketing approaches to make a material impact on our clients. You are driven, flexible and can solve any problem through resourcefulness, emotional intelligence, and integrity. 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 $127,000 - $199,000 (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’s You’ll Do </h4> <ul> <li>Develop a comprehensive product marketing strategy for the enterprise and institutional client segments in alignment with company and platform goals</li> <li>Become the expert in your client segments by developing a deep and continuously refined understanding of the market, buyer personas, customer journey, and sales cycle.</li> <li>Build deep working relationships with the growing, dedicated sales and relationship management teams supporting their rapid growth and expansion </li> <li>Define product positioning and craft compelling product messaging that clearly articulates the Addepar’s value proposition in the market and resonates with the target audience</li> <li>Collaborate with Product and GTM teams to develop impactful GTM strategies, marketing materials, and internal resources to support various solutions and use cases</li> <li>Manage the product and feature launch process for the enterprise and institutional client segments in collaboration with Product, Marketing and GTM teams</li> <li>Produce regular thought leadership and product educational content to build brand awareness and solidify Addepar’s leadership in the space </li> <li>Research and monitor market, industry and competitive landscape identifying key trends and competitive positioning</li> <li>Scope, build and launch resource hub inclusive of client education and co-branded marketing materials items</li> </ul> <h4>Who You Are </h4> <ul> <li>4-8 years of product marketing experience. Experience with B2B SaaS, financial services or fintech preferred.</li> <li>Full stack product marketer with experience researching client segments and developing strong value propositions and associated content.</li> <li>Gifted storyteller with excellent writing and communication skills who can succinctly translate sophisticated and technical features into customer benefits that resonate deeply with the intended audiences. </li> <li>Ability to see the big picture across a large organization and articulate how each product and feature release complements the broader Addepar platform narrative. </li> <li>Experience designing and rolling out go-to-market strategies from scratch while using multiple marketing channels and content types to drive awareness, engagement and adoption.</li> <li>Demonstrated ability to thoughtfully move between strategy development and tactical execution across multiple projects in a fast-paced, continuously evolving, and collaborative environment.</li> <li>Experience building enduring cross-functional partnerships and influencing teams to bring sophisticated, high visibility launches to market. </li> <li>Ability to work independently, prioritize work efficiently and anticipate roadblocks - knowing when to call out if vital.</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. Product Marketing 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 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>.

18 Addepar Jobs