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Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> As a Strategic Account Executive, you will be managing consultative sales cycles with our large RIA’s, Multi-Family Offices, and Family Offices. We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will have the opportunity to develop and implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience &amp; Success, Account Management, and R&amp;D to deliver trusted and scalable solutions. The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class team. The Strategic Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi-year client contracts. 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 - $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> The client relationships you build and expand during your tenure at Addepar will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for RIAs and Multi-Family and Family offices. This role is for someone who has proven to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to expertise and expand our client engagement model. This role affords the candidate with an opportunity to be both a student and teacher as we work together to deliver a new paradigm across global wealth management. The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team. <ul> <li>Craft RIA and Family office engagement strategies based on the Addepar GTM model and your experiences as a leader.</li> <li>Bring your best practices to Addepar and teach us what has made you wildly successful throughout your career. We are always looking to learn and improve the model that best serves our clients.</li> <li>Collaborate with your colleagues across Product, Engineering, Services, and more.</li> <li>Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations.</li> <li>Engagement at C-level in enterprise client organizations and within Addepar.</li> <li>Develop required client relationships and executive engagement to support long-term success.</li> </ul> <h4>Who You Are </h4> As a proven Account Executive, you will likely have demonstrated ability in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals who have a genuine passion and a consistent record for building and delivering extraordinary client outcomes. <ul> <li>Proven successful experience in leading sales cycles</li> <li>Excellent written and verbal communication skills</li> <li>Proven experience selling complex technology products and solutions to RIAs and Multi-Family and Family offices, running complex deals across all levels of a client’s organization</li> <li>Excellent presentation and executive engagement skills</li> <li>Excellent negotiation skills</li> <li>A self-starter who thrives in a fast-paced environment</li> </ul> Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes: <ul> <li>Deeply connected to our mission as an organization and to each other</li> <li>Experience and passion for driving successful client experiences</li> <li>Outcome driven mindset</li> <li>Strong communication skills</li> <li>Consultative selling approach</li> <li>Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy</li> <li>Reputation for being a trusted colleague and thought partner to colleagues and clients</li> <li>Strong intellectual horsepower</li> <li>Strong technical proficiency</li> <li>Desire to both teach and learn</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Addepar

Sr. 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 $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> The Account Management team at Addepar is responsible for cultivating critical relationships and growing revenue. This is an exciting opportunity to join a fast-growing entrepreneurial company. We’re looking for a leader who thrives in fast-paced environments and enjoys the challenge of working with varied clients with complex needs. The ideal candidate is comfortable working hands-on, is high-reaching, and is results-based. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $126,000 - $196,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. <h4>What You’ll Do</h4> <ul> <li>Work cross-functionally to drive revenue growth across a portfolio of clients through renewals &amp; additional products</li> <li>In conjunction with the Client Engagement &amp; Success Management (CESM) team, cultivate relationships across your portfolio of assigned clients, connecting with key business executives from C-level on down.</li> <li>Partner with the CESM team to deliver scheduled business reviews to key business contacts to increase awareness and growth around the full suite of Addepar products.</li> <li>Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets.</li> <li>Maintain accurate forecasting and pipeline management</li> <li>Lead renewal process</li> <li>Use Salesforce effectively to run the sales process from lead generation to closing and maintaining relevant data</li> </ul> <h4>Who You Are </h4> <ul> <li>8+ years of account management experience</li> <li>Track record of successfully implementing sales strategies, meeting and exceeding goals</li> <li>Strong executive presence and ability to successfully navigate all levels of highly matrixed organizations</li> <li>Experience developing and selling sophisticated business solutions at the C-Suite level</li> <li>Outstanding communication and presentation skills to C-level executives</li> <li>Ability to influence internal and external decision-makers and get results</li> <li>Strong time management and prioritization skills</li> <li>Demonstrates strong customer focus</li> <li>Work constructively with others to build consensus</li> <li>Experience working in Financial Services or Fintech preferred</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Sr. Account Manager

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. <h4>The Role</h4> We are seeking a Senior iOS engineer to join our Product Engineering team! We're building the next generation wealth management software platform for clients of all sizes. We need engineers who are driven to bring outstanding features to market. You will join a team that loves solving problems and providing innovative solutions. You will craft a consumer-grade, first class mobile experience for our clients. We’re looking for a dynamic Senior Engineer who will help build an inclusive team culture, mentor and empower engineers to succeed and cultivate an environment where high quality engineering processes thrive. You love building rich user experiences and can amplify your skills through your colleagues. You’ll work with our product and design teams to deliver industry-leading experiences. Our iOS engineering team primarily works in Swift with a Java Backend and uses Agile Methodologies to deliver impactful business outcomes. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $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>Work closely with product managers, designers, and other engineers to determine requirements and successfully implement new features</li> <li>Develop high-quality, scalable, and reliable iOS applications</li> <li>Conduct code reviews and provide constructive feedback to improve code quality</li> <li>Stay up-to-date with the latest trends and technologies in iOS development to ensure we remain at the forefront of innovation</li> </ul> <h4>Who You Are</h4> <ul> <li>You have proven experience developing and shipping iOS applications</li> <li>You possess a deep understanding of iOS frameworks and architecture</li> <li>You are passionate about writing clean and maintainable code</li> <li>You excel at working well with others, effectively communicating and collaborating with diverse teams to achieve outstanding outcomes.</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 Engineer - iOS / Mobile

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 an Account Executive to join our ever-expanding Sales Team! We are seeking an experienced, quota-carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for growing new ARR for RIA’s, Single and Multi-Family Offices, and Private Banks. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $108,000 - $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-19 era exempt)</li> </ul> <h4>Who You Are </h4> <ul> <li>4+ years experience in software sales</li> <li>Experience selling SaaS products into the wealth management or the finance industry</li> <li>Proven record of achieving quotas</li> <li>Hands on experience with Salesforce</li> <li>Detailed knowledge of and passion for SaaS applications with the ability to conduct product demos and understand the complexities of a SaaS business</li> <li>Strong interpersonal and presentation skills</li> <li>Exceptional verbal and written communication skills</li> <li>Experience with web based conferencing tools such as Zoom etc.</li> <li>Ability to work in a fast-paced, team environment</li> <li>Bachelor's Degree highly preferred</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

Account Executive - Core

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 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> Addepar—Navigator is a software tool for projecting investment portfolios by integrating current holdings, investment strategy, and capital market assumptions data. Clients can model their portfolios under different scenarios, analyze the impact of prospective investment opportunities, and gain a detailed understanding of the portfolio composition in the future. Navigator has experienced exponential growth since 2021. The Navigator Product Adoption Specialist (PAS) will identify and lead specific initiatives to increase product adoption and focus on retention. This will include working with Navigator 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 Navigator engagements (client outreach, meetings, etc.) and results (client usage, transactions, and revenues)</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>a minimum 2 years of applicable experience in capital markets/financial services or the financial technology industry</li> <li>Preferred experience conducting cash flow forecasting for an RIA, Family Office or other Institution, particularly for portfolios with private funds, using either Excel or portfolio projection software</li> <li>Highly organized self-starter who can innovate technical solutions for clients!</li> <li>Excellent communication and interpersonal skills</li> <li>Ability to quickly build relationships with clients and collaborate with internal teams</li> <li>Understanding of portfolio management concepts/mathematics; CFA and/or CAIA designation is a plus</li> </ul> Our Values <ul> <li> Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. </li> <li> Build Together - Collaborate to unlock the best solutions. Deliver lasting value. </li> <li> Champion Our Clients - Exceed client expectations. Our clients’ success is our success. </li> <li> Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. </li> <li> Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. </li> </ul> In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to <a href="#">TAinfo@addepar.com</a>.

15 Addepar Jobs