Jobs at Addepar
402 open positions
Data Solutions Consultant
Company: Addepar
Location: New York City, NY
Posted Oct 17, 2023
We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. If you have any questions, please reach out to [email protected]. 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. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. Deliver lasting value. Champion Our Clients - Exceed client expectations. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.What You’ll DoTranslate unique client requirements into flexible and scalable data solutionsLead data conversion projects with Addepar clients to ETL historical portfolio data from their legacy system into AddeparPrioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish lineIdentify and drive opportunities to improve our current processes and tools to better streamline, scale and automate workflowsEffectively set, manage, and communicate expectations both internally and externallyCommunicate with clients in a proactive, consultative and professional mannerCollaborate with internal Services, Sales, Product and Engineering teamsWho You Are Minimum 2+ years experience working in technology, finance, or consultingProficient in Python programming languageExperience with financial products and securities modelingSolution-oriented mentality and passion for problem solvingExcellent communication, organizational, and time-management skillsStrong work ethic, proactive and a high contributing teammateHighly organized, close attention to detail and driven to make processes more efficient.Independent, adaptable and can thrive in a fast-paced environmentOur Values Act Like an Owner - Think and operate with intention, purpose and care. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving.
Client Engagement & Success Manager - Family Office
Company: Addepar
Location: Salt Lake City, UT
Posted Sep 19, 2023
We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. 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. If you have any questions, please reach out to [email protected]. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.What You’ll DoCultivate long-term relationships with your clients, connecting with key business executives and the daily power usersDevelop a deep understanding of clients’ requirements, industry challenges, and goals, coupled with a strong understanding of how they are using Addepar to increase their adoption, growth, and ensure account retentionProvide strategic client oversight during implementation, optimization, growth, renewal to ensure a smooth transition of knowledge and responsibilities where appropriateDevelop success plans with clients, including agreed-to mutual critical metrics to drive adoption and identify optimization opportunitiesProvide continuing education and insights to clients relating to product updates Addepar’s product roadmap, as well as, review product usage patternsAssist 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 solutionsAdvocate for clients, building strong working relationship with cross-functional teams to ensure client successWho You Are 3-5 years experience in a Family-Office oriented business or environment, preferably, in a client-facing role for financial products or services for UHNW clientsStrong analytical skills and rigor around thoroughness, consistencies and framework to processes and operations.You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clientsStrong time management and prioritization skills, as well as verbal and written communication skillsExperience building and enhancing relationships with key influencers; executive presence and ability to effectively navigate and persuade all levels of an organizationYou have handled difficult customers or situations and can demonstrate resolutionsAbility to navigate data and people to find answersIndependent, adaptable and can thrive in a fast-paced environmentYou are open to travelOur Values Act Like an Owner - Think and operate with intention, purpose and care. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, England, Edinburgh, Scotland and Pune, India.
Corporate Senior Tax Accountant
Company: Addepar
Location: New York City, NY
Posted Sep 24, 2023
We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. If you have any questions, please reach out to [email protected]. 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. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.What You’ll DoPrepare and review sales tax and global VAT returns, ensuring compliance with international, federal, state, and local sales tax laws and regulations.Review international, federal, state, and local income tax returns prepared from our external tax advisors, ensuring compliance with applicable laws and regulations.Conduct sales tax research to interpret sophisticated tax laws, identify potential sales tax savings opportunities, and ensure sales tax compliance.Collaborate with cross-functional teams to gather vital financial data and information required for tax filings and audits.Assist in tax planning initiatives, including identifying tax optimization strategies, analyzing tax implications of business decisions, and recommending tax-efficient structures.Monitor tax laws, regulations, and rulings to assess their impact on the organization's tax position, particularly regarding R&D tax credits.Supervise and reconcile tax accounts, prepare tax accruals, and maintain tax-related documentation.Respond to domestic and international inquiries and correspondence from tax authorities, resolving any tax-related issues or disputes.Coordinate with external auditors, providing vital documentation and explanations.Collaborate with the finance and accounting teams to ensure accurate and timely recording of tax-related transactions and provisions.Who You Are Bachelor's degree in Accounting, Finance, or a related field. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. You will work closely with internal teams, external tax advisors, external auditors, and tax authorities to ensure accurate and timely reporting. Your primary responsibility will be to prepare and review sales tax returns, state annual reports, property tax, rent tax, VAT tax returns, and review income tax returns from our external tax advisors. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, England, Edinburgh, Scotland and Pune, India.
Investment Strategy Associate
Company: Addepar
Location: New York City, NY
Posted Oct 18, 2023
Addepar, a global technology and data company, is seeking an Investment Associate for its Investment Advisory Solutions team. The role involves developing diagnostics and investment strategies using proprietary data and technology, preparing for client meetings, and collaborating with various teams. The company offers a competitive salary range of $97,000 - $151,000 + bonus + equity + benefits. Addepar values innovation, client success, and a diverse workforce.
Sr. Client Engagement & Success Manager
Company: Addepar
Location: Salt Lake City, UT
Posted Sep 26, 2023
We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. If you have any questions, please reach out to [email protected]. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. 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. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.What You’ll DoCultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day-in and day-out.Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use their Addepar solutions to grow and meet their internal/end-client needs, and ensure account retention.Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate.Develop success plans with clients, including mutually agreed-to objectives, timelines, and metrics.Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software.Knowledgeably discuss opportunities for Addepar services, solutions, and standard methodologies in a way that influences internal and external partners to drive outcomes from pre-sales to post-sales engagement.Assist in the identification of new revenue opportunities for the Account Manager and participate in proposals to clients, including but not limited to:Scoping of new projects that subsequently lead to additional service hours or a service package.Introducing other Addepar products/partners for cross-selling.Understanding contractual commitments and opportunities for additional revenue.Partner with the Account Manager to deliver business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights.Be the voice of the client to Product, R&D, Support, Services, Marketing, etc., building strong working relationships with each area to ensure client success and consistency of engagement.Build and maintain a high level of client happiness and reference-ability by successfully diagnosing a client's business operations and prescribing appropriate solutions and Services.Share Addepar client success stories as well as client success frameworks and processes.Develop/maintain technical and business knowledge of industry directions and trends.Who You Are 7+ years in client-facing, client success, or strategy roles working for or with wirehouses, broker/dealers, banks, private banks, bank trusts, or other types of large enterprise firms; Ideally, also worked with a technical product.Proven record of translating business needs into technical utilization of available product solutions.Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistencies, and a structured framework to processes and operations.Knowledge of technology that helps you engage and have credibility with the R&D teams within Addepar and clients up to MD/C-Suite level.History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent driving organizational change and adoption efforts.Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization.Track record of leading large, sophisticated projects and/or programs, preferably at a large enterprise firm.Experience handling difficult clients or situations and can demonstrate successful outcomes or resolutions.Strong verbal and written communication skills; Strong time management and prioritization skills.Must be collaborative and work effectively within a team environment and cross-functionally across Addepar.Ability to navigate data and people to find answers.Independent, adaptable, and can thrive in a fast-paced environment.Must be open to travel.The ability to communicate in Spanish, Portuguese, or other languages is a plus.Our Values Act Like an Owner - Think and operate with intention, purpose and care. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. Given the size and complexity of these clients, an Enterprise CESM will handle a smaller number of clients and, as a trusted partner, will deeply understand and advise on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.This role works closely with the Account Manager, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India. Through strategic guidance and partnership, CESM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal.
Technical Solution Architect
Company: Addepar
Location: Salt Lake City, UT
Posted Sep 15, 2023
We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. If you have any questions, please reach out to [email protected]. 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. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, England, Edinburgh, Scotland and Pune, India. Transform the industry. Embrace Learning - Engage our community to broaden our perspective.
Client Engagement & Success Manager - Family Office
Company: Addepar
Location: Peninsula
Posted Oct 17, 2023
We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. If you have any questions, please reach out to [email protected]. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. 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. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.What You’ll DoCultivate long-term relationships with your clients, connecting with key business executives and the daily power usersDevelop a deep understanding of clients’ requirements, industry challenges, and goals, coupled with a strong understanding of how they are using Addepar to increase their adoption, growth, and ensure account retentionProvide strategic client oversight during implementation, optimization, growth, renewal to ensure a smooth transition of knowledge and responsibilities where appropriateDevelop success plans with clients, including agreed-to mutual critical metrics to drive adoption and identify optimization opportunitiesProvide continuing education and insights to clients relating to product updates Addepar’s product roadmap, as well as, review product usage patternsAssist 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 solutionsAdvocate for clients, building strong working relationship with cross-functional teams to ensure client successWho You Are 3-5 years experience in a Family-Office oriented business or environment, preferably, in a client-facing role for financial products or services for UHNW clientsStrong analytical skills and rigor around thoroughness, consistencies and framework to processes and operations.You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clientsStrong time management and prioritization skills, as well as verbal and written communication skillsExperience building and enhancing relationships with key influencers; executive presence and ability to effectively navigate and persuade all levels of an organizationYou have handled difficult customers or situations and can demonstrate resolutionsAbility to navigate data and people to find answersIndependent, adaptable and can thrive in a fast-paced environmentYou are open to travelOur Values Act Like an Owner - Think and operate with intention, purpose and care. 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.
Client Engagement & Success Manager - Family Office
Company: Addepar
Location: New York City, NY
Posted Sep 19, 2023
We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. 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. If you have any questions, please reach out to [email protected]. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.What You’ll DoCultivate long-term relationships with your clients, connecting with key business executives and the daily power usersDevelop a deep understanding of clients’ requirements, industry challenges, and goals, coupled with a strong understanding of how they are using Addepar to increase their adoption, growth, and ensure account retentionProvide strategic client oversight during implementation, optimization, growth, renewal to ensure a smooth transition of knowledge and responsibilities where appropriateDevelop success plans with clients, including agreed-to mutual critical metrics to drive adoption and identify optimization opportunitiesProvide continuing education and insights to clients relating to product updates Addepar’s product roadmap, as well as, review product usage patternsAssist 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 solutionsAdvocate for clients, building strong working relationship with cross-functional teams to ensure client successWho You Are 3-5 years experience in a Family-Office oriented business or environment, preferably, in a client-facing role for financial products or services for UHNW clientsStrong analytical skills and rigor around thoroughness, consistencies and framework to processes and operations.You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clientsStrong time management and prioritization skills, as well as verbal and written communication skillsExperience building and enhancing relationships with key influencers; executive presence and ability to effectively navigate and persuade all levels of an organizationYou have handled difficult customers or situations and can demonstrate resolutionsAbility to navigate data and people to find answersIndependent, adaptable and can thrive in a fast-paced environmentYou are open to travelOur Values Act Like an Owner - Think and operate with intention, purpose and care. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, England, Edinburgh, Scotland and Pune, India.
Data Solutions Consultant
Company: Addepar
Location: Salt Lake City, UT
Posted Oct 17, 2023
We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. If you have any questions, please reach out to [email protected]. 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. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. Deliver lasting value. Champion Our Clients - Exceed client expectations. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.What You’ll DoTranslate unique client requirements into flexible and scalable data solutionsLead data conversion projects with Addepar clients to ETL historical portfolio data from their legacy system into AddeparPrioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish lineIdentify and drive opportunities to improve our current processes and tools to better streamline, scale and automate workflowsEffectively set, manage, and communicate expectations both internally and externallyCommunicate with clients in a proactive, consultative and professional mannerCollaborate with internal Services, Sales, Product and Engineering teamsWho You Are Minimum 2+ years experience working in technology, finance, or consultingProficient in Python programming languageExperience with financial products and securities modelingSolution-oriented mentality and passion for problem solvingExcellent communication, organizational, and time-management skillsStrong work ethic, proactive and a high contributing teammateHighly organized, close attention to detail and driven to make processes more efficient.Independent, adaptable and can thrive in a fast-paced environmentOur Values Act Like an Owner - Think and operate with intention, purpose and care. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving.
Technical Solution Architect
Company: Addepar
Location: New York City, NY
Posted Sep 15, 2023
We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. If you have any questions, please reach out to [email protected]. 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. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, England, Edinburgh, Scotland and Pune, India. Transform the industry. Embrace Learning - Engage our community to broaden our perspective.
Client Engagement & Success Manager - Family Office
Company: Addepar
Location: Salt Lake City, UT
Posted Oct 17, 2023
We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. If you have any questions, please reach out to [email protected]. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. 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. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.What You’ll DoCultivate long-term relationships with your clients, connecting with key business executives and the daily power usersDevelop a deep understanding of clients’ requirements, industry challenges, and goals, coupled with a strong understanding of how they are using Addepar to increase their adoption, growth, and ensure account retentionProvide strategic client oversight during implementation, optimization, growth, renewal to ensure a smooth transition of knowledge and responsibilities where appropriateDevelop success plans with clients, including agreed-to mutual critical metrics to drive adoption and identify optimization opportunitiesProvide continuing education and insights to clients relating to product updates Addepar’s product roadmap, as well as, review product usage patternsAssist 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 solutionsAdvocate for clients, building strong working relationship with cross-functional teams to ensure client successWho You Are 3-5 years experience in a Family-Office oriented business or environment, preferably, in a client-facing role for financial products or services for UHNW clientsStrong analytical skills and rigor around thoroughness, consistencies and framework to processes and operations.You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clientsStrong time management and prioritization skills, as well as verbal and written communication skillsExperience building and enhancing relationships with key influencers; executive presence and ability to effectively navigate and persuade all levels of an organizationYou have handled difficult customers or situations and can demonstrate resolutionsAbility to navigate data and people to find answersIndependent, adaptable and can thrive in a fast-paced environmentYou are open to travelOur Values Act Like an Owner - Think and operate with intention, purpose and care. 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.
Sr. Corporate Counsel - Technology Transactions & Privacy
Company: Addepar
Location: Remote
Posted Oct 18, 2023
Addepar, a global technology and data company, is seeking a senior corporate attorney with a mix of law firm and in-house experience. The ideal candidate will support Sales, Partnerships and Services teams, Finance team, and Information Security and Compliance teams. The role involves negotiating enterprise-level agreements, handling procurement and billing matters, and managing risk and data security. The candidate should have expertise in global privacy and data regulatory laws, a risk-based approach, and a background in financial services or fintech. The role offers a competitive salary range of $162,000 - $252,000 + bonus + equity + benefits.