Jobs at Addepar
402 open positions
Technical Solution Architect
Company: Addepar
Location: Salt Lake City, UT
Posted Sep 01, 2023
Addepar is a leading financial services firm offering a tech and data platform for exceptional value to clients. They manage and advise on over $4 trillion in assets, with clients in more than 30 countries. The company is expanding globally, embracing a flexible workforce model, and is an Forbes Fintech 50 company. They provide marketplace and brokerage services through Acervus Securities, Inc. The role involves collaborating with clients to design custom integrations, building internal tools, and ensuring client satisfaction.
Account Manager Associate
Company: Addepar
Location: Remote
Posted Aug 31, 2023
Addepar is a global financial services company that helps family offices, wealth managers, banks, and institutions manage and advise on over $4 trillion in assets. The company has raised significant funding from reputable investors and is expanding its business worldwide. The Account Management team at Addepar is responsible for growing existing business and working closely with clients. The company offers a market-based approach to pay and has a strong commitment to diversity and inclusion.
Software Engineering Manager - Web Platform
Company: Addepar
Location: Remote
Posted Aug 31, 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. Ideally, a background building solutions for a multi-product, multi-application user experience.Proven ability to collaborate with and mentor other engineers.A strong, hands-on technical mindset. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. We maintain a platform that supports teams working with Ember.js, Next.js, Svelte, and Java.
Sr. Product Designer - End Client Experience
Company: Addepar
Location: Remote
Posted Aug 31, 2023
Addepar is a leading financial services firm that helps wealth managers deliver exceptional value to their clients through informed, data-driven investing and advice. With over 850 employees and clients managing more than $4 trillion in assets, Addepar is expanding its business globally and embracing a flexible workforce model. The company is seeking a Senior Product Designer to lead design aspects of projects and elevate the product experience through interaction design and data visualization.
Sr. Backend Software Engineer - Portfolio Services
Company: Addepar
Location: Remote
Posted Sep 06, 2023
Addepar, a leading financial services firm, is seeking senior backend software engineers to join their operating platform group. The role involves architecting, implementing, and maintaining engineering solutions for complex problems, collaborating with product managers and engineers, and mentoring junior team members. Addepar offers a market-based approach to pay, with a current range of $125,000 - $195,000 + bonus + equity + benefits. The company values innovation, client success, and a strong ownership mentality.
Data Operations Analyst - Data Operations (SLC)
Company: Addepar
Location: Salt Lake City, UT
Posted Sep 01, 2023
Addepar is a financial technology company that provides a platform for managing and advising on investments. The company is expanding globally and is looking for a Data Operations team member to ensure timely and high-quality data for its clients.
Sr. Enterprise Solutions Consultant
Company: Addepar
Location: Salt Lake City, UT
Posted Sep 08, 2023
Addepar, a leading financial services firm, is seeking a Sr. Enterprise Solutions Consultant to lead the design and oversight of new client onboarding to their platform. The ideal candidate should have 4-5+ years of experience in finance, technology, and/or consulting, with a solution-oriented approach and strong problem-solving skills. The role involves working closely with cross-functional teams, prioritizing projects, and identifying opportunities for process improvement. Addepar offers a market-based approach to pay, with a current range of $90,000 - $140,000 + bonus + equity + benefits.
Sr. Client Engagement & Success Manager
Company: Addepar
Location: New York City, NY
Posted Aug 29, 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. 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. 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. 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. Through strategic guidance and partnership, CESM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal.
Enterprise Solutions Consultant
Company: Addepar
Location: New York City, NY
Posted Aug 31, 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. Deliver lasting value. Champion Our Clients - Exceed client expectations. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Prior client-facing experience is a plus2+ years of professional experienceCandidates must have outstanding communication, organizational, and time-management skillsThe ideal candidate must be independent, adaptable, and can thrive in a fast-paced environmentStrong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-facePassion for technology and financeExperience with programming/scripting, specifically pythonOccasional Travel[Bonus] Previous experience in investment management software implementations[Bonus] Previous experience with project managementOur Values Act Like an Owner - Think and operate with intention, purpose and care. Transform the industry. Embrace Learning - Engage our community to broaden our perspective.
Sr. Product Manager - Billing
Company: Addepar
Location: Remote
Posted Sep 12, 2023
Addepar, a leading financial services firm, is seeking a Senior Product Manager for its billing module. The role involves defining product vision, setting strategy, and leading a cross-functional team. The company offers a competitive salary range of $136,000 - $213,000 + bonus + equity + benefits. Addepar values innovation, client success, and a collaborative work environment. The ideal candidate should have 5+ years of product management experience, domain knowledge in finance/investments, and expertise in agile thinking and lean practices.
Account Executive - Core (RIA, Family Office)
Company: Addepar
Location: Remote
Posted Aug 29, 2023
Addepar is seeking a Sales Executive to join their team and grow their client base within the finance industry. The role involves developing a strategic sales plan, managing lead qualification and conversion, and prospecting for new relationships. The successful candidate will have 4+ years of software sales experience, a proven track record of achieving quotas, and experience selling SaaS products into the wealth management or finance industry.
Backend Software Engineer - Data Quality Platform
Company: Addepar
Location: Remote
Posted Sep 06, 2023
Addepar, a leading financial services firm, is expanding globally and seeking a backend software engineer to join their Quality Platform team. The role involves architecting, implementing, and maintaining engineering solutions to analyze incoming portfolio data in real-time. Addepar offers a market-based approach to pay, with a current range of $101,000 - $158,000 + bonus + equity + benefits. The company values collaboration, innovation, and client success, and is committed to promoting diversity and inclusion.