Expression of Interest, Sales - (London)

Addepar · Remote

Company

Addepar

Location

Remote

Type

Full Time

Job Description

Who We Are

Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way. 

Our clients use Addepar to manage and advise on more than $4 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds. 

We’re now expanding Addepar’s business around the globe, with clients in more than 30 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together. 

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London and Edinburgh, Scotland.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

London office expands Addepar’s European footprint

After expansive growth in both client base and product offerings, Addepar is delighted to announce the continued growth of our European presence. The opening of our London office follows last year’s expansion in Edinburgh. “We’re excited to see this addition to our office locations as we grow and scale around the globe,” said CEO Eric Poirier. “We now have six offices across three different countries and a client presence in more than 30.”


Serving clients around the world, around the clock

“While the London office will initially support the commercial team, focusing primarily on sales and client service, there will be opportunities for others to join as we expand,” said Peter O’Brien, Global Head of Sales for Addepar. “There has been a lot of energy and interest in what we’re doing. This expansion allows us to address a growing local need and we believe we have the talent in place to jumpstart that growth.”


Additional global coverage will help us continue to serve our clients – those in the wealth management, asset management and investment management industry –  who are committed to offering superior service and data-enriched investment insights to their clients. This need is particularly key during times of market uncertainty and challenging global macroeconomic trends.  


Why London?

  • Talent – Known for a savvy, sophisticated and client-centric talent pool, London offers rich opportunities for Addepar to attract top talent, as well as for exceptional talent to join a fast-growing global firm.
  • Industries – London is a well-known global investment hub with a large number of corporate, enterprise and wealth management firms seeking to optimally serve their clients complex portfolios.
  • Location – London’s long-standing commitment to innovation, finance and global commerce makes it an excellent locale for an international sales office.

In the heart of it

Our new office is located at 23 Bedford Square, in the heart of London and just steps away from iconic locations, such as the British Museum. “Bedford Square is a short walk to Mayfair, where many of our clients are based. This office allows us to be close to our existing client base while also accommodating the staff that we’re scaling and growing,” says O’Brien.

We’re delighted to take this important step toward growing our presence in the European market and will continue to add to the great talent that already exists in our UK teams. We look forward to continuing to enhance our service to private client investment managers, wealth advisors, private banks, family offices and clients around the globe.

Learn more about Addepar and current career opportunities.


Our Values 

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

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.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

Apply Now

Date Posted

01/12/2023

Views

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