The Role

The Account Management team at Addepar is responsible for growing our existing business and working closely with our clients. This is an exciting opportunity to join a fast-growing entrepreneurial company. We’re looking for a team member 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-driven.

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 $111,000 - $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.

What You’ll Do

• Successfully manage and lead multiple ongoing client renewals and upsell opportunities
• Comfortable overseeing a book of business across a wide range of clients including Registered Investment Advisors (RIAs), Family Offices, Banks, and Institutions
• Act as relationship owner and escalation point, building meaningful relationships with the C-suite to drive business outcomes
• Work cross-functionally to drive revenue growth across a portfolio of clients for Addepar products
• Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets
• Maintain accurate forecasting and pipeline management
• Use Salesforce effectively to run the sales process

Who You Are

• 5 - 8 years of account management experience
• Track record of meeting and exceeding goals
• Excellent relationship-building skills, with strong executive presence, confidence, and a high EQ
• Ability to successfully navigate all levels of client organizations
• Outstanding communication and presentation skills
• Ability to influence internal and external decision-makers and get results
• Strong time management and prioritization skills
• Experience working in Financial Services or Fintech/Software preferred

The Role

We are looking for a skilled Mid-Level Project Manager who will be responsible for coordinating the successful implementation and enhancement of Business Systems technology and software solutions within our organization. The ideal candidate will have prior experience in leading projects related to Salesforce implementations and integrations and a proven track record of successfully collaborating with 3rd party software vendors and implementation consultants.

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 $104,000 - $163,000 (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.

What You’ll Do

• Lead end-to-end project management for software implementations, including planning, execution, testing, training, monitoring, and closing phases.
• Collaborate with internal collaborators and solution architects to collect requirements, define project scope, and establish project timelines and deliverables.
• Act as the point of contact for 3rd party vendors involved; ensuring deliverables are met according to agreed-upon timelines and quality standards.
• Build and maintain comprehensive project documentation, including project plans, status reports, risk registers, and change control logs.
• Proactively identify potential risks and issues and develop mitigation strategies to ensure project success.
• Facilitate regular project meetings, including kick-off meetings, status updates, and post-implementation reviews, to ensure alignment and visibility across all collaborators.
• Clearly communicate project status, milestones, and dependencies to our Internal Center or Excellence committee.
• Monitor project budget and resources, ensuring projects are delivered within budgetary constraints.
• Promote a culture of innovation and continuous improvement by developing efficient operational processes and frameworks where none exist or promoting process and system improvement where vital.
• Work with the Business Operations - Systems Director to help with over all Program Management within the organization.

Who You Are

• A natural relationship builder with proven experience forging connections across all levels and with partners.
• Outstanding ability to navigate and find opportunities within ambiguous situations, turning uncertainty into actionable strategy.
• Advanced analytical and problem-solving skills, adept at distilling sophisticated ideas into executable plans.
• Outstanding communication, presentation and interpersonal skills, capable of actively engaging and influencing various team members.
• Knowledge of the financial services industry is considered a substantial asset.
• Prior experience with Salesforce including certifications is a requirement
• Experience in handling projects that include technologies like NetSuite, Boomi, Snowflake, Databricks is an asset.

The Role

Addepar’s marketing team continues to grow, and we hope you’ll join us on this journey! We are looking for an experienced event manager that strives for flawless event execution. This role will assist with planning and executing events in support of the team’s goals and overall growth of the Addepar events portfolio.

The ideal candidate will have a high degree of creativity, strategic mentality and the ability to level up events, combining business needs and actioning opportunities for engagement with clients and prospects. The ideal candidate is passionate about all aspects of marketing and events and will push creative boundaries and execute events flawlessly. No job or event is too big or small.

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 $78,000 - $123,000 (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.

What You'll Do

• Lead all aspects of end-to-end planning and execution of hosted and third-party events and sponsorships
• Own event planning, including logistics, sourcing, contracts, vendor relationships, branding, communications, budgets, reporting and invoicing
• Establish key performance indicators and develop process for analyzing event success
• Evaluate post-event success and identify areas for growth and improvement
• Coordinate internal briefing documents and timelines
• Collaborate with cross-functional teams to ensure consistent strategy and messaging across all event efforts

Who You Are

• 5-7+ years of experience in events and/or field marketing
• Strong understanding of financial services trends, regulations, and market dynamics
• Experience managing budgets and forecasting spend
• Excellent project management and time management skills
• Strong verbal, written, presentation and communication skills.
• Detail oriented and able to solve problems seamlessly
• Knowledge of SFDC, Marketo and On24 preferred

The Role

We are currently seeking a Senior Security Operations Analyst to join our Information Security & Riskteam.The successful candidate will have the opportunity to help take Addepar’s Security and Risk Program to the next level. In this role, this person will work as part of the Security Operations function to investigate security alerts, develop new monitoring strategies, and work with the wider business to increase the overall security posture of the organisation.

We are looking for someone with prior SOC experience who is a self-starter, takes ownership of their work, and is a believer in collaborative teamwork! This role is responsible for continuing to advance the buildout of Addepar’s SOC and incident response functions, interfacing closely with our MDR provider, maintaining and improving our SIEM platform, and acting as incident commander for security-related incidents.

What You’ll Do

• Respond to security alerts and run threat hunting exercises.
• Help develop security alerts with our existing toolset and develop security-centric IR processes and runbooks.
• Take part in Addepar’s security on-call rotation, act as incident commander during Security Incidents, and lead regular incident postmortem exercises.
• Lead triage work during major incidents and validate incident occurrences to identify Security-related risks.
• Conduct post-incident reviews and analysis of alerts and monitoring to identify areas for improvement and implement necessary changes.
• Identify recurring issues and patterns to proactively prevent future problems and enhance system security.

Who You Are

• 4+ years of security incident response and investigation experience.
• Bachelor’s degree or higher. Computer Science or Engineering related education preferred.
• Experience with investigating using a wide variety of detective technologies such as SIEM, SOAR, packet capture analysis, host forensics and memory analysis tools.
• Proficient in one or more programming languages, including at least one scripting language.
• Ability to build strong relationships and work collaboratively with internal and external partners.
• Excellent verbal and written communication and organisational skills, along with the ability to deliver to time-sensitive guidelines.
• Certifications in Incident Response, Forensics, and Cloud Security are a major plus.
• Curious, always learning and deeply interested in cybersecurity.
• Self-starter with proactive problem solving skills

The Role

Addepar is looking for a Senior Software Developer with extensive skills and experience to join our exceptional Engineering team. As a Senior Software Developer at Addepar, you will have the opportunity to contribute to the development and improvement of our authentication and access management platform, and our connectivity solutions. This platform aggregates portfolio, market, and client data for over $4.5 trillion in assets. You will collaborate with a group of skilled engineers to create and deliver outstanding software solutions. These solutions will enable investment professionals to make informed decisions and offer optimal guidance to their clients.

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.

What Will You Do

• Design, develop, and implement high-quality software solutions for our platform
• Work closely with teams from different departments to gather requirements and determine technical specifications
• Write clean, efficient, testable, and maintainable code
• Perform code reviews and provide constructive feedback to peers
• Identify and resolve software defects and issues
• Optimize software performance and ensure scalability
• Stay up-to-date with industry trends and emerging technologies

Who You Are

• Proven experience as a Senior Software Developer or similar role
• Expert level proficiency in programming languages such as Java, C++, or Python
• Strong experience with Customer Identity and Access Management (CIAM) technologies
• Proficiency in API gateways, REST technologies, and web development
• Experience with web development frameworks and technologies (e.g., Angular, React, Node.js)
• Security background and development experience is a great plus
• Knowledge of relational databases and SQL
• Knowledge of software development approaches and effective techniques
• Excellent problem-solving and analytical skills
• Ability to work collaboratively in a fast-paced, agile environment

The Role

Did you know? Alternative investing has the potential to generate higher returns compared to traditional investments over the long term. AI and Machine Learning are revolutionizing the way alternative investments are managed and analyzed. Investors are using these technologies to gain insights, see opportunities, and optimize their investment strategies.

Addepar is building solutions to support our clients' alternatives investment strategies. We’re using AI to automate and streamline ingestion and analysis of alternatives investment data. We are currently seeking a Machine Learning Engineer to join our Alternatives Data Management team. In this role, you will have the opportunity to apply the newest technology stacks to build and improve proprietary trained models that transform unstructured information into accurate financial data. If you've designed complex scalable systems, or worked with great teams on hard problems in financial data, or are just interested in solving really hard technical problems, come join us!

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.

What You’ll Do

• Design, build and train supervised and unsupervised machine learning models.
• Design and evolve machine learning pipeline for applications across the stack.
• Optimize machine learning and relevant data processing code for scale and robustness
• Document software functionality, system design, and project plans; this includes clean, readable code with comments.

Who You Are

• Proficiency with machine learning methodologies.
• Good knowledge of hosted and open source ML services like AWS SageMaker, Google Cloud ML, TensorFlow, Pytorch or others
• Experience with methods and tools (Textract, ABBYY) for extracting relationships, structure and text from documents and/or general natural language processing skills
• Proficiency in Python, R or other programming languages
• Experience working with Relational or NoSQL database storage
• Ability to communicate with all levels of collaborators on a technical level.
• A strong ownership mentality and aim to take on the most ambitious problems.
• AWS experience is a plus.
• B.S., M.S., or Ph.D. in Computer Science or similar technical field of study (or equivalent practical experience.).

The Role

Did you know? Alternative investing has the potential to generate higher returns compared to traditional investments over the long term. AI and Machine Learning are revolutionizing the way alternative investments are managed and analyzed. Investors are using these technologies to gain insights, see opportunities, and optimize their investment strategies.

Addepar is building solutions to support our clients' alternatives investment strategies. We’re using AI to automate and streamline ingestion and analysis of alternatives investment data. We're hiring a Senior Software Engineer to design, implement and deliver these ground breaking software solutions. You will collaborate closely with cross-functional teams including data scientists and product managers to build intuitive solutions that revolutionize how clients experience AI and ML in the application and transform their experience of alternatives operations.

You will work closely with data scientists on document based workflow automation and peer engineering teams to define the tech stack. You will iterate quickly through cycles of testing a new product offering on Addepar. If you've crafted scalable systems, or worked with phenomenal teams on hard problems in financial data, or are just interested in solving really hard technical, critically important problems, come join us!

What You’ll Do

• Design, build and iterate on web based applications for alternatives data professionals
• Build responsive UIs that enable PDF annotations, tagging and navigation.
• Implement and maintain engineering solutions by writing well-designed, testable code.
• Lead individual project priorities, achievements, and software releases.
• Collaborate with machine learning engineers to bring ML models into the backend stack of the application in Python or other languages.
• Collaborate with product managers and client teams on product requirements iterations, design feasibility and user feedback.
• Document software functionality, system design, and project plans; this includes clean, readable code with comments.
• Learn and promote engineering standard methodologies and principles.

Who You Are

• Minimum 7+ years of experience in software engineering
• Proficient with Python, Java or similar
• Experience with streaming data platforms and event driven architecture
• Ability to write software to process, aggregate, and compute on top of large amounts of data in an efficient way.
• Engage with all levels of collaborators on a technical level.
• A strong ownership mentality and strive to take on the most important problems.
• Experience with AWS is a strong plus.
• Knowledge of front end development a plus.

The Role

We are currently seeking a Sr Product Manager to join our Data Enablement team!

Data Enablement's mission is to empower Analysts with a scalable Operating Platform, inclusive of new workflows, products, and cloud-based tooling that works seamlessly across multiple regions. The team provides interdisciplinary product management, helping Engineering teams increase their impact and implement solutions that:

• Enhance the Analyst experience
• Reduce operational risk
• Enable Addepar’s growth in new and existing markets

The DE team is driving Addepar's transition from legacy tools and processes to a more scalable global operating model using new tools and capabilities being created by the Engineering organization.

What You’ll Do

• Partner with Engineering, Product and Data teams to deliver high quality, timely and reliable data workflow solutions.
• Build consensus with the cross functional team to prioritize increments of work based on level of effort, interdependencies, and other relevant criteria
• Analyze and develop solutions to improve data operations and portfolio data pipeline efficiency.
• Use your understanding of our existing data models to describe key workflows and write technical requirements on how to transform raw data into functional content on our platform.
• Investigate issues raised by clients or partner teams to refine and implement fixes with our development teams.
• Understand Addepar’s products and clients. Using these insights, work with counterparts within the business to drive new and innovative opportunities to improve client experience.

Contribute to the evolution of Addepar’s master financial concordance solutions to better serve our clients and cement Addepar’s role as the best-in-class integrator of market traded and alternative asset investments.

Who You Are

• 7+ years of relevant work experience and education that demonstrate proficiency in product management and user workflows
• Domain knowledge / expertise regarding data processing workflows and financial products
• Practical knowledge of agile thinking and lean practices; creative (non-dogmatic) with project approaches, willingness to experiment, and ability to guide teams toward activities and processes that best suit project goals
• Ability to identify the appropriate tools and techniques to accomplish objectives
• Ability to perform basic Project and Scrum Management tasks (assigning tasks to team members; ensuring designs, requirements, and other inputs are ready when needed for work to begin; leading agile ceremonies, scheduling increments in the necessary order to manage dependencies, managing WIP, managing expectations with Account Managers, lining up beta, addressing impediments, leading agile ceremonies etc.)
• Ability to set your team up for success through leadership, sense of purpose, accountability, and initiative
• Ability to partner with a variety of team members (from highly technical to non-technical business colleagues) and work in a cross-functional setting
• A confident and positive attitude with low ego; high degree of ingenuity, resourcefulness, and problem-solving skills; ability to work within ambiguity

The Role

As an Enterprise Account Executive, you will be managing consultative sales cycles with our Enterprise Banks, National Wealth Managers, and Wirehouses, providing products to that vertical. 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 execute strategies that help Addepar grow new annual recurring revenue and advise our Institutional clients. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience & Success, Account Management, and R&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 Enterprise Account Executive is empowered and responsible to lead 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 $149,000 - $186,000 (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.

What You’ll Do

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 and Asset Management Sector. 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.

• Craft Enterprise Banks, National Wealth Managers, and Wirehouses and engagement strategies based on the Addepar GTM model and your experiences as a leader.
• 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.
• Collaborate with your colleagues across Product, Engineering, Services, and more
• Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations
• Engagement at C-level in enterprise client organizations and within Addepar
• Develop required client relationships and executive engagement to support long-term success
• Build pipeline by prospecting and working closely with BDR team

Who You Are

As a proven account executive you will likely have at least 7+ years experience in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals that have a genuine passion and proven track record for building and delivering world-class client outcomes.

• Proven successful experience in leading sales cycles
• Excellent written and verbal communication skills
• Proven experience selling to Enterprise Banks, National Wealth Managers, and Wirehouses, and managing complex deals across all levels of a client’s organization
• Excellent presentation and executive engagement skills
• Excellent negotiation skills
• A self-starter who thrives in a fast-paced environment

Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:

• Deeply connected to our mission as an organization and to each other
• Experience and passion for driving successful client experiences
• Outcome driven mindset
• Strong communication skills
• Consultative selling approach
• Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy
• Reputation for being a trusted colleague and thought partner to colleagues and clients
• Strong intellectual horsepower
• Strong technical proficiency
• Desire to both teach and learn

The Role

As an Institutional Account Executive you will be managing consultative sales cycles with our Institutional Asset Allocator prospect’s such as Endowments, Foundations, OCIO’s as well as Alternative Investment Managers providing products to that vertical. 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 execute strategies that help Addepar grow new annual recurring revenue and advise our Institutional clients. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience & Success, Account Management, and R&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 Institutional Account Executive is empowered and responsible to lead 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 $149,000 - $186,000 (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.

What You’ll Do

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 technological innovation across the Wealth Management and Asset Management Sector. 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 allows the candidate 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.

• Craft Endowment, Foundation, OCIO, and PE/VC, FOF engagement strategies based on the Addepar GTM model and your experiences as a leader
• 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
• Collaborate with your colleagues across Product, Engineering, Services, and more
• Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations
• Engagement at C-level in enterprise client organizations and within Addepar
• Develop required client relationships and executive engagement to support long-term success
• Build pipeline by prospecting and working closely with BDR team

Who You Are

As a proven account executive you will likely have at least 7+ years experience in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals that have a genuine passion and proven track record for building and delivering world-class client outcomes.

• Proven successful experience in leading sales cycles
• Excellent written and verbal communication skills
• Proven experience selling to Endowment, Foundation, OCIO, and PE/VC, FOF vertical and managing complex deals across all levels of a client’s organization
• Excellent presentation and executive engagement skills
• Excellent negotiation skills
• A self-starter who thrives in a fast-paced environment

Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:

• Deeply connected to our mission as an organization and to each other
• Experience and passion for driving successful client experiences
• Outcome driven mindset
• Strong communication skills
• Consultative selling approach
• Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy
• Reputation for being a trusted colleague and thought partner to colleagues and clients
• Strong intellectual horsepower
• Strong technical proficiency
• Desire to both teach and learn

The Role

Did you know? Alternative investing has the potential to generate higher returns compared to traditional investments over the long term. AI and Machine Learning are revolutionizing the way alternative investments are managed and analyzed. Investors are using these technologies to gain insights, see opportunities, and optimize their investment strategies.

Addepar is building solutions to support our clients' alternatives investment strategies. We’re using AI to automate and streamline ingestion and analysis of alternatives investment data. We're hiring a Software Engineering Manager to lead a team of talented engineers delivering these ground breaking software solutions. You will collaborate closely with cross-functional teams including data scientists and product managers to build intuitive solutions that revolutionize how clients experience AI and ML in the application and transform their experience of alternatives operations.

You will work closely with data scientists on document based workflow automation and peer engineering teams to define the tech stack. You will iterate quickly through cycles of testing a new product offering on Addepar. If you've crafted scalable systems, or worked with phenomenal teams on hard problems in financial data, or are just interested in solving really hard technical, critically important problems, come join us!

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.

What You’ll Do

• Design, build and iterate on web based applications for alternatives data professionals
• Build responsive UIs that enable PDF annotations, tagging and navigation.
• Implement and maintain engineering solutions by writing well-designed, testable code.
• Lead individual project priorities, achievements, and software releases.
• Collaborate with machine learning engineers to bring ML models into the backend stack of the application in Python or other languages.
• Collaborate with product managers and client teams on product requirements iterations, design feasibility and user feedback.
• Document software functionality, system design, and project plans; this includes clean, readable code with comments.
• Learn and promote engineering standard methodologies and principles.

Who You Are

• Proficient with Python, Java or similar
• Experience with streaming data platforms and event driven architecture
• Ability to write software to process, aggregate, and compute on top of large amounts of data in an efficient way.
• Engage with all levels of collaborators on a technical level.
• A strong ownership mentality and strive to take on the most important problems.
• Experience with AWS is a strong plus.
• Knowledge of front end development a plus.

The Role

Addepar is seeking a Financial Planning Analyst to join our FP&A Team! You will build and own key analysis areas and dashboards to help the company measure and guide improved business execution. You will help implement the corporate planning systems and processes used to plan the budgets and spending across the company. The best analyst will be one who can analyze data, build models, and crisply communicate high-impact opportunities and trends to business partners.

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.

What You’ll Do

• Responsible for supporting the close process and related reporting, including, but not limited to, ARR and Revenue reporting, variable client fee calculations, and sales commission reviews.
• Design, automate, and optimize flexible financial planning models, systems & processes to meet the needs of a dynamic and fast-growing business
• Lead a lane of company expenses or revenue and help build the rolling quarterly financial plan
• Seek insight and understanding to partner with business leaders across the organization to resolve competing business priorities
• Build dashboards and variance / operational reviews
• Provide ad-hoc financial analysis to support decision-making and,
• Interact with senior executives and board regarding financial matters as needed

Who You Are

• Numbers and outcome oriented mentality
• High attention to detail with a focus of understanding what is behind a number.
• Seek out precision in models but know when to cut the significant digits
• Proven experience in a financial analyst, consulting or investment banking role
• Proven expertise with Excel/Sheets; Helpful to know SQL, Looker/BI data.
• Ability to develop and manage financial models independently
• Ability to work effectively with all levels of an organization, from clerical staff to executives, and manage relationships with external parties

The Role

Addepar Design shapes wealth managers’ digital experiences. By designing and delivering intuitive, easy-to-use products, we help wealth managers grow their businesses and provide best-in-class services to their clients. We foster an agile, client-centered work environment with a focus on constructive feedback and collaboration. We’re passionate about delivering innovative, accessible, and premium products that redefine our clients’ day-to-day financial activities.

In this role, you'll shape the future of help and training at Addepar, reimagining how clients and employees learn about our products and services. You'll work alongside a small team of content designers, product designers, and user researchers to redesign our knowledge base and in-app experiences. You'll create a library of guides, courses, how-to articles, and more. You’ll develop templates and processes that scale.

Our ideal candidate is passionate about supporting our clients. You recognise make-or-break moments that shift perception from seamless to infuriating. You prioritise reusable, purposeful, and quality content. You know how to transform a help center into an award-winning knowledge base. You're innovative and think big. You also pay close attention to detail.

What You’ll Do

• Develop expert knowledge of our users and product challenges.
• Balance empathy, logic, and data to make informed content decisions.
• Develop a system of reusable content that streamlines product training and support.
• Craft and maintain clear, easy-to-follow help articles and guides.
• Collaborate with and influence cross–functional teams.
• Facilitate productive meetings, working sessions, and workshops.
• Regularly share and solicit feedback on your work.
• Mentor your fellow content designers and participate in content reviews.
• Improve design consistency and contribute to our content standards.
• Learn and gain expertise in design and operational tools at Addepar.

Who You Are

• 3+ years of owning/supporting the content strategy for a knowledge base or product area.
• An inspiring portfolio that showcases how you think about and approach help and training experiences. Must include writing samples.
• Experience developing and maintaining a content system or style guide.
• High emotional intelligence. People enjoy working with you!
• Exceptional writing, collaboration, communication, and presentation skills.
• Familiarity with Zendesk, Confluence, and Jira.
• Experience working with design and prototyping tools like Figma.
• Experience in finance isn’t required, but a huge plus.

The Role

Addepar Design shapes wealth managers’ digital experiences. By designing and delivering intuitive, easy-to-use products, we help wealth managers grow their businesses and provide best-in-class services to their clients. We foster an agile, client-centered work environment with a focus on constructive feedback and collaboration. We’re passionate about delivering innovative, accessible, and premium products that redefine our clients’ day-to-day financial activities.

We’re looking for a motivated, collaborative, and creative individual that’s excited to own content design projects and deliver results.

In this role, you’ll lead strategic content initiatives that make our Analysis and Dashboards products easier to learn. You’ll develop workflows that help our clients analyze financial data and share key insights. You’ll partner with product design, product management, and engineering to develop a library of reusable resources for firms. You’ll evolve and unify terminology, voice, and tone. You’ll create standards and processes that scale.

Our ideal candidate is passionate about crafting intuitive and innovative user experiences that people love. You enjoy simplifying complexity and making traditionally technical and overwhelming experiences easy and enjoyable.

What You’ll Do

• Develop expert knowledge of the users, workflows, and problems in your product space.
• Balance empathy, logic, and data to make informed content decisions.
• Develop content strategies that simplify complex workflows.
• Lead and prioritize content-first projects that directly impact business goals.
• Design UI copy for interactions, notifications, error messages, and more.
• Develop and maintain clear, easy-to-follow guidance for our clients.
• Collaborate with and influence cross-functional teams.
• Mentor your fellow content designers.
• Improve design consistency and contribute to our content standards.
• Learn and gain expertise in design and operational tools at Addepar.

Who You Are

• 3+ years of experience writing for software products, ideally in enterprise or B2B2C.
• An inspiring portfolio of case studies and writing samples that showcase how you craft outstanding experiences through content.
• High emotional intelligence. People enjoy working with you.
• Exceptional writing, collaboration, communication, and presentation skills.
• Experience working with design and prototyping tools like Figma.
• Experience in finance isn’t required, but a huge plus.

The Role

The Client Success Team (CSM) 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 helping 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 & 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 $67,000 - $105,000 (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 bonuses, equity, or benefits.

What You’ll Do

• Develop a deep understanding of the Addepar platform and be able to apply it to client’s requirements, industry challenges, and goals.
• 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.
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
• Provide continuing education and insights to clients relating to product updates on Addepar’s product roadmap, as well as, review product usage patterns
• 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
• Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Who You Are

• 2+ years experience in a Registered Investment Advisor (RIA) or Single Family Office oriented business or environment, preferably, in a client-facing role for financial products or services for UHNW clients
• Strong analytical skills and a consistent framework or process approach to problem-solving.
• You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients
• Strong time management and prioritization skills, as well as verbal and written communication skills
• Experience building and improving client engagement strategies with a track record of success as proven by improved client health, reference-ability, and platform adoption.
• You have handled difficult customers or situations and can demonstrate resolutions
• Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization.
• Ability to navigate data and people to find answers
• Independent, adaptable, and can thrive in a fast-paced environment
• You are open to travel

The Role

The Client Engagement & Success Management (CESM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CESM ensures 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.

The CESM Enterprise Team manages some of Addepar’s largest and most sophisticated clients, including wirehouses, broker/dealers, banks, private banks, and trust companies. You will become a trusted partner, deeply understanding and advising 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. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric 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 $109,000 - $170,000 + 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.

What You’ll Do

• Cultivate 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:

1. Scoping of new projects that subsequently lead to additional service hours or a service package.
2. Introducing other Addepar products/partners for cross-selling.
3. 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

• 10+ years in sales, client-facing, client success, and/or strategy roles working for or with financial or wealth management services firms such as wirehouses, broker/dealers, banks, private banks, bank trusts, or other types of large enterprise or consulting 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.

The Role

We are currently seeking a Sales Engineer to join our team. As the key consultative resource throughout our sales process, you will be leading presentations with C-Suite and other key operational resources. You bring a deep knowledge of financial software to help our prospects contextualize the Addepar solution fit.

You will work with our Account Executive teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are a creative problem solver, self-starter, and a thoughtful voice to motivate change as part of an outstanding sales organization!

Tactical objectives include: collaborating with a variety of prospects, to provide an in-depth understanding of Addepar's product advantages and capabilities. Strategically, you will assist in building out resources for the Sales team to institutionalize the knowledge for our current and future Account Executives. The successful candidate will be an outstanding communicator, consultative, and very well-organized with a deep understanding of investment management.

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 $93,000 - $116,000 (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.

What You’ll Do

• Support Account Executives and their prospects throughout the entire sales process by acting as the domain expert on the Addepar products
• Advise firms periodically on technical matters to optimize, upsell services and products; navigate product roadmap
• Coordinate appropriate internal product and technical resources for prospect calls and meetings
• Highlight and communicate the differentiating benefits of Addepar vs. the competition
• Support the sales effort with “Proof of Concepts”
• Understand prospective client key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience
• Assist with the creation of the Statement of Work (SOW) as needed, budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal)
• Assist our Account Executives with the completion of RFPs & RFIs.

Who You Are

• 3+ years of demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms
• Bachelor's Degree
• Worked at prior SaaS companies in similar roles such as deployments, product, engineering, and/or client success
• Knowledge of modern software architecture and database concepts
• Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally
• Ability to multi-task and track processes and work for numerous prospective clients
• Ability to lead sophisticated projects, relationships, and timelines
• Flexible to travel on short notice (20%+)
• [Bonus] API exposure/knowledge is a plus!

The Role

We are looking for a dynamic and outcome-focused Senior Strategy and Marketing Programs Manager to join our team. This pivotal role is a unique blend of strategy, meticulous project management, and agile operational execution, all targeted towards influencing pivotal business results. We are particularly interested in individuals who are natural problem solvers with a pragmatic approach, ready to translate complex challenges into tangible 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 $118,000 - $185,000 + 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.

What You’ll Do

• Partner closely with the CMO and key partners to craft, refine, and advance key initiatives, ensuring they are in lockstep with the company's overarching objectives.
• Lead and inspire cross-functional teams to bring strategic plans to fruition, guaranteeing timely and scope-compliant project completion.
• Convert strategies into specific, actionable, and quantifiable plans, smoothly integrating these into operations.
• Undertake analysis of market trends, industry shifts, and competitive landscapes to guide strategic decisions and uncover growth opportunities.
• Develop and institute efficient operational processes and frameworks to elevate organizational productivity and performance.
• Provide analysis and reports on project outcomes, offering insights and recommendations to the CMO and senior leadership team.
• Cultivate a culture of innovation and continuous enhancement, promoting process and system improvements.
• Build and maintain positive collaborations and vendors, ensuring alignment and efficient use of resources.

Who You Are

• A natural relationship builder with demonstrated experience forging connections across all levels and with partners.
• Exceptional ability to navigate and find opportunities within ambiguous situations, turning uncertainty into actionable strategy.
• Proven expertise in developing and implementing strategies that enhance business growth and operational efficiency.
• Advanced analytical and problem-solving skills, adept at distilling complex ideas into executable plans.
• Superior communication, presentation and interpersonal skills, capable of actively engaging and influencing various team members.
• In-depth knowledge of the financial services industry, with technological experience considered a substantial asset.
• Ability to thrive in fast-paced, ever-evolving environments, juggling multiple priorities with finesse.

The Role

As Addepar's Systems Engineer - FinOps engineer you will help analyze cloud Infrastructure, track and project cloud spending. Detect unnecessary cost spend, and identify cost savings and cost avoidance strategies making full use of AWS tools and other 3rd party tools. We’re looking for a teammate with excellent problem-solving skills who is a consensus builder, an excellent teammate, and works well within a fast-paced global enterprise support environment and play a key role in crafting and implementing Addepar's cloud-based platform infrastructure solutions, ensuring platform uptime, and responding to key business and technical needs across the platform.

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 $76,000 - $119,000 (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.

What You’ll Do

• Support Addepar's production infrastructure in real time to ensure uptime and customer satisfaction.
• Investigate, Elaborate and Present budget forecasts for our AWS cloud Infrastructure
• Maintain / Improve existing tooling and automation to assist on Cost Optimization and Reporting
• Provide visibility over the usage of AWS Accounts and other vendor budgets at different levels, including top management.
• Provide short and long-term technical solutions.
• Coordinate various teams to identify and eliminate wasteful or unnecessary costs.
• Provide subject matter expertise to Core Platform Operation team to accurately cost implementations and help make cost efficient architectural choices based on AWS cost management capabilities and pricing models.

Who You Are

• Experience 5+ years in Infrastructure as Systems Engineer
• 4+ years in FinOps or Cloud Cost Management
• 5+ years experience running a large scale production environment including real time support and on-call responsibilities.
• 1-3 years experience in configuring one or more monitoring/observability tools like: Splunk/SumoLogic, Prometheus+Grafana, Cloudwatch
• Sophisticated knowledge of public cloud concepts and infrastructures (AWS)
• Experience in cost offset detection, rightsizing, tagging and automation
• Incident management experience
• Experience with Linux/UNIX administration.
• Proven experience with IaC solutions including Terraform, Salt, and Ansible.
• Solid Linux sysadmin skills including troubleshooting, issue resolution, and day to day operations.
• Experience troubleshooting AWS issues with base services such as EC2, S3, RDS and networking.

The Role

As a Corporate Tax Accountant, you will play a crucial role in ensuring compliance with tax regulations and optimizing our organization's tax strategy. 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. Additionally, perform tax planning and provide tax-related guidance to management. You will work closely with internal teams, external tax advisors, external auditors, and tax authorities to ensure accurate and timely reporting. This position requires strong analytical skills, attention to detail, and up-to-date knowledge of tax laws and regulations.

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 - $157,000 (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.

What You’ll Do

• Prepare 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. A Master's degree in Taxation or CPA qualification is a plus.
• Confirmed experience working as a corporate tax accountant
• In-depth knowledge of federal, state, and local tax regulations and their application to corporate entities.
• Strong analytical and problem-solving skills, with the ability to interpret complex tax laws and apply them to business scenarios.
• Proficiency in tax preparation software and financial accounting systems.
• Excellent attention to detail and accuracy in tax calculations and reporting.
• Effective communication skills, both verbal and written, to interact with internal teams, external auditors, and tax authorities.
• Ability to balance multiple priorities and meet deadlines in a fast-paced environment.
• Continuous learning approach to stay updated with changes in tax laws and regulations.
• 4 - 10 years of professional tax experience.