You haven't searched anything yet.
The Role
We are currently seeking a Client Specialist to join our Marketplace Team!
Addepar has the potential to make investing in alternative investments and private assets more transparent, more efficient, and more ethical. Addepar’s newest business, Marketplace, provides a set of tools that help our clients make better investment decisions, as well as an order management and execution platform for access to a wide range of investment products, including cash management, hedge funds, private equity, as well as co-invests and secondary transactions in private securities and LP interests. This is an exciting new initiative for Addepar with high growth potential that is still in the early stages of development, and there is a unique opportunity for a key individual to join a new, highly visible team at the ground level.
Read more about our launch of Marketplace in May of 2020 here:
The Marketplace team is a vertically integrated group that includes a cross-section of product, marketing, sales, data, design, operations, compliance and engineering - giving members a unique perspective that demonstrates how their work directly links to the broader business. In many ways, our group operates much like a startup within a growth company, providing its members with the stability and business relations of the larger Addepar organization, while allowing the group to operate in a tightly integrated and demanding context, as we continue to build out our new line of business and product offerings.
Our team is looking for a proven team player who thrives in fast-paced environments, excels at establishing and managing productive client relationships, and enjoys the challenge of building a new venture within an existing high growth company. As a Client Specialist, you will build and manage your own book of business focused on distributing a range of investment and liquidity solutions, including alternative investments and private securities (hedge funds, private equity, , direct private company and LP secondaries, and equity co-invests) that we originate from our proprietary network to our wealth management clients. Over time we will add additional product offerings - our longer term vision is to provide the full spectrum of financial products for wealth managers. The ideal candidate is relationship-driven, comfortable working hands-on, ambitious and results-oriented.
What You’ll Do
Who You Are:
Full Time
IT Outsourcing & Consulting
$78k-105k (estimate)
02/13/2023
04/17/2024
addepar.com
MOUNTAIN VIEW, CA
3,000 - 7,500
2009
Private
CHEN CHRISTOPHER
$10M - $50M
IT Outsourcing & Consulting
Addepar is a California-based wealth management platform that offers data aggregation, analytics, reporting, and related solutions for investment advisors.