Addepar is a California-based wealth management platform that offers data aggregation, analytics, reporting, and related solutions for investment advisors.
The Role. Addepar is currently seeking an experienced IT Support Manager to lead our US-based IT Support team. This team operates across three locations, managing office systems and providing enterprise user support for our rapidly expanding global corporate environment. 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 loc...
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 strat...
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 d...
The Role. Addepar is looking for a Sr. Procurement Analyst responsible for supporting the Addepar R&D organisation purchasing. In this role you will be responsible for guiding business partners through the purchasing process and facilitating vendor conversations as well as continuous operational improvements to help scale our growing business. The ideal candidate will have outstanding analytical and communication skills, thrive in a fast paced en...
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...
The Role. We are currently seeking a Portfolio Data Analyst to join our Portfolio Data Team. Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. As a contributor in the team focusing on our portfolio data platform, you will be responsible for integrating client portfolio investment data into Addepar’s leading portfolio management products. You ...
The Role. We are seeking a. Full-Stack Software Engineer. to join our. Billing. Team. We’re building a scalable, feature-rich billing system for wealth management firms of all sizes. The platform will enable our clients to accurately bill for their services by managing their fee structures, bill their clients & reconcile the payments received. Engineering is at the core of Addepar and we are looking to add the best, brightest, and most passionate...
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-...
The Role. We are seeking a. Senior Full-Stack Engineer. to join our. Billing. Team. We’re building a scalable, feature-rich billing system for wealth management firms of all sizes. The platform will enable our clients to accurately bill for their services by managing their fee structures, bill their clients & reconcile the payments received. We’re looking for a dynamic Engineer who will build an inclusive team culture, empower engineers to succee...
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...
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 sophi...
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, ...
