Platform Engineer

About Us
AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $77 billion in combined assets and has an expansive network of c.400 professionals across three continents.

Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.

We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world.

As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.

To learn more visit alti-

Job Description
Job Description
The Platform Engineer (VP) will be responsible for the implementation (where applicable), design and enhancement of our core portfolio reporting and wealth management systems, with a focus on Addepar and its integration into the broader advisor and client experience ecosystem. This role requires strong technical capabilities, paired with business acumen to deliver user-centric solutions for advisors and UHNW clients. The ideal candidate has experience building and scaling wealth tech platforms, with a deep understanding of portfolio data structures, reporting workflows, and platform usability.

Job Responsibilities

• Design, develop, and optimize Addepar configurations, data models, and platform workflows to support portfolio reporting, billing, and alternative investment transparency
• Support automation and simplification of operational processes across wealth platforms
• Lead and contribute to projects aimed at improving the advisor and client experience, including the design of intuitive reporting, dashboards, and digital touchpoints
• Collaborate with business stakeholders to gather requirements and translate them into scalable, maintainable system designs
• Ensure data quality, security, and consistency across platforms, especially in post-M&A onboarding scenarios
• Partner with the data and reporting teams to build solutions for managing data operations issues e.g. UVF errors, FX validation, offline transactions, and benchmark setup
• Serve as a subject matter expert in wealth management data flows, product capabilities, and advisor/client experience use cases
• Serve as platform engineer for all US-based M&A systems and data integrations

Qualifications

• Minimum 6 years of experience in wealth management technology, with a focus on platform engineering, solution design, or systems integration
• Proven hands-on experience with Addepar configuration and engineering, including system-level architecture, data feed setup, reporting schema, and integrations
• Experience implementing advisor and client-facing platform solutions and optimizing end-user experience
• Strong understanding of portfolio data, asset classes (including alternatives), and billing/reporting methodologies
• Ability to manage ambiguity and break down complex problems into actionable steps
• Familiarity with client portals, CRM systems (Salesforce preferred), and financial and estate planning platforms
• Ability to work cross-functionally with business, operations, and engineering teams to deliver technology solutions that support the advisor workflow
• Experience in wealth management financial services or asset management required, within wealth management strongly preferred
• Experience supporting technology integration efforts post-M&A is a bonus
• Exposure to agile or hybrid project delivery models is required
• Strong problem-solving, documentation, and project execution skills
• Experience with data engineering or data analysis desirable

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.
Salary offers are based on a wide range of factors including relevant skills, training, experience, and education. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. The range for this role is $155, ,000
Location:
Wilmington, DE, New York, NY., United States of America

Department
Global Technology Solutions

Employment Type
Permanent

Working Pattern
Full time

Remote Working
Hybrid

Have questions?

Contact Email
stewart.-

Contact Number

Salary : $155