The Role

We are seeking to expand our Solutions Consulting team in Brazil, based in São Paulo, to support Addepar’s growing client delivery and implementation presence across Latin America. This is a foundational position where you will work closely with leading private banks, family offices, wealth managers, and independent advisors to implement Addepar’s platform and deliver an outstanding client onboarding experience.

This role blends technical problem-solving, financial acumen, and client partnership. You’ll act as a trusted advisor to clients, translating investment operations and data needs into scalable solutions while collaborating with global teams across Product, Engineering, and Client Success.

It’s a unique opportunity to help build Addepar’s LATAM presence and shape how we deliver client success in a growing and diverse region.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Lead full-cycle implementation projects for new and existing clients across Brazil and Latin America
• Manage data onboarding, portfolio setup, and system configuration with precision, ensuring data integrity and client satisfaction
• Coordinate with certified partners to deliver scalable implementations and ongoing enhancements
• Build trusted relationships with key client stakeholders and become a strategic partner in helping them achieve their goals
• Define and manage project expectations clearly across client and internal teams, balancing multiple time zones and priorities
• Serve as a subject-matter expert on Addepar’s platform and its application to wealth and investment management workflows
• Contribute to playbooks, tools, and delivery best practices adapted for the LATAM market
• Navigate local compliance and data-handling norms (e.g., LGPD) to ensure projects meet regulatory standards
• Collaborate cross-functionally with Sales, Solutions Engineering, and Client Success to ensure seamless client handoffs and delivery excellence

Who You Are

• 2+ years of experience in financial services, SaaS, consulting, or a related client-facing role
• Proven success in solution delivery, implementation, or client onboarding, ideally within wealth management, fintech, or data-intensive environments.
• Excellent communication and relationship-building skills, capable of engaging both business and technical audiences
• Highly organized, self-driven, and comfortable working in a fast-moving, growth-stage environment
• Fluent in Portuguese and English (Spanish is a strong plus)
• Passionate about financial technology and the evolution of digital wealth management
• Familiarity with investment data, reporting, and portfolio workflows
• Comfortable collaborating across global teams and managing projects remotely
• Basic scripting or programming knowledge (Python preferred) is an advantage
• Experience working with Brazilian financial institutions or under CVM/Bacen regulatory frameworks is a plus
• Willingness to travel within Brazil and occasionally across LATAM

The Role

We are looking for a high-energy, results-oriented Business Development Representative (BDR) to join our growing commercial team in Singapore. As our first BDR in the region, you’ll play a foundational role in generating new business opportunities and building Addepar’s pipeline across Southeast Asia and the broader APAC wealth and investment management ecosystem.

BDRs at Addepar work closely with Sales, Marketing, and cross-functional partners to strategically identify, engage, and qualify target accounts. This is a dynamic opportunity to build a career in fintech sales, gain exposure to high-net-worth and institutional market segments, and help establish our presence in a fast-growing region.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Prospect and qualify new business opportunities across the Singapore and APAC region
• Create, manage, and prioritize a targeted list of strategic accounts aligned with our commercial strategy
• Conduct high-level discovery conversations and engage key stakeholders in private banks, family offices, RIAs, and investment management firms
• Build and maintain account intelligence: perform research, add contacts, track activity, and collaborate on territory planning with Account Executives
• Help shape outbound messaging, regional campaign strategies, and prospecting tactics that resonate in local markets
• Consistently meet or exceed quarterly quotas for qualified opportunities passed to the Sales team

Who You Are

• 2+ years of experience in outbound sales or business development, ideally in SaaS, fintech, or financial services
• Strong interest in wealth management, private capital, or investment technology, prior exposure is a plus
• Proactive, goal-oriented, and excited to build something new in a high-growth, cross-border environment
• Excellent communication skills, both written and verbal, with a confident, polished, and professional presence
• Comfortable working independently and collaborating with remote teams across multiple time zones
• Experience using Salesforce or similar CRM platforms is a plus
• Fluency in English; additional languages (e.g., Mandarin, Bahasa, Japanese) are a plus given the regional nature of the role

Our GTM Team Attributes

Our team brings diverse backgrounds, experiences, and cultures and embodies these qualities:

• Deeply connected to our mission and to each other
• Passionate about delivering exceptional client experiences
• Outcome-driven with strong communication skills
• A consultative, collaborative approach
• Reputation as a trusted colleague and thought leader
• High intellectual and technical proficiency
• Eager to both teach and learn

The Role

We are currently seeking a Security Operations Analyst to join our Information & Risk Team! The SecOps Analyst will have the opportunity to help take Addepar’s Security and Risk Program to the next level, through insights based on our current state. 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 as part of our Vulnerability Management program. The candidate will also work to document and analyse existing critical operational processes, owners and controls, and help find opportunities to optimise those controls, increase security and reduce risk. The successful candidate will bring a strong process approach, with a preference for simple, achievable and repeatable solutions.    

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Triage and respond to security alerts generated by our monitoring toolset, ensuring thorough investigation.
• Research and develop new monitoring strategies and build out analytics to improve our detection capabilities.
• Update or create new documentation for security tools, processes, playbooks, and procedures.
• Assist other areas of the business in effectively prioritizing and remediating vulnerabilities.
• Work closely with partners across Addepar teams, such as R&D, to evaluate critical processes, including the identification of key control points and owners.
• In partnership with Security and Risk Leadership, identify, document and track opportunities for process and control improvement.

Who You Are

• You have 4+ years of experience in Security Operations with a proven track record of investigating a variety of security alerts.
• You hold a Bachelor’s degree in Computer Science, Cyber Security, or a related field.
• Curious about information security with a desire to be a part of a fast-paced and supportive team who can help you learn on the job.
• Enjoys problem solving and finding simple solutions that bring multiple business benefits
• Strong communication skills and people skills - enjoys working with new people in different teams across the business but can also work independently
• Strong organisational skills and attention to detail
• Experience documenting simple and clear processes, runbooks, and process flows

Required Technical Skills:

• Proven experience with Sumo Logic, Splunk, or similar platforms (writing complex queries is a must).
• Direct experience performing security investigations
• Hands-on experience with Amazon Web Services (AWS) or similar cloud platform and strong understanding of implementing security best practices in the cloud. 
• Experience with Okta and Google Workspace environments will be highly desired.
• Experience with Infrastructure as Code tools such as Terraform.
  
  

  • Important Note: This role requires working from our Pune office 3 days a week (hybrid work model)

   

The Role

We are currently seeking a Staff Software Architect to join the Office of the CTO (OCTO). In this role you will lead the design, development, and implementation of scalable and secure wealth management SaaS products by providing technical leadership, education and guidance to engineering and product teams across the organization and recommendations to leadership as part of this central practice group. Draft and champion strong architectural practices; use them to ensure technical strategic alignment with business objectives as well as to mentor and train engineers and SaaS architects. This is an exciting opportunity for a software engineering leader to help shape the future of our platform. If you're passionate about creating scalable platforms that deliver outstanding value for customers, this is the role for you!

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 $174,000 - $273,000 (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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Define technology roadmaps and architectural standards; drive adoption across Addepar
• Design and architect our SaaS applications as part of Addepar R&D
• Collaborate with product management and business stakeholders
• Spend time with clients to understand their requirements and influence the platform roadmap to meet those needs
• Proactively identify, prioritize, and propose remediation for tech debt
• Mentor and guide software engineers and architects on best practices
• Evaluate and select appropriate technologies and frameworks
• Ensure the security, scalability and efficiency of our SaaS solutions
• Conduct code reviews and ensure code quality
• Troubleshoot and resolve complex technical issues
• Partner with engineering teams to accelerate the delivery of key product capabilities

Who You Are

• Bachelor's degree in Computer Science or related field, or equivalent experience in another capacity
• 10+ years of experience in software development
• 5+ years of experience in SaaS architecture
• Expertise in cloud platforms (AWS preferred)
• Excellent communication and leadership skills
• A track record of successfully collaborating with multiple R&D teams to accelerate the delivery of critical customer features
• Strong understanding of microservices, distributed systems, and SaaS component services
• Experience with CI/CD pipelines and DevOps practices

The Role

We are currently seeking a Senior Staff Backend Software Engineer to join our Portfolio Data Workflows team in Poland. In this role you will lead the design, development, and implementation of scalable and secure products that power our financial data ecosystem. You’ll provide technical leadership, education, and guidance to engineering teams across the organization and recommendations to leadership. You’ll draft and champion strong architectural practices; use them to ensure technical strategic alignment with business objectives as well as to mentor and train engineers.  You’ll identify structural or organizational blockers and technical debt in order to propose and drive solutions, while helping to modernize our architecture to support our expansion into European markets. This position offers exceptional scope for technical leadership in transforming how our global clients interact with and leverage financial data.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Define technology roadmaps and engineering standards; drive adoption with the team and across Addepar
• Design, develop, and implement robust API services to support our rapidly growing European customer base
• Research and drive the adoption of new technologies and best practices to drive innovation
• Analyse and dive deep into a complex and powerful ecosystem, understanding requirements, determining optimal approaches and driving change
• Mentor, coach, and empower other engineers, contributing to an inclusive and high-performing team culture
• Amplify your technical ability by empowering your peers and contributing to code reviews and technical designs
• Proactively identify, prioritize and propose remediation for tech debt
• Debug and troubleshoot issues across the entire application stack
• Collaborate effectively with other engineers, product managers and stakeholders, in line with our company values outlined below
• Be part of a high-performing, cross-functional team
• Troubleshoot and resolve complex technical issues

Who You Are

• You have extensive experience in software development, including building backend services in a professional environment
• You have a deep and expert knowledge of software design patterns, API design, and the software development lifecycle
• Proven ability to influence technical direction and make significant contributions to the architecture of complex, distributed systems that handle data at scale
• Understanding of REST, service-based architecture, and distributed systems
• A rapid learner with robust analytical and problem-solving abilities
• A curious person, who enjoys digging deep into requirements and handling complexity
• You have a track record of amplifying your impact by mentoring other engineers and collaborating effectively within a team of senior peers
• Excellent communication and leadership skills
• Experience building services with Java, SQL and AWS
• Experience with Elasticsearch is a nice-to-have
• Demonstrable knowledge of using AI in a professional engineering environment
• Interest or experience in the financial industry or wealth management in particular

The Role

We are currently seeking a full stack software engineer to join the Alternatives Data Management (ADM) team. Our team is building AI-powered data products and workflow solutions that unlock transparency, efficiency, and insight in private market investments. You’ll join a full-stack team of engineers and collaborate closely with Product and Design to deliver client-facing features that will set us apart from our competitors. 

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 $107,000 - $168,000 (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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Collaborate with product, design, engineering, and key clients to define and deliver  solutions that support and streamline user workflows
• Work alongside senior software engineers to deliver features end to end, with strong opportunities for ownership
• Coordinate with our web platform and design system teams to ensure our product is a seamless part of the Addepar user experience
• Engage in the budding inner-source culture within Addepar, fostering standardization across the myriad of React, terraform and Python codebases within the company

Who You Are

• Bachelor’s degree in Computer Science or equivalent experience
• 2+ years full-stack development experience OR
• 1+ years experience with front end development technology
• 1+ years backend development experience
• You care about delivering quality and value to clients in an agile manner
• Python or Java development experience a big plus
• Experience with React, web components, Svelte, and/or Ember a big plus
• Full-stack, product engineering experience a big plus
• Experience with gen AI for coding a plus

The Role

Be at the forefront of exciting data initiatives at Addepar!

Addepar is looking for talented and ambitious junior software engineers to join our team! As a member of our team, you'll have the opportunity to work on cutting-edge projects, including our Financial Data Lakehouse, AI, and Data Governance initiatives. You'll be able to apply your skills and knowledge to help create innovative solutions and contribute to the growth and development of our platform. If you're passionate about technology and finance and are looking for a challenging and rewarding role, we'd love to hear from you!

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• Help shape the future of data management in the financial world by contributing to a state-of-the-art financial lakehouse.
• Create innovative solutions that address the evolving needs of the financial industry, enabling our clients to make data-driven decisions with confidence.
• Design, develop, and deploy cutting-edge automated workflows and tools that drive operational efficiency, minimize manual errors, and deliver exceptional client experiences.
• Collaborate with cross-functional teams to integrate automated solutions with existing systems and tools, ensuring data integrity, seamless workflows, and minimal disruptions.

Who You Are 

• Hold a Bachelor's degree or higher in Computer Science, Software Engineering, or a related field, with a strong foundation in computer systems, programming languages, and software development methodologies
• Proficient in Python programming, with a focus on automation, scripting, and data manipulation
• Strong ownership of your work and a willingness to take on new challenges
• Eager to learn and grow with our team, with a focus on automation, data science, and innovation
• Nice to have: experience with PySpark, Databricks, or other big data technologies, as well as UI frameworks such as Streamlit or Dash

The Role

As a Key Account Executive, you will be managing consultative sales cycles with our largest RIA’s and Multi-Family Offices. 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 implement strategies that help Addepar grow new annual recurring revenue and advise our mid-tier clients while managing our top existing client base. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client 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 Key Account Executive is empowered and responsible for leading 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 $128,000 - $160,000 (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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

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 Sector for RIAs and Multi-Family and Family offices. 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 bring 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. 

• Prospect and develop net new relationships within your named account list, with a focus on firms that have historically been underpenetrated or uncontacted
• Execute a sales motion - deep account research, target outreach, multi-threaded engagement, and disciplined qualification 
• Identify and engage economic buyers, champions, and technical stakeholders across complex organizational structures, including PE-backed rollups and RIAs
• Own the commercial relationship and expansion strategy across your existing account base
• Conduct regular executive business reviews and strategic account planning sessions to surface expansion opportunities aligned to client growth initiatives
• Build and maintain deep stakeholder maps across each account, ensuring Addepar has multi-threaded relationships at every level of the organization
• Serve as the senior commercial point of contact for high-priority strategic accounts, including those with complex or bespoke commercial arrangements
• Partner with Client Success and Services to identify upsell and cross-sell opportunities tied to platform adoption and evolving client needs
• Partner closely with Pre-sales to architect and deliver technically credible and client-specific solution narratives
• Collaborate with Marketing, Partnerships, and Product to ensure your accounts are engaged with Addepar’s roadmap and strategic initiatives
• Maintain rigorous pipeline and forecast discipline in Salesforce
• Contribute to the evolution of Addepar’s key accounts playbook, bringing market intelligence and deal learning back to the broader organization 

Who You Are

As a proven account executive, you will likely have demonstrated ability in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals who have a genuine passion and a consistent record for building and delivering extraordinary client outcomes. 

• 10+ years of software or SaaS sales experience, with a consistent track record of closing 
• Demonstrated success running complex, multi-stakeholder sales cycles - including deals that span multiple business units, legal entities, or decision-making structures
• Proven sales motion: You have built pipelines from scratch with named or greenfield accounts, not just managed inbound or inherited relationships
• Executive presence and credibility at the CIO, CEO, COO, and Managing Partner levels with sophisticated financial institutions
• Deep familiarity with the wealth management ecosystem - particularly large RIAs, PE-backed consolidators, and institutional-grade family offices
• Experience with both new logo acquisition and account expansion, and the ability to manage both motions simultaneously within the same book
• Strong deal qualification discipline
• Proficient in Salesforce for pipeline management, forecasting, and account planning
• Ability to travel as required for executive meetings, client events, and internal strategy sessions
• Bachelor’s degree required

You Will Also Bring

• The strategic mindset to treat each account as its own business - with a unique entry point, stakeholder map, and commercial thesis
• High accountability: you own your numbers, your pipeline, and your client relationships without ambiguity
• Collaborative instincts: you know how to mobilize internal resources

The Role

We are looking to add a highly experienced and impactful colleague to the organization to drive the transformation of Addepar’s Production Engineering and SRE team. This role focuses on evolving our platform towards enabling high-level declarative infrastructure orchestration and its operations. This platform closely integrates our Compute, Network, and Storage control planes, allowing us to develop highly efficient and fast-to-iterate-on services tailored to various product areas within the company, abstracting our developers from the nuances of underlying infrastructure.

The ideal candidate will play a senior leading role in implementing, maintaining, and strategically evolving Addepar’s Production Infrastructure.. You will bring a robust combination of leading innovative solutions across functional teams and extensive hands-on development experience in AWS/cloud, Linux/Unix, networking, advanced scripting abilities, containerization, Kubernetes, Terraform, Information Security, deep debugging, and comprehensive monitoring/observability skills. This includes designing, deploying, monitoring, automating, and optimizing all operational aspects of Addepar's platform with a focus on reliability, scalability, and efficiency.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Lead the design, implementation, and operationalization of container infrastructure using Kubernetes (k8s), ensuring high availability, performance, and security
• Build, and maintain advanced, automated CI/CD pipelines using Jenkins, ArgoCD, AWS CodeBuild/Pipeline, GitHub Actions, or similar, establishing best practices for deployment strategies (e.g., blue/green, canary)
• Drive the adoption and evangelism of Infrastructure as Code (IaC) principles using Terraform, focusing on scaling the Addepar Platform across regions with a focus on cost optimization and operational efficiency
• Develop deep application-level knowledge to proactively inform and influence infrastructure requirements and constraints for Developers, QA, and Management, including implementing sophisticated dashboards for Cost and Inventory management, performance analysis, and capacity planning
• Perform advanced monitoring and troubleshooting of our infrastructure and application stack using a wide array of logging/monitoring tools, driving root cause analysis and implementing preventative measures
• Initiate and lead collaborations with cross-functional teams to identify and resolve complex Application or infrastructure issues, serving as a technical subject matter expert
• Serve as a primary on-call responder for critical incidents, demonstrating strong problem-solving skills under pressure and contributing to post-incident reviews to improve system resilience

Who You Are

• Extensive experience of progressive experience in the SRE/DevOps/Systems Engineer field, with a track record of taking on increasing responsibility
• Expert-level understanding of Cloud Infrastructure fundamentals (AWS preferred), including advanced networking, security, and managed services
• Exceptional Programming/Scripting skills in various common languages (Python , Bash, and general Linux tools are essential; Java is a strong plus), with an emphasis on building scalable, maintainable automation and tools
• Broad expertise with UNIX/BSD/Linux internals (Ubuntu preferred), including performance tuning, kernel-level debugging, and advanced system administration
• Extensive Containerization experience with k8s (KOPS, EKS, ECS preferred), including cluster management, custom resource definitions (CRDs), and advanced deployment strategies
• Proficient experience with comprehensive monitoring, logging, and alerting tools such as Prometheus, Grafana, Sentry, Sumologic, or advanced AWS cloud-native tools, with a focus on observability strategy
• Excellent interpersonal and communication skills to effectively collaborate with multi-functional teams, articulate complex technical concepts, and influence outcomes
• Demonstrable experience writing and contributing to significant systems automation tooling or open-source projects is a strong plus
• Exposure to industry practices in financial services is a plus

Must-have Skills:

• Deep and proven expertise with Terraform and Infrastructure as Code (IaC) in large-scale, complex cloud environments, including best practices for modularity, reusability, and state management.
• Demonstrated experience designing, building & operating highly reliable, fault-tolerant distributed systems in a cloud environment (AWS preferred), including resilience patterns and disaster recovery.
• Exceptional passion for technology, pragmatic thinking, and a proven ability to independently navigate ambiguous areas, define solutions, and break down and solve highly complex, cross-functional problems.
• Strong understanding of system design principles and the ability to influence architectural decisions for large-scale, highly available systems.

The Role

We are currently seeking a Staff Backend Software Engineer to join our Portfolio Data Workflows team in Poland. In this role, you'll be at the forefront of designing, implementing and maintaining critical API services that power our financial data ecosystem, while helping to modernize our architecture to support our expansion into European markets. You'll have the opportunity to shape the future of our platform by implementing robust solutions that scale across multiple regions, enhance user experiences, and ensure compliance with European and international financial regulations. This position offers exceptional scope for technical leadership in transforming how our global clients interact with and leverage financial data.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Design, develop, and implement robust API services to support our rapidly growing European customer base
• Lead architecture designs and product roadmap creation
• Research and drive the adoption of new technologies and best practices to drive innovation
• Analyse and dive deep into a complex and powerful ecosystem, understanding requirements, determining optimal approaches and driving change
• Mentor, coach, and empower other engineers, contributing to an inclusive and high-performing team culture
• Amplify your technical ability by empowering your peers and contributing to code reviews and technical designs
• Debug and troubleshoot issues across the entire application stack
• Collaborate effectively with other engineers, product managers and stakeholders, in line with our company values outlined below
• Be part of a high-performing, cross-functional team

Who You Are

• You have extensive experience in software development, including building backend services in a professional environment
• You have a deep and expert knowledge of software design patterns, API design, and the software development lifecycle
• Proven ability to influence technical direction and make significant contributions to the architecture of complex, distributed systems
• Understanding of REST, service-based architecture, and distributed systems
• A rapid learner with robust analytical and problem-solving abilities
• A curious person, who enjoys digging deep into requirements and handling complexity
• You have a track record of amplifying your impact by mentoring other engineers and collaborating effectively within a team of senior peers
• Experience building services with Java, SQL and AWS
• Experience with Elasticsearch is a nice-to-have
• Demonstrable knowledge of using AI in a professional engineering environment
• Interest or experience in the financial industry or wealth management in particular

The Role

We are currently seeking a Staff Product Manager to join our organisation as the lead product contributor shaping our Workflow Platform. The Workflow Platform is a foundational infrastructure investment for Addepar, acting as the critical orchestration layer that nearly every major new product initiative relies upon.

In this highly visible domain, you will be responsible for defining the vision, roadmap, and execution for the substrate that powers client-defined automation, next-generation AI agents, and internal developer tools. Your work will directly enable our users to automate how they get work done on Addepar by composing platform capabilities and maintaining execution state to form client-centric solutions.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• Power Client-Defined Automation: You will provide the engine that makes scalable, client-defined automation possible without requiring a bespoke engineering project for each use case.
• Provide the Execution Layer for AI Agents: You will build a reliable execution layer that allows our AI assistants to perform long-running, multi-step tasks deterministically without timing out or losing state.
• Prioritize Ruthlessly: Balance immediate stability improvements with long-term strategic architectural changes. You will need to effectively set expectations with stakeholders and keep the team focused on foundational platform commitments.
• Enable Developers and Partners: You will define and expand a shared library comprised of atomic, reusable workflow components (e.g., Retrieve Holdings, Validate Data) that eliminate the need to build custom orchestration from scratch.
• Simplify Complex Distributed Systems: You will build a shared, composable platform that delivers differentiated value to each persona, while maintaining architectural cohesion and efficiency.
• Ensure Durable Execution: You will leverage modern durable execution frameworks (like Temporal) to guarantee applications run to completion despite temporary failures.

Example Impact Areas

• AI Agent Execution: Build the robust infrastructure required for our next generation of AI capabilities, enabling complex, long-running portfolio queries and multi-step automated tasks to run flawlessly.
• Task & Approval Workflows: Launch essential workflow building blocks that address complex Enterprise client requirements, such as maker-checker processes and multi-party report approvals.
• Global Infrastructure & Scalability: Lead the expansion of the Workflow Platform across international regions, unlocking crucial compliance and onboarding workflows for our global client base.
• Client-Defined Orchestration: Release intuitive workflow building capabilities to clients, empowering them to define, customize, and monitor end-to-end process orchestrations directly within Addepar.

Who You Are

• Experience: Extensive product management experience, preferably dealing with developer-facing products, platform infrastructure, or enterprise SaaS.
• Platform Mindset: You understand the difference between building an isolated application and building the foundational platform that powers an ecosystem. You excel at providing developers with the tools and services needed to build end-to-end processes.
• Technical Fluency: You are comfortable navigating distributed systems, state machines, and durable execution platforms (experience with Temporal is a major plus). You can easily read and review technical requirements with engineering leads.
• Internal Customer Mindset: You bring a service-oriented approach to collaborating with cross-functional teams, aiming to stop other groups from reinventing workflow orchestration and creating duplication across the product suite.
• Structured Thinker: You can take a complex web of dependencies across major company-wide initiatives—including data integrations, enterprise features, AI advancements, and client onboarding—and synthesise them into a clear, prioritised roadmap.
• Clear Communicator: You can effectively communicate the status of complex technical initiatives to non-technical stakeholders and leadership.
• Domain Knowledge: Experience working with financial data (custodians, transactions, positions, security masters) or enterprise security/data reconciliation processes is highly valued.

The Role

We are currently seeking an IAM Analyst to join our growing Information Security & Risk team. The successful candidate will have the opportunity to help take Addepar’s Internal Identity & Access Management program to the next level. In this role, this person will work as part of the internal Identity & Access Management (IAM) function to improve the overall security posture of the organization.      

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 $113,000 - $176,000 (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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Provide operational support for IAM related administration tools
• Application onboarding and role definitions
• Recertification campaigns based on security and audit requirements
• Handling end user escalations and support requests
• Assist with improving the overall maturity of the internal IAM program
• Analyze, design, and implement improvements to data quality and role decisions across integrated systems
• Governance Initiatives, such as Entitlement Reviews and proper inventory management of identities
• Enhancing IAM posture including human and non-human identities
• Continually improve the IAM practice through platform enhancements, user process improvements and identity risk assessments
• Analyze access requirements, system flows, and security policies to enforce a strict Least Privilege access model while balancing user experience
• Design and implement scalable processes and/or technologies to improve the overall security posture of Addepar
• Assisting with the development and refinement of Information Security Policies & Standards
• Partner with the broader Security team to define the governance strategy and technical controls for Agentic AI Workflows, ensuring that autonomous agents and Non-Human Identities (NHIDs) operate within a secure, auditable, and least-privileged framework

Who You Are

• 3+ years of hands-on Identity & Access Management experience with a track record of solving diverse access challenges
• Bachelor’s degree/equivalent or higher. Computer Science or Engineering related education preferred
• Experience with Identity & Access Management tools
• Familiar with IT Governance and Compliance functions, including SOC2 and Data Governance
• An understanding of Non Human Identities (NHIs) and the unique challenges within an information security setting
• Attention to details and analytical skills
• Curious, always learning and deeply interested in Information Security
• Ability to build strong relationships and work collaboratively with internal and external partners
• Excellent verbal and written communication skills with the ability to build strong relationships with internal stakeholders and external partners

Desired Technical Skills:

• Hands-on experience with IGA tools such as Sailpoint, Saviynt, or similar enterprise-grade solutions
• Experience working with IAM related systems such as Identity Providers(IdP), Multi-Factor Authentication(MFA), Zero Trust Access(ZTA) and Privileged Access Management(PAM) platforms
• Familiarity with 'Source of Truth' integrations (e.g. Workday/BambooHR) for automated onboarding/offboarding
• Hands-on experience with Amazon Web Services (AWS) or similar cloud platform and strong understanding of IAM related policies and configurations
• Experience with Okta and Google Workspace environments
• Experience with Infrastructure as Code tools such as Terraform

The Role 

An outstanding opportunity awaits you to lead the development of an innovative data-lake-house-as-a-service solution at Addepar. As a Product Manager, you will collaborate with our outstanding engineering teams and forward-thinking clients to successfully implement advanced analytics and data sharing capabilities. This role plays a vital part in fulfilling the ambitious requirements of financial data management and data driven decision making.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You'll Do 

• Develop and implement the product vision for a data lake house product customized to meet the needs of Addepar clients.
• Collaborate with clients to determine data engineering and analytical needs.
• Lead development of key features from requirements definition through delivery.
• Work closely with Data Engineers and Data Scientists to ensure flawless performance and scalability.
• Manage the full product development lifecycle from conceptualization to launch, focusing on continuous improvement.
• Ensure the product remains competitive by staying current with trends in data lake house technologies.
• Regularly communicate updates to collaborators and gather customer feedback.

Who You Are 

• Prior product management experience, ideally with data platforms or engineering products.
• Proficient in data lake house technology and data workflows.
• Technical skills in SQL, Python, and data engineering concepts.
• Proven track record to handle data-intensive product development and client-facing requirements.
• Excellent communication and cross-functional collaboration skills.

Preferred Skills:

• Hands-on experience with Databricks or similar data platforms.
• Familiarity with financial services platforms like Addepar.
• Preferred experience with a scrum-based agile development process.

The Role 

You’ll help Product Operations leverage AI to change how we manage information and take action. You will improve our ability to measure our impact in accelerating the building of features, products, and solutions. This will lead to better, scaled customer experiences.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• Improve how a Global Organization identifies customer problems, creates, commercializes and operates AI, Data, and Software solutions. 
• Work with stakeholders to design Initiatives and Projects that you will own. 
• Design SMART goals and associated metrics.  
• Improve Product lifecycle and Software development practices.
• Work with Financial Products
• Stocks, Bonds, Mutual Funds, Alternative Investments
• Improve how we serve our Customer Segments
• Wealth Management Firms
• Enterprises / Large Banks
• Institutional Investors

Who You Are 

While it’s helpful to know Financial Services, and more specifically Wealth Management, it isn’t required. You must be willing to learn all aspects of our business, financial products, product development, and business strategy. 

You’re a problem solver with an experimentation mindset. You’ve proven an ability to learn rapidly and you have a desire to teach others. The proof could be a Graduate Degree in a technical or research discipline, having worked as a Consultant, or having a couple of years of experience as a Data Analyst or Software Engineer, working with customers or internal stakeholders using data to understand what’s happening. The important thing isn't the job title, it’s your mindset. 

Must Haves

• Analytical and Problem solving mindset
• Comfortable interacting with stakeholders to decompose abstract problems into experiments  
• SQL expertise
• Prior Software or Data Engineering experience

Nice to Haves

• Consulting Experience
• Proficiency with Ai Tools (specifically Claude), Experience using ML/Ai techniques.
• Proficiency in Python and / or Javascript.
• Experience with Data Lake platforms Databricks (preferred), Snowflake, Amazon Redshift, BigQuery or Microsoft Fabric.
• Experience with Figma, Canva, Lucid etc, or other Design Mocking or Prototyping tools.
• Computer Science, Operations Research, Economics, Statistics, or similar engineering background
• Experience in Financial Services and especially in Wealth Management

The Role

Portfolio Data Integration is part of the broader Addepar Platform team. The overall Addepar Platform provides a single source of truth “data fabric” used by the Addepar product set, including a centralized and self-describing repository (a.k.a Data Lake), a set of API-driven data services, an integration pipeline, analytics infrastructure, warehousing solutions, and operating tools. The team has responsibility for all data acquisition, conversion, cleansing, disambiguation, modeling, tooling and infrastructure related to the integration of client portfolio data.

Addepar’s core business relies on the ability to quickly and accurately ingest data from a variety of sources, including 3rd party data providers, custodial banks, data APIs, and even direct user input. Portfolio Data integrations and feeds are a highly critical cross-section of this set, allowing our users to get automatically updated and reconciled information on their latest holdings onto the platform.

As a data engineer for this team, you will execute the development of new data integrations and maintenance of existing processes in order to expand and improve our data platform. You’ll be adding automation and functionality to our distributed data pipelines by writing PySpark code and integrating it within our Databricks Data Lake. The team operates with an AI-augmented engineering workflow — LLM tools are integrated into code review, testing, and documentation as standard practice, not an experiment. As you gain more experience, you’ll contribute to increasingly challenging engineering projects within our platform with the ultimate goal of dramatically increasing the throughput of data ingestion for Addepar. This is a crucial, highly visible role within the company. Your team is a big component of growing and serving Addepar’s client base with minimal manual effort required from our clients or from our internal data operations team.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• Complete individual project priorities, deadlines, and solutions.
• Build pipelines that support the ingestion, analysis, and enrichment of financial data in partnership with business data analysts
• Improve the existing pipeline to increase the throughput and accuracy of data
• Develop and maintain efficient process controls and accurate metrics to ensure quality standards and organizational expectations are met
• Partner with members of Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency
• Identify areas of automation opportunities and implement improvements
• Understand data models and schemas, and work with other engineering teams to recommend extensions and changes
• Use AI-assisted development workflows — The team uses LLM tools (Claude Code) as a standard part of the engineering workflow: pre-review, test generation, code analysis, and documentation. You'll be expected to adopt and contribute to these workflows
• Maintain and improve automated quality gates — Work with AI-powered code review tooling to enforce coding standards, catch regressions before human review, and reduce manual toil in the PR process

Who You Are

• Prior professional data engineering/analysis experience
• Experience with object-oriented programming (we use PySpark/Python)
• Knowledge of SQL or relational database concepts
• Experience in data modeling, visualization, and ETL pipelines
• Comfort working with AI/LLM tools as part of your development workflow (e.g., code assistants, automated review, AI-generated tests). You don't need to be an expert — but you should be curious and willing to adopt new tooling quickly
• Knowledge of financial concepts (e.g., stocks, bonds, etc.) is helpful but not necessary
• Passion for the world of FinTech and solving previously intractable problems at the heart of investment management

The Role

We are currently seeking an Associate Portfolio Data Analyst to join our Portfolio Data Feeds 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 an Associate Portfolio Data Analyst focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal partners and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on a variety of initiatives to improve overall data management and integration across Addepar.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Analyze and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks) into determining how to integrate and model that data into Addepar’s data integration ecosystem
• Partner with engineering, product management, and data operations to deliver high quality, timely and reliable data solutions through Addepar’s data network
• Work with a variety of 3rd party data providers to develop and support the integration of their data into our platform
• Develop and support data aggregations and functionality for our clients based on client and 3rd party content and user workflow needs
• Develop data-oriented workflow solutions and product improvements in collaboration with user experience, design, and application focused project management teams
• Analyze and develop solutions to improve data operations and content pipeline efficiency
• Understand Addepar’s products and clients. Work with counterparts within the business to drive new and innovative opportunities to serve our clients and grow the business
• Contribute to the evolution of Addepar’s financial concordance solutions to better serve our clients and cement Addepar’s role as the outstanding integrator of market traded and alternative asset investments
• This is a role that will allow the successful candidate to build on their experience in the investment domain

Who You Are

• 1+ years of experience working with financial data and concepts that are relevant to Addepar’s clients and products, or graduated from a business related degree
• Must have relevant domain-specific experience in wealth management and portfolio management.(Stocks, bonds, securities, etc.)
• Technical skills preferred in any or all of the following: Excel, SQL, Python, pyspark, Databricks or other common financial services systems and applications
• Good communication and interpersonal skills working with vendors, clients and internal partners
• Passion for the finance and technology space and solving previously intractable problems at the heart of investment management.

The Role

As the Head of Partnership Solutions, you are the external architect of our delivery ecosystem. Your goal is to ensure that our global partners, from Global System Integrators (GSI) to boutique wealth-tech consultants, have the technical mastery and operational structure to implement Addepar independently and successfully.

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 $182,000 - $285,000 + 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

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Revenue Ownership & Partner-Led Growth: Own and deliver against a defined partner-sourced revenue target by leading co-sell strategy, joint business planning, and expansion across alliances, with forecast accountability.
• Ecosystem Delivery Strategy: Define the technical and operational requirements for our external partners. You will architect the "connective tissue" that allows partners to act as a seamless extension of our internal delivery teams.
• Partner Enablement & Certification: Build and manage the global "Addepar Standard" for external implementations. You are responsible for the technical proficiency of our partners, ensuring they are enabled on our most advanced platform features.
• Operational Governance: Own the "Partner Scorecard." You will monitor partner-led implementation quality, stabilization speed, and client satisfaction to ensure our brand promise is met externally.
• Strategic Alliance Management: Serve as the primary operational lead for Tier-1 global partnerships. You will move these alliances from high-level agreements to active, high-performing co-delivery motions in the field.
• GTM & Product Bridge: Act as the technical voice of the ecosystem. Feed partner insights back to R&D to improve the "implementability" of our products and work with Sales to bake partner strategy into our largest enterprise pursuits.

Who You Are

• Experience: 10+ years in Strategic Partnerships or Channel Management within the B2B SaaS or Fintech space.
• ​​Ecosystem Expert: You have a deep background managing technical delivery partners for a high-growth platform. 
• Influence & Negotiation: Proven ability to navigate complex organizational structures and win over executive stakeholders 
• Growth Mindset: A track record of taking a partnership program from idea to a predictable revenue engine.
• Fintech-Literate: You understand the complexity of institutional data, ownership structures, and the reporting needs of the world's most sophisticated investors.
• Communication: Exceptional storytelling skills- you can take a complex technical product and make it a must-have for a partner’s own success.
• Travel: Ability to travel 20-30% to represent the company at industry events and lead face-to-face partner summits.

The Role

As the Head of Partnership Solutions, you are the external architect of our delivery ecosystem. Your goal is to ensure that our global partners, from Global System Integrators (GSI) to boutique wealth-tech consultants, have the technical mastery and operational structure to implement Addepar independently and successfully.

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 $182,000 - $285,000 + 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

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Revenue Ownership & Partner-Led Growth: Own and deliver against a defined partner-sourced revenue target by leading co-sell strategy, joint business planning, and expansion across alliances, with forecast accountability.
• Ecosystem Delivery Strategy: Define the technical and operational requirements for our external partners. You will architect the "connective tissue" that allows partners to act as a seamless extension of our internal delivery teams.
• Partner Enablement & Certification: Build and manage the global "Addepar Standard" for external implementations. You are responsible for the technical proficiency of our partners, ensuring they are enabled on our most advanced platform features.
• Operational Governance: Own the "Partner Scorecard." You will monitor partner-led implementation quality, stabilization speed, and client satisfaction to ensure our brand promise is met externally.
• Strategic Alliance Management: Serve as the primary operational lead for Tier-1 global partnerships. You will move these alliances from high-level agreements to active, high-performing co-delivery motions in the field.
• GTM & Product Bridge: Act as the technical voice of the ecosystem. Feed partner insights back to R&D to improve the "implementability" of our products and work with Sales to bake partner strategy into our largest enterprise pursuits.

Who You Are

• Experience: 10+ years in Strategic Partnerships or Channel Management within the B2B SaaS or Fintech space.
• ​​Ecosystem Expert: You have a deep background managing technical delivery partners for a high-growth platform. 
• Influence & Negotiation: Proven ability to navigate complex organizational structures and win over executive stakeholders 
• Growth Mindset: A track record of taking a partnership program from idea to a predictable revenue engine.
• Fintech-Literate: You understand the complexity of institutional data, ownership structures, and the reporting needs of the world's most sophisticated investors.
• Communication: Exceptional storytelling skills- you can take a complex technical product and make it a must-have for a partner’s own success.
• Travel: Ability to travel 20-30% to represent the company at industry events and lead face-to-face partner summits.

The Role

As the Head of Partnership Solutions, you are the external architect of our delivery ecosystem. Your goal is to ensure that our global partners, from Global System Integrators (GSI) to boutique wealth-tech consultants, have the technical mastery and operational structure to implement Addepar independently and successfully.

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 $182,000 - $285,000 + 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

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Revenue Ownership & Partner-Led Growth: Own and deliver against a defined partner-sourced revenue target by leading co-sell strategy, joint business planning, and expansion across alliances, with forecast accountability.
• Ecosystem Delivery Strategy: Define the technical and operational requirements for our external partners. You will architect the "connective tissue" that allows partners to act as a seamless extension of our internal delivery teams.
• Partner Enablement & Certification: Build and manage the global "Addepar Standard" for external implementations. You are responsible for the technical proficiency of our partners, ensuring they are enabled on our most advanced platform features.
• Operational Governance: Own the "Partner Scorecard." You will monitor partner-led implementation quality, stabilization speed, and client satisfaction to ensure our brand promise is met externally.
• Strategic Alliance Management: Serve as the primary operational lead for Tier-1 global partnerships. You will move these alliances from high-level agreements to active, high-performing co-delivery motions in the field.
• GTM & Product Bridge: Act as the technical voice of the ecosystem. Feed partner insights back to R&D to improve the "implementability" of our products and work with Sales to bake partner strategy into our largest enterprise pursuits.

Who You Are

• Experience: 10+ years in Strategic Partnerships or Channel Management within the B2B SaaS or Fintech space.
• ​​Ecosystem Expert: You have a deep background managing technical delivery partners for a high-growth platform. 
• Influence & Negotiation: Proven ability to navigate complex organizational structures and win over executive stakeholders 
• Growth Mindset: A track record of taking a partnership program from idea to a predictable revenue engine.
• Fintech-Literate: You understand the complexity of institutional data, ownership structures, and the reporting needs of the world's most sophisticated investors.
• Communication: Exceptional storytelling skills- you can take a complex technical product and make it a must-have for a partner’s own success.
• Travel: Ability to travel 20-30% to represent the company at industry events and lead face-to-face partner summits.

The Role

As the Head of Partnership Solutions, you are the external architect of our delivery ecosystem. Your goal is to ensure that our global partners, from Global System Integrators (GSI) to boutique wealth-tech consultants, have the technical mastery and operational structure to implement Addepar independently and successfully.

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 $182,000 - $285,000 + 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

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Revenue Ownership & Partner-Led Growth: Own and deliver against a defined partner-sourced revenue target by leading co-sell strategy, joint business planning, and expansion across alliances, with forecast accountability.
• Ecosystem Delivery Strategy: Define the technical and operational requirements for our external partners. You will architect the "connective tissue" that allows partners to act as a seamless extension of our internal delivery teams.
• Partner Enablement & Certification: Build and manage the global "Addepar Standard" for external implementations. You are responsible for the technical proficiency of our partners, ensuring they are enabled on our most advanced platform features.
• Operational Governance: Own the "Partner Scorecard." You will monitor partner-led implementation quality, stabilization speed, and client satisfaction to ensure our brand promise is met externally.
• Strategic Alliance Management: Serve as the primary operational lead for Tier-1 global partnerships. You will move these alliances from high-level agreements to active, high-performing co-delivery motions in the field.
• GTM & Product Bridge: Act as the technical voice of the ecosystem. Feed partner insights back to R&D to improve the "implementability" of our products and work with Sales to bake partner strategy into our largest enterprise pursuits.

Who You Are

• Experience: 10+ years in Strategic Partnerships or Channel Management within the B2B SaaS or Fintech space.
• ​​Ecosystem Expert: You have a deep background managing technical delivery partners for a high-growth platform. 
• Influence & Negotiation: Proven ability to navigate complex organizational structures and win over executive stakeholders 
• Growth Mindset: A track record of taking a partnership program from idea to a predictable revenue engine.
• Fintech-Literate: You understand the complexity of institutional data, ownership structures, and the reporting needs of the world's most sophisticated investors.
• Communication: Exceptional storytelling skills- you can take a complex technical product and make it a must-have for a partner’s own success.
• Travel: Ability to travel 20-30% to represent the company at industry events and lead face-to-face partner summits.

The Role

Part of the broader Addepar Data organisation, the Data Client Projects team is responsible for converting and onboarding existing client portfolio data onto Addepar. During the lifecycle of a project, members of this team will coordinate data transmission/extraction, transform and import data, and assist with the validation of the data. Accurate and timely completion of these projects are crucial in enabling our clients to take full advantage of Addepar's reporting and analysis capabilities.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Manage and complete data conversion projects of varying complexity from third-party systems and files sourced from our custodial data partners
• Partner with members of Sales and Services organisations to drive alignment on project cost estimates and deliverables, and to ensure positive client outcomes.
• Develop new/improve existing python scripts and Juptyer notebooks to interact with APIs
• Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase operational efficiency
• Maintain team resources and procedural documentation, and ensure metrics are accurately recorded for internal analytics

Who You Are

• Prior work experience in the financial investment/advisory/technology industry with strong understanding of capital markets and portfolio accounting
• Proven track record of multitasking and prioritising effectively in a fast paced environment, and experienced in leading cross-functional projects
• Outstanding communication and interpersonal skills for engaging with clients, data providers, as well as internal partners
• Demonstrates effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality
• Willing to work flexible hours
• Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Python (Jupyter Notebook, Pandas, Requests, etc.), Bloomberg, Thomson Reuters, or other common financial services systems and applications

The Role

Addepar is looking for a high-energy, determined Business Development Lead to join our team. Working very closely with Sales, Strategy, and Go to Market stakeholders, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to build an already growing team that will generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. 

The ideal candidate will be passionate about finance and innovative technology; have sound intuition for business and natural sales instincts. A key requirement will be the ability to spot and cultivate talent. Business Development representatives are a feeder into our Account Executive, Account Management and Sales Engineering teams.. This person will be enthusiastic about mentoring and coaching and will have already helped build and scaled a successful Business Development / Inside Sales team. They will obsess over data and metrics and use this to create a highly motivated and successful team culture. 

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 $139,000 - $218,000 (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 Responsibilities:

• Develop and structure a best-in-class business development organization
• Recruit, train and optimize a team of BDRs responsible for creating new opportunity pipelines. 
• Hold the team accountable to develop monthly and quarterly prospecting strategies and plans that tie to new opportunity generation.
• Establish and supervise the performance of the team and ensure they are driving the desired activity levels.
• Ensure all team members have a developed monthly activity requirement. You’ll report on results via a report process and dashboard for their assigned territories.
• Handle inbound and outbound lead flow and supervise efficiency on follow-ups.
• Work closely with the Demand Generation team to implement effective campaigns to drive new leads. 

Who You Are

• 6+ years of experience in demand marketing or ISR/BDR/SDR function with proven track record of success in SaaS Enterprise technology company.
• 4+ years of experience leading and scaling a team
• Knowledge of private banking, wealth management prospecting a plus
• Strong work ethic, upbeat, proactive, standout colleague
• Excellent problem solving, communication, organization, and time leadership skills
• Data and metric driven
• Flexibility and ability to adapt to new demands; strong sense of urgency
• Assertiveness, candor, and a “company first” mentality
• Must have experience working with Salesforce
• Minimum of Bachelor’s Degree or equivalent experience

The Role

We are currently seeking a Frontend Software Engineer to join our Portfolio Data Workflows team. In this role, you'll be at the forefront of maintaining and evolving our core product user interface. You'll have the opportunity to shape the future of our platform by implementing robust solutions that scale across multiple regions, enhance user experiences, and establish processes for maintaining core functionality for our platform at scale. This position offers exceptional scope for technical leadership in transforming how our global clients interact with and leverage financial data. 

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 $107,000 - $168,000 (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.

US: Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Be part of a high-performing, cross-functional team
• Own features, work alongside and learn from senior engineers, and ship code
• Collaborate with product, design, engineering, and key clients to define and deliver  solutions that support and streamline user workflows
• Work with  and on our web platform and design system teams to ensure a seamless Addepar user experience
• Deliver key features that will be have a direct impact how our customers use our product

Who You Are

• Bachelor’s degree in Computer Science or equivalent experience
• Experience with front end development technology
• Prior Javascript development experience
• You care about delivering quality and value to clients in an agile manner
• Prior experience with EmberJS is a  big plus
• Demonstrable knowledge of using AI in a professional engineering environment.
• An understanding of development best practices and experience working in an agile team.

The Role

We are currently seeking a Senior Software Engineer to join our Research Engineering Team! Addepar has an unrivaled financial dataset and as an engineer on our team, you’ll collaborate with financial researchers to design, build and optimize the next generation Research Platform. From Big data in Databricks to web apps and everything in between you’ll help us build an AI-first platform to empower researchers and accelerate discoveries. We’re a small but growing team of high performers in the US and UK.

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 $126,000 - $197,000 (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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Full stack engineering; including Python, Databricks, Java and web
• Design, architect, prototype, develop, release, iterate and monitor – the full software lifecycle
• Build new things and improve old things – no task is too big or small
• Collaborate with Researchers and Product Managers to build a next-gen platform
• Have fun working with a great team of high performers

Who You Are

• Bachelor’s degree in Computer Science or equivalent experience
• At least six years of experience
• Full-stack engineer – you can tackle any problem
• Experience with most or all of: Python, PySpark, Databricks, AWS & AI/ML
• Self-aware, self-starter who values having impact

The Role

Alts Data Operations is a newly launched Addepar team that focuses on Alternatives Investment Data.  The team collects and validates information on private funds, private companies and other non-public investments.  This data is used for our research projects on investment decision-making and deliver new research products on topics related to investing (e.g., briefs, working papers, journal articles, models). The R&I mission is to inform wealth managers and institutional investors on new ways to improve their investment performance, by helping them augment their governance, management, operations, and processes. The goal is to apply Addepar’s proprietary and private data (both quantitative and qualitative) to bring new and powerful insights to the world of investors. 

We are currently seeking an Alternatives Data Operations Analyst to join our growing presence in Edinburgh. This role will be dedicated to capturing and updating Alternatives data to power new innovations developed using a proprietary research platform. The platform aggregates over $7 Trillion in assets into an analytical data store that can be analyzed for new insights by researchers at Addepar and other prominent research institutions (e.g. London School of Economics, Dept. of Finance). The role is responsible for ensuring the platform has timely and high-quality data available. This will include oversight of the alternatives security master, data quality validations management, and workflow oversight. 

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You Will Do

• Oversee and manage operational workflows for Alternative data processing.
• Develop and maintain effective process controls and accurate metrics to ensure quality standards.
• Partner with members of the Research team to implement and run data quality validations.
• Oversee the security master and security classification processes 

Who You Are

• Prior experience in the financial industry, securities modeling, post-trade processing or trade-surveillance systems. Knowledge of alternatives is a big plus. 
• Detailed in documenting and exhibits good follow-through techniques. 
• Track record of effective problem-solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.
• Outstanding communication and interpersonal skills for working with clients, custodial data providers, as well as internal working partners.
• Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Python (Jupyter Notebook, Pandas, PySpark, etc.), Databricks, Bloomberg, Pitchbook, or other common financial services systems and applications.

The Role

Part of the broader Addepar Data Management organisation, the Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Portfolio Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs
• Investigate and troubleshoot data pipeline issues and data feed processing exceptions, and triage with Engineering Support when needed
• Complete and maintain operational workflows, and identify and implement opportunities for optimisation
• Collaborate with Client Support, Solution Architects, and other members of Sales and Services to address client data inquiries and requests
• Partner with Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency
• Participate in broad company initiatives to stand up new product offerings and services

Who You Are

• Ideally you'll have experience in the financial investment/advisory industry with deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems
• Demonstrates excellent attention to details and a passion for problem solving
• Outstanding communication and interpersonal skills for engaging with internal and external stakeholders
• Proven track record of multitasking and prioritising effectively in a fast paced environment
• Very team-oriented, balanced, and forward thinking
• Technical skills preferred in any or all of the following: Microsoft Excel, SQL, Salesforce, Jira, Bloomberg, Thomson Reuters, or other common financial services systems and applications

The Role

We are seeking an experienced and highly motivated Data Engineering Manager to lead Portfolio Data Engineering in Poland, a critical component of the Addepar Platform team. The overall Addepar Platform provides a single source of truth “data fabric” used by the Addepar product set, including a centralised and self-describing repository (a.k.a Data Lake), a set of API-driven data services, an integration pipeline, analytics infrastructure, warehousing solutions, and operating tools. The team has responsibility for all data acquisition, conversion, cleansing, disambiguation, modelling, tooling and infrastructure related to the integration of client portfolio data.

Addepar’s core business relies on the ability to quickly and accurately ingest data from a variety of sources, including 3rd party data providers, custodial banks, data APIs, and even direct user input. Portfolio Data integrations and feeds are a highly critical cross-section of this set, allowing our users to get automatically updated and reconciled information on their latest holdings onto the platform.

As a Data Engineering Manager, you will play a crucial role in leading and managing our engineering efforts, collaborating closely with product counterparts in an agile environment to drive business outcomes. Your responsibilities will include leading a team to deliver complex engineering projects with the ultimate goal of dramatically increasing the throughput of data ingestion for Addepar. You’ll be adding automation and functionality to our distributed data pipelines by writing PySpark code and integrating it within our Databricks Data Lake. Your team is a big component of growing and serving Addepar’s client base with minimal manual effort required from our clients or from our internal data operations team.

This is a crucial, highly visible role within the company. Your team is a big component of growing and serving Addepar’s client base with minimal manual data cleaning effort required from our clients or from our internal data operations team.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Serve as a "player/coach" who will contribute to and supervise a team of Portfolio Data Engineers in Poland.
• Drive the technical direction for the portfolio data engineering team in Poland in close alignment with your direct peers in other regions and the wider engineering community
• Build and manage a team of exceptional engineers
• Partner with multi-functional teams to design, develop, and deploy scalable data solutions that meet client requirements on time
• Lead a team to build pipelines that support the ingestion, analysis, and enrichment of financial data by collaborating with business data analysts
• Advocate for standard methodologies, find opportunities for automation and optimisations in code and processes to increase the throughput and accuracy of data
• Develop and maintain efficient process controls and accurate metrics that improve data quality as well as increase operational efficiency
• Working in a fast-paced, dynamic environment to deliver high-quality results and drive continuous improvement

Who You Are

• Proven experience leading data engineering teams, several years of professional data engineering experience as an individual contributor
• A computer science degree or equivalent experience
• Strong problem-solving and decision-making skills
• Working knowledge of at least one object oriented programming language (PySpark, Python, Java), relational databases, SQL and data pipelines
• Knowledge of financial concepts (e.g., stocks, bonds, etc.) is helpful but not necessary
• Passion for the world of FinTech and solving previously intractable problems at the heart of investment management is a plus

The Role

This Engineering Manager role leads the Portfolio Services team at the core of Addepar’s data platform, driving developer velocity, process automation, and cross-functional execution to deliver high-impact, scalable solutions. We play a pivotal role in enabling data to flow across our data platforms into our client’s instances. Working at the critical intersection of application, analyst, and operations teams, we promote developer velocity and robust process automation. Working with a healthy mix of new technologies and existing core applications, the team thrives on solving complex challenges to deliver high-impact solutions. If you're passionate about creating true engineering leverage, this is the team for you.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Contribute to shaping our ambitious program of product features, technical debt reduction, and scalability improvements
• Coach and mentor a team of software engineers
• Deliver solutions for our clients, drive software delivery and improve engineering processes
• Collaborate with partner teams across Addepar to deliver impactful results for both internal and external clients

Who You Are

• Extensive software engineering experience
• Experience of leading software engineering teams, preferably in a platform engineering context
• Experience or interest in financial technology
• A great communicator adept at working with cross-functional partners
• You value developing people and coaching engineers to succeed
• Experienced with managing software projects throughout the SDLC, improving team agile processes, estimation and project planning

The Role

We are currently seeking a Lead, Portfolio Data Analyst to join our Portfolio Data Feeds team in Poland. As well as performing the role of a Product manager within the team by using your skills to effectively contribute towards the overall goals of the team, you will lead and develop the analysts within the team to enable them to do the same.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Serve as a "player/coach" who will contribute to and supervise a team of Portfolio Data Analysts in Poland
• Develop and maintain effective process controls and accurate metrics to ensure quality standards and organisational expectations are met
• Manage the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities
• Lead the team to accomplish goals that are aligned with the organisation’s  business and culture objectives and hold self and team members accountable for meeting expectations
• Work with a variety of external financial data providers to develop and support the integration of their portfolio data into our platform
• Use your understanding of our existing data models to write technical requirements on how to transform raw data into functional content on our platform
• Analyze and onboard content from different sources into Addepar’s data integration ecosystem
• Partner with engineering, product management and data operations to deliver high quality, timely and reliable data solutions
• 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

Who You Are

• Substantial experience in data analysis and product management with relevant finance domain-specific experience
• Experience with leading teams, cross-functional projects and learning and development initiatives. Proven ability to plan, design, and manage numerous processes, people and projects simultaneously
• Track record of effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality
• Ability to work cross functionally to define functional and technical implementations to tackle a business problem. This includes understanding of high level data development concepts, data modeling, and the ability to write and review technical requirements documents
• Technical skills preferred in any or all of the following: Excel, VBA, SQL, Python, Databricks or other common financial services systems and applications

The Role

Forward Deployed Engineers (FDEs) partner directly with key technical & strategic counterparts at Addepar's largest enterprise engagements. From building custom data integrations to extending platform capabilities; an FDE operates with the autonomy and ownership to drive ground-breaking change for Addepar's customers. As an FDE, you will work in small teams with minimal supervision to set priorities, lead client interactions, and be responsible for the end-to-end delivery of critically important projects.

Each engagement will take on a slightly different shape, providing a wide breadth of opportunities to solve complex technical challenges, explore new and emerging technologies, and most importantly deliver high value customer outcomes. As an FDE, you will be responsible for taking lessons learned and value gathered in the field and turning it into scalable and repeatable long term solutions. You will spend time collaborating with teams across Addepar's engineering and product organization; providing valuable insight to inform design strategy and contributing directly to the core product code base.

FDE operates as an extension of the platform rather than a services organization. This distinction allows FDE to partner with customers in a highly collaborative fashion with a focus on measurable outcomes, rather than billable hours. You will partner with other members of the FDE team to continuously evaluate the dynamic landscape of opportunities, strategic priorities, and commitments - ensuring that the team is always focused on solving the most important & impactful problems. 

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 $107,000 - $168,000 (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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

Who You Are

• 2+ years experience as a professional Software Engineer
• Proficiency with one or more object-oriented programming language (Java and/or Python preferred) and/or compiled language (Go, Rust, Scala preferred)
• Experience building systems with Relational or NoSQL database storage
• BS+ in Computer Science, Software Engineering, Mathematics or other highly technical field paired with software industry experience.
• Ability to lead complex projects, relationships and timelines. Excels working in a cross disciplinary team/environment.
• (Plus) Experience in one or more strongly typed server side programming language (ex: Java, C++).
• (Plus) Experience with distribution storage & execution frameworks (ex. Arrow, Spark, Flink, Storm)

The Role

We are looking for one of our first engineering hires in Singapore — a Forward Deployed Engineer (FDE) who will play a critical role in shaping Addepar’s growth in the region.

Forward Deployed Engineers partner directly with key technical and strategic stakeholders at Addepar’s largest enterprise clients. From building custom data integrations to extending platform capabilities, FDEs operate with autonomy and ownership to deliver meaningful impact for our clients.

At Addepar, FDEs are not part of a services organization. Instead, they act as an extension of the platform, partnering with clients in a highly collaborative way, focused on outcomes rather than billable hours. You will join a global FDE team that continuously evaluates opportunities and priorities, ensuring we are solving the most important and impactful problems for our clients.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment.

What You’ll Do

• Work in small, agile teams with minimal supervision, setting priorities and managing client interactions.
• Take full responsibility for the end-to-end delivery of high-value projects.
• Gain exposure to a wide variety of technical challenges, new technologies, and complex problem-solving opportunities.
• Turn lessons learned from client engagements into scalable, long-term solutions.
• Collaborate closely with Addepar’s engineering and product teams to share insights, inform design strategy, and contribute directly to our core product.
  
  

Who You Are

• Minimum 4+ years of experience as a professional Software Engineer.
• Proficiency in one or more object-oriented programming languages (Java and/or Python preferred), and/or compiled languages (Go, Rust, Scala preferred).
• Experience building systems with relational or NoSQL database storage.
• A degree in Computer Science, Software Engineering, Mathematics, or another technical field, paired with professional software engineering experience.
• Strong ability to lead complex projects, manage timelines, and build strong working relationships.
• Comfortable working in cross-functional and collaborative team environments.

Nice to Have:

• Experience in one or more strongly typed server-side programming languages (e.g., Java, C++).
• Experience with distributed storage and execution frameworks (e.g., Arrow, Spark, Flink, Storm).

Why Join Us

This is a unique opportunity to be one of the first engineers at Addepar Singapore. You’ll have the chance to build innovative solutions for global clients, influence how we grow our presence in Asia, and collaborate with world-class teams across our international offices.

The Role

As Addepar continues to grow and evolve, we are expanding our Business Recruiting capabilities to support a broader range of functions across the organization. We are seeking a Recruiter who can operate with agility and strategic insight as talent needs evolve across Go-To-Market (GTM), General & Administrative (G&A), and select operational and technical teams.

In this role, you’ll support a dynamic mix of full-cycle searches and collaborative recruiting efforts across Sales, Account Management, Client Success, Finance, Operations, and other business-critical functions. At times you will own a search end-to-end; at other times you may partner with another recruiter or provide targeted sourcing and top-of-funnel support for high-volume or business-critical hiring needs. This flexible model allows us to meet the business where it is, while ensuring an exceptional candidate experience and high-quality outcomes.

This is an opportunity to shape hiring strategy across the broader business, build pipelines for emerging and evolving roles, and play a pivotal role in helping Addepar scale thoughtfully and sustainably.

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 - $140,000 (base salary) + 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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Manage full-cycle recruiting across a diverse set of roles spanning GTM, G&A, and broader business functions (e.g., Sales, Marketing, Client Success, Finance, Operations, and Strategy).
• Flex between owning searches end-to-end and supporting teammates with sourcing, screening, or pipeline development as hiring needs evolve.
• Build and maintain strong, forward-looking talent pipelines for both established and emerging roles across the business.
• Partner with hiring managers and functional leaders to define role scope, candidate profiles, interview processes, and hiring strategies.
• Act as a thought partner on market trends, talent availability, and competitive positioning to inform hiring decisions.
• Deliver a high-quality, consistent candidate experience with clear, timely, and transparent communication.
• Use data and insights to refine search strategies, improve funnel conversion, and drive better hiring outcomes.
• Collaborate across Talent Acquisition, People, and cross-functional teams to improve processes, tooling, and overall recruiting effectiveness.

Who You Are

• Experienced recruiter with full-cycle expertise across GTM and/or G&A functions; comfortable expanding into new areas of the business.
• 4+ years of experience recruiting for finance, fintech, B2B SaaS, or high-growth technology companies.
• Demonstrated ability to hire for a range of role types—from quota-carrying sales to business operations, finance, or strategic functions.
• Comfortable navigating ambiguity and recruiting for roles that are still being defined or evolving.
• Strong communicator who can influence and partner effectively with hiring managers and senior stakeholders.
• Highly proactive, organized, and adaptable; able to operate effectively in a fast-changing environment.
• Analytical and data-informed; uses metrics and market insights to continuously improve performance.
• Collaborative and team-oriented, with a focus on elevating the broader recruiting function.

Why Join Addepar

• Impactful Work: Be part of a company that's transforming the investment management industry on a global scale
• Growth Opportunities: Play a key role in our international expansion and grow your career alongside our company
• Vibrant Culture: Join a collaborative and inclusive team that values diversity and fosters a supportive work environment
• Competitive Benefits: Enjoy a comprehensive benefits package, including health insurance, retirement plans, and flexible working arrangements

The Role

The Executive Assistant to the Chief Revenue Officer (CRO) provides high-impact, strategic administrative support at a late-stage, pre-IPO company. As the CRO’s primary partner, you will play a critical role in managing executive priorities, coordinating complex client-facing schedules, and ensuring effective communication across a rapidly evolving global organisation.

This role requires a proactive professional who thrives in a fast-paced environment and can balance technical administrative excellence with a high degree of "client-first" emotional intelligence. You will serve as a trusted liaison between the CRO and internal teams, global clients, and external partners, acting as a force multiplier for the CRO’s leadership and impact.

You will maximise the effectiveness, leverage, and operating cadence of the CRO by managing priorities, orchestrating global stakeholder engagement, and ensuring flawless execution across internal and external commitments.

This is far more than a traditional Executive Assistant role. It is an opportunity to operate at the heart of a high-growth global revenue organisation spanning enterprise clients, board-level stakeholders, and cross-functional executive leadership.

You will combine exceptional organisation, sound judgment, commercial awareness, and calm execution under pressure.

What You’ll Own

Executive Leverage & Prioritisation

• Own the CRO’s calendar as a strategic asset, ensuring time is allocated to the highest-value opportunities, decisions, and relationships.
• Anticipate competing priorities and proactively optimise schedules, focus time, and travel.

Global Stakeholder Management

• Serve as a trusted point of coordination between the CRO and senior internal leaders, customers, investors, and board stakeholders.
• Ensure communication is timely, polished, and aligned.

Revenue Operating Rhythm

• Help run the cadence of the global revenue organisation, including leadership meetings, QBRs, pipeline reviews, planning sessions, and offsites.
• Track decisions, actions, and accountability through to completion.

Executive Communications

• Prepare high-quality briefs, presentations, talking points, and meeting materials for internal leadership, clients, and board audiences.
• Use AI tools and productivity platforms to increase speed and quality.

Travel & Global Execution

• Manage complex international travel across multiple regions with precision, efficiency, and contingency planning.

Special Projects

• Lead high-priority initiatives from the Office of the CRO, improving processes, decision velocity, and organisational effectiveness.

Confidentiality & Judgment

• Handle highly sensitive commercial and people matters with maturity, discretion, and professionalism

Who You Are

• Extensive experience supporting C-suite leaders, preferably in a high-growth, late-stage startup, finance, or client-facing environment.
• Adaptable: Proven ability to operate effectively in fast-paced, ambiguous, and constantly changing environments with a calm, solutions-oriented approach.
• Communication Pro: Exceptional written and verbal communication skills; adept at working with various personality types and leadership styles.
• Organised & Detail-Oriented: Meticulous attention to detail with the ability to prioritise multiple assignments and change direction quickly.
• Tech-Savvy: AI adopter and willingness to learn.  Advanced proficiency with Google Workspace (Docs, Sheets, Slides), Slack, Zoom, and ideally Salesforce or similar CRM tools. 
• Strategically Minded: Demonstrated sound judgement and executive presence, with the ability to influence and "push back" thoughtfully when necessary.
• Collaborative: A team player who enjoys building community and working across international time zones to support a global mission.

The Role

We are currently seeking an Enterprise Sales Engineer to join our team. As the key  resource throughout our sales process, you will be leading presentations with C-Suite, advisor and other key stakeholders showcasing how Addepar’s vertically integrated platform solves complex financial challenges. You bring a deep knowledge of financial software to help our prospects and large relationships contextualize the Addepar solution fit. 

You will work with our Account Executives to drive the technical side of the sales cycle, focusing on AI-driven workflows and data integration. Internally, you will work with teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are an inspirational leader where other internal teams can rely on and prospects seek guidance from! 

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 $122,000 - $153,000 (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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Strategic Domain Expertise: Serve as the primary domain expert, supporting account executives throughout the entire sales and relationship expansion lifecycle
• Platform & AI Evolution: Guide existing clients through the modernization of their workflows. You’ll demonstrate how migrating to a platform or adopting Addepar’s AI-powered insights creates a vertically integrated ecosystem that outpaces their current setup
• Technical Discovery: Conduct deep-dive discovery sessions to understand prospect requirements and map them to Addepar’s technical solutions
• Demo Construction: Design and build tailored demo environments, run end-to-end proof-of-concepts including the ingestion of client data to showcase the platform's value
• Enterprise Account Growth: Lead technical executive reviews and expansion executions for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR
• Technical Sales Support: Manage the technical portions of the sales cycle, including responding to RFPs/RFIs and coordinating with internal product and engineering teams

Who You Are

• Experience: 3+ years in Sales Engineering or Solutions Architecture, with a proven track record of supporting both initial sales and large-scale account expansions
• AI Specialist & Champion: Strong proficiency in AI-driven software and data ecosystems. You are comfortable supporting the pitch of AI use cases to external partners and act as an early adopter of new AI tools internally. You can articulate the value of "data strategy" and "operational efficiency" to various stakeholders and help your peers integrate AI-first workflows into their daily routines
• Executive Presence & Leadership: You possess the confidence to guide high-stakes technical engagements and the experience to lead executive reviews for senior stakeholders at multi-billion dollar firms
• Hands-on Technical Execution: You are a "roll-up-your-sleeves" practitioner. You can jump into the weeds of data architecture and managed database workflows one hour, and then pivot to a high-level strategic pitch the next
• Investment Management Domain Expert: You possess a robust understanding of global financial markets and a broad spectrum of asset classes (from equities and fixed income to complex alternatives). This allows you to navigate high-stakes conversations with sophisticated buyers at large multinational firms, speaking their language fluently, while building immediate credibility
• Revenue-Minded Engineer: You see the technical journey as a means to a business end. You are intellectually curious and equally skilled at connecting technical milestones to tangible business value and ARR growth throughout the entire lifecycle of a relationship
• Data Lakehouse: understanding of workflows embedded and concept of integrating complex data sets are a plus
• Education: Bachelor’s Degree required while other certifications such as the CFA, CFP and Masters Degree are a plus
• Travel: Flexibility to travel on short notice (10-20%)

The Role

Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter.

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 $75,000 - $118,000 + 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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Generate new business opportunities to fuel Addepar’s growth
• Create and prioritize strategic target account lists and account attack plans within a defined territory
• Research and build new accounts (i.e. strategic calling, sending personalized emails, and connecting through social media platforms)
• Conduct high level discovery conversations and meetings with prospect accounts. 
• Collaborate with Go To Market teams (i.e. marketing, sales, and product, etc) to advance new business growth.
• Achieve quarterly quotas of qualified opportunities created

Who You Are

• 2-3 years of experience in outbound SaaS prospecting roles with proven track record of success (Fintech or financial services experience a plus!)
• Knowledge of private banking, wealth management prospecting a plus
• Strong work ethic, energetic, proactive, team player! 
• Excellent problem solving, communication, organization and time management skills
• Flexibility and ability to adapt to new demands; strong sense of urgency
• Assertiveness, directness, and a “company first" mentality
• Experience working with Salesforce, Gong, and Salesloft is a plus
• Spanish language proficiency to assist our Spanish-speaking client base

The Role

At Addepar, we are looking for an experienced Automation Specialist-Operations to design, develop, and deploy enterprise-grade robotic process automations. The role is ideal for a UiPath expert who can operate independently, deliver high-quality solutions, and collaborate effectively with internal product, engineering and operations teams.

What You’ll Do:-

Process Assessment & Solution Design

• Review business requirements and assess automation feasibility.
• Define and document the automation solution design (PDD / SDD).
• Identify reusable components and develop modular solutions.
• Develop custom activities using UiPath SDK

Development & Testing

• Develop, debug and test workflows using UiPath Studio / Orchestrator.
• Implement robust exception handling, logging, alerting and configuration management.
• Conduct UAT with business stakeholders and incorporate feedback.
  
  

Deployment & Handover

• Package and deploy automations to UiPath Orchestrator (dev, test, prod) in a secure and maintainable manner
• Prepare documentation and handover materials for internal support teams.
• Provide knowledge transfer and brief training sessions as needed.
  
  

Optimization & Support

• Monitor bot performance and handle stabilization post-deployment.
• Recommend and implement performance improvements.

Who You Are:-

Technical Skills required:

• 4+ years of relevant experience in similar area.
• 3+ years hands-on UiPath experience
• UiPath Advanced RPA Developer (UiARD) certification (Preferred)
• Prior experience of developing of automation in finance, data operations, or enterprise automation domains
• Strong proficiency in UiPath - Studio, Orchestrator, Assistant, Unattended Bots and Attended Bots 
• Hands-on with REFramework and custom library development 
• Experience with REST APIs, Excel, email automation, file I/O, integration with cloud services (preferably AWS services), JSON/XML data formats
• Exposure to Document Understanding, AI Center, and attended/unattended bots
• Basic scripting: VB.NET / C#  / Python 
• Source control: DevOps -like CI/CD, GitHub 

LLMs, Claude, BI and Analytics (is preferred)

• Familiarity with web automation scenarios, 

Soft Skills:

• Strong analytical and problem-solving mindset
• Self-driven and able to deliver with minimal supervision
• Able to work with cross-functional teams (Operations, Engineering, Product, QA)
• Clear communicator with good documentation discipline
• Collaborative approach with cross-functional teams

Performance Expectations/Metrics

• Delivery of automation processes per agreed milestones and quality standards
• Code quality and stability (defects or incidents post-deployment)
• Reusability and maintainability of code
• Timely reporting of progress and blockers
  

  Important Note: This role requires working from our Pune office 3 days a week (hybrid work model)

The Role

As a Data Solutions Consultant, you will support some of Addepar’s complex and high-touch client data implementation projects. You’ll design scalable solutions to transform and integrate clients’ portfolio data into Addepar, and build expertise across both technical and business domains.

You’ll also be among the first members of the Data Solutions team based in India, helping establish our presence in the region while working closely with colleagues across the U.S., U.K., and other global offices. This is a collaborative role offering the opportunity to shape our operating model locally and strengthen how our global teams deliver together.

Beyond client delivery, you’ll also have the opportunity to participate in internal  innovation; contributing to  automation, tooling, and best practices that enable scale and elevate how we operate globally. This is an individual contributor position for someone who thrives at the intersection of finance, data, and technology, and is excited to make a global impact from India. 

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Support  complex client implementations: execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar
• Build  scalable data solutions:  Translate client requirements into flexible, sustainable workflows that enable accurate reporting and analysis, with guidance from senior team members
• Contribute to  a portfolio of high-impact projects:  Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion
• Collaborate across teams: Building knowledge of  investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes
• Champion operational excellence:  Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows

Who You Are 

• Experienced: 2+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects
• Technical: Proficiency in Python and SQL. You should be comfortable navigating large datasets, streamlining data flows (ETL), and finding ways to automate repetitive manual tasks to improve efficiency. Experience/familiarity with Databricks and API workflows is a plus.
• Investment-Savvy: 
• A foundational grasp of the investment landscape. You understand how different assets work—like stocks, bonds, and derivatives—and you’re familiar with the basics of how portfolios are tracked and accounted for.
• Experience working directly with the building blocks of investment data. You’ve handled things like security identifiers, trade records, and market pricing updates, and you understand how this information flows through a financial firm.
• Technical Translation: Ability to articulate technical architectures to non-technical internal teams, converting technical requirements into clear, actionable business value.
• Solutions-Oriented: Curious problem-solver who takes initiative and is developing  ownership and accountability in ambiguous environments
• Collaborative: Eager to work across teams and functions to deliver measurable impact
• Process-Minded: Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale
• Adaptable: Thrives in a fast-paced environment with evolving priorities and global stakeholders

A Note on Requirements

Don’t check every single box? Apply anyway. We are looking for curious, motivated individuals. If you are passionate about the intersection of finance and tech but don't meet every specific qualification listed above, we still want to hear from you and see if your unique skills could be a fit for our team.

Important Note: This role will require you to work from Pune office 3 days a week in UK shift i.e. 2:30 PM to 11:30 PM IST. (hybrid role)

The Role

We’re looking for a Portfolio Data Engineer to join our Data Engineering team in Poland.

A core part of Addepar’s business relies on us being able to quickly and correctly ingest data from a variety of sources, including 3rd party data providers, custodial banks, data APIs, and even direct user input. The data engineers on the Portfolio Data Engineering team help build and maintain the transformation and cleaning steps of our ETL (Extract, Transform, Load) pipeline before it can be stored and accessed by our customers in a standardized fashion. As a data engineer on this team, you’ll be building components within the ETL pipeline that automate these cleaning and transformation steps. As you gain more experience, you’ll contribute to increasingly challenging engineering projects within our broader data infrastructure.

This is a crucial, highly visible role within the company. Your team is a big component of growing and serving Addepar’s client base with minimal manual data cleaning effort required from our clients or from our internal data operations team.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Complete individual project priorities, deadlines, and solutions.
• Build pipelines that support the ingestion, analysis, and enrichment of financial data.
• Improve the existing pipeline to increase the throughput and accuracy of data.
• Work with data analysts to map general financial concepts to our internal data models in a repeatable and precise fashion.
• Understand data models and schemas, and work with other engineering staff to recommend extensions and changes.
• Partner with members of Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency

Who You Are

• Ideally you'll have a degree in computer science equivalent experience
• Professional software engineering experience
• General familiarity with some of the technologies we use:
  • Python, Apache Spark / PySpark, Java/Spring
  • Amazon Web Services
  • SQL, relational databases
• Familiarity with relational databases and data pipelines
• Experience or interest in data modeling, visualization, and ETL pipelines
• Knowledge of financial concepts (e.g., stocks, bonds, etc.) is encouraged but not necessary
• Have a passion for the finance and technology space and solving previously intractable problems at the heart of investment management

The Role

We are currently seeking a Portfolio Data Analyst to join our Portfolio Data Feeds 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 Portfolio Data Analyst focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal partners and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on a variety of initiatives to improve overall data management and integration across Addepar.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• Analyse and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks) into determining how to integrate and model that data into Addepar’s data integration ecosystem
• Partner with engineering, product management, and data operations to deliver high quality, timely and reliable data solutions through Addepar’s data network.
• Work with a variety of 3rd party data providers to develop and support the integration of their data into our platform
• Develop and support data aggregations and functionality for our clients based on client and 3rd party content and user workflow needs
• Develop data-oriented workflow solutions and product improvements in collaboration with user experience, design, and application focused project management teams.
• Analyze and develop solutions to improve data operations and content pipeline efficiency
• Understand Addepar’s products and clients
• Work with counterparts within the business to drive new and innovative opportunities to serve our clients and grow the business
• Contribute to the evolution of Addepar’s financial concordance solutions to better serve our clients and cement Addepar’s role as the outstanding integrator of market traded and alternative asset investments
• This is a role that will allow the successful candidate to build on their existing experience in the investment domain

Who You Are

• At least 2 years of experience working with financial data and concepts that are relevant to Addepar’s clients and products
• Strong communication and interpersonal skills working with vendors, clients and internal partners
• Passion for the finance and technology space and solving previously intractable problems at the heart of investment management
• An interest or experience in data analysis workflows and tools

The Role

As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibilities is to assist clients with authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

Important: The working schedule for this role is from 6:30 PM to 3:30 AM IST, U.S. business days. 

What You’ll Do

• Manage the data feed onboarding process for new Addepar clients, which includes but is not limited to: 
• Communicate and explain the data onboarding workflow to clients over calls and emails
• Provide guidance and training to clients on account eligibility and authorisation requirements (e.g LOA forms) for existing and new portfolio data feeds
• Provision received accounts to the appropriate Addepar environments
• Work closely with data providers to triage and address account onboarding requests and issues
• Complete custodian specific setup and feed connectivity workflows
• Assist with maintaining accurate account onboarding instructions and related resources
• Partner with Sales, Solutions Architects, and other internal Data teams to drive positive client experiences
• Collaborate with Product and Engineering to implement process and tooling enhancements that improve onboarding UX and increase operational workflow efficiency

Who You Are

• 3+ years of experience in client-facing roles, specializing in Client Onboarding and Success within the FinTech and financial advisory sector
• Outstanding communication & interpersonal skills with excellent attention to detail
• Fluency in Spanish is preferred and considered a plus for this role
• A strong technical knack with an interest in leveraging modern AI productivity tools (e.g., Claude, ChatGPT) to enhance workflow efficiency and problem-solving
• Ability to think critically and effectively balance multiple projects and processes simultaneously
• Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes
• Proactive and diligent in documenting team processes and finding opportunities to improve team workflows
• Familiarity with using Salesforce, Jira, Google Suite, and CRM applications preferable

The Role

Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter.

What You’ll Do

• Generate new business opportunities to fuel Addepar’s growth
• Create and prioritize strategic target account lists and account attack plans within a defined territory
• Research and build new accounts (i.e. strategic calling, sending personalized emails, and connecting through social media platforms)
• Conduct high level discovery conversations and meetings with prospect accounts. 
• Collaborate with Go To Market teams (i.e. marketing, sales, and product, etc) to advance new business growth.
• Achieve quarterly quotas of qualified opportunities created

Who You Are

• 2-3 years of experience in outbound SaaS prospecting roles with proven track record of success (Fintech or financial services experience a plus!)
• Knowledge of private banking, wealth management prospecting a plus
• Strong work ethic, energetic, proactive, team player! 
• Excellent problem solving, communication, organization and time management skills
• Flexibility and ability to adapt to new demands; strong sense of urgency
• Assertiveness, directness, and a “company first” mentality
• Experience working with Salesforce, Gong, and Salesloft is a plus

The Program

Being a part of the AddeGrad Program, you will be working on meaningful projects that you can feel proud of while building your career for future advancement. In addition to having a supportive manager and collaborative teams, we provide an in-depth onboarding and enablement program to get you acclimated and ready for each path of your career growth journey in the program. A strong corporate culture and cool swag are also included!

This 18-month step program will provide exposure to key functions of the Client Services team and in-depth knowledge of the Addepar platform - integral to unlocking further career growth and development within the company. You’ll have the ability to partner with key stakeholders across our Go-To-Market and R&D teams. Upon completion of the program, you’ll be prepared to continue growing your career in other parts of the business, such as Client Success or continue within Client Services. The start date for the program will be July 2026.

Onboarding dates are currently set for the Summer season. Seeking UK candidates only. Specific to UK candidates, this program is being hosted out of our Edinburgh, Scotland office.

The Role

We are currently seeking a Client Solutions Analyst to join our Services Team! Client Solutions Analysts are responsible for designing and implementing Addepar for new clients. They are passionate about identifying how Addepar can unlock significant value for clients’ businesses and regularly call upon their analytical and consulting skills in order to advise clients on how to model and examine their financial instruments and assets. Client Solutions Analysts have a deep understanding of both finance and technology and take ownership of clients’ success.

Our ideal candidate has a strong desire to provide an outstanding client experience directly in investment management or in software deployments of a related domain; they are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must have a deep understanding of our target markets (or a hunger and willingness to learn). Ideal candidates are passionate about understanding our client's needs and taking a hands-on approach to solving problems.

In this role, you will lead the design and oversight for new clients onboarding to the Addepar platform, ensuring that we’re developing the best solutions to fit their unique and complex requirements. Additionally, you will be responsible for ensuring that the solutions we develop for our clients are compatible with the other products and services within the Addepar ecosystem as our offering continues to expand.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

You’ll be joining a postgraduate cohort, growing and developing your career in an 18-month program with direct exposure and access to our most valuable asset - our clients.

You will begin your journey on the Client Support team where you'll gain in-depth product knowledge as you become an Addepar platform expert working to:

• Provide hands-on support to identify, respond to, and resolve issues and questions raised by Addepar’s clients
• Work in complex data sets to identify and resolve data and calculation discrepancies
• Collaborate with R&D teams to conduct root-cause analysis; Product and Account Management to manage and maintain client satisfaction.
• Help clients use Addepar to the greatest extent through both functional and conceptual instruction

In future rotations, you’ll shift your focus towards other roles within the Services organization to:

• Learn how to design solutions and execute project implementations
• Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
• Prioritize and context-switch effectively to support simultaneous projects
• Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand
• Connect with clients in a proactive, consultative, and professional manner
• Effectively communicate project health and status to internal and external senior leadership

Who You Are

• BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems, Computer Science, Data Science, or related fields. Graduation dates between Fall 2025 - Spring 2026.
• Exceptional organizational and interpersonal skills
• Solution-oriented approach and a passion for problem-solving
• Proven ability to research, design, and implement solutions for complex problems
• Independent, adaptable, and can thrive in a fast-paced environment
• Strong desire to gain further understanding of the global wealth management business
• Effective communication and interpersonal skills (both written and verbal)
• Strong work ethic, proactive and a highly contributing teammate
• Strong analytical skills and ability to interpret
• Prior internship experience working in finance, technology, and/or consulting is a plus
• Experience programming in Python language and/or experience with project management is a plus

The Role

We are seeking a Marketing Operations Manager who operates at the intersection of strategy, data engineering, and automation. You aren’t just managing tools; you are architecting a scalable engine that powers our growth. This role is ideal for a hands-on leader who is passionate about building sophisticated reporting frameworks, deploying AI-driven workflows, and mentoring a high-performing analyst in a "fail-fast, learn-faster" high-growth culture.

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 $102,000 - $160,000 (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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Engineer the Marketing Infrastructure: Lead the people, processes, and technical architecture of our marketing stack. You will act as the "Technical Product Owner" for our tools, ensuring high-integrity data flow between systems
• Systems-Led Campaign Execution: Oversee the technical execution of marketing campaigns and ad-hoc business requests. You will translate marketing requirements into robust technical specifications, ensuring that every launch is tracking-ready, scalable, and integrated across the full stack
• Architect Complex Automations: Move beyond basic workflows to drive the implementation of sophisticated, AI-enhanced automation strategies. You’ll align tech and people to increase productivity and support Addepar’s rapid scaling
• Data & AI Strategy: Manage the marketing data in our database infrastructure (Databricks) to build custom tables, deep-dive dashboards, and predictive AI workflows. You will turn raw data into a strategic roadmap for the executive team
• Full-Lifecycle Calibration: Own and continuously optimize the technical lead lifecycle - from enrichment and privacy governance to complex scoring models, automated routing, and conversion rate optimization
• Cross-Functional Technical Liaison: Partner with Performance Marketing, Product, and Sales Ops to build a unified view of the customer. You’ll be the bridge that ensures our systems talk to each other as fluently as our people do
• Compliance & Governance: Act as the guardian of our data, ensuring all tools and processes exceed Infosec policies and global communication standards
• Roadmap & Sprint Leadership: Drive the MarkOps roadmap using agile methodologies. You’ll lead sprint planning and participate in annual goal-setting, ensuring technical debt is managed while innovation thrives

Who You Are

• Proven Experience: A minimum of 6 years of related experience with a Bachelor’s degree (or equivalent), or 4+ years of experience paired with a Master’s degree
• Marketo Architect: 6+ years of deep Marketo expertise, with a focus on advanced Salesforce integrations and the architecture of complex, multi-stage lead lifecycle workflows
• Data Systems & AI: 2+ years of hands-on experience managing marketing data within Databricks (or similar database infrastructures). You are proficient in building relational tables, designing performance dashboards, and deploying AI-driven workflows to automate insights
• Empathetic People Leader: 2+ years of experience leading hybrid or remote teams. You have a track record of hiring, developing, and retaining "A-players," fostering a culture of technical excellence and continuous growth
• Lifecycle Expert: Proven success in scaling and optimizing lead management processes—including lifecycle stages, predictive scoring, automated routing, and CRO—all backed by rigorous performance metrics
• Strategic GTM Alignment: A deep understanding of the sales and marketing funnel, industry best practices, and the KPIs that drive B2B growth
• Salesforce Power User: Extensive knowledge of Salesforce (SFDC) campaign hierarchies, complex attribution methodologies (First-Touch, Multi-Touch, U-Shaped), and executive-level dashboard builds
• Cross-Functional Catalyst: Experience leading high-impact projects that bridge multiple teams and systems, ensuring technical alignment and seamless execution across the organization
• High-Impact Communicator: Exceptional interpersonal skills with the ability to "translate" complex technical infrastructure into strategic narratives that influence senior leadership and key stakeholders

The Role

Part of the broader Addepar Data organization, you will be the primary authority on the operational administration and integrity of market data. This is a transformative leadership mandate: we are looking for an architect to take full ownership of the role, build the team, and evolve our market data operations into a best-in-class function that supports $9T+ in platform assets.

What You’ll Do

• Build & Transform: You are responsible for designing the roadmap for Market Data operations. You will lead, train, and mentor a high-performing team, turning the function into a center of excellence that balances technical integrity with commercial agility.
• Mentorship: Actively upskill the team in complex licensing frameworks and data observability, ensuring every team member is an expert in the "Addepar way" of data management.
• Ownership: Take end-to-end accountability for the "who, what, and how" of data access, ensuring we stay ahead of audit requirements and vendor evolutions.
• Access Architecture: Manage and audit user access to market data (internal and external benchmark and market data) ensuring strict adherence to complex redistribution scenarios and vendor-specific restrictions.
• Audit Command: Lead the preparation and delivery of usage audits back to licensors, ensuring 100% compliance with all contractual clauses.
• Pipeline Supervision: Oversee daily market data pipeline workflows to ensure the timely and accurate delivery of pricing and reference data feeds.
• Data Quality Ownership: Perform internal verification checks to ensure data integrity (FX rates, corporate actions) and resolve exceptions to maintain high-quality standards.
• Compliance Framework: Maintain a Rights Management framework to monitor data implementation and usage, ensuring all derived content follows vendor terms of use.
• KPI & Metrics: Define and report on key performance indicators (KPIs) through automated dashboards to demonstrate operational health and team growth.
  
  

Who You Are

• The Builder Mindset: Minimum 10+ years in financial data operations with a proven track record of leading teams and building processes from the ground up.
• Domain Authority: Comprehensive knowledge of financial instruments, benchmarks, and market data feeds, paired with a nuanced understanding of global licensing requirements.
• Regulatory Acumen: Expert knowledge of redistribution scenarios, competitor restrictions, and the legal implications of client data usage.
• Technical Proficiency: Fluent in SQL and data analysis tools to monitor feeds and troubleshoot processing exceptions.
• Analytical Precision: Exceptional attention to detail with a proven track record of managing high-stakes audits and data validations.
• Vendor specific knowledge: eg. ICE, Refinitiv, Bloomberg, Morningstar, S&P, MSCI, etc will be highly preferred
  
  

  Important Note: This role requires working from our Pune office 3 days a week (hybrid work model)

The Role

As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibilities is assisting clients with authorization requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization.

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 $86,000 - $107,000 (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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Manage the alternatives data onboarding process for new and existing Addepar clients, which includes but is not limited to: 
• Guide Clients Through Template Completion: Provide clear guidance and support to clients in accurately completing necessary onboarding templates.
• Manage LOA Generation and Signing: Oversee the Letter of Authorization (LOA) process, including generation, client follow-up for signatures, and ensuring timely completion.
• Drive Asset Manager Outreach: Proactively engage with Asset Managers to facilitate data connectivity and resolve onboarding queries.
• Coordinate Credential Management: Establish and securely store client credentials within LastPass, ensuring adherence to security protocols.
• Facilitate ADM Connections: Coordinate the setup and connectivity for Addepar Data Management (ADM) integrations.
• Maintain Workflow Tracking: Ensure accurate and up-to-date tracking of all onboarding workflows within our dashboards.
• Update Salesforce and Track Milestones: Maintain accurate client information and track key onboarding milestones within Salesforce.

Who You Are 

• 3+ years of work experience in the financial advisory or FinTech industries, preferably in a client onboarding or alternatives data function.
• Experience in client onboarding or a related operational role within the financial services or technology sector.
• Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.
• Excellent communication  and follow-up skills to effectively interact with clients and internal teams.  
• Proficiency in using operational dashboards, CRM systems, and password management tools.
• Ability to identify process improvements and contribute to enhancing operational efficiency.
• A proactive approach to problem-solving and a commitment to delivering a positive client experience.

The Role

We are looking for an experienced design systems leader who thrives on the challenge of scaling systems across complex products and platforms. You are a strategic thinker who identifies inconsistencies in both our interface and our internal processes, designing high-impact improvements that gain broad adoption across the organization.

In this role, you will lead the evolution of our design system while leveraging AI-driven workflows to automate distribution and maximize effectiveness. You will embed design operations into our core methodology to optimize the development lifecycle and ensure our system provides maximum strategic value. As an empathetic manager, you will align business objectives with the growth and skills of your team.

Reporting to the Head of Design for Platform Capabilities and Systems, you will act as the vital link between our most innovative teams. You will partner closely with design and cross-functional leadership to unify our product experience and elevate our technical standards.

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 Canada.

The current range for this role is $152,000 - $190,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be based in British Columbia, Alberta, Saskatchewan, Manitoba, or Ontario.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Develop and maintain a compelling vision and roadmap for the design system that aligns with company strategy and long-term product transformation
• Build and scale repeatable systems and rituals that optimize the end-to-end design and development lifecycle, ensuring a high degree of operational efficiency
• Partner with Engineering and Product leads to ensure the design system is deeply integrated into the development workflow, maintaining a high standard of technical feasibility and UI consistency across the entire platform
• Provide leadership on adopting the latest technologies, including AI-driven workflows and UX engineering practices, to automate system distribution and maximize effectiveness
• Lead, empower, and mentor a team of designers to do their best work, aligning business objectives with their professional development
• Act as the vital link between innovative teams to unify the product experience and elevate technical standards across Addepar’s platform
• Evolve the design systems documentation website as a single source of truth and establish goal-driven metrics to measure the impact and efficiency of the design system
• Build a strategy for incorporating global accessibility standards and UI excellence into our core methodology
• Uncover adoption roadblocks and build solutions to remove them, building the required relationships to get broad consensus across a complex organization
• Lead, empower, and mentor designers on the team to do their best work. Regularly provide constructive critique and introduce learning opportunities. Encourage growth

Who You Are

• 7+ years in Product Design or UX Design, with at least 3 years specifically in a leadership or management role
• You have a proven track record of leading design systems initiatives for enterprise or B2B SaaS organizations
• You can plan for long-term platform transformation while triaging immediate design needs across multiple workstreams
• You understand how to scale design operations and are passionate about systematic, modularized problem-solving
• You possess a solid technical understanding of user interfaces and are proficient in the latest tools; experience or interest in UX engineering and AI-assisted design is highly valued
• You have exceptional communication and partnership-building skills, with the ability to influence at all levels of an organization
• You thrive in a growth environment and are committed to cultivating a culture of design excellence and continuous learning

The Role

Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organisation in London. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate new business opportunities and continue to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• Generate new business opportunities to continue to fuel Addepar’s growth in our new London office
• Create and prioritise strategic target account lists and account plans within a defined territory
• Research and build new and existing accounts (i.e. strategic calling, sending emails, adding contacts, etc)
• Conduct high level discovery conversations and meetings with prospect accounts. 
• Achieve quarterly quotas of qualified opportunities to present to the Account Executives

Who You Are

• 1-3 years of experience in outbound SaaS prospecting roles (fintech or financial services experience a plus)
• Knowledge of private banking, wealth management prospecting a plus
• Strong work ethic, upbeat, proactive, standout colleague 
• Excellent problem solving, communication, organisation and time management skills
• Flexibility and ability to adapt to new demands
• Assertiveness, and a “company first” mentality
• Professional fluency in English, French, German, and Spanish is a plus
• Experience working with Salesforce and Salesforce Engage is a plus

The Role

We are currently seeking a Portfolio Data Analyst to join our Portfolio Data Feeds 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 Portfolio Data Analyst focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal partners and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on a variety of initiatives to improve overall data management and integration across Addepar.

What You’ll Do

• Analyse and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks) into determining how to integrate and model that data into Addepar’s data integration ecosystem.
• Partner with engineering, product management, and data operations to deliver high quality, timely and reliable data solutions through Addepar’s data network.
• Work with a variety of 3rd party data providers to develop and support the integration of their data into our platform.
• Develop and support data aggregations and functionality for our clients based on client and 3rd party content and user workflow needs.
• Develop data-oriented workflow solutions and product improvements in collaboration with user experience, design, and application focused project management teams.
• Analyze and develop solutions to improve data operations and content pipeline efficiency.
• Understand Addepar’s products and clients. Work with counterparts within the business to drive new and innovative opportunities to serve our clients and grow the business.
• Contribute to the evolution of Addepar’s financial concordance solutions to better serve our clients and cement Addepar’s role as the outstanding integrator of market traded and alternative asset investments.
• This is a role that will allow the successful candidate to build on their existing experience in the investment domain

Who You Are

• Ideally you'll have some experience working with financial data and concepts that are relevant to Addepar’s clients and products. 
• Strong communication and interpersonal skills working with vendors, clients and internal partners.
• Passion for the finance and technology space and solving previously intractable problems at the heart of investment management.
• An interest or experience in data analysis workflows and tools

The Role

Addepar is seeking a high-energy, process-oriented Business Development Lead to act as a strategic architect for our next phase of growth. This is a unique opportunity to join a high-growth Fintech leader during a pivotal GTM evolution.

Reporting directly to the Director of Business Development, you will not only lead a high-performing pod of Business Development Representatives (BDRs) but will also serve as a critical bridge across our meshed Account Executive and Account Management organizations. You will be responsible for defining the "new standard" of how prospecting integrates into a full-cycle sales motion, ensuring our BDR team remains the primary engine for net-new opportunity generation.

This role is ideal for a "Rising Star" who thrives on influence, data-driven coaching, and the challenge of aligning diverse sales functions under a unified growth strategy.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• GTM Architecture: Partner with Sales and Strategy leadership to define and refine the workflows that connect prospecting efforts with our meshed AE/AM pods.
• Operational Excellence: Act as a "Process Hawk" within Salesforce to establish and enforce the terminology, activity standards, and data rigor required for a world-class GTM engine.
• Strategic Enablement: Serve as a linguistic and tactical bridge; you will empower BDRs to share their prospecting expertise with senior cross-functional partners to drive net-new business.
• Pod Leadership: Recruit, mentor, and optimize a high-output pod of BDRs, taking direct ownership of their career development and pipeline contribution.
• Data-Driven Culture: Obsess over metrics and dashboards to provide GTM leadership with a "Source of Truth" regarding territory health and prospecting efficiency.

Who You Are

• 4-6+ years of experience in leading and managing large teams, high-growth SaaS BDR/SDR function at scale, with a proven track record as a top individual contributor followed by successful leadership or mentorship experience.
•  The "Linguistic Bridge": You have a natural ability to translate complex prospecting tactics into strategic value for senior stakeholders and seasoned sales professionals.
• Salesforce Power User: You don't just use CRM; you use it to coach. You are comfortable building your own reports and auditing data to find gaps in the sales cycle.
• Influence without Authority: You have a demonstrated ability to influence peers and senior colleagues to adopt new processes and standards.
• Fintech DNA: Experience in or a deep curiosity for wealth management, private banking, or complex financial services is highly preferred.
• Builder Mindset: You are energized by the prospect of "rebuilding the engine" while it's running. You see organizational change as an opportunity to architect better outcomes.

The Role

We are currently seeking a Portfolio Data Operations Analyst to join our Portfolio Data Operations team! Part of the broader Addepar Engineering organization, the Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Portfolio Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel across the company.

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 $86,000 - $107,000 (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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You’ll Do

• Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs.
• Investigate and troubleshoot data pipeline issues and feed processing exceptions, and triaging with Engineering Support when needed.
• Effectively complete and maintain operational workflows and identify and implement opportunities for optimization.
• Collaborate with Client Support, Solution Architects, and other members of Services and Sales to review and resolve client data inquiries and requests. 
• Partner with Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency.
• Participate in broad company initiatives to stand up new product functionality or services.

Who You Are

• 2+ years of work experience in the financial investment/advisory industry with deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems.
• Strong attention to details and a passion for problem solving.
• Excellent communication and interpersonal skills for interfacing with internal and external stakeholders.
• Proven ability to multitask and prioritize effectively in a fast paced environment.
• Very team-oriented, dedicated and forward thinking.
• Technical skills preferred in any or all of the following: Microsoft Excel, VBA, SQL, Python, Salesforce, Bloomberg, Thomson Reuters, or other common financial services systems and applications.