The Role

As a Historical Data Conversion Project Manager, you will serve as the essential link between our technical Data Solution Consultants (DSCs) and the client’s business stakeholders. While DSCs focus on the technical execution of data migration and complex analysis, your role is to translate that work into a clear narrative for the client while relaying client requirements back to the internal team. You will leverage a strong understanding of HDC processes, investment data, and technical frameworks to comfortably bridge the gap between technical execution and client expectations. By working side-by-side with the DSCs to identify data remediation strategies, you will translate technical requirements into actionable directives for the client and proactively secure necessary inputs. This role is for a subject matter expert who can navigate technical language and investment complexities to drive project progress and maintain high-impact communication regarding status, gaps, and timelines.

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.

What You’ll Do

• Partner with Data Solutions: Serve as the dedicated partner to the internal Data Solutions Consultants, ensuring they have clear specifications and context while managing administrative workflows to allow them to focus on technical execution.
• Translate Technical Progress: Translate technical progress, data challenges, and migration results provided by the Data Solutions team into digestible business narratives for client stakeholders.
• Lead Client Status Calls: Lead regular status calls with clients to convey project health, presenting successful data loads and managing expectations around timelines or data discrepancies.
• Facilitate Information Flow: Facilitate the flow of information between parties, ensuring client requirements are accurately scoped for the technical team and technical constraints are clearly explained to the client.
• Oversee Portfolio of Projects: Prioritize and context-switch effectively to oversee simultaneous projects, maintaining close alignment with the Data Solutions team on resource availability.
• Drive Process Improvement: Identify and drive opportunities to improve the communication workflow between the Project Management and Data Solutions functions.

Who You Are

• Experienced: Minimum 2+ years of experience in project management, finance, or consulting, with a strong record of managing client relationships and communicating complex project updates.
• Client-Focused: Exceptional communication skills with the ability to translate technical concepts into business outcomes and manage "difficult conversations" regarding timelines or scope.
• Investment-Savvy: Strong understanding of financial products and securities modeling (technical implementation skills not required, but conceptual understanding is key).
• Solutions-Oriented: Creative problem-solver who operates with ownership and accountability in ambiguous environments.
• Collaborative: Works effectively across teams and functions to deliver measurable impact, specifically in bridging the gap between technical and non-technical stakeholders.
• 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.
• Technical (Bonus): Familiarity with Python or SQL. While you won’t be building the infrastructure, your ability to query data or understand automated workflows will help you scale your impact and communicate more effectively.

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

Solutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the world’s most sophisticated investors. They are focused on identifying how Addepar can unlock significant value for our clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets. They have a deep understanding of both finance and technology, take ownership of our clients’ happiness and excel at project governance. 

Our ideal candidate has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedule, and 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 organisations. They must be a strong project manager and possess a deep understanding of our target markets (or a hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our organisation.

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

• Leverage technical and industry expertise to onboard users and client data onto Addepar
• Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model
• Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle
• Ensure retention of clients driven by high client satisfaction and reference-ability
• Manage scope change to deliver high-value client outcomes aligned with client expectations 
• 100% compliance with gold standard responsibilities and documentation
• Own historical data conversions from start-to-finish leveraging Addepar’s best practice methodologies 
• Prioritise and context-switch effectively to execute on simultaneous projects, seeing each through to the finish line
• Proactively communicate project health and status to internal and external senior leadership
• Think critically about how to improve our current processes and tools both internally and externally as our client base expands
• Minimise project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologies
• Own and manage delivery assurance for external, third-party engagements
• Be an expert on all things Addepar

Who You Are

• Professional experience in Project management, Financial Services or Consulting is preferred. Prior client-facing experience is a plus
• Candidates must have superior communication, organisational, and time-management skills
• A deep understanding of historical data conversion methodologies and different source systems (or a hunger and willingness to learn).
• Process-oriented with an eye toward continuous improvement
• The ideal candidate must be independent, adaptable and can thrive in a fast-paced environment 
• Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face
• Passion for technology and finance
• Occasional Travel
• [Bonus] Previous experience in investment management software implementations
• [Bonus] Previous experience with programming/scripting, specifically python
• [Bonus] Previous experience with Salesforce

The Role

As a Technical Solutions Architect you will embed directly with clients to design and build mission-critical integrations, automations, and data solutions. Operating at the intersection of engineering and client success, you will serve as Addepar's technical vanguard - translating complex business requirements into production-grade systems while driving onboarding efficiency and operational scale. You will be the technical expert across Addepar's full solution suite - from API integrations and automation frameworks to advanced data platforms (including our white-labeled Databricks offering, ADX) and AI-driven tooling - solving our clients' most challenging problems. This role combines a forward-deployed model with deep technical expertise in modern software engineering and financial data systems.

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 $95,000 - $149,000 (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

• Deploy directly to client sites (virtual or in-person) to architect, build, and deliver custom integrations, automations, and data pipelines using Addepar's APIs, ADX (Databricks), and modern engineering tools
• Design and implement production-grade solutions that dramatically improve client onboarding efficiency, reduce time-to-value, and enable operational scale
• Build intelligent automation leveraging AI, LLMs, and machine learning to solve complex data transformation, validation, and reconciliation challenges
• Serve as the technical owner for ADX implementations, designing robust data infrastructure within Databricks to streamline client data onboarding and analytics
• Translate ambiguous client requirements into flexible, scalable technical solutions through deep discovery, prototyping, and iterative delivery
• Write production-quality Python code for ETL pipelines, API integrations, data validation frameworks, and automation tooling
• Lead technical workstreams end-to-end, from requirements gathering through production deployment, owning outcomes and client success
• Collaborate with Product, Engineering, and Services teams to identify opportunities for productization and influence platform roadmap
• Develop internal tools, frameworks, and best practices that accelerate delivery across the broader team
• Effectively set, manage, and communicate technical expectations with both client stakeholders and internal cross-functional teams
• Prioritize and context-switch effectively across simultaneous client engagements, seeing each through to successful completion
• Act as a technical advisor and trusted partner to clients, proactively identifying opportunities to drive additional value

Who You Are 

• Minimum 3+ years of experience in software engineering, data engineering, or forward-deployed technical roles
• Advanced proficiency in Python with experience building production-grade applications, APIs, and data pipelines
• Strong understanding of REST APIs, authentication patterns, and integration architecture
• Hands-on experience with Databricks, Spark, and distributed data processing frameworks
• Proficiency in SQL and experience working with large-scale datasets across relational and NoSQL databases
• Experience designing and implementing ETL/ELT pipelines for complex data transformations
• Familiarity with AI/ML tools and experience implementing LLM-driven automation solutions
• Strong understanding of financial data domains including portfolio management, performance analytics, and multi-asset class portfolios
• Exceptional problem-solving abilities with a solutions-oriented mindset and bias for action
• Outstanding communication skills with the ability to translate technical concepts for non-technical audiences
• Proven ability to thrive in ambiguous, fast-paced environments while maintaining high-quality standards
• Experience with version control (Git), CI/CD pipelines, and modern software development practices
• Independent, adaptable, and entrepreneurial mindset with a passion for client impact
• Strong work ethic, proactive approach, and high contributing teammate

The Role

A Technical Data Analyst is responsible for performing data migration, data conversion and data validation projects for Addepar clients using existing tools and established processes. The ideal candidate will have a good understanding of financial portfolio data, a foundational level of python programming skills, exceptional communication skills and the ability to deliver results in alignment with project deadlines while meeting high quality standards.

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

• Convert, migrate and validate data from external or internal sources using existing tooling with defined processes and workflows
• Complete data projects on-time meeting project deadlines while adhering to high quality standards
• Coordinate across project teams communicating regular status updates for assigned data projects and while effectively setting expectations
• Run python ETL scripts and at times modify, fix or debug as needed
• Raise keys issues to project team members and senior leadership as necessary
• Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line
• Adhere to project management standard processes
• Identify and drive opportunities to improve current processes, workflows and tools to increase efficiency and automation

Who You Are

• Minimum 2+ years experience working in technology and finance
• Experience working with colleagues spread across multiple global locations
• Must have domain experience wealth/portfolio/investment management. 
• Proficient in Python programming language and well versed in ETL concepts
• Must have experience working in financial markets and has experience with financial products and wealth / portfolio data.
• Excellent written and oral communication skills with the ability to convey complex information in an understandable manner
• Solution-oriented and passion for problem solving
• Highly organized, close attention to detail and driven to make processes more efficient
• Positive attitude, good work ethic, proactive and a high contributing teammate
• Independent, adaptable and can work with minimum supervision 
• Proven ability to manage expectations and provide regular updates to the project 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

As a Technical Solution Architect you will play a crucial role in helping our clients build custom integrations using Addepar's suite of APIs and the Addepar Data Exchange. Additionally, you will have the opportunity to develop innovative internal tools to address client challenges, expedite implementations and unblock internal and external stakeholders. The ideal candidate will possess an eagerness to solve technical problems, experience in the wealth management domain, exceptional communication skills, thrive in a fast paced environment, and will bring a solutions oriented approach to all challenges they encounter.

What You’ll Do

• Collaborate with clients to design and build custom integrations leveraging  APIs, the Addepar Data Exchange and other technical tools
• Work closely with Product and Engineering to shape the development of new technical solutions
• Pioneer the technical implementation of the Addepar Data Exchange and establish and contribute to best practices for the team
• Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
• Stay up-to-date with industry trends and emerging technologies to find opportunities for innovation and improvement

Who You Are 

• Minimum 3+ years experience working in technology, finance, or consulting
• Experience with designing and implementing custom integrations
• Intermediate or advanced proficiency in Python, SQL and Rest APIs
• Hands-on experience with Databricks or similar data platforms
• Solution-oriented mentality and passion for problem solving
• Excellent verbal and written skills with the ability to present complex information in a clear and concise manner
• Strong work ethic, proactive and a high contributing teammate
• Independent, adaptable and can thrive in a fast-paced environment

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)