Addepar
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Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
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.
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
Ready to apply?
Apply to Addepar
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
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.
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
Ready to apply?
Apply to Addepar
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
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.
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
Ready to apply?
Apply to Addepar
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
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.
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
Ready to apply?
Apply to Addepar
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
The Role
Addepar is scaling the Addepar Data Exchange (ADX)—our managed Data Lakehouse designed to modernize the global investment landscape—alongside our Premier Data Validation and Sandbox suites. We are seeking a quota-carrying commercial expert to serve as the technical spearhead for this ecosystem. You will own the 'Technical Win' and carry a dedicated revenue target, architecting data strategies that transition large-scale financial institutions from fragmented legacy silos to a unified, scalable infrastructure. Your goal is to solve the industry’s most expensive problem: data integrity. By leveraging automated validation to ensure high-fidelity reporting and Sandbox environments to de-risk complex migrations, you aren't just selling software; you are re-engineering the data backbone of global wealth management.
- ADX is a state-of-the-art, fully managed Data Lakehouse that provides clients with a modern data platform. ADX gives clients control of the entire data lifecycle from management, storage, processing, analysis and the deployment of data in a mature way.
- Sandbox is a dedicated environment for safe testing of workflows and integrations.
- Premier Validation Offering: Services offering designed to reduce data validation cycles, manual investigations and cross-system inconsistencies to help clients build a durable data foundation
The current range for this role is $126,000 - $196,000 + 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
- Product Expertise: Develop in-depth, technical knowledge of product features, benefits, and applications to serve as the go-to expert.
- Market & Product Analysis: Monitor market trends, competitor activity, and customer feedback to guide product improvements and GTM strategy with marketing, sales, and product team.
- Sales & Marketing Support:
- Collaborate with sales/marketing teams to create promotional materials, deliver product presentations, and assist with sales closures.
- Work closely with GTM sales to identify opportunities with both new and existing clients; Drive technical strategy for complex data migrations and Lakehouse adoption
- Create & articulate compelling value propositions that address our clients' specific needs.
- Manage and forecast sales activity and opportunities using Salesforce
- Training & Enablement: Create training materials and conduct sessions for internal teams (sales, customer service) and external partners. Help educate the GTM teams on successful use cases, wins and losses, and upcoming product features and functionality.
- Customer Engagement: Interact with customers to understand needs, provide technical support, and resolve issues, directly impacting customer experience. Support existing clients deriving value from the product and ensuring their use cases are captured
- Product Lifecycle Management: Work with design and engineering teams to oversee product development, enhancements, and launch activities.
Who You Are:
- Bachelor’s degree or equivalent
- 10+ years of experience in Fintech or Financial Services, with a background in individual quota-carrying roles across Enterprise Data or Infrastructure Sales.
- Technical-Commercial Fluency: Expert at navigating the financial data landscape; able to translate data workflows and integration requirements into Data Lakehouse architecture solutions for business, operations, and technical stakeholders that enable high-velocity decisions.
- Commercial Ownership: Proven ability to lead the "Technical Win" and hit revenue targets within complex, multi-stakeholder institutional sales cycles.
- Infrastructure Displacement: Experienced in transitioning firms from fragmented legacy silos to modern, managed infrastructure (ADX).
- Data Integrity Advocate: Focused on solving data challenges by positioning Automated Validation as a mission-critical tool for operational efficiency.
- Migration Strategist: Skilled at using Sandbox and Testing environments as commercial levers to de-risk enterprise-scale migrations and neutralize technical objections.
- Product Contributor: Ability to synthesize market intelligence to directly influence Product and Engineering roadmaps.
- High-Stakes Communicator: Exceptional ability to translate complex technical "plumbing" into a compelling commercial ROI for C-suite stakeholders.
- Strong collaboration and interpersonal skills: Ability to quickly build trust and strong relationships with internal stakeholders- sales, deployments, CSMs, PMs, designers, and engineers.
- Client-centric: a genuine interest in delivering results for customers
- Self-starter that can both identify and solve problems
- Analytical ability - Be entrepreneurial by taking a data-based approach.
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
Ready to apply?
Apply to Addepar
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
The Role
We are seeking a talented Sr. Sales Executive to join our expanding Sales Team in Singapore. As an experienced, quota-carrying sales professional, you will play a critical role in establishing Addepar as the platform of choice within Singapore’s investment management sector. You’ll focus on driving new ARR by engaging with financial institutions, including Investment Advisors (RIAs or FAs), Single and Multi-Family Offices, and Private Banks in the region.
This is a unique opportunity to contribute to our growth in the APAC region, helping to shape Addepar’s presence in Singapore. You will collaborate with global sales, marketing, and product teams to build relationships with key financial institutions and accelerate the adoption of Addepar’s platform.
What You’ll Do
- Reshape the wealth management industry by delivering innovative technology solutions
- Develop and execute a strategic sales plan to cover key accounts within your territory, focusing on APAC and Singapore-based Private Banks, Family Offices, and Wealth Managers
- Lead the sales cycle from prospecting to closing, working closely with a cross-functional team to ensure a top-tier client experience
- Build and nurture new client relationships, positioning Addepar as a trusted solution in the Singaporean and APAC markets
- Attend client meetings and marketing events as needed (approximately 30-40% travel, depending on business needs)
Who You Are
- Experienced in software sales within financial services, with a strong track record of success in meeting or exceeding quotas
- Proven expertise in selling SaaS solutions to wealth managers, FAs or RIAs, or financial institutions, particularly in the Singapore or broader APAC markets
- Proficient in Salesforce or other CRM tools
- Skilled at delivering compelling product demos and navigating the nuances of SaaS business models
- Strong interpersonal and presentation skills with exceptional written and verbal communication abilities, including fluency in English (Mandarin or another related language is a plus)
- Bachelor’s Degree is highly preferred
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
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
Ready to apply?
Apply to Addepar
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
The Role
We are seeking a talented Sales Executive to join our expanding Sales Team in Singapore. As an experienced, quota-carrying sales professional, you will play a critical role in establishing Addepar as the platform of choice within Singapore’s investment management sector. You’ll focus on driving new ARR by engaging with financial institutions, including Investment Advisors (RIAs or FAs), Single and Multi-Family Offices, and Private Banks in the region.
This is a unique opportunity to contribute to our growth in the APAC region, helping to shape Addepar’s presence in Singapore. You will collaborate with global sales, marketing, and product teams to build relationships with key financial institutions and accelerate the adoption of Addepar’s platform.
What You’ll Do
- Reshape the wealth management industry by delivering innovative technology solutions
- Develop and execute a strategic sales plan to cover key accounts within your territory, focusing on APAC and Singapore-based Private Banks, Family Offices, and Wealth Managers
- Lead the sales cycle from prospecting to closing, working closely with a cross-functional team to ensure a top-tier client experience
- Build and nurture new client relationships, positioning Addepar as a trusted solution in the Singaporean and APAC markets
- Attend client meetings and marketing events as needed (approximately 30-40% travel, depending on business needs)
Who You Are
- Experienced in software sales within financial services, with a strong track record of success in meeting or exceeding quotas
- Proven expertise in selling SaaS solutions to wealth managers, FAs or RIAs, or financial institutions, particularly in the Singapore or broader APAC markets
- Proficient in Salesforce or other CRM tools
- Skilled at delivering compelling product demos and navigating the nuances of SaaS business models
- Strong interpersonal and presentation skills with exceptional written and verbal communication abilities, including fluency in English (Mandarin or another related language is a plus)
- Bachelor’s Degree is highly preferred
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
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
Ready to apply?
Apply to Addepar
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
The Role
Addepar is scaling the Addepar Data Exchange (ADX)—our managed Data Lakehouse designed to modernize the global investment landscape—alongside our Premier Data Validation and Sandbox suites. We are seeking a quota-carrying commercial expert to serve as the technical spearhead for this ecosystem. You will own the 'Technical Win' and carry a dedicated revenue target, architecting data strategies that transition large-scale financial institutions from fragmented legacy silos to a unified, scalable infrastructure. Your goal is to solve the industry’s most expensive problem: data integrity. By leveraging automated validation to ensure high-fidelity reporting and Sandbox environments to de-risk complex migrations, you aren't just selling software; you are re-engineering the data backbone of global wealth management.
- ADX is a state-of-the-art, fully managed Data Lakehouse that provides clients with a modern data platform. ADX gives clients control of the entire data lifecycle from management, storage, processing, analysis and the deployment of data in a mature way.
- Sandbox is a dedicated environment for safe testing of workflows and integrations.
- Premier Validation Offering: Services offering designed to reduce data validation cycles, manual investigations and cross-system inconsistencies to help clients build a durable data foundation
The current range for this role is $126,000 - $196,000 + 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
- Product Expertise: Develop in-depth, technical knowledge of product features, benefits, and applications to serve as the go-to expert.
- Market & Product Analysis: Monitor market trends, competitor activity, and customer feedback to guide product improvements and GTM strategy with marketing, sales, and product team.
- Sales & Marketing Support:
- Collaborate with sales/marketing teams to create promotional materials, deliver product presentations, and assist with sales closures.
- Work closely with GTM sales to identify opportunities with both new and existing clients; Drive technical strategy for complex data migrations and Lakehouse adoption
- Create & articulate compelling value propositions that address our clients' specific needs.
- Manage and forecast sales activity and opportunities using Salesforce
- Training & Enablement: Create training materials and conduct sessions for internal teams (sales, customer service) and external partners. Help educate the GTM teams on successful use cases, wins and losses, and upcoming product features and functionality.
- Customer Engagement: Interact with customers to understand needs, provide technical support, and resolve issues, directly impacting customer experience. Support existing clients deriving value from the product and ensuring their use cases are captured
- Product Lifecycle Management: Work with design and engineering teams to oversee product development, enhancements, and launch activities.
Who You Are:
- Bachelor’s degree or equivalent
- 10+ years of experience in Fintech or Financial Services, with a background in individual quota-carrying roles across Enterprise Data or Infrastructure Sales.
- Technical-Commercial Fluency: Expert at navigating the financial data landscape; able to translate data workflows and integration requirements into Data Lakehouse architecture solutions for business, operations, and technical stakeholders that enable high-velocity decisions.
- Commercial Ownership: Proven ability to lead the "Technical Win" and hit revenue targets within complex, multi-stakeholder institutional sales cycles.
- Infrastructure Displacement: Experienced in transitioning firms from fragmented legacy silos to modern, managed infrastructure (ADX).
- Data Integrity Advocate: Focused on solving data challenges by positioning Automated Validation as a mission-critical tool for operational efficiency.
- Migration Strategist: Skilled at using Sandbox and Testing environments as commercial levers to de-risk enterprise-scale migrations and neutralize technical objections.
- Product Contributor: Ability to synthesize market intelligence to directly influence Product and Engineering roadmaps.
- High-Stakes Communicator: Exceptional ability to translate complex technical "plumbing" into a compelling commercial ROI for C-suite stakeholders.
- Strong collaboration and interpersonal skills: Ability to quickly build trust and strong relationships with internal stakeholders- sales, deployments, CSMs, PMs, designers, and engineers.
- Client-centric: a genuine interest in delivering results for customers
- Self-starter that can both identify and solve problems
- Analytical ability - Be entrepreneurial by taking a data-based approach.
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
Ready to apply?
Apply to Addepar