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

We are currently seeking a Compliance Analyst. As a Compliance Analyst you will be responsible for researching and assisting in the maintenance of compliance programs, policies, and procedures. You will also provide support for a variety of other various legal and compliance functions that support internal operations at Addepar. As a key member of our growing team, you will focus on supporting our current business needs and crafting the future growth and development of the team, both individually and collectively.

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 $69,000 - $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

• Support the design and implementation of scalable, repeatable compliance and risk assessment workflows, including intake, escalation, documentation, and follow-up.
• Implement and maintain a broad range of compliance policies and procedures
• Proactively monitor and research relevant laws, regulations, and industry standards elevant to the fintech industry and the regulated sectors our clients operate in, including AI, data privacy, KYC/AML and international expansion, to continuously refine processes as the regulatory landscape evolves
• Conduct compliance risk assessments and audits
• Develop and deliver compliance training programs to employees to reinforce a strong culture of compliance and understanding of relevant regulations and internal policies
• Identify and implement opportunities to leverage AI and automation tools to streamline compliance tracking and reduce manual overhead
• Partner closely with cross-functional teams, including Product, Engineering, Sales, and Legal, so that compliance considerations are seamlessly integrated into all aspects of the business lifecycle
• Build dashboards and prepare recurring reports for leadership on program health and key initiatives.
• Collaborate with legal team members to update privacy policies, contractual terms, and data processing agreements as needed

Who You Are

• Bachelor’s degree or equivalent experience from an accredited college or university
• 1-3 years of relevant experience
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Thorough with the ability to handle multiple tasks and deadlines
• Highly collaborative and capable of working cross-functionally with Sales, Finance, Information Security, Services, Compliance, Engineering, Product, and Marketing teams in a fast-paced work environment
• Experience and curiosity about new and emerging technologies and associated regulatory implications 

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

Addepar is investing in our Workflow Platform - the architectural backbone that enables teams to build, orchestrate, and deploy critical financial workflows at global scale. This is a true force-multiplier product, integrating Addepar’s massive financial datasets, our rich product suite, multiple third-party vendors, and our native AI solution, Addison.

As we move through 2026, you will be a part of the team that drives the evolution of this platform from a nascent system to a fully-fledged self-service model delivering workflows at scale to our largest customers. You will transform manual, labor-intensive financial processes into automated, agentic, tech-enabled workflows that serve the world’s most sophisticated investors.

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

• Execution & Delivery: Translate product vision into production-ready code. You’ll work closely with global Product Managers to turn broad business goals into actionable plans, owning the end-to-end execution and navigating technical roadblocks to ensure consistent, high-quality delivery
• Scale the Platform: Help drive the transition to a self-service model and assist with geographic expansion, ensuring our infrastructure remains performant across new global regions, as our team and technology scales
• AI Integration: Work at the intersection of workflow orchestration and Agentic AI, helping to aid in the execution of complex, natural-language-driven tasks within a workflow-oriented context
• System Ownership & Reliability: Take end-to-end ownership of service health. This includes participating in design docs, implementing robust monitoring/alerting, and ensuring our distributed systems can handle high-concurrency, long-running, fault tolerant tasks without issue
• Collaborative Growth: Engage in deep technical reviews and pair programming sessions to maintain high engineering standards. While you will receive direct mentorship from Staff Engineers to sharpen your architectural skills, you will also help guide more junior contributors as the team scales, fostering a culture of continuous learning and rigorous development

Who You Are

• Technical Practitioner: Highly proficient in Python and Java. You are comfortable diving deep to solve technical hurdles alongside your team, with some assistance from more experienced engineering staff
• Experienced in Cloud & Web: Practical experience (2-5 years) building robust, service-oriented architectures (ideally on AWS). You possess a thorough understanding of web application design patterns, modern deployment methodologies, and scalability
• Modern & Balanced AI User: You embrace AI-first development practices. You aren't afraid to use LLMs to help navigate new tech stacks, generate test cases, or optimize performance, ensuring you spend less time on rote tasks and more time on core architecture
• Bridge Builder: Exceptional at translating technical constraints into clear business outcomes for stakeholders across different domains. You will work in close alignment with senior engineering in the team, to ensure your technical recommendations are balanced with long-term business goals
• Workflow Experience: Familiarity with Temporal, n8n, Pipedream, or equivalent stateful orchestration systems is a significant plus. You understand the challenges of long-running, distributed workflows at scale

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

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

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

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

Addepar’s Enterprise Sales team partners with some of the largest wealth management firms in the U.S. and globally, including many listed on the Barron’s Top 40.

As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions.  You will act as the business owner for your accounts, setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology.

You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth.

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 $149,000 - $223,000 (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

• Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio.
• Lead consultative enterprise sales cycles - Own complex, multi-stakeholder deals across large financial institutions, often spanning regions, business lines, and senior decision-makers.
• Set account strategy and drive execution - Develop and execute thoughtful, multi-year account plans aligned to client priorities and Addepar’s broader GTM strategy.
• Operate as a cross-functional leader - Work closely with Sales Engineering, Client Success, Services, and Partnerships to deliver a coordinated, “one team” experience—minimizing friction and maximizing client impact.
• Engage at the executive level - Build trusted relationships with C-level stakeholders within client organizations and partner with Addepar’s leadership team when appropriate to advance strategic opportunities.
• Contribute to how we go to market - Bring perspective from your experience and from the field—sharing best practices, shaping engagement models, and helping evolve how we serve enterprise clients.
• Maintain strong pipeline and forecasting discipline - Ensure timely, accurate pipeline management and forecasting to support internal alignment and planning.

Who You Are

• Proven enterprise seller - You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services.
• Client-focused and outcomes-driven -  You have a track record of building long-term relationships and delivering meaningful results for clients.
• Strategic and consultative - You know how to navigate large organizations, ask the right questions, and align solutions to broader business objectives.
• Executive communicator - You’re comfortable engaging senior stakeholders and can clearly articulate complex ideas in a way that resonates.
• Collaborative by nature - You work well across teams and understand how to bring the right people together to move deals forward and support clients over time.
• Curious and continuously learning - You bring your own perspective and best practices, while also being open to learning and evolving how we operate.
• Self-directed and accountable - You’re comfortable operating with autonomy as we continue to grow and evolve our enterprise business.

Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:

• Deeply connected to our mission as an organization and to each other
• Experience and passion for driving successful client experiences
• Outcome driven mindset
• Strong communication skills
• Consultative selling approach
• Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy
• Reputation for being a trusted colleague and thought partner to colleagues and clients
• Strong intellectual horsepower
• Strong technical proficiency
• Desire to both teach and learn

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

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.

The Role

We are currently seeking a Staff Software Engineer to join the Investment Data Platform team!  In this role, you will own the opportunity to architect and implement the next-generation compute platform, tackling complex scalability challenges to meet the demand of Addepar’s exponential growth and global expansion. We are looking for a passionate and self motivating software engineer who cares deeply about code quality, performance, and building high-scale 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 $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.

Who You Are

• 8+  years of software engineering experience
• Proficiency in object-oriented languages such as Java
• Proficiency in at least one cloud-native or messaging technology such as Kubernetes, Istio, containerization, Kafka, etc.
• Proficiency with relational and non-relational datastores
• Proficiency in CI/CD, monitoring, and logging systems
• Expertise in any of the above technical requirements is a huge plus!

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 seeking a Senior AI Engineer to join our AI Platform team. The AI Platform team is focused on enabling and building disruptive, innovative solutions to transform the wealth technology landscape with AI across our product suite and is growing quickly.

As a Senior AI Engineer, you will be responsible for architecting, leading, and driving the execution of the core AI capabilities that power our platform. This is a high-impact role for an engineer who thrives on the frontier of applied AI and maintains a relentless focus on shipping. You will not just work with LLMs and agentic frameworks; you will own the end-to-end delivery of AI-native products, ensuring that cutting-edge AI systems are hardened into robust, scalable, and high-performance production 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 $179,000 - $224,000 (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

• Drive the end-to-end execution and delivery of AI-native products, moving from initial prototype to scalable production services with high velocity.
• Architect, build, and productionize core components of our AI platform – including:
• LLMs and the surrounding ecosystem (e.g., vector DBs, prompt tuning, etc.)
• Agentic frameworks
• Core agent capabilities like MCP/ cross-platform tool use, web browsing, computer use
• Enforce technical discipline and operational excellence for all of our AI products.
• Rapidly iterate on AI products based on performance metrics and user feedback to drive continuous improvement.
• Lead the evaluation and adoption of new AI technologies and frameworks to keep Addepar on the frontier of the industry.
• Partner with product managers and other engineering teams to translate strategic goals into technical realities, abstracting AI complexity so they can iterate quickly.

Who You Are

• 3-6+ years of professional experience in backend software engineering, with expertise in programming languages/technologies like Python, Golang, gRPC, AWS, and Kubernetes.
• Proven track record of owning and shipping complex, production-grade systems.
• Proven experience shipping and maintaining AI-native products or features, or demonstrable passion through significant personal projects in AI.
• Deep ownership mindset, seeing projects through to completion and raising the bar for execution across the team.
• A strong bias for action, with a passion for shipping rapidly and iterating with feedback.
• BS/MS in Computer Science, Statistics, Mathematics, or another quantitative field, or equivalent experience.
• Bonus Points (Preferred Qualifications):
  • Specific experience with LLMs and agentic systems.
  • Hands-on experience with technologies in the modern AI/LLM ecosystem, such as Databricks, Langchain, or MLFlow.
  • Advanced understanding of the probabilistic systems underpinning modern LLMs.
  • Experience building AI products in highly accuracy-sensitive domains such as finance is a plus.

The Role

We are seeking a Staff Product Manager to join the AI Platform team. Our team is responsible both for our central AI Platform that powers AI capabilities across Addepar’s platform, as well as, owns some of our flagship AI products like Addison.

As a Staff Product Manager, you’ll take a leadership role in defining the product management function for a new organization. You’ll also lead zero-to-one product efforts, building and scaling net new product offerings in a high growth, fast moving environment - leveraging the latest and greatest in agents, agentic workflows, and LLMs to build transformative new products that deliver value to clients. This role will require working closely with engineering, design, product, marketing, go-to-market to drive new AI products to success.

This is a highly cross-functional and visible role suited for a hands-on builder who thrives at the intersection of AI, customer-centric product development, and financial technology.

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 $200,000 - $300,000 (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

• Shape the product direction and execution for AI at Addepar, turning strategy into roadmaps and execution
• Execute on zero-to-one AI products, from design to development to launch and scale - working deeply with clients to drive success
• Own the product roadmap for some of our fastest growing and highly visible AI products, scaling them across our client base
• Work across engineering and product to understand different domain contexts and build a scalable AI platform to enable rapid solutions development across Addepar
• Partner closely with engineering, product, design to execute on new products in a highly-iterative and fast moving team culture
• Mentor and support other product managers and establish product rituals and product management discipline in a newly formed organization

Who You Are

• At least 5+ years of experience in Product Management, ideally in Fintech, SaaS, or AI product development environments
• A hands-on builder who enjoys vibe coding, keeping up with the latest and greatest AI tools, likes to get their hands dirty and turn potential into action with AI
• A systems thinker who can distill complexity into clear product strategy and design client-centric solutions
• Agility to keep up with the latest and greatest in AI technology and industry trends
• Familiarity with core AI / LLM concepts like prompting, reinforcement learning, retrieval, agents / tool use, evaluations
• Experience in developing deep domain context in a new industry and working with cross-functional domain experts to drive impact
• Experience building AI products, with proven expertise in building both zero-to-one products and scaling commercial products
• A disciplined product operator—familiar with agile/lean delivery, PRD writing, and driving execution through cross-functional teams
• Data-driven and outcome-oriented; you naturally define KPIs, validate assumptions, and prioritize based on impact
• Exceptional communicator who builds alignment across Product, Engineering, and Go-to-Market teams
• Thrives in ambiguous, fast-growing environments and brings structure, process, and clarity where needed

The Role

The VP, Legal & General Counsel will serve as a critical leader and advisor of the Addepar leadership team.  This role will be an integral partner to enable client and product-led growth  while protecting the Company, including its clients data through the development, application and monitoring of global compliance. As Addepar evolves into an AI-native platform company, trust, security, and regulatory rigor are core to our success. 

You will oversee a global team of Associate General Counsels and lead functions spanning commercial contracts, compliance, privacy & data governance, and legal operations, while building a scalable legal operating model to support a high-growth, global 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 $250,000 - $350,000 (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

Executive & Board Partnership

• Act as a trusted advisor to the CEO and COO on legal, regulatory, and risk matters
• Support Board governance, strategic initiatives, and complex decision-making with clear, pragmatic legal guidance
• Help leaders assess and manage risk in pursuit of aggressive growth and scale

Commercial & Revenue Enablement 

• Support the evolution of Addepar’s global commercial contracting strategy (MSAs, DPAs, SLAs, SOWs, and partner agreements) and scale contract processes to support enterprise sales velocity without compromising risk posture
• Partner closely with GTM, Finance, and RevOps to reduce deal friction and improve cycle times

Privacy, Data Protection & Governance

• Lead global privacy and data governance programs aligned with Addepar’s handling of sensitive financial and personal data
• Oversee compliance with global data protection regulations (e.g., GDPR and other regional regimes)
• Partner with Security, IT, and Product on incident response, breach readiness, and privacy-by-design practices

AI & Product Legal Leadership

• Provide legal guidance on AI-native product development, including data usage, model governance, and transparency; help shape responsible AI practices that align with customer trust and regulatory expectations
• Advise Product and Engineering teams on product launches, roadmap decisions, and customer-facing disclosures

Compliance & Global Expansion

• Build and maintain a practical, scalable compliance framework appropriate for a global fintech platform
• Oversee employment-related legal matters, including global workforce expansion and policy frameworks
• Support office openings and entity setup across EMEA, APAC, and other regions

Legal Operations & Team Leadership

• Partner with the VP People, VP Finance & G&A Operations group to support the COO on the operational support of the Company, including achievement of Company-led goals/KPI’s
• Lead and develop a high-performing legal team
• Manage disputes, investigations, and litigation with discipline and sound judgment
• Establish legal operating rhythms, intake prioritization, playbooks, templates, and KPIs

Who You Are

Required Qualifications

• Senior Leadership: Significant experience as General Counsel, Deputy GC, or equivalent in a high-growth technology company
• Commercial Expertise: Deep experience with enterprise commercial contracts and complex customer environments
• Data & Privacy: Strong background in privacy, data protection, and regulatory risk (ideally in fintech, SaaS, or data-intensive platforms)
• Scale: Proven ability to scale legal processes in fast-moving, global organizations
• Management: Experience leading and developing senior legal leaders

Preferred Qualifications

• Experience supporting AI-driven products or emerging technology platforms.
• Global experience across EMEA and APAC markets
• Prior exposure to regulated financial services  (banks, RIAs, institutional clients)
• Experience with  M&A, or other strategic liquidity events.

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

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 

We are currently seeking a Senior Enterprise Sales Engineer to join our team. As a strategic partner throughout the sales process, you will lead high-stakes engagements with C-Suite executives and global stakeholders, architecting how Addepar’s vertically integrated platform transforms complex legacy operations into modern, AI-driven ecosystems. You bring a mastery of financial software to help our prospects and large relationships contextualize Addepar as a mission-critical component of their long-term business strategy. 

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 $146,000 - $182,000 + 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

• Strategic Advisory: Act as the lead domain authority for global, multi-billion dollar opportunities, partner with account executives to design complex deal structures and multi-year expansion roadmaps.
• 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.
• Business Transformation Discovery: Conduct executive-level discovery to identify systemic business inefficiencies, mapping them to a holistic technical vision that incorporates AI, data lakehouses, and third-party integrations. 
• 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.
• Sales Engineering Leadership: Act as a force multiplier by mentoring, establishing and refining sales playbooks, and institutionalizing standards for demos and technical validation.

Who You Are 

• Experience: 5+ years in Sales Engineering or Solutions Architecture, with a proven history of closing your company’s highest revenue generating deals and navigating global enterprise procurement.
• AI Evangelist & Strategist: Deep fluency in AI-driven software and modern data ecosystems. You are equally adept at pitching high-impact use cases to external stakeholders as you are at pushing technical boundaries internally. You know how to translate "data strategy" for a CTO, "efficiency" for a COO, applicability for an advisor and champion AI-first workflows to uplevel the sales team.
• Strategic External Partner: You possess the confidence to guide high-stakes technical engagements and the experience to lead executive reviews for c-suite stakeholders and can navigate differing opinions.
• Architectural Mindset: While you can "roll up your sleeves," you excel at high-level systems design, understanding how Addepar integrates into massive, multi-vendor legacy architectures and can clearly articulate value along the way.
• Market Thought Leader: Beyond understanding asset classes, you are a student of the industry. You understand where global wealth management is heading and can position Addepar as the only platform capable of meeting future platform and market demands. 
• 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 workflows embedded and concept of integrating complex data sets.
• 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

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

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

As a Strategic Account Executive, you will be managing consultative sales cycles with our large RIA’s, Multi-Family Offices, and 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. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Success, 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 Strategic Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi-year

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

• Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM
• Lead the full sales cycle end-to-end - from targeted prospecting and executive engagement through contract negotiation and close 
• Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners
• Develop and execute multi-threaded account strategies that align Addepar’s platform capabilities to each prospect’s operational, regulatory, and growth priorities
• Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address complex client requirements 
• Maintain rigorous pipeline hygiene and deliver accurate forecasts to senior leadership, using Salesforce as a system of record
• Negotiate and close multi-year contracts, navigating legal, compliance, and procurement processes with sophisticated financial institutions 
• Represent Addepar at industry events, conferences, and executive forums (40-50% travel expected) 
• Contribute to the continuous improvement of Addepar’s GTM strategy by bringing market intelligence and best practices from the field

Who You Are 

You are a proven closer with deep roots in wealth management technology. You have earned your credibility through results, not tenure, and you bring both the strategic acumen and the operational discipline to win in a complex sales environment.

Requirements:

• 8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology
• Demonstrated track record of consistently meeting or exceeding quota 
• Deep familiarity with the RIA, Multi-Family Office, and Family Office market - including how these firms evaluate, buy, and implement technology
• Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers
• Experience negotiating and closing multi-year SaaS contracts in regulated financial environments
• Exceptional executive presence - you are confident presenting to a CIO as you are whiteboarding with an operations team 
• Proficiency in Salesforce for pipeline management and forecasting
• Bachelor’s degree required; MBA or CFA a plus

You Will Also Bring:

• A consultative, client-first mindset-you lead with insight, not pitch
• Strong cross-functional instances, you know how to mobilize internal resources to support a deal 
• Intellectual curiosity about the evolving wealth management landscape and a genuine interest in how technology drives better outcomes for advisors and their clients
• High accountability and self-direction - you set the pace, manage your own time, and do not require hand-holding to perform
• A collaborative reputation; you win as part of a team and make those around you better

The Role

Addepar is investing in our Workflow Platform - the architectural backbone that enables teams to build, orchestrate, and deploy critical financial workflows at global scale. This is a true force-multiplier product, integrating Addepar’s massive financial datasets, our rich product suite, multiple third-party vendors, and our native AI solution, Addison.

As we move through 2026, you will lead the evolution of this platform from a nascent system to a fully-fledged self-service model delivering workflows at scale to our largest customers. You will transform manual, labor-intensive financial processes into automated, agentic, tech-enabled workflows that serve the world’s most sophisticated investors.

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 $160,000 - $250,000 (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

• Direct Team Leadership: Lead and develop a high-performing team of senior engineers. You are a culture-builder focused on accountability, growth, empowerment, and technical excellence, who leads by example.
• "Lead from the Trenches": Maintain technical high-ground by staying active in the codebase - writing production code, conducting deep architectural reviews, and helping with the design of scalable integration points. You’ll strike the balance between people management responsibilities and your own individual contributions, especially in the early stages of the role.
• Execution & Delivery: Partner with global Product Managers to translate ambitious business goals into predictable, actionable technical roadmaps. You will drive project momentum by navigating technical hurdles and providing the hands-on support necessary to translate high-level product vision into functional reality.
• Scale the Platform: Drive the transition to a self-service model and help to oversee geographic expansion, ensuring our infrastructure remains performant across new global regions.
• Evangelism: Serve as one of the champions for our platform, fostering a vibrant developer community and driving adoption through insightful technical content, internal public speaking, and hands-on partnership. 
• AI Integration: Work at the intersection of workflow orchestration and Agentic AI, helping to aid in the execution of complex, natural-language-driven tasks within a workflow-oriented context.
• Mentorship: Actively coach engineers through the nuances of a sophisticated financial domain, helping them navigate their career path and develop as engineers.

Who You Are

• Experienced Leader: 6+ years in platform development, with at least 2+ years of formal people management or proven team leadership.
• Technical Practitioner: Highly proficient in Python and Java. You are comfortable diving deep to solve technical hurdles alongside your team.
• Systems Architect: Practical experience building robust, service-oriented architectures in cloud environments (AWS preferred).
• Workflow Experience: Familiarity with Temporal, n8n, Pipedream, or equivalent stateful orchestration systems is a significant plus. You understand the challenges of long-running, distributed workflows at scale.
• Agile + AI Advocate: You prioritize iterative development and experimentation, using data-driven insights to optimize team velocity. You proactively explore and implement AI technologies to streamline the SDLC, transforming traditional ceremonies into high-output, automated engines for rapid value delivery.
• Bridge Builder: Exceptional at translating deep technical constraints into clear business outcomes for stakeholders across different domains.

The Role

We’re seeking a Talent Operations Manager to strengthen and scale the operational foundation of our global Talent Acquisition (TA) function. Reporting to the Sr. Manager, People Operations, you will lead a team of four Recruiting Coordinators (RCs) across regions while ensuring recruiting operations are structured, consistent, and effective at a global scale.

This role combines people leadership with operational ownership. You will bring clarity to complexity, establish strong standards, and create the structure that enables high-quality execution across the hiring lifecycle. You will serve as a trusted operational partner to recruiters and TA leadership, ensuring that systems, workflows, and reporting are disciplined, reliable, and aligned to business needs.

Success in this role means building a high-performing coordination team, establishing consistent and scalable ways of working, and maintaining the level of operational rigor and data integrity required in a complex, global organization. You lead change thoughtfully, balance detail with big-picture thinking, and create stability while the business continues to evolve.

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 $109,000 - $170,000 (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

Leadership and Operational Excellence

• Lead and develop a global team of RCs in the US, UK, and India, setting clear expectations, service standards, and coverage across time zones.
• Oversee the candidate lifecycle, ensuring clear processes, accurate data, and smooth cross-functional coordination.
• Define, document, and standardize global recruiting processes from candidate interest through first-day onboarding, addressing regional requirements at scale.
• Identify bottlenecks and implement improvements that increase capacity and enhance the candidate, hiring manager, and interviewer experience.
• Track and analyze recruiting funnel metrics to provide actionable insights to TA Leadership.

System Infrastructure and Governance

• Serve as the primary point of contact and subject matter expert for all recruiting systems, including Greenhouse, GoodTime, HackerRank, and Workday.
• Collaborate with the People Tech team on system configuration, integrations, updates, and compliance, communicating clearly with stakeholders.
• Oversee compliance with regional labor laws, GDPR, and internal audit requirements.

Change Management and Enablement

• Lead and manage global change initiatives (e.g., new ATS features, sourcing tools, interview structures, process updates)
• Develop training and enablement materials so stakeholders are equipped to operate effectively.
• Serve as a trusted partner to the Talent Acquisition team on strategic initiatives, operational guidance, and execution support.

Who You Are

• 5–8 years in Talent/Recruiting Operations or Program Management, including 1–3 years managing teams (global or multi-region preferred).
• Hands-on experience with Greenhouse, Workday, Ashby or similar ATS/HRIS, with a record of driving adoption and maintaining governance at scale.
• Strong process and operational focus; able to standardize workflows and implement scalable improvements.
• Analytical, comfortable using dashboards and metrics to inform decisions.
• Clear communicator, able to train, influence, and align distributed teams.
• Organized, detail-oriented, and comfortable in a fast-growing global environment.
• Experience with AI-native recruiting tools (e.g., Juicebox) is a plus.

The Role 

We are currently seeking a Senior Enterprise Sales Engineer to join our team. As a strategic partner throughout the sales process, you will lead high-stakes engagements with C-Suite executives and global stakeholders, architecting how Addepar’s vertically integrated platform transforms complex legacy operations into modern, AI-driven ecosystems. You bring a mastery of financial software to help our prospects and large relationships contextualize Addepar as a mission-critical component of their long-term business strategy. 

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 $146,000 - $182,000 + 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

• Strategic Advisory: Act as the lead domain authority for global, multi-billion dollar opportunities, partner with account executives to design complex deal structures and multi-year expansion roadmaps.
• 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.
• Business Transformation Discovery: Conduct executive-level discovery to identify systemic business inefficiencies, mapping them to a holistic technical vision that incorporates AI, data lakehouses, and third-party integrations. 
• 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.
• Sales Engineering Leadership: Act as a force multiplier by mentoring, establishing and refining sales playbooks, and institutionalizing standards for demos and technical validation.

Who You Are 

• Experience: 5+ years in Sales Engineering or Solutions Architecture, with a proven history of closing your company’s highest revenue generating deals and navigating global enterprise procurement.
• AI Evangelist & Strategist: Deep fluency in AI-driven software and modern data ecosystems. You are equally adept at pitching high-impact use cases to external stakeholders as you are at pushing technical boundaries internally. You know how to translate "data strategy" for a CTO, "efficiency" for a COO, applicability for an advisor and champion AI-first workflows to uplevel the sales team.
• Strategic External Partner: You possess the confidence to guide high-stakes technical engagements and the experience to lead executive reviews for c-suite stakeholders and can navigate differing opinions.
• Architectural Mindset: While you can "roll up your sleeves," you excel at high-level systems design, understanding how Addepar integrates into massive, multi-vendor legacy architectures and can clearly articulate value along the way.
• Market Thought Leader: Beyond understanding asset classes, you are a student of the industry. You understand where global wealth management is heading and can position Addepar as the only platform capable of meeting future platform and market demands. 
• 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 workflows embedded and concept of integrating complex data sets.
• 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

We are currently seeking an Account Executive to join our Sales Team! We are looking for a superstar to add to our ever expanding team. We are seeking an experienced, quota carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for growing new ARR for large RIAs’, Multi-Family Offices and Private Banks. 

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 $108,000 - $135,000 (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

• Develop and execute a territory plan to identify, qualify, and close new business within a named account list of RIAs, Family Offices, and Multi-Family offices (up to $1.5B in Assets under management)
• Own the full sales cycle on deals from initial outreach and discovery through demo, proposal, negotiation, and close
• Aggressively prospect and build a pipeline through outbound outreach, referrals, events, and inbound lead follow-up
• Conduct compelling product demonstrations that connect Addepar’s platform capabilities to each prospect’s specific operational challenges
• Engage decision-makers at the VP and C-suite level, including COOs, CTOs, and firm principals
• Maintain accurate pipeline data and forecast in Salesforce, with consistent hygiene and timely updates
• Partner with Pre-sales and Client Success to engage smooth handoffs and a strong client experience through onboarding 
• Represent Addepar at industry events, conferences, and prospect meetings (40-50% travel expected)

Who You Are

• 4+years of experience in software or SaaS sales, with a track record of meeting or exceeding quota
• Experience selling into the wealth management or financial services industry, with familiarity with RIA and family office business models
• Proven ability to run a structured sales process end-to-end, including discovery, demo, and close
• Comfortable engaging VP and C-suite stakeholders in financial services firms
• Hands-on experience with Salesforce for pipeline and activity management
• Strong presentation and communication skills, both written and verbal
• Proficiency with web conferencing tools (Zoom, Teams, etc.)
• Ability to thrive in a fast-paced, team-oriented environment
• Bachelor’s degree 

You will Also Bring

• Intellectual curiosity about fintech and wealth management - you want to understand the industry, not just sell into it
• Coachability and a growth mindset; you actively seek feedback and apply it
• A competitive drive balanced with a collaborative, team-first attitude
• Strong organizational skills and the discipline to manage a high-volume pipeline 

The Role

The Calculation Infrastructure team is at the core of scaling Addepar's computational architecture. The team plays a pivotal role in building distributed services and driving innovations to meet Addepar’s rapid growth. Working on a blend of cutting-edge technologies and mission critical systems, the team thrives on solving complex challenges to deliver high-impact solutions internally and externally. If you're passionate about creating scale and excited to shape the future of wealth management technology, this is the team 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 $160,000 - $250,000 (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

• Shape and execute an ambitious program of product features, technical debt eliminations, and scalability advancements.
• Coach and mentor a high-performing team of software engineers. 
• Own end-to-end solutions while continuously improving engineering processes and velocity.
• Collaborate cross-functionally to deliver measurable impact across R&D. 

Who You Are

• Minimum 7+ years of software engineering experience.
• 2+ years 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 hands-on Software Engineer with a strong Java background to join our Order Management System (OMS) team in Trading!

We are building a high-performance Trading Order Lifecycle Management system designed to bridge the gap between investment intent and market execution. Our platform serves as the mission-critical link between our portfolio managers and executing brokers, ensuring every trade is executed, allocated, and reported with absolute precision. 

We’re looking for a detail-oriented, hands-on Software Engineer who is passionate about technology and high-quality engineering processes. You will work closely with our product and design teams to deliver impactful business outcomes using Agile methodologies and AI-assisted development to amplify delivery.

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

• System Development: Design, develop, and deploy high-quality Java applications (using Spring Boot or Quarkus) with a focus on microservices and distributed application development
• Trade Orchestration: Build and maintain the logic for the trade order life cycle, ensuring successful connection to executing brokers and accurate post-trade allocations
• Data & Messaging: Implement resilient integration patterns using Kafka for event streaming and manage data across AWS cloud infrastructure
• Integrations: Support and scale inbound/outbound connectivity via FIX, REST, and File-based interfaces
• Operational Excellence: Participate in the full Agile SDLC, including code reviews, automated testing, and providing L3 support for the platform
• Collaboration: Work in partnership with engineering partners and platform users to identify requirements and map out solutions for challenging technology and workflow problems

Who You Are

• Education: B.S., or M.S. in Computer Science or similar technical field of study (or equivalent practical experience)
• Experience: 4+ years of software engineering experience with a focus on backend distributed systems
• Technical Stack: Proficient in Java and Spring Boot (experience with Quarkus is a plus)
• Cloud & Data: Hands-on experience with AWS and messaging platforms like Kafka
• Database Knowledge: Experience with databases, SQL, NoSQL, and data architectures
• Modern Workflow: Comfortable with AI-assisted development tools and a bias toward smart automation
• Ownership: A strong ownership mentality with the ability to provide L3 support and solve complex analytical problems
• Soft Skills: A dedicated team player with robust analytical abilities and a passion for experimentation and iteration
• [Preferred] Experience in Trading or Financial Services domains
• [Preferred] Practical knowledge of the FIX protocol
• [Preferred] Familiarity with frontend technologies (React) to support UI-related backend requirements

The Role

We are currently seeking a visionary and hands-on Staff Software Engineer with deep expertise in Java and distributed systems to lead technical initiatives within our Order Management System (OMS) team in Trading!

We are building a high-performance Trading Order Lifecycle Management system designed to bridge the gap between investment intent and market execution. Our platform serves as the mission-critical link between our portfolio managers and executing brokers, ensuring every trade is executed, allocated, and reported with absolute precision, low latency, and high fault tolerance.

We’re looking for a strategic technical leader who remains deeply hands-on and is passionate about solving highly complex, ambiguous engineering challenges. You will drive the architectural vision, establish high-quality engineering standards, and work closely with product and design leadership to deliver impactful business outcomes. You will champion Agile methodologies and the adoption of AI-assisted development tools across the organization to amplify engineering delivery.

This role requires someone to work Eastern working hours.

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 $150,000 - $234,000 + 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

• • System Architecture: Drive the technical direction and architect highly scalable, resilient Java/Spring Boot (or Quarkus) microservices.
  • Trade Orchestration: Design the next-generation trade order life cycle logic, ensuring ultra-reliable broker connectivity and accurate allocations.
  • Data & Messaging: Architect enterprise-grade, event-driven systems and scalable data solutions on AWS using Kafka.
  • Integrations: Scale inbound/outbound connectivity across FIX, REST, and File-based interfaces for highly performant data exchange.
  • Engineering Excellence: Shape the engineering culture by mentoring teams, elevating Agile SDLC standards.
  • Strategic Collaboration: Partner with cross-functional leaders to translate complex business requirements into actionable, scalable technical roadmaps.

Who You Are

• Education: B.S., or M.S. in Computer Science or similar technical field of study (or equivalent practical experience)
• Experience: 8+ years of experience architecting and building complex backend distributed systems at scale.
• Technical Stack: Expert in Java, Spring Boot, JVM tuning, and concurrency (Quarkus experience is a plus).
• Cloud & Data: Advanced expertise in AWS cloud-native architectures, and messaging platforms like Kafka
• Database Knowledge: Experience with databases, SQL, NoSQL, and data architectures
• Modern Workflows: A champion for developer productivity, automation, and the adoption of AI-assisted development tools.
• Leadership & Ownership: An technical leader with a strong ownership mentality, capable of driving cross-team initiatives.
• Communication: Exceptional ability to communicate complex technical concepts to non-technical stakeholders and foster a collaborative, experimental culture.
• [Preferred] Experience in Trading or Financial Services domains
• [Preferred] Practical knowledge of the FIX protocol
• [Preferred] Familiarity with frontend technologies (React) to support UI-related backend requirements

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 $125,000 - $195,000 (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.

Who You Are

• 4+ 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 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 - $134,000 (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

The Role

We are seeking a creative, organized, and sales-focused Enablement Specialist with strong technical skills and a passion for world-class education. At Addepar, you ensure all systems associated with a GTM role are running smoothly. You will play a key role in ensuring the success of our newly hired team members while developing and implementing ongoing sales education and go-to-market strategies. Ideal candidates will have a background in Sales, Sales Enablement, Customer Education, or Instructional Design, with experience in crafting learning content and guided programs for onboarding, training, and sales acceleration. We are looking for a dedicated and organized individual who can deliver a comprehensive education experience, driving satisfaction for learners and contributing to the overall vision of our GTM Enablement team.

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 $68,000 - $106,000 (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

• Be in charge of all things tech stack
• Experience with Gong a huge plus
• Develop and collaborate on training content to equip Addepar GTM employees for success
• Deliver exceptional instructor-led courses and webinars, both virtually and in-person, for clients, prospects, partners, employees, and enthusiasts
• Scale customer education programs to enhance product adoption and usage across the Addepar community
• Work with Sales, Marketing, and Services teams to drive course attendance and content engagement
• Quickly integrate feedback to improve course content and experience
• Manage logistics to ensure an outstanding training experience
• Partner with Sales and Account Management, coordinating with Marketing, Services, and Support to build impactful onboarding and continuing education programs
• Design and implement high-value training content for Sales
• Review recorded calls from closed opportunities to ensure effective material is used and implement training to increase win rates
• Facilitate cross-team collaboration to establish a central content center for managing sales lifecycle content
• Ensure GTM content is accurate and relevant from a Sales perspective

Who You Are

• 3+ years in a software education services role, support, professional services, sales, marketing, or relationship management at financial services or SAAS Technology Company
• Gong, Workramp, or equivalent tech stack experience
• Outstanding presentation skills
• Strong demonstrated knowledge of the Wealth Management industry
•  Ability to tailor messaging about a product’s value proposition to varied audiences
• Capable of working across multiple organizations
• Outstanding logistical planning and organizational skills
• Experience managing projects from start to finish
• Excitement to continually learn and grow your knowledge
• Recent experience with LMS tools such as Articulate 360, Workramp, Lessonly, or similar platforms preferred
• Experience in learning analytics and the ability to glean insights from enablement tools and create actionable, outcome-based learning solutions
• Experience with Revenue Intelligence platforms such as Gong or Chorus is a plus

The Role

We are currently seeking an Account Executive to join our Sales Team! We are looking for a superstar to add to our ever expanding team. We are seeking an experienced, quota carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for growing new ARR for large RIAs’, Multi-Family Offices and Private Banks. 

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 $108,000 - $135,000 (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

• Develop and execute a territory plan to identify, qualify, and close new business within a named account list of RIAs, Family Offices, and Multi-Family offices (up to $1.5B in Assets under management)
• Own the full sales cycle on deals from initial outreach and discovery through demo, proposal, negotiation, and close
• Aggressively prospect and build a pipeline through outbound outreach, referrals, events, and inbound lead follow-up
• Conduct compelling product demonstrations that connect Addepar’s platform capabilities to each prospect’s specific operational challenges
• Engage decision-makers at the VP and C-suite level, including COOs, CTOs, and firm principals
• Maintain accurate pipeline data and forecast in Salesforce, with consistent hygiene and timely updates
• Partner with Pre-sales and Client Success to engage smooth handoffs and a strong client experience through onboarding 
• Represent Addepar at industry events, conferences, and prospect meetings (40-50% travel expected)

Who You Are

• 4+years of experience in software or SaaS sales, with a track record of meeting or exceeding quota
• Experience selling into the wealth management or financial services industry, with familiarity with RIA and family office business models
• Proven ability to run a structured sales process end-to-end, including discovery, demo, and close
• Comfortable engaging VP and C-suite stakeholders in financial services firms
• Hands-on experience with Salesforce for pipeline and activity management
• Strong presentation and communication skills, both written and verbal
• Proficiency with web conferencing tools (Zoom, Teams, etc.)
• Ability to thrive in a fast-paced, team-oriented environment
• Bachelor’s degree 

You will Also Bring

• Intellectual curiosity about fintech and wealth management - you want to understand the industry, not just sell into it
• Coachability and a growth mindset; you actively seek feedback and apply it
• A competitive drive balanced with a collaborative, team-first attitude
• Strong organizational skills and the discipline to manage a high-volume pipeline