The Role

We are currently seeking an Account Executive to join our growing Sales Team in Switzerland!

We are looking for an experienced, quota-carrying sales professional eager to help drive Addepar’s expansion in the Swiss market and establish us as the financial platform of choice for the wealth management industry. As one of the first hires in this region, the Account Executive will play a key role in driving new ARR (Annual Recurring Revenue) by engaging with RIAs (Registered Investment Advisors), Single and Multi-Family Offices, and Private Banks.

This is a unique opportunity to contribute to our growth in a new region, helping to shape Addepar’s presence in Switzerland and the broader DACH region. You will work closely with our global sales, marketing, and product teams to build relationships with key financial institutions and drive the adoption of Addepar’s platform.

What You’ll Do

At Addepar, you will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for Wealth Managers and Family offices. This role is for someone who has shown to be a thought and execution leader, partnering with the client and your Addepar colleagues to ensure a world-class client experience throughout the entire client journey from pre-sale to post-sale. This role allows the candidate 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. 

• Develop a strategic sales plan to effectively cover key accounts in your assigned territory, including Swiss and European financial institutions.
• Manage lead qualification and conversion from large financial firms, focusing on Private Banks, Family Offices, and Wealth Managers.
• Proactively prospect and build new relationships with named accounts, establishing Addepar as a trusted solution.
• Travel as required to meet with prospects and clients and attend marketing events across Switzerland and Europe (approximately 40-50% travel, depending on local guidelines and business needs).

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 with a genuine passion and consistent track record for building and delivering extraordinary client outcomes.

• Significant experience in software sales, particularly within the financial services industry, and a strong track record of success.
• Proven experience selling SaaS solutions to wealth managers, RIAs, or financial institutions, particularly in Switzerland or the broader European market.
• Strong track record of meeting or exceeding sales quotas.
• Practical experience with Salesforce or other CRM tools.
• Deep understanding of SaaS products, the ability to deliver engaging product demos, and the intricacies of SaaS business models.
• Excellent interpersonal and presentation skills.
• Exceptional verbal and written communication skills, including fluency in English and German (French or Italian is a plus).
• Bachelor’s Degree is highly preferred.

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 organisation 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 mould 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 

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

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 $118,000 - $184,000 + 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.

What You'll Do 

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

Who You Are 

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

Preferred Skills

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

The Role

We are seeking an experienced and highly motivated Engineering Manager to lead the Reference Data Team in the UK, a critical component of the Addepar Platform team. The Addepar Platform is a comprehensive data fabric that provides a single source of truth for our product set, encompassing a centralized and self-describing repository, API driven data services, integration pipeline, analytics infrastructure, warehousing solutions, and operating tools.

The Reference Data Team is responsible for the acquisition, conversion, cleansing, reconciliation, modelling, tooling, and infrastructure related to the integration of market and security master data from third-party data providers. The team is critical to our core business, enabling alignment across public and alternative investment data products and empowering clients to effectively manage their investment portfolios.

As the Engineering Manager, you will play a crucial role in leading and managing a team to deliver complex engineering projects using a modern and diverse technology stack, including PySpark, Python, AWS, Terraform, Java, Kubernetes, microservices, and more.

What You’ll Do

• Drive the technical direction in close alignment with your product counterparts, direct engineering peers in other regions and the wider engineering community.
• Build and manage a team of exceptional engineers to design, develop, and deploy scalable solutions that meet client requirements on time.
• Lead a team to build frameworks that supports highly performant ingestion and distribution of financial data.
• Advocate for standard methodologies, find opportunities for automation and optimizations in processes to increase throughput , latency and accuracy.
• Develop and maintain efficient process controls and accurate metrics that improve data quality as well as increase operational efficiency
  
  • Working in a fast-paced, dynamic environment to deliver high-quality results and drive continuous improvement.

  Who You Are 

  • 2+ years of proven experience leading engineering teams, 5+ years of professional backend engineering experience as an individual contributor.
  • A computer science degree or equivalent experience.
  • Strong problem-solving and decision-making skills.
  • Prior experience with distributed systems, microservices and messaging queues.
  • Working knowledge of at least one object oriented programming language (PySpark, Python, Java), relational databases, SQL and data pipelines
  • Knowledge of financial concepts (e.g., stocks, bonds, etc.) is helpful but not necessary
  • Passion for the world of FinTech and solving previously intractable problems at the heart of investment management is a plus

The Role

We are seeking a Sr. Software Engineer to join our Reference DataTeam!

The reference data team at Addepar is responsible to manage the data reconciliation and curation process for market data providers to build a single source of truth and provide alignment across public and alternative investment data products for the client to manage their investment portfolio.

As an engineer on the team you will partner with product teams at Addepar to understand their business needs. You’ll contribute to increasingly challenging engineering projects with the ultimate goal of enabling solutions on and effective use of the data platform.

Our engineering team primarily works with PySpark, Python, AWS, Terraform, Java, and Kubernetes. We use Agile methodologies to deliver on business outcomes.

What You’ll Do

• Design, implement, and deliver significant projects on our data platform to solve complex business problems
• Collaborate with different collaborators to build data pipelines 
• Advocate for standard methodologies and improvements in code and processes

Who You Are 

• Several years experience as a professional software engineer
• A Bachelor's degree or equivalent experience
• Proficiency with object oriented programming languages
• Proficiency with relational databases
• Rapid learner with strong problem solving skills
• Interest in building data pipelines and in working with Big-data
  
  

The Role

In this role, you'll shape the future of help and training at Addepar, reimagining how clients and employees learn about our products and services. You'll work with Product, Support, and Services teams to create and refine a library of guides, how-to articles, and more. You’ll research, author, edit, proofread, format, and publish the content following Addepar’s style guidelines.

Our Help Center is in an exciting growth stage, undergoing a redesign and scaling up to support Addepar’s multi-product platform. Our ideal candidate is a strong technical writer and editor with a keen eye for detail. You promote innovation, strategic decision-making, and thoughtful risk-taking. You’re eager to join our team, roll up your sleeves, and do great work.

You’ll report to the Content Design Manager for the Help Center.

What You’ll Do

• Develop a deep understanding of our users, products, and unique challenges.
• Write clear, easy-to-follow help articles and guides.
• Manage and prioritize incoming requests for new articles and updates.
• Partner with SMEs to determine the best flow and structure of your content.
• Facilitate productive meetings and working sessions.
• Run content reviews at key milestones, and participate in peer content reviews.
• Audit existing articles for out-of-date information, typos, and broken links.
• Track article engagement and address user feedback.
• Recommend new ways of grouping, classifying, and labeling help content.
• Learn and gain expertise in our design and operational tools.
• Help evolve the voice and tone of self-guided support.

Who You Are

• 2+ years of technical writing experience.
• An inspiring portfolio that showcases how you approach help content. Must include writing samples.
• Fantastic writing (American English), editing, and proofreading skills.
• Familiar with design systems and editorial style guides.
• Familiar with Figma, Zendesk, Confluence, and Jira.
• Experience working with or in a customer support organization is a huge plus.
• Able to work independently, communicating across multiple time zones.
• High emotional intelligence. People enjoy working with you!

The Role

Addepar Design shapes wealth managers’ digital experiences. By designing and delivering intuitive, easy-to-use products, we help wealth managers grow their businesses and provide best-in-class services to their clients. We foster an agile, client-centered work environment with a focus on constructive feedback and collaboration. We’re passionate about delivering innovative, accessible, and premium products that redefine our clients’ day-to-day financial activities.

In this role, you'll shape the future of help and training at Addepar, reimagining how clients and employees learn about our products and services. You'll work alongside a small team of content designers, product designers, and user researchers to redesign our knowledge base and in-app experiences. You'll create a library of guides, courses, how-to articles, and more. You’ll develop templates and processes that scale.

Our ideal candidate is passionate about supporting our clients. You recognize make-or-break moments that shift perception from seamless to infuriating. You prioritize reusable, purposeful, and quality content. You know how to transform a help center into an award-winning knowledge base. You're innovative and think big. You also pay close attention to detail.

What You’ll Do

• Develop expert knowledge of our users and product challenges.
• Balance empathy, logic, and data to make informed content decisions.
• Develop a system of reusable content that streamlines product training and support.
• Craft and maintain clear, easy-to-follow help articles and guides.
• Collaborate with and influence cross–functional teams.
• Facilitate productive meetings, working sessions, and workshops.
• Regularly share and solicit feedback on your work.
• Mentor your fellow content designers and participate in content reviews.
• Improve design consistency and contribute to our content standards.
• Learn and gain expertise in design and operational tools at Addepar.

Who You Are

• 3+ years of owning/supporting the content strategy for a knowledge base or product area.
• An inspiring portfolio that showcases how you think about and approach help and training experiences. Must include writing samples.
• Experience developing and maintaining a content system or style guide.
• High emotional intelligence. People enjoy working with you!
• Exceptional writing, collaboration, communication, and presentation skills.
• Familiarity with Zendesk, Confluence, and Jira.
• Experience working with design and prototyping tools like Figma.
• Experience in finance isn’t required, but a huge plus.

The Role

We are currently seeking a Group Product Manager to join our Data Enablement team!

Data Enablement's mission is to empower Addepar’s employees and clients with a scalable Operating Platform, inclusive of new workflows, products, and cloud-based tooling that works seamlessly across multiple regions. The team provides interdisciplinary product management, helping Engineering teams increase their impact and implement solutions that:

• Elevate the platform user experience
• Reduce operational risk
• Enable Addepar’s growth in new and existing markets

The DE team is driving Addepar's transition from legacy tools and processes to a more scalable global operating model.

What You’ll Do

• Set the gold standard for developing requirements that transform raw market data into functional content on our platform.
• Be a “player-coach”. Lead by example and manage a team of PMs building the future of market data at Addepar.
• Design and implement prioritisation frameworks and processes. Ensure that work is aligned with business goals and priorities.
• Develop and maintain a deep understanding of Addepar’s market data products and workflows. Use this knowledge to make strategic decisions and drive new and innovative opportunities to improve client experience.
• Drive the delivery of high-quality, timely, and reliable data product solutions, including the onboarding of new data feeds, development of data assets to support new product lines, and optimisation of operational procedures.
• Build consensus across R&D to prioritise increments of work based on level of effort, interdependencies, and other relevant criteria, with a focus on delivering new market data content, improving data quality, and enhancing controls and entitlements.

Who You Are

• 7+ years of relevant work experience and education that demonstrate proficiency in product management, market data, and user workflows.
• Domain knowledge/expertise regarding market data processing workflows, financial products, and data models.
• Solid understanding of agile and lean principles, with the ability to apply these principles to lead teams and drive delivery.
• A creative (non-dogmatic) approach to projects, willingness to experiment, and ability to guide teams toward activities and processes that best suit project goals.
• Ability to develop and implement strategies for achieving objectives, including the selection and implementation of tools and techniques.
• Ability to perform Project and Scrum Management tasks such as task assignment, ensuring designs and requirements are ready when needed for work to begin, leading agile ceremonies, coordinating dependencies across functions, setting expectations with Account Managers, etc)
• Ability to set your team up for success through leadership, sense of purpose, accountability, and initiative.
• Ability to partner with a variety of team members (from highly technical to non-technical business colleagues) and work in a cross-functional setting.
• A confident and positive demeanour with low ego; high degree of ingenuity, resourcefulness, and problem-solving skills; ability to work within ambiguity.

The Role

The Design team at Addepar shapes wealth managers’ digital experiences. By crafting and delivering intuitive, easy-to-use products, we help wealth managers grow their businesses and provide best-in-class services to their clients. We take an agile, high-growth mindset and champion a client-centered work environment with a focus on constructive feedback and collaboration.

We are seeking a Senior Product Designer to lead the design for our core Analysis & Reporting product. With our products today, wealth managers can design and deliver fully customised, branded reports, tailor fee structures based on the portfolios, and streamline client engagement operations. This enables wealth managers to provide superior, personalised financial advice to their end-clients with even the most sophisticated portfolios and build long-lasting, trusted relationships.

In partnership with product management, engineering, and other internal collaborators, this role will be driving the design transformation of our existing products and taking the user experience to the next level with intuitive and scalable workflows, enterprise-grade permission features, and adoption of our modern design system, Addepar Design Language.

What You’ll Do

• Lead all design aspects of a product area to build a premium product experience within a cross-functional agile team. Achieve business outcomes.
• Provide design vision and influence product decisions, prioritisation, strategies, and roadmaps, advised by user research and data. Champion our clients.
• Drive multiple threads of workstreams concurrently, addressing short-term design needs, delivering value to users incrementally, while making strides towards the long-term vision.
• Collaborate with the design system team and other design leads across Addepar's platform to craft a cohesive client experience that embody our brand.
• Seek out and react positively to feedback from your peers and collaborators. Provide thoughtful critiques, empower, and mentor other designers on the team to do their best work.

Who You Are

• 7+ years of experience working in the field of Product Design, Interaction Design, or UX Design.
• A portfolio showcasing expertise in user-centered design practice and a high degree of design craftsmanship.
• Experienced in designing web SaaS products for multi-faceted user base across a variety of segments, from small business to large enterprise.
• Curiosity driven learner who can get up to speed on new domains and product challenges quickly.
• Passion for systematic design, scalable information architecture, streamlined workflows, and practical problem solving.
• Proven records of driving design and development team through successful product launches and continuous improvements.
• Ability to think big pictures and plan for long-term product transformation.
• Outstanding communication, collaboration, and partnership building skills.
• A self-starter and a teammate who enjoys working in a fast-paced, agile environment.
• Proficient in using Figma, our preferred design and prototyping tool.

The Role

The Navigator team at Addepar is growing!

Navigator is a quantitative liquidity risk projection tool that is one of the key components of Addepar's multi-product ecosystem. Brought into the Addepar family as part of an acquisition in 2021, Addepar has continued to double down on investing in this critical add-on, as we've scaled well beyond the multi-million ARR goal first set for this product line.

As we continue to scale, a need has opened up for a Senior Frontend Engineer who would bring to bear their unique expertise with the existing Engineering team, with exciting opportunities to extend the scope for this role longer term, as the product continues to push onward into future global expansion mode.

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 + 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

• Collaborate multi-functionally with product owners, designers, GTM teams, program managers and other Engineering team members to deliver for our clients.
• Conceive of, develop, and deliver novel solutions within a sophisticated and rich domain area. Learn and develop your career within a particularly challenging and growing part of the financial industry.
• Build both within the primary Navigator application and in other parts of Addepar's product ecosystem, bridging shared concerns for our clients across multiple product areas, with an investor-focused viewpoint.

Who You Are

• At least 3+ years of React experience, with ideally enough experience to have worked in both older and newer versions of the library.
• A strong, hands-on technical approach; a desire to demonstrate your technical expertise, and to focus and improve the abilities of those on your team.
• 3-5+ years of experience as a professional software engineer, focused on frontend systems
• An ideal candidate will bring a background of building and scaling finance software within a product-focused, technology-forward organization.

The Role

R&D Operations (‘R&D Ops’) plays a key role at Addepar by coordinating, supporting, and optimizing how teams work within the R&D organization. Our mission is to operationalize standards for the efficient execution of Initiative Management, simplify the process for how work gets into the R&D Planning pipeline to lay the path for objectives and key results fulfillment, provide guidance and governance on standard processes for teams through Standards & Processes, and surface R&D data in Analysis and Reporting. The combination of these things drive us toward our goal of reduced execution risk, and an improved focus on the way we work together to achieve Addepar’s goals.

Addepar is seeking a creative, collaborative, business-minded leader for our R&D Ops team. This position requires an influential leader who can deliver in a dynamic, fast-paced environment.

You’ll bring your program management expertise to drive a portfolio of critical R&D initiatives, focusing on communication, delivery efficiency, risk mitigation and resolution. You’ll develop a high-performing team, and partner closely with Engineering leaders and others across Addepar to achieve our goals. As a member of a growing company, you will have the opportunity to shape and further refine your role commensurate with the priorities of the organization and 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 $163,000 - $255,000 + 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.

What You’ll Do

• Drive a prioritized portfolio of R&D Initiatives, and lead a team of Technical Program Managers, supporting their delivery and development, in line with our mission and vision.
• Facilitate R&D’s quarterly planning process, working closely with Product Managers and Product Owners to support cross-team discussions and coordinate leadership-level updates.
• Partner with Addepar’s Head of Strategic Initiatives to ensure continuous connectivity of R&D with top-line Strategic Initiatives.
• Influence through building positive partnerships with senior leaders in Product & Engineering, understanding their business priorities, and ensuring risks are well communicated and understood.
• Own and refine the standards and foundational information architecture that improve how we work in R&D, including inventories of critical information, Initiative Management standards, and guidance for effective usage of Jira & Confluence.
• Model professionalism and hold your team accountable for upholding our high standards of quality in all key outcomes in the initiative lifecycle, from initiative development through delivery and retrospectives.
• Establish a metrics framework to support more informed decision making in R&D, such as progress on initiatives and objectives and key results, measures of velocity, and indicators of risk.
• Select, and maintain the configuration of R&D-focused tools that support our planning and initiative management, in collaboration with IT and key R&D leaders.
• Demonstrate strong analytical, problem-solving, and decision-making skills. Define, structure and plan work independently.

Who You Are

• 10+ years experience driving technical, complex initiatives & projects from initiation to completion, preferably in FinTech, Technology, or Financial Services industries.
• 5+ years of people management experience. Experience leading global teams preferred.
• A natural builder of strong relationships and trust, you use your internal network to deliver results; ability to influence executive leaders across functional teams.
• Proactive and able to adapt quickly to change and evolve with the organization, be comfortable with ambiguity, and have a risk-management mentality. You surface risks and issues early, and resolve disagreements without adversely affecting relationships.
• Passionate about mentoring and developing others through your leadership style and presence, whether they’re in your team or extended team members.
• Proven track record of organizing information to enable quick, data-driven decision-making and you mentor others to do the same. Successful in planning, operational management, and leading multi-disciplinary teams.
• Strong project management skills and ability to manage multiple initiatives simultaneously.
• Excellent communication and presentation skills, with the ability to effectively convey complex information to diverse audiences.
• Others would describe you as an objective culture carrier with integrity and humility.
• Experience leading remote and geographically distributed team members.

Work Location - Pune OR Bengaluru

The Role

Be at the forefront of exciting data initiatives at Addepar! Addepar is hiring a senior engineer who will bring to bear their expertise, and platform development skills to create solutions for Machine Learning, AI, and Data Governance.

What You’ll Do

• Work in partnership with product managers and technical partners to identify requirements and priorities, and map out solutions for challenging technology and workflow problems.
• Gain foundational knowledge of core Addepar systems, including the Addepar Data Lakehouse. Use these insights to inform a strategic approach for AI/ML Ops, and Data Governance infrastructure.
• Create platform-based solutions for the creation, tuning, and deployment of Machine Learning and AI solutions
• Reduce complexity through the adoption of strategic data architecture and workflows
• Unlock data value through the enablement of data governance outcomes

Who You Are

• Minimum 4+ years of relevant work experience and education that shows proficiency in platform development, particularly in enabling Machine Learning and AI outcomes.
• Minimum 6+ years of experience in the software engineering field.
• A confident and positive outlook with low ego; high degree of ingenuity, resourcefulness, and problem-solving skills.
• Comfortable working in a cloud context, with automated infrastructure and service oriented architecture.
• Experience with Data Governance initiatives
• Experience with Financial domain is a plus!
• Experience with SaaS / Cloud offerings will be a big plus.
• Experience with Python will be a big plus.

Our engineering stack has PySpark on Databricks at its core; experience in these technologies is highly preferred.

The Role

As part of Addepar’s Go To Market team, the BDO - Custodian Relationships (“the Role”) manages and expands relationships within Wealth Tech consulting teams at leading Americas based custodians (“Custodians”). These firms wield significant influence over Wealth Tech buying decisions by RIAs and other wealth managers. More specifically, the Role is responsible for driving engagement and education with key collaborators (both internal and external) as a means to source referrals and shepherd them through the sales cycle in partnership with other GTM personnel.

This is an exciting opportunity to join an industry innovator in the Wealth Tech space as well as a dynamic team that enables the ecosystem surrounding Addepar’s industry changing/leading software platform! Like other members of Addepar’s Partnerships team, you will drive strategic alliances and cultivate relationships to enhance our market reach and deliver additional value to our clients. A key component of the Role is traveling to industry events as well as in-person meetings with a broad range of Custodians personnel to help them develop a deeper understanding of Addepar’s products and services.

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 $117,000 - $183,000 (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

• Drive outcomes that impact new sales and revenue targets.A material portion of compensation will be based on closed/won business resulting from referrals generated from Custodians.
• Help define and build a new function.There will be work to establish processes and protocols to scale this function across multiple BDO’s in this type of role.
• Pipeline collaboration and management.Actively supports and mines their assigned Custodian’s business development pipelines to uncover new sales opportunities and shepherd them through the sales process in partnership with Account Executives and other GTM personnel.
• Drive awareness about Addepar.Proactively drive awareness of Addepar's full product suite and services, often running product demos and education sessions, often in-person.
• Becoming a subject matter authority in the Partners' offerings. Develop a deep understanding of Partners products/services and leverage it to support new business opportunities.
• Deliver the firm.Coordinates involvement of Addepar company personnel, including sales, services, and management resources in order to meet partner objectives and provide a seamless gateway to all things Addepar.
• GTM Enablement.Ensure all GTM personnel are supported if/when they need to maximise a Partner to pursue a new business opportunity.
• Information Management. Keeping Addepar’s CRM system up to date on all relevant opportunities and driving efforts to implement analytics and share the resulting insights.

Who You Are

• Prior experience. 6+ years of Go to Market experience via software sales, partnerships or wealth management. Experience as a technology consultant, preferably at a large US custodian is highly preferred.
• Knowledge.Detailed knowledge of the wealth management and Wealth Tech industries as well as a robust network of colleagues within the custody and RIA markets.

The Role

Addepar Design shapes wealth managers’ digital experiences. By designing and delivering intuitive, easy-to-use products, we help wealth managers grow their businesses and provide best-in-class services to their clients. We foster an agile, client-centered work environment with a focus on constructive feedback and collaboration. We’re passionate about delivering innovative, accessible, and premium products that redefine our clients’ day-to-day financial activities.

In this role, you'll shape the future of help and training at Addepar, reimagining how clients and employees learn about our products and services. You'll work alongside a small team of content designers, product designers, and user researchers to redesign our help center and in-app experiences. You'll create a library of guides, courses, how-to articles, and more. You’ll develop templates and processes that scale.

Our ideal candidate is passionate about supporting our clients. You recognise make-or-break moments that shift perception from seamless to infuriating. You prioritise reusable, purposeful, and quality content. You know how to transform a help center into an award-winning help center. You're innovative and think big. You also pay close attention to detail.

What You’ll Do

• Develop expert knowledge of our users and product challenges.
• Balance empathy, logic, and data to make informed content decisions.
• Develop a system of reusable content that streamlines product training and support.
• Craft and maintain clear, easy-to-follow help articles and guides.
• Collaborate with and influence cross–functional teams.
• Facilitate productive meetings, working sessions, and workshops.
• Regularly share and solicit feedback on your work.
• Mentor your fellow content designers and participate in content reviews.
• Improve design consistency and contribute to our content standards.
• Learn and gain expertise in design and operational tools at Addepar.

Who You Are

• 3+ years of owning/supporting the content strategy for a help center or product area.
• An inspiring portfolio that showcases how you think about and approach help and training experiences. Must include writing samples.
• Experience developing and maintaining a content system or style guide.
• High emotional intelligence. People enjoy working with you!
• Exceptional writing (American English), collaboration, communication, and presentation skills.
• Familiarity with Zendesk, Confluence, and Jira.
• Experience working with design and prototyping tools like Figma.
• Experience in finance isn’t required, but a huge plus.

The Role

We are currently seeking a Sales Engineer to join our team. As the key consultative resource throughout our sales process, you will be leading presentations with C-Suite and other key operational resources. You bring a deep knowledge of financial software to help our prospects contextualize the Addepar solution fit.

You will work with our Account Executive teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are a creative problem solver, self-starter, and a thoughtful voice to motivate change as part of an outstanding sales organization!

Tactical objectives include: collaborating with a variety of prospects, to provide an in-depth understanding of Addepar's product advantages and capabilities. Strategically, you will assist in building out resources for the Sales team to institutionalize the knowledge for our current and future Account Executives. The successful candidate will be an outstanding communicator, consultative, and very well-organized with a deep understanding of investment management.

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 $93,000 - $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.

What You’ll Do

• Support Account Executives and their prospects throughout the entire sales process by acting as the domain expert on the Addepar products
• Advise firms periodically on technical matters to optimize, upsell services and products; navigate product roadmap
• Coordinate appropriate internal product and technical resources for prospect calls and meetings
• Highlight and communicate the differentiating benefits of Addepar vs. the competition
• Support the sales effort with “Proof of Concepts”
• Understand prospective client key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience
• Assist with the creation of the Statement of Work (SOW) as needed, budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal)
• Assist our Account Executives with the completion of RFPs & RFIs.

Who You Are

• 5+ years of demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms
• Bachelor's Degree
• Worked at prior SaaS companies in similar roles such as deployments, product, engineering, and/or client success
• Knowledge of modern software architecture and database concepts
• Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally
• Ability to multi-task and track processes and work for numerous prospective clients
• Ability to lead sophisticated projects, relationships, and timelines
• Flexible to travel on short notice (20%+)
• [Bonus] API exposure/knowledge is a plus!

The Role

We are looking for a Junior Salesforce Administrator who will be primarily responsible for performing typical day-to-day activities and resolving inbound user inquiries within our Org. The ideal candidate will have prior experience in help desk-like environments with a focus on customer service, have prior experience in finance and a keen desire to learn.

What You'll Do

• Assist in the daily administration and support of Salesforce, including user setup, profiles, roles, customization of objects, fields, record types, page layouts, validations etc.
• Provide first-line troubleshooting and support for Salesforce users, responding to helpdesk tickets and resolving issues promptly.
• Work closely with senior administrators/ architects and developers to implement changes or enhancements to the Salesforce platform which includes both build and quality assurance activities.
• Maintain data quality and integrity within Salesforce through regular data audits and cleansing.
• Develop and deliver training materials and sessions to new or existing Salesforce users.
• Stay updated with Salesforce releases and new features, and assist in the implementation of relevant updates.
• Create and manage reports and dashboards
• Participate in project meetings and contribute to the planning and execution of Salesforce projects.

Who You Are

• 1-2 years of experience as a Salesforce Administrator.
• Required Salesforce Administrator certifications include:
• Salesforce Administrator
• Salesforce Platform App Builder
• Salesforce Service Cloud
• Exposure to a helpdesk environment with a focus on customer service and support.
• Firm grasp of Salesforce customization (objects, fields, record types, page layouts, validations and platform automations (flow) ).
• Strong problem-solving skills and attention to detail.
• Superb communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Eagerness to learn and grow in a dynamic environment.
• Experience in the finance industry is highly desirable.
• Exposure/ awareness of the following technologies is considered a benefit
• Salesforce Revenue Cloud
• Ironclad CLM
• Docusign
• NetSuite
• Databricks
• Boomi or other ETL tools

The Role

Addepar—Navigator is a software tool for projecting investment portfolios by integrating current holdings, investment strategy, and capital market assumptions data. Clients can model their portfolios under different scenarios, analyze the impact of prospective investment opportunities, and gain a detailed understanding of the portfolio composition in the future. Navigator has experienced exponential growth since 2021.

The Navigator Product Adoption Specialist (PAS) will identify and lead specific initiatives to increase product adoption and focus on retention. This will include working with Navigator clients by training them on best practices, developing technical solutions, sharing new features on the product roadmap, and partnering across the organization to understand product gaps. The job will also include assisting our Client Management team in deepening client relationships, working with our Analytics/Marketing teams to enable targeted adoption campaigns, and collaborating with our Product & Engineering teams to provide critical client feedback.

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 $72,000 - $113,000 (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

• Work directly with clients to drive Navigator engagements (client outreach, meetings, etc.) and results (client usage, transactions, and revenues)
• Engage cross-functionally to communicate product needs and client feedback to appropriate teams (Account Management, Client Success, Product, Marketing, etc.)

Who You Are

• Bachelor’s degree or equivalent
• a minimum 2 years of applicable experience in capital markets/financial services or the financial technology industry
• Preferred experience conducting cash flow forecasting for an RIA, Family Office or other Institution, particularly for portfolios with private funds, using either Excel or portfolio projection software
• Highly organized self-starter who can innovate technical solutions for clients!
• Excellent communication and interpersonal skills
• Ability to quickly build relationships with clients and collaborate with internal teams
• Understanding of portfolio management concepts/mathematics; CFA and/or CAIA designation is a plus

The Role

We are seeking a Backend Software Engineer to join the Portfolio Data Workflows team within our Core Product Engineering organization.

Our team is focused on building outstanding user experiences, powerful APIs, and sophisticated analysis and visualization tools for our global customer base of Financial Advisors and Wealth Managers.

We partner closely with a world-class team of designers and product managers, and put the experiences of our customers at the forefront of every initiative.

Our products are rapidly being adopted across the Wealth Management industry, and as we modernize and upgrade our core product, we are also making use of our APIs to build out entirely new products and features. We pride ourselves on delivering robust, secure, and highly usable applications.

The Portfolio Data Workflows team builds our core investment portfolio APIs and user interfaces, allowing our customers to define their investment portfolios, specify calculations, investigate data discrepancies, and visualize legal structures.

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 $144,000 - $225,000(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

• Develop and implement our product vision within a multi-functional team
• Elevate our portfolio data APIs to new heights, to meet the demands of our rapidly expanding customer base
• Create innovative and impactful features that delight our users
• Collaborate on architecture designs, product features, and code reviews
• Own software features from inception through delivery

Who You Are

• 5+ years of professional backend software engineering experience
• Experience with server-side languages like Java, Python, or C++
• Experience with relational databases (MySQL, Postgres, SQL Server)
• Experience with architecting APIs for scale
• Ability to complete complex projects involving partners across multiple teams
• Passion for creating high quality software products
• Excellent written and verbal communication skills
• Bonus: Experience with building scalable cloud infrastructure on AWS
• Bonus: Experience building search features (Elasticsearch/Solr/Lucene)

The Role

We are seeking a Senior iOS engineer to join our Product Engineering team!

We're building the next generation wealth management software platform for clients of all sizes. We need engineers who are driven to bring outstanding features to market. You will join a team that loves solving problems and providing innovative solutions. You will craft a consumer-grade, first class mobile experience for our clients.

We’re looking for a dynamic Senior Engineer who will help build an inclusive team culture, mentor and empower engineers to succeed and cultivate an environment where high quality engineering processes thrive. You love building rich user experiences and can amplify your skills through your colleagues. You’ll work with our product and design teams to deliver industry-leading experiences.

Our iOS engineering team primarily works in Swift with a Java Backend and uses Agile Methodologies to deliver impactful business outcomes.

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 + 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

• Work closely with product managers, designers, and other engineers to determine requirements and successfully implement new features
• Develop high-quality, scalable, and reliable iOS applications
• Conduct code reviews and provide constructive feedback to improve code quality
• Stay up-to-date with the latest trends and technologies in iOS development to ensure we remain at the forefront of innovation

Who You Are

• You have proven experience developing and shipping iOS applications
• You possess a deep understanding of iOS frameworks and architecture
• You are passionate about writing clean and maintainable code
• You excel at working well with others, effectively communicating and collaborating with diverse teams to achieve outstanding outcomes.

The Role

We are currently seeking a senior backend software engineer to join Addepar in our data imports team! This team is passionate about handling large volumes of data, and the engineering challenges in building the distributed systems responsible for automated data ingestion and transformation. In this role, you will have the opportunity to use the newest technology stacks to build the next generation of the entire data, computation, API, and research platform of Addepar. We want people who are hard-working and care deeply about solving hard problems at high scale, delighting customers, and participating in the success of the whole company. We look for dedicated engineers with real technical depth and a desire to understand the end business. If you've designed sophisticated scalable systems, or worked with great teams on hard problems in financial data, or are just interested in tackling complicated technical, critically important problems, join us!

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 + 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

• Architect, implement, and maintain engineering solutions to solve complex problems; write well-designed, testable code.
• Lead individual project priorities, deadlines, and solutions.
• Collaborate effectively with product managers, engineers and partners on projects.
• Communicate technical ideas and set direction on projects with a focus on solving business challenges.
• Mentor other engineers on the team.
• Document software functionality, system design, and project plans; this includes clean, readable code with comments.
• Promote engineering standard methodologies and principles.

Who You Are

• B.S., or M.S. in Computer Science or similar technical field of study (or equivalent practical experience.).
• Demonstrated ability as a professional software engineer and experience with any object-oriented programming language. Expertise in Java is a plus.
• Experience in building and evolving large-scale, impactful distributed systems.
• Experience with databases, SQL, NoSQL, OLAP, and/or data lake architectures.
• Strong AWS knowledge and architectural experience is a plus.
• A strong ownership mentality and drive to solve the most important problems.
• Passion for implementing standard processes with a bias toward smart automation.
• Proven ability to collaborate with and mentor other engineers.

The Role

The Design team at Addepar shapes wealth managers’ digital experiences. By crafting and delivering intuitive, easy-to-use products, we help wealth managers grow their businesses and provide best-in-class services to their clients. We take an agile, high-growth mindset and champion a client-centered work environment with a focus on constructive feedback and collaboration.

We are seeking a Senior Product Designer to join our team in building intuitive, performant, best-in-class user experiences for our data management products and operations tooling. The ideal candidate has a passion for systematic design, scalable information architecture, streamlined workflows, and practical problem solving. You gain a deep understanding of the needs of both the clients and internal users to advise your design. You enjoy diving into the details and untangling edge cases, while connecting the dots and painting the big picture. You lead multiple threads of workstreams at the same time, addressing short-term design needs, and delivering value to users incrementally, while making strides towards the long term vision.

What You’ll Do

• Lead all design aspects of a project from start to finish, collaborating with cross-functional agile teams to build an elegant, delightful, and cohesive product experience for our users.
• Elevate Addepar’s product experience through outstanding displays of data visualization and interaction design.
• Take a user-centric approach to influence product decisions, prioritization, strategies, and roadmaps.
• Contribute to the expansion, evolution, and adoption of the Addepar Product Language design system.
• Seek out and embrace feedback from your peers and collaborators while providing thoughtful feedback to your team.

Who You Are

• 5+ years of experience working in the field of Product Design, UI/UX Design, or equivalent.
• A portfolio showcasing solid user-centered design practice and a high degree of design craftsmanship.
• Experienced in crafting web product and UI for enterprise users.
• Ability to translate complex sets of requirements into sophisticated and scalable design solutions.
• Curiosity driven learner who can get up to speed on new domains and product challenges quickly.
• Outstanding collaboration, communication, and presentations skills.
• A self-starter and a teammate who enjoys working in a fast-paced, agile environment.
• Experience working with Figma, our primary design tool.
• Experience in the finance industry is not required, but a huge plus.