{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8547574002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6414133002,"location":{"name":"Poland"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Finance \u0026 Accounting","value_type":"single_select"}],"id":8547574002,"updated_at":"2026-06-05T10:11:03-04:00","requisition_id":"1057-Pipeline","title":"Accounting Manager ","company_name":"Addepar","first_published":"2026-05-13T15:31:51-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are seeking an experienced Accounting Manager to join our growing global accounting team. This role will oversee accounting operations across the EMEA region, support the monthly and quarterly close processes, and partner closely with the Global Controller and cross-functional teams to ensure accurate and timely consolidated financial reporting in accordance with U.S. GAAP and local statutory requirements.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The ideal candidate will bring strong technical accounting expertise, international accounting experience, and the ability to operate effectively in a fast-paced global environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Oversee the month-end and quarter-end close processes for the EMEA region, including journal entries, account reconciliations, and financial reporting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform variance analysis and provide insights into financial results and operational performance to support management decision-making\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage the overall accounting operations for assigned EMEA entities, including maintaining strong internal controls, ensuring compliance with local statutory requirements, and analyzing financial performance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support the operational launch and ongoing accounting oversight of our new Poland entity in coordination with external local accounting providers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee and manage intercompany accounting and reconciliation processes across global entities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review and supervise the work of accounting staff, providing coaching, guidance, and development support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee payroll accounting and related processes across the EMEA region\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with external auditors and local advisors to support statutory audits and ensure timely resolution of audit requests and findings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to improve processes, enhance efficiency, and strengthen accounting operations as the organisation continues to scale\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support special projects and strategic initiatives led by senior management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with the setup and operational readiness of new international office locations and legal entities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyse and reconcile foreign exchange impacts across balance sheet and P\u0026amp;amp;L accounts to ensure financial results are reasonable and accurately reported\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree in Accounting, Finance, or a related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ideally you\u0026#39;ll have several years of progressive accounting experience, preferably within multinational or high-growth environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ideally you\u0026#39;ll be ACCA, Polish Certified Auditor (Biegły Rewident), CPA, or equivalent professional accounting qualification preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience managing international accounting operations and working with foreign statutory requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical, problem-solving, and communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to prioritise effectively, work under pressure, and meet deadlines in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High attention to detail and commitment to accuracy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with ERP systems such as NetSuite and advanced Excel skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior people management experience with the ability to lead and develop team members\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with multinational entities, intercompany accounting, FX accounting, and payroll operations is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078050002,"name":"Finance ","child_ids":[4099966002,4030018002],"parent_id":null}],"offices":[{"id":4108529002,"name":"Poland","location":null,"child_ids":[4108530002],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8121873002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":6217589002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Interns \u0026 New Grads","value_type":"single_select"}],"id":8121873002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"954-Pipeline","title":"AddeGrad Program (2026) - Client Solutions Analyst","company_name":"Addepar","first_published":"2025-08-18T15:09:02-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Program\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Being a part of the AddeGrad Program, you will be working on meaningful projects that you can feel proud of while building your career for future advancement. In addition to having a supportive manager and collaborative teams, we provide an in-depth onboarding and enablement program to get you acclimated and ready for each path of your career growth journey in the program. A strong corporate culture and cool swag are also included!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This 18-month step program will provide exposure to key functions of the Client Services team and in-depth knowledge of the Addepar platform - integral to unlocking further career growth and development within the company. You’ll have the ability to partner with key stakeholders across our Go-To-Market and R\u0026amp;amp;D teams. Upon completion of the program, you’ll be prepared to continue growing your career in other parts of the business, such as Client Success or continue within Client Services. The start date for the program will be July 2026.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Onboarding dates are currently set for the Summer season. Seeking UK candidates only. Specific to UK candidates, this program is being hosted out of our Edinburgh, Scotland office.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Client Solutions Analyst to join our Services Team! Client Solutions Analysts are responsible for designing and implementing Addepar for new clients. They are passionate about identifying how Addepar can unlock significant value for clients’ businesses and regularly call upon their analytical and consulting skills in order to advise clients on how to model and examine their financial instruments and assets. Client Solutions Analysts have a deep understanding of both finance and technology and take ownership of clients’ success.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our ideal candidate has a strong desire to provide an outstanding client experience directly in investment management or in software deployments of a related domain; they are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must have a deep understanding of our target markets (or a hunger and willingness to learn). Ideal candidates are passionate about understanding our client\u0026#39;s needs and taking a hands-on approach to solving problems.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will lead the design and oversight for new clients onboarding to the Addepar platform, ensuring that we’re developing the best solutions to fit their unique and complex requirements. Additionally, you will be responsible for ensuring that the solutions we develop for our clients are compatible with the other products and services within the Addepar ecosystem as our offering continues to expand.\u0026lt;/p\u0026gt;\n\u0026lt;p data-prosemirror-content-type=\u0026quot;node\u0026quot; data-prosemirror-node-name=\u0026quot;paragraph\u0026quot; data-prosemirror-node-block=\u0026quot;true\u0026quot; data-pm-slice=\u0026quot;1 1 []\u0026quot;\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;You’ll be joining a postgraduate cohort, growing and developing your career in an 18-month program with direct exposure and access to our most valuable asset - our clients.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You will begin your journey on the Client Support team where you\u0026#39;ll gain in-depth product knowledge as you become an Addepar platform expert working to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide hands-on support to identify, respond to, and resolve issues and questions raised by Addepar’s clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work in complex data sets to identify and resolve data and calculation discrepancies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with R\u0026amp;amp;D teams to conduct root-cause analysis; Product and Account Management to manage and maintain client satisfaction.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help clients use Addepar to the greatest extent through both functional and conceptual instruction\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;In future rotations, you’ll shift your focus towards other roles within the Services organization to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Learn how to design solutions and execute project implementations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with cross-functional teams to ensure successful project delivery and client satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch effectively to support simultaneous projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Connect with clients in a proactive, consultative, and professional manner\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively communicate project health and status to internal and external senior leadership\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems, Computer Science, Data Science, or related fields. Graduation dates between Fall 2025 - Spring 2026.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional organizational and interpersonal skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solution-oriented approach and a passion for problem-solving\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to research, design, and implement solutions for complex problems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Independent, adaptable, and can thrive in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong desire to gain further understanding of the global wealth management business\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effective communication and interpersonal skills (both written and verbal)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, proactive and a highly contributing teammate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical skills and ability to interpret\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior internship experience working in finance, technology, and/or consulting is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience programming in Python language and/or experience with project management is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4029999002,"name":"Client Support","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4039397002,"name":"Edinburgh, Scotland, United Kingdom","location":"Edinburgh, Scotland, United Kingdom","child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8544955002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413085002,"location":{"name":"Salt Lake City, UT"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8544955002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102127","title":"ADM (Alts Data Management) Solutions Consultant","company_name":"Addepar","first_published":"2026-06-03T15:49:50-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;An ADM (Alternatives Data Management) Solutions Consultant is responsible for facilitating the onboarding and implementation process for Addepar ADM (Alternatives Data Management). In this role you will work directly with Addepar clients guiding them through the process of onboarding alternatives data through the ADM solution. Your responsibilities will include leading ADM projects through client management, project management, solution design (where applicable), etc. Additionally, you will be responsible for ensuring the ADM solution is compatible with a client\u0026#39;s existing Addepar solution and if not develop the necessary plan to solve for any gaps.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The ideal candidate has relevant experience in a related financial domain as well as consulting, project management and technology. An ADM Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities as well as the ability to collaborate with other Addepar teams including our Data, Product, Client Management, and Sales teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $74,000 - $93,000 (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Onboard and implement ADM for Addepar clients where you will lead the project management, solution design and execution of the implementation project\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with cross-functional teams to ensure successful project delivery and client satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Connect with clients in a proactive, consultative and professional manner\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 2-3+ years professional experience working in finance, technology, project management and/or consulting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solution-oriented approach and a passion for problem solving\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with project management\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with alternative investment data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, proactive and a high contributing teammate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Independent, adaptable and can thrive in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with the Addepar platform is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030003002,"name":"Enterprise Practice SA","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4015625002,"name":"Salt Lake City, UT","location":"Salt Lake City, Utah, United States","child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8408891002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6356908002,"location":{"name":"Pune, India"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Data Management \u0026 Quality","value_type":"single_select"}],"id":8408891002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1015-Pipeline","title":"Alts Data Operations Analyst","company_name":"Addepar","first_published":"2026-02-10T01:41:15-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Addepar has just launched an Alternatives Product offering that gives Addepar clients the option to have their Private Funds data extracted, processed, validated, and ingested directly from Private Fund documents for a more automated end-to-end solution for handling Alternatives on the platform. This white-glove solution combines proprietary machine learning technology that automatically extracts data from Private Funds documents and human-in-loop review to validate any documents that fail to pass confidence and data quality checks.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As part of the broader Addepar Data organization, the Alternatives Data Ops team is responsible for the human-in-loop review of Private Funds documents, ensuring clients’ Alternatives data is processed, validated, and available in Addepar in a timely manner. This role will include reviewing Private Fund statements, modifying data that has been incorrectly extracted by our machine learning models, and reprocessing the data within SLAs. The Alternatives Data Ops team plays a critical role in the success of Addepar’s Alternatives offering and requires daily communications with the Alternatives Product Team, Machine Learning Operations, clients, data providers (GPs and Fund Admins), and additional personnel across the organization.\u0026lt;/p\u0026gt;\n\u0026lt;p data-prosemirror-content-type=\u0026quot;node\u0026quot; data-prosemirror-node-name=\u0026quot;paragraph\u0026quot; data-prosemirror-node-block=\u0026quot;true\u0026quot; data-pm-slice=\u0026quot;1 1 []\u0026quot;\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage Alternatives Data processing for Addepar clients, which includes but is not limited to:\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Troubleshooting Private Fund statements (Capital Call Notices, Distribution Notices, and Capital Account Statements) processing exceptions captured by automated validation checks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Modifying document data that has been incorrectly extracted by our machine learning models to reflect the correct Private Fund transactions and valuations information contained in the Private Fund Statements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partnering with our Machine Learning Operations team to identify and relabel documents for model retraining\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engaging clients, GPs, or Fund Admins to address statement data related inquiries and issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Onboard new clients to determine and establish the ownership structure of clients’ Private Fund positions within Addepar\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Help maintain Alternatives Data Operations workflow procedures and play-books\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Sales, Account Managers, and Solutions Architects to drive alignment on account related issues and to ensure positive client outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Product and Engineering to implement new processes and tooling features that improve Alternatives Data processing UX and increase operational workflow efficiency\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Overall 2-10+ years of experience working in similar role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work experience in the financial investment/advisory industry with strong knowledge of capital markets, middle/back-office operations systems, and preferably with experience dealing with Alternatives (Private/Draw-down) Funds data, including knowledge of capital account statements, capital calls, and distribution notices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track record of demonstrating excellent attention to detail, effective problem-solving skills, and an ability to thrive in a fast paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication and interpersonal skills for engaging clients, data providers, and internal stakeholders across Sales, Services, and R\u0026amp;amp;D\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly self-motivated to take on responsibility, forward thinking and pragmatic, and possess a collaborative team-player mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, and Salesforce\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willing to work flexible hours\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;Important Note: This role requires working from our Pune office 3 days a week (hybrid work model)\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4055683002,"name":"Data Operations","child_ids":[],"parent_id":4099992002}],"offices":[{"id":4051132002,"name":"Pune, India","location":"Pune, Maharashtra, India","child_ids":[],"parent_id":4051131002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8526688002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6405553002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Data Management \u0026 Quality","value_type":"single_select"}],"id":8526688002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102050","title":"Alts Data Ops Analyst","company_name":"Addepar","first_published":"2026-04-30T05:34:18-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;The Role\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Alts Data Operations is a newly launched Addepar team that focuses on Alternatives Investment Data.\u0026amp;nbsp; The team collects and validates information on private funds, private companies and other non-public investments.\u0026amp;nbsp; This data is used for our research projects on investment decision-making and deliver new research products on topics related to investing (e.g., briefs, working papers, journal articles, models). The R\u0026amp;amp;I mission is to inform wealth managers and institutional investors on new ways to improve their investment performance, by helping them augment their governance, management, operations, and processes. The goal is to apply Addepar’s proprietary and private data (both quantitative and qualitative) to bring new and powerful insights to the world of investors.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking an Alternatives Data Operations Analyst to join our growing presence in Edinburgh. This role will be dedicated to capturing and updating Alternatives data to power new innovations developed using a proprietary research platform. The platform aggregates over $7 Trillion in assets into an analytical data store that can be analyzed for new insights by researchers at Addepar and other prominent research institutions (e.g. London School of Economics, Dept. of Finance). The role is responsible for ensuring the platform has timely and high-quality data available. This will include oversight of the alternatives security master, data quality validations management, and workflow oversight.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;What You Will Do\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Oversee and manage operational workflows for Alternative data processing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain effective process controls and accurate metrics to ensure quality standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with members of the Research team to implement and run data quality validations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee the security master and security classification processes\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Who You Are\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prior experience in the financial industry, securities modeling, post-trade processing or trade-surveillance systems. Knowledge of alternatives is a big plus.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Detailed in documenting and exhibits good follow-through techniques.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track record of effective problem-solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication and interpersonal skills for working with clients, custodial data providers, as well as internal working partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Python (Jupyter Notebook, Pandas, PySpark, etc.), Databricks, Bloomberg, Pitchbook, or other common financial services systems and applications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4055683002,"name":"Data Operations","child_ids":[],"parent_id":4099992002}],"offices":[{"id":4039397002,"name":"Edinburgh, Scotland, United Kingdom","location":"Edinburgh, Scotland, United Kingdom","child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8532487002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6407577002,"location":{"name":"Pune, India"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8532487002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102069","title":"Associate Portfolio Data Analyst","company_name":"Addepar","first_published":"2026-05-05T06:12:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking an Associate Portfolio Data Analyst to join our Portfolio Data Feeds Team. Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As an Associate Portfolio Data Analyst focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal partners and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on a variety of initiatives to improve overall data management and integration across Addepar.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Analyze and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks) into determining how to integrate and model that data into Addepar’s data integration ecosystem\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with engineering, product management, and data operations to deliver high quality, timely and reliable data solutions through Addepar’s data network\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with a variety of 3rd party data providers to develop and support the integration of their data into our platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and support data aggregations and functionality for our clients based on client and 3rd party content and user workflow needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop data-oriented workflow solutions and product improvements in collaboration with user experience, design, and application focused project management teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze and develop solutions to improve data operations and content pipeline efficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand Addepar’s products and clients. Work with counterparts within the business to drive new and innovative opportunities to serve our clients and grow the business\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to the evolution of Addepar’s financial concordance solutions to better serve our clients and cement Addepar’s role as the outstanding integrator of market traded and alternative asset investments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;This is a role that will allow the successful candidate to build on their experience in the investment domain\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;1+ years of experience working with financial data and concepts that are relevant to Addepar’s clients and products, or graduated from a business related degree\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must have relevant domain-specific experience in wealth management and portfolio management.(Stocks, bonds, securities, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical skills preferred in any or all of the following: Excel, SQL, Python, pyspark, Databricks or other common financial services systems and applications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good communication and interpersonal skills working with vendors, clients and internal partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for the finance and technology space and solving previously intractable problems at the heart of investment management.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4112682002,"name":"Product Data Architecture \u0026 Integration","child_ids":[],"parent_id":4099992002}],"offices":[{"id":4051132002,"name":"Pune, India","location":"Pune, Maharashtra, India","child_ids":[],"parent_id":4051131002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8535085002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6408703002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8535085002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102042","title":"Associate Software Engineer - Data Intelligence (ADX)","company_name":"Addepar","first_published":"2026-05-07T04:21:18-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Be at the forefront of exciting data initiatives at Addepar!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is looking for talented and ambitious associate software engineers to join our team! As a member of our team, you\u0026#39;ll have the opportunity to work on cutting-edge projects, including our Financial Data Lakehouse, AI, and Data Governance initiatives. You\u0026#39;ll be able to apply your skills and knowledge to help create innovative solutions and contribute to the growth and development of our platform. If you\u0026#39;re passionate about technology and finance and are looking for a challenging and rewarding role, we\u0026#39;d love to hear from you!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Help shape the future of data management in the financial world by contributing to a state-of-the-art financial lakehouse.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create innovative solutions that address the evolving needs of the financial industry, enabling our clients to make data-driven decisions with confidence.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design, develop, and deploy cutting-edge automated workflows and tools that drive operational efficiency, minimize manual errors, and deliver exceptional client experiences.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with cross-functional teams to integrate automated solutions with existing systems and tools, ensuring data integrity, seamless workflows, and minimal disruptions.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Hold a Bachelor\u0026#39;s degree or higher in Computer Science, Software Engineering, or a related field, with a strong foundation in computer systems, programming languages, and software development methodologies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Python programming, with a focus on automation, scripting, and data manipulation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong ownership of your work and a willingness to take on new challenges\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Eager to learn and grow with our team, with a focus on automation, data science, and innovation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Nice to have: experience with PySpark, Databricks, or other big data technologies, as well as UI frameworks such as Streamlit or Dash\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4099550002,"name":"Data Architecture \u0026 Integration","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8552200002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6415895002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8552200002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102138","title":"Backend Software Engineer - Calculation Engines","company_name":"Addepar","first_published":"2026-05-18T17:18:24-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Software Engineer to join the Calculation Engines team which operates the critical servers, caching layers, and communication protocols which power Addepar’s financial analytics and reporting product. More than 95% of all Addepar traffic flows through this infrastructure; you will be responsible for the next generation of development, tooling, and CI/CD systems which empower Addepar to serve our clients.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$107,000 - $168,000\u0026lt;/span\u0026gt; (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design and build distributed microservice components in Addepar’s calculation engine - a data intensive application\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Scale our Java-based calculation engine to 100x larger workloads using best-of-breed time series analytics database technologies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Get involved in the decision process to make the best decision to scale with the consideration of data consistency, throughput, speed, operability and cost\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Profile and improve system efficiency in a highly concurrent platform\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years of software engineering or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Object Oriented programming languages\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to explore complex problems spaces objectively from multiple points of view, utilizing both legacy tools and modern technologies to drive outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;General familiarity with some of the technologies we use:\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Java, Python, SQL, SQS, relational databases and key-value stores.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kubernetes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Linux proficiency, basic shell scripting and a solid grasp of systems level programming is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078044002,"name":"Core Product Engineering ","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8451828002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6376090002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8451828002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101968","title":"Backend Software Engineer - Portfolio Data Workflows","company_name":"Addepar","first_published":"2026-03-11T09:42:21-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Backend Software Engineer to our Portfolio Data Workflows UK team. In this role, you\u0026#39;ll be at the forefront of maintaining and evolving critical API services that power our financial data ecosystem, while helping to modernize our architecture to support our expansion into European markets. You\u0026#39;ll have the opportunity to shape the future of our platform by implementing robust solutions that scale across multiple regions, enhance user experiences, and ensure compliance with European and international financial regulations. This position offers exceptional scope for technical leadership in transforming how our global clients interact with and leverage financial data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build and scale API services to support our rapidly growing European customer base.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advance our financial models to support a wide range of advanced financial products, such as structured notes, derivatives, and international alternative investments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to architecture designs, product roadmap, and code reviews.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate effectively with other engineers, product managers and stakeholders, in line with our company values outlined below.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be part of an expanding cross-functional organization in our growing Edinburgh office.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Degree in a STEM field, such as Computer Science, or equivalent practical experience in the industry.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience building backend services in a professional environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building services with Java is a must-have for the role.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with SQL, Elasticsearch, AWS or JavaScript are nice-to-have.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrable knowledge of using AI in a professional engineering environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An understanding of development best practices and experience working in an agile team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interest or experience in the financial industry or wealth management in particular.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078044002,"name":"Core Product Engineering ","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8539734002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6410605002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8539734002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102086","title":"Backend Software Engineer - Precompute ","company_name":"Addepar","first_published":"2026-05-08T13:29:39-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a Software Engineer to join the Precompute team within our Core Product Engineering organization.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our team is focused on building high-performance data and compute infrastructure that powers large-scale analytics, APIs, and downstream product experiences for our global customer base of Financial Advisors and Wealth Managers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We partner closely with a world-class team of engineers, designers, and product managers, and put system performance, scalability, and reliability at the forefront of every initiative.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our platform is rapidly evolving to support increasingly complex workloads, and as we modernize our architecture, we are enabling new capabilities through high-throughput data pipelines, efficient compute primitives, and flexible APIs. We pride ourselves on delivering robust, scalable, and highly performant systems.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Precompute team builds and operates the foundational computation layer that accelerates financial analytics across the platform, with a strong emphasis on vectorisation, parallelism, and distributed processing. Our systems form the backbone of how data is processed and served at scale.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $107,000 - $168,000 (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p style=\u0026quot;padding-left: 40px;\u0026quot;\u0026gt;Work with teams across the organisation to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and implement core computation and data processing capabilities that align with our product vision within a multi-functional team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enhance the performance and scalability of our computation platform, processing large volumes of financial data efficiently across distributed systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop systems that leverage vectorised execution, parallelism, and elastic infrastructure to optimise throughput and latency\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Comfortable working independently, with a bias for action\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Thrives in ambiguous spaces where there isn’t a clear solution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enjoys digging into new problems and unfamiliar codebases\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excels at written and verbal communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3+ years of backend software engineering experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in developing with server-side OO languages like Java\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Linux\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with infrastructure components such as CI/CD, monitoring, logging, containers, Kubernetes, and infrastructure-as-code\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with HTTP, developing REST and web APIs\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4135487002,"name":"Office of the CTO","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4015624002,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8233509002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6263218002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8233509002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101699","title":"Business Development Representative","company_name":"Addepar","first_published":"2026-01-06T08:54:42-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;The current range for this role is $75,000 - $118,000 + bonus + equity + benefits.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-prosemirror-content-type=\u0026quot;node\u0026quot; data-prosemirror-node-name=\u0026quot;paragraph\u0026quot; data-prosemirror-node-block=\u0026quot;true\u0026quot; data-pm-slice=\u0026quot;1 1 []\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generate new business opportunities to fuel Addepar’s growth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create and prioritize strategic target account lists and account attack plans within a defined territory\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and build new accounts (i.e. strategic calling, sending personalized emails, and connecting through social media platforms)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct high level discovery conversations and meetings with prospect accounts.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Go To Market teams (i.e. marketing, sales, and product, etc) to advance new business growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Achieve quarterly quotas of qualified opportunities created\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2-3 years of experience in outbound SaaS prospecting roles with proven track record of success (Fintech or financial services experience a plus!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of private banking, wealth management prospecting a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, energetic, proactive, team player!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent problem solving, communication, organization and time management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and ability to adapt to new demands; strong sense of urgency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assertiveness, directness, and a “company first” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with Salesforce, Gong, and Salesloft is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030005002,"name":"Business Development","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8523935002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6404486002,"location":{"name":"London, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8523935002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102028","title":"Business Development Representative","company_name":"Addepar","first_published":"2026-04-27T08:42:52-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development \u0026amp;amp; Sales organisation in London. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate new business opportunities and continue to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generate new business opportunities to continue to fuel Addepar’s growth in our new London office\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create and prioritise strategic target account lists and account plans within a defined territory\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and build new and existing accounts (i.e. strategic calling, sending emails, adding contacts, etc)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct high level discovery conversations and meetings with prospect accounts.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Achieve quarterly quotas of qualified opportunities to present to the Account Executives\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;1-3 years of experience in outbound SaaS prospecting roles (fintech or financial services experience a plus)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of private banking, wealth management prospecting a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, upbeat, proactive, standout colleague\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent problem solving, communication, organisation and time management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and ability to adapt to new demands\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assertiveness, and a “company first” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional fluency in English, French, German, and Spanish is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with Salesforce and Salesforce Engage is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030005002,"name":"Business Development","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4041851002,"name":"London, England, United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8240549002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6266320002,"location":{"name":"DIFC, Dubai, UAE"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8240549002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101726","title":"Business Development Representative ","company_name":"Addepar","first_published":"2025-11-06T10:28:27-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development \u0026amp;amp; Sales organization. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generate new business opportunities to fuel Addepar’s growth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create and prioritize strategic target account lists and account attack plans within a defined territory\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and build new accounts (i.e. strategic calling, sending personalized emails, and connecting through social media platforms)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct high level discovery conversations and meetings with prospect accounts.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Go To Market teams (i.e. marketing, sales, and product, etc) to advance new business growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Achieve quarterly quotas of qualified opportunities created\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2-3 years of experience in outbound SaaS prospecting roles with proven track record of success (Fintech or financial services experience a plus!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of private banking, wealth management prospecting a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, energetic, proactive, team player!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent problem solving, communication, organization and time management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and ability to adapt to new demands; strong sense of urgency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assertiveness, directness, and a “company first” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with Salesforce, Gong, and Salesloft is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030005002,"name":"Business Development","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4089410002,"name":"Remote - United Arab Emirates","location":null,"child_ids":[],"parent_id":4089407002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8510361002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6263218002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8510361002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101699","title":"Business Development Representative (NY - Spanish Speaking)","company_name":"Addepar","first_published":"2026-04-16T11:51:11-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development \u0026amp;amp; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;The current range for this role is $75,000 - $118,000 + bonus + equity + benefits.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Generate new business opportunities to fuel Addepar’s growth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create and prioritize strategic target account lists and account attack plans within a defined territory\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and build new accounts (i.e. strategic calling, sending personalized emails, and connecting through social media platforms)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct high level discovery conversations and meetings with prospect accounts.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Go To Market teams (i.e. marketing, sales, and product, etc) to advance new business growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Achieve quarterly quotas of qualified opportunities created\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2-3 years of experience in outbound SaaS prospecting roles with proven track record of success (Fintech or financial services experience a plus!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of private banking, wealth management prospecting a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, energetic, proactive, team player!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent problem solving, communication, organization and time management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and ability to adapt to new demands; strong sense of urgency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assertiveness, directness, and a “company first\u0026quot; mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with Salesforce, Gong, and Salesloft is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Spanish language proficiency to assist our Spanish-speaking client base\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030005002,"name":"Business Development","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8509086002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6399042002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"People","value_type":"single_select"}],"id":8509086002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1045-Pipeline","title":"Business Recruiter (12-Month Project)","company_name":"Addepar","first_published":"2026-04-16T12:56:35-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026amp;amp; Administrative (G\u0026amp;amp;A), and select operational and technical teams.\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;727\u0026quot; data-end=\u0026quot;1284\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;1286\u0026quot; data-end=\u0026quot;1490\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;The current range for this role is $90,000 - $140,000 (base salary) + benefits.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;gk2cvz\u0026quot; data-start=\u0026quot;2467\u0026quot; data-end=\u0026quot;2663\u0026quot;\u0026gt;Manage full-cycle recruiting across a diverse set of roles spanning GTM, G\u0026amp;amp;A, and broader business functions (e.g., Sales, Marketing, Client Success, Finance, Operations, and Strategy).\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1syro2g\u0026quot; data-start=\u0026quot;2664\u0026quot; data-end=\u0026quot;2804\u0026quot;\u0026gt;Flex between owning searches end-to-end and supporting teammates with sourcing, screening, or pipeline development as hiring needs evolve.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1nvxbwb\u0026quot; data-start=\u0026quot;2805\u0026quot; data-end=\u0026quot;2927\u0026quot;\u0026gt;Build and maintain strong, forward-looking talent pipelines for both established and emerging roles across the business.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1uff70l\u0026quot; data-start=\u0026quot;2928\u0026quot; data-end=\u0026quot;3067\u0026quot;\u0026gt;Partner with hiring managers and functional leaders to define role scope, candidate profiles, interview processes, and hiring strategies.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;n1jjiv\u0026quot; data-start=\u0026quot;3068\u0026quot; data-end=\u0026quot;3189\u0026quot;\u0026gt;Act as a thought partner on market trends, talent availability, and competitive positioning to inform hiring decisions.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;htru8t\u0026quot; data-start=\u0026quot;3190\u0026quot; data-end=\u0026quot;3298\u0026quot;\u0026gt;Deliver a high-quality, consistent candidate experience with clear, timely, and transparent communication.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;5iu1w5\u0026quot; data-start=\u0026quot;3299\u0026quot; data-end=\u0026quot;3412\u0026quot;\u0026gt;Use data and insights to refine search strategies, improve funnel conversion, and drive better hiring outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;16yp2p2\u0026quot; data-start=\u0026quot;3413\u0026quot; data-end=\u0026quot;3557\u0026quot;\u0026gt;Collaborate across Talent Acquisition, People, and cross-functional teams to improve processes, tooling, and overall recruiting effectiveness.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;gsjfe\u0026quot; data-start=\u0026quot;3584\u0026quot; data-end=\u0026quot;3720\u0026quot;\u0026gt;Experienced recruiter with full-cycle expertise across GTM and/or G\u0026amp;amp;A functions; comfortable expanding into new areas of the business.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1mvrd9e\u0026quot; data-start=\u0026quot;3721\u0026quot; data-end=\u0026quot;3825\u0026quot;\u0026gt;4+ years of experience recruiting for finance, fintech, B2B SaaS, or high-growth technology companies.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;4vhmar\u0026quot; data-start=\u0026quot;3826\u0026quot; data-end=\u0026quot;3965\u0026quot;\u0026gt;Demonstrated ability to hire for a range of role types—from quota-carrying sales to business operations, finance, or strategic functions.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;j6bcro\u0026quot; data-start=\u0026quot;3966\u0026quot; data-end=\u0026quot;4067\u0026quot;\u0026gt;Comfortable navigating ambiguity and recruiting for roles that are still being defined or evolving.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1c1ki4h\u0026quot; data-start=\u0026quot;4068\u0026quot; data-end=\u0026quot;4177\u0026quot;\u0026gt;Strong communicator who can influence and partner effectively with hiring managers and senior stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;lqylnx\u0026quot; data-start=\u0026quot;4178\u0026quot; data-end=\u0026quot;4283\u0026quot;\u0026gt;Highly proactive, organized, and adaptable; able to operate effectively in a fast-changing environment.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;y54qvj\u0026quot; data-start=\u0026quot;4284\u0026quot; data-end=\u0026quot;4385\u0026quot;\u0026gt;Analytical and data-informed; uses metrics and market insights to continuously improve performance.\u0026lt;/li\u0026gt;\n\u0026lt;li data-section-id=\u0026quot;1fwtbz3\u0026quot; data-start=\u0026quot;4386\u0026quot; data-end=\u0026quot;4479\u0026quot;\u0026gt;Collaborative and team-oriented, with a focus on elevating the broader recruiting function.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Why Join Addepar\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Impactful Work: Be part of a company that\u0026#39;s transforming the investment management industry on a global scale\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Growth Opportunities: Play a key role in our international expansion and grow your career alongside our company\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vibrant Culture: Join a collaborative and inclusive team that values diversity and fosters a supportive work environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Competitive Benefits: Enjoy a comprehensive benefits package, including health insurance, retirement plans, and flexible working arrangements\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4058025002,"name":"Talent Acquisition","child_ids":[],"parent_id":4099995002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8549270002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6414774002,"location":{"name":"Pune, India"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Finance \u0026 Accounting","value_type":"single_select"}],"id":8549270002,"updated_at":"2026-06-08T00:44:18-04:00","requisition_id":"R-102144","title":"Business System Analyst - Finance Systems ","company_name":"Addepar","first_published":"2026-06-03T09:27:16-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Addepar’s Finance Systems Operations team is hiring a Business System Analyst to lead cross-functional, systems-driven initiatives. You will own end-to-end delivery for defined projects, translate business needs into clear technical requirements, and ensure solutions are adopted by users.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;While NetSuite is our core platform, this role will flex across our entire Finance Technology stack, including our P2P systems (like Coupa) and other Finance tools.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Requirements gathering\u0026lt;/strong\u0026gt;: Partner with stakeholders (Accounting, FP\u0026amp;amp;A and Procurement) to map current processes, translate needs into clear, testable technical requirements, and document them precisely.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Project leadership\u0026lt;/strong\u0026gt;: Run the end-to-end lifecycle across planning, execution, monitoring, risk management, and closure to deliver on scope, time, and quality.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Technology partnership\u0026lt;/strong\u0026gt;: Proactively identify, troubleshoot, and resolve issues within our Finance Technology stack (e.g., NetSuite, Coupa, Navan), acting as a key partner to stakeholder groups like Accounting and Big.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Testing and documentation\u0026lt;/strong\u0026gt;: Build and maintain test scripts with requirements traceability and produce concise user guides that support adoption.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Stakeholder communication\u0026lt;/strong\u0026gt;: Deliver crisp status updates and launch communications that keep teams aligned on progress, decisions, and milestones.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Systems support\u0026lt;/strong\u0026gt;: Provide hands-on configuration and troubleshooting support across our Finance Technology stack as needed, with a focus on accuracy and auditability.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Finance, Information Systems or equivalent.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years of experience in a Systems Analyst, Finance Systems, or Finance Technology Project Management role.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly skilled in written communication, with exceptional ability to create comprehensive, precise, and user-centric documentation efficiently.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent interpersonal, communication, and analytical skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in NetSuite, with hands-on experience navigating its functionality as a heavy user.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with other Finance systems (especially Coupa, Navan, Pigment or other Finance technology) and middleware (e.g Boomi) is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;NetSuite or Coupa configuration experience is a plus.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;Important Note: This role requires working from our Pune office 3 days a week (hybrid work model)\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030018002,"name":"Finance","child_ids":[],"parent_id":4078050002}],"offices":[{"id":4056742002,"name":"Remote - India","location":null,"child_ids":[],"parent_id":4051131002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8569259002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6422739002,"location":{"name":"Remote, Canada"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Security \u0026 IT","value_type":"single_select"}],"id":8569259002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102174","title":"Business Systems - Project Manager","company_name":"Addepar","first_published":"2026-06-04T15:22:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a skilled Mid-Level Project Manager who will be responsible for overseeing and managing the successful implementation of technology and software solutions within our organization. The ideal candidate will have prior experience in managing projects related to Salesforce implementations and integrations and a proven track record of effectively collaborating with 3rd party vendors and implementation consultants.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4919\u0026quot; data-local-id=\u0026quot;539e896f508a\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;5129\u0026quot; data-local-id=\u0026quot;728da2af05ba\u0026quot;\u0026gt;The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Canada. The current range for this role is $102,000 - $127,000 (base salary) + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;5330\u0026quot; data-local-id=\u0026quot;3a4ee803656b\u0026quot;\u0026gt;Your recruiter can share more about the specific salary range during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be based in British Columbia, Alberta, Saskatchewan, Manitoba, or Ontario.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead end-to-end project management for technology and software implementations, including planning, execution, monitoring, and closing phases\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate closely with internal stakeholders to help\u0026amp;nbsp; business analysts and solution architects gather requirements, define project scope, and establish project timelines and deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as the primary point of contact for 3rd party vendors involved in initiatives; ensuring deliverables are met according to agreed-upon timelines and quality standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain comprehensive project documentation, including project plans, status reports, risk registers, and change control logs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively identify potential risks and issues and develop mitigation strategies to ensure project success\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate regular project meetings, including kick-off meetings, status updates, and post-implementation reviews, to ensure alignment and transparency across all stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively communicate project status, milestones, and dependencies to our Internal Center or Excellence committee\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor project budget and resource allocation, ensuring projects are delivered within budgetary constraints\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cultivate a culture of innovation and continuous improvement by developing efficient operational processes and frameworks where none exist or promoting process and system enhancements where necessary\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with the Business Operations - Systems Director to help with overall Program Management within the organization\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;A natural relationship builder with demonstrated experience forging connections across all levels and with partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional ability to navigate and find opportunities within ambiguous situations, turning uncertainty into actionable strategy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced analytical and problem-solving skills, adept at distilling complex ideas into executable plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication, presentation and interpersonal skills, capable of actively engaging and influencing various team members\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of the financial services industry is considered a substantial asset\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce required. Certifications in the following are desirable:\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Salesforce CPQ\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;ServiceCloud\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;AppBuilder\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Agentforce\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Experience in managing Agile teams acting as a Scrum Master or Product Owner.\u0026amp;nbsp; Certifications in the following are desirable\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;PMI-PMP\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CSM (ScrumAlliance)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Experience in the use and administration of Atlassian products including Confluence and Jira.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in managing projects that include technologies like NetSuite, Boomi, Snowflake, Databricks is considered an asset\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030004002,"name":"Sales Operations","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4045056002,"name":"Remote - Canada ","location":null,"child_ids":[],"parent_id":4040137002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8366743002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6340214002,"location":{"name":"São Paulo, Brazil"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8366743002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101858","title":"Client Solutions Consultant (Investment Management)","company_name":"Addepar","first_published":"2026-05-07T17:00:05-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are seeking to expand our Solutions Consulting team in Brazil, based in São Paulo, to support Addepar’s growing client delivery and implementation presence across Latin America. This is a foundational position where you will work closely with leading private banks, family offices, wealth managers, and independent advisors to implement Addepar’s platform and deliver an outstanding client onboarding experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role blends technical problem-solving, financial acumen, and client partnership. You’ll act as a trusted advisor to clients, translating investment operations and data needs into scalable solutions while collaborating with global teams across Product, Engineering, and Client Success.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;It’s a unique opportunity to help build Addepar’s LATAM presence and shape how we deliver client success in a growing and diverse region.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead full-cycle implementation projects for new and existing clients across Brazil and Latin America\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage data onboarding, portfolio setup, and system configuration with precision, ensuring data integrity and client satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with certified partners to deliver scalable implementations and ongoing enhancements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build trusted relationships with key client stakeholders and become a strategic partner in helping them achieve their goals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define and manage project expectations clearly across client and internal teams, balancing multiple time zones and priorities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a subject-matter expert on Addepar’s platform and its application to wealth and investment management workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to playbooks, tools, and delivery best practices adapted for the LATAM market\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Navigate local compliance and data-handling norms (e.g., LGPD) to ensure projects meet regulatory standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate cross-functionally with Sales, Solutions Engineering, and Client Success to ensure seamless client handoffs and delivery excellence\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of experience in financial services, SaaS, consulting, or a related client-facing role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven success in solution delivery, implementation, or client onboarding, ideally within wealth management, fintech, or data-intensive environments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and relationship-building skills, capable of engaging both business and technical audiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized, self-driven, and comfortable working in a fast-moving, growth-stage environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fluent in Portuguese and English (Spanish is a strong plus)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passionate about financial technology and the evolution of digital wealth management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with investment data, reporting, and portfolio workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable collaborating across global teams and managing projects remotely\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Basic scripting or programming knowledge (Python preferred) is an advantage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with Brazilian financial institutions or under CVM/Bacen regulatory frameworks is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willingness to travel within Brazil and occasionally across LATAM\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078067002,"name":"Direct Practice","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4120175002,"name":"Remote - Brazil","location":null,"child_ids":[],"parent_id":4089404002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8442720002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6372454002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8442720002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101936","title":"Client Success Manager ","company_name":"Addepar","first_published":"2026-05-29T15:38:19-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;The Key \u0026amp;amp; Strategic Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Key \u0026amp;amp; Strategic CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role works closely with the Account Executive, cross-functional R\u0026amp;amp;D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $87,000 - $136,000 (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Have a deep understanding of Addepar\u0026#39;s Key \u0026amp;amp; Strategic Client segment including industry challenges, and goals, coupled with a strong understanding of how they are using Addepar to increase client adoption, growth, and ensure account retention\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide strategic oversight during the entire client journey, including implementation, optimization, growth, renewal so your team can deliver a seamless handover of knowledge and responsibilities where appropriate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with your Account Executive to deliver quarterly business reviews to align on business priorities, optimization opportunities, Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be the voice of the client to Product Management, Product Marketing, Support, Renewals, Services, Finance, etc. building strong working relationship with each to ensure client success and consistency of contact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain a high level of client happiness and reference-ability by successfully diagnosing business operations of clients and prescribing appropriate solutions and Services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Key to the position is a strong work ethic, creativity of approaches in covering clients, sense of urgency in everything you do, and strong leadership capabilities which include building, cultivating and supporting a high-performance team, supporting team objectives and driving client success. This person must have a successful track record of: collaborating with multiple cross-functional team members, including sales, marketing, R\u0026amp;amp;D, Finance and Legal; interacting regularly with senior level leaders and C-level management to ensure GTM objectives are met. They must maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Who You Are\u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience or (3 years + MBA) in working in a client facing role with proven track record an in-depth knowledge of our strategic client segment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, upbeat, proactive, standout colleague\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent problem solving, communication, organization, and time leadership skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data and metric driven\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and ability to adapt to new demands; strong sense of urgency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assertiveness, candor, and a “company first” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum of Bachelor’s Degree or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030012002,"name":"Sales Client Engagement","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8442793002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6372481002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":null,"value_type":"single_select"}],"id":8442793002,"updated_at":"2026-06-08T00:58:14-04:00","requisition_id":"R-101934","title":"Client Success Manager - Key \u0026 Strategic","company_name":"Addepar","first_published":"2026-06-08T00:58:14-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;The Key \u0026amp;amp; Strategic Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Key \u0026amp;amp; Strategic CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role works closely with the Account Executive, cross-functional R\u0026amp;amp;D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$69,000 - $107,000\u0026lt;/span\u0026gt; (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Have a deep understanding of Addepar\u0026#39;s Key \u0026amp;amp; Strategic Client segment including industry challenges, and goals, coupled with a strong understanding of how they are using Addepar to increase client adoption, growth, and ensure account retention\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide strategic oversight during the entire client journey, including implementation, optimization, growth, renewal so your team can deliver a seamless handover of knowledge and responsibilities where appropriate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with your Account Executive to deliver quarterly business reviews to align on business priorities, optimization opportunities, Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be the voice of the client to Product Management, Product Marketing, Support, Renewals, Services, Finance, etc. building strong working relationship with each to ensure client success and consistency of contact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain a high level of client happiness and reference-ability by successfully diagnosing business operations of clients and prescribing appropriate solutions and Services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Key to the position is a strong work ethic, creativity of approaches in covering clients, sense of urgency in everything you do, and strong leadership capabilities which include building, cultivating and supporting a high-performance team, supporting team objectives and driving client success. This person must have a successful track record of: collaborating with multiple cross-functional team members, including sales, marketing, R\u0026amp;amp;D, Finance and Legal; interacting regularly with senior level leaders and C-level management to ensure GTM objectives are met. They must maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;8+ years of experience or (5 years + MBA) in working in a client facing role with proven track record an in-depth knowledge of our strategic client segment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, upbeat, proactive, standout colleague\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent problem solving, communication, organization, and time leadership skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data and metric driven\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and ability to adapt to new demands; strong sense of urgency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assertiveness, candor, and a “company first” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum of Bachelor’s Degree or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030012002,"name":"Sales Client Engagement","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8561364002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6419613002,"location":{"name":"Pune, India"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8561364002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102162","title":"Client Support Analyst","company_name":"Addepar","first_published":"2026-06-03T03:05:29-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Client Services is responsible for managing client health for all new and existing Addepar clients. Support Analysts play a critical role in supporting some of the world’s most sophisticated investors, helping them run their businesses through Addepar. They assist Addepar’s diverse client base with day-to-day usage of the software and ensure that our clients get the most value out of each interaction. This role will include various forms of client communication including - email, inbound phone calls and scheduled zoom meetings\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our ideal candidate is tenacious about tackling problems, can skillfully coordinate internal teams, and enjoys working directly with clients.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify, respond to, and resolve issues and questions raised by Addepar’s clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide hands-on support to our clients to ensure their ongoing happiness\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work in complex data sets to identify and resolve data and calculation discrepancies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluate the criticality of client issues and collaborate with various parts of the organization to resolve\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely and conduct root-cause analysis with Engineering and Data teams to resolve issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help clients use Addepar to the greatest extent through both functional and conceptual instruction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Become an expert on all things Addepar\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of experience in a similar role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Previous experience in investment management or Wealth management\u0026amp;nbsp; or Portfolio management domain will be highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication, organizational, and time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in math\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for problem-solving and continuous learning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for technology and finance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1+ years of relevant experience in a client-facing role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with SQL or Python will be an advantage\u0026lt;br\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Important\u0026lt;/strong\u0026gt;: The working schedule for this position is from 6:30 PM to 3:30 AM IST, US business days.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4029999002,"name":"Client Support","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4056742002,"name":"Remote - India","location":null,"child_ids":[],"parent_id":4051131002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8558489002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6418600002,"location":{"name":"Salt Lake City, UT"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8558489002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102158","title":"Client Support Analyst (Fri-Mon day shift)","company_name":"Addepar","first_published":"2026-05-29T16:03:11-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Weekend Shift: Friday - Monday (10 hrs/day - day shifts)\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Client Services is responsible for managing client health for all new and existing Addepar clients. Support Analysts play a critical role in supporting some of the world’s most sophisticated investors, helping them run their businesses through Addepar. They assist Addepar’s diverse client base with day-to-day usage of the software and ensure that our clients get the most value out of each interaction.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our ideal candidate is tenacious about tackling problems, can skillfully coordinate internal teams, and enjoys working directly with clients.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $59,000 - $74,000 (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify, respond to, and resolve issues and questions raised by Addepar’s clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide hands-on support to our clients to ensure their ongoing happiness\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work in complex data sets to identify and resolve data and calculation discrepancies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluate the criticality of client issues and collaborate with various parts of the organization to resolve\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely and conduct root-cause analysis with Engineering and Data teams to resolve issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help clients use Addepar to the greatest extent through both functional and conceptual instruction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Become an expert on all things Addepar\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication, organizational, and time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in math\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for problem-solving and continuous learning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for technology and finance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1+ years of relevant experience in a client-facing role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Plus] Previous experience in investment management\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4029999002,"name":"Client Support","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4015625002,"name":"Salt Lake City, UT","location":"Salt Lake City, Utah, United States","child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8523989002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6404513002,"location":{"name":"Salt Lake City, UT"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8523989002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102048","title":"Client Support Analyst (SLC)","company_name":"Addepar","first_published":"2026-04-29T12:54:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Client Services is responsible for managing client health for all new and existing Addepar clients. Support Analysts play a critical role in supporting some of the world’s most sophisticated investors, helping them run their businesses through Addepar. They assist Addepar’s diverse client base with day-to-day usage of the software and ensure that our clients get the most value out of each interaction.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our ideal candidate is tenacious about tackling problems, can skillfully coordinate internal teams, and enjoys working directly with clients.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $59,000 - $74,000 (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify, respond to, and resolve issues and questions raised by Addepar’s clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide hands-on support to our clients to ensure their ongoing happiness\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work in complex data sets to identify and resolve data and calculation discrepancies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluate the criticality of client issues and collaborate with various parts of the organization to resolve\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely and conduct root-cause analysis with Engineering and Data teams to resolve issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help clients use Addepar to the greatest extent through both functional and conceptual instruction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Become an expert on all things Addepar\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Who You Are\u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication, organizational, and time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in math\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for problem-solving and continuous learning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for technology and finance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1+ years of relevant experience in a client-facing role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Plus] Previous experience in investment management\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4029999002,"name":"Client Support","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4015625002,"name":"Salt Lake City, UT","location":"Salt Lake City, Utah, United States","child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8539953002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6410674002,"location":{"name":"Pune, India"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8539953002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102092","title":"Data Client Support Analyst","company_name":"Addepar","first_published":"2026-05-12T02:57:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;As part of the broader Addepar Go-to-Market (GTM) organization, the Data Client Support team is responsible for ensuring our customers receive first-class support experience and are able to get the most value out of their data in Addepar. The Data Client Support group sits at the nexus of Addepar\u0026#39;s activity and requires daily communications with clients, data providers, and other personnel across the company.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Important\u0026lt;/strong\u0026gt;: The working schedule for this position is from 10:00 AM to 7:00 PM IST.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Address client inquiries related to Addepar’s portfolio data feeds and on general data product functionalities within established SLAs.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and complete requests from internal Data teams that require client outreach and/or action to resolve data verification issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investigate client reported bugs and data processing issues, and triage with Engineering \u0026amp;amp; Product when needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Account Managers, Solutions Architects, and other members from GTM to drive alignment on data related escalations and ensure positive outcomes for clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in multi-org projects to improve internal processes and in broad company initiatives to stand up new product functionality or services.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Who You Are\u0026lt;/span\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 1+ years of work experience in the financial investment/advisory industry with solid understanding of capital markets, portfolio accounting and customer relationship management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication and interpersonal skills with excellent attention to detail.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactive and diligent in documenting team processes and finding opportunities to optimize team workflow efficiencies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willing to work flexible hours.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with using MS Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters, or other common financial services systems and applications is preferable.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;Important Note: This role requires working from our Pune office 3 days a week (hybrid work model)\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4029999002,"name":"Client Support","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4051132002,"name":"Pune, India","location":"Pune, Maharashtra, India","child_ids":[],"parent_id":4051131002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8471221002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6383601002,"location":{"name":"Pune, India"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8471221002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1024-Pipeline","title":"Data Conversion Project Manager (Pune)","company_name":"Addepar","first_published":"2026-03-23T03:23:49-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a Historical Data Conversion Project Manager, you will serve as the essential link between our technical Data Solution Consultants (DSCs) and the client’s business stakeholders. While DSCs focus on the technical execution of data migration and complex analysis, your role is to translate that work into a clear narrative for the client while relaying client requirements back to the internal team. You will leverage a strong understanding of HDC processes, investment data, and technical frameworks to comfortably bridge the gap between technical execution and client expectations. By working side-by-side with the DSCs to identify data remediation strategies, you will translate technical requirements into actionable directives for the client and proactively secure necessary inputs. This role is for a subject matter expert who can navigate technical language and investment complexities to drive project progress and maintain high-impact communication regarding status, gaps, and timelines.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You’ll also be among the first members of the Data Solutions team based in India, helping establish our presence in the region while working closely with colleagues across the U.S., U.K., and other global offices. This is a collaborative role offering the opportunity to shape our operating model locally and strengthen how our global teams deliver together.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Partner with Data Solutions:\u0026lt;/strong\u0026gt; Serve as the dedicated partner to the internal Data Solutions Consultants, ensuring they have clear specifications and context while managing administrative workflows to allow them to focus on technical execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Translate Technical Progress:\u0026lt;/strong\u0026gt; Translate technical progress, data challenges, and migration results provided by the Data Solutions team into digestible business narratives for client stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Lead Client Status Calls:\u0026lt;/strong\u0026gt; Lead regular status calls with clients to convey project health, presenting successful data loads and managing expectations around timelines or data discrepancies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Facilitate Information Flow:\u0026lt;/strong\u0026gt; Facilitate the flow of information between parties, ensuring client requirements are accurately scoped for the technical team and technical constraints are clearly explained to the client.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Oversee Portfolio of Projects:\u0026lt;/strong\u0026gt; Prioritize and context-switch effectively to oversee simultaneous projects, maintaining close alignment with the Data Solutions team on resource availability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Process Improvement:\u0026lt;/strong\u0026gt; Identify and drive opportunities to improve the communication workflow between the Project Management and Data Solutions functions.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experienced:\u0026lt;/strong\u0026gt; Minimum 2+ years of experience in project management, finance, or consulting, with a strong record of managing client relationships and communicating complex project updates.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Client-Focused:\u0026lt;/strong\u0026gt; Exceptional communication skills with the ability to translate technical concepts into business outcomes and manage \u0026quot;difficult conversations\u0026quot; regarding timelines or scope.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Investment-Savvy:\u0026lt;/strong\u0026gt; Strong understanding of financial products and securities modeling (technical implementation skills not required, but conceptual understanding is key).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Solutions-Oriented:\u0026lt;/strong\u0026gt; Creative problem-solver who operates with ownership and accountability in ambiguous environments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Collaborative:\u0026lt;/strong\u0026gt; Works effectively across teams and functions to deliver measurable impact, specifically in bridging the gap between technical and non-technical stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Process-Minded:\u0026lt;/strong\u0026gt; Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Adaptable:\u0026lt;/strong\u0026gt; Thrives in a fast-paced environment with evolving priorities and global stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Technical (Bonus)\u0026lt;/strong\u0026gt;: Familiarity with Python or SQL. While you won’t be building the infrastructure, your ability to query data or understand automated workflows will help you scale your impact and communicate more effectively.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Important Note: This role will require you to work from Pune office 3 days a week in UK shift i.e. 2:30 PM to 11:30 PM IST. (hybrid role)\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030003002,"name":"Enterprise Practice SA","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4051132002,"name":"Pune, India","location":"Pune, Maharashtra, India","child_ids":[],"parent_id":4051131002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8515929002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6401708002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8515929002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102052","title":"Data Engineer","company_name":"Addepar","first_published":"2026-05-05T10:26:53-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Portfolio Data Integration is part of the broader Addepar Platform team. The overall Addepar Platform provides a single source of truth “data fabric” used by the Addepar product set, including a centralized and self-describing repository (a.k.a Data Lake), a set of API-driven data services, an integration pipeline, analytics infrastructure, warehousing solutions, and operating tools. The team has responsibility for all data acquisition, conversion, cleansing, disambiguation, modeling, tooling and infrastructure related to the integration of client portfolio data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar’s core business relies on the ability to quickly and accurately ingest data from a variety of sources, including 3rd party data providers, custodial banks, data APIs, and even direct user input. Portfolio Data integrations and feeds are a highly critical cross-section of this set, allowing our users to get automatically updated and reconciled information on their latest holdings onto the platform.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a data engineer for this team, you will execute the development of new data integrations and maintenance of existing processes in order to expand and improve our data platform. You’ll be adding automation and functionality to our distributed data pipelines by writing PySpark code and integrating it within our Databricks Data Lake. The team operates with an AI-augmented engineering workflow — LLM tools are integrated into code review, testing, and documentation as standard practice, not an experiment. As you gain more experience, you’ll contribute to increasingly challenging engineering projects within our platform with the ultimate goal of dramatically increasing the throughput of data ingestion for Addepar. This is a crucial, highly visible role within the company. Your team is a big component of growing and serving Addepar’s client base with minimal manual effort required from our clients or from our internal data operations team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;What You’ll Do\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Complete individual project priorities, deadlines, and solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build pipelines that support the ingestion, analysis, and enrichment of financial data in partnership with business data analysts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Improve the existing pipeline to increase the throughput and accuracy of data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain efficient process controls and accurate metrics to ensure quality standards and organizational expectations are met\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with members of Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify areas of automation opportunities and implement improvements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand data models and schemas, and work with other engineering teams to recommend extensions and changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use AI-assisted development workflows — The team uses LLM tools (Claude Code) as a standard part of the engineering workflow: pre-review, test generation, code analysis, and documentation. You\u0026#39;ll be expected to adopt and contribute to these workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain and improve automated quality gates — Work with AI-powered code review tooling to enforce coding standards, catch regressions before human review, and reduce manual toil in the PR process\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Who You Are\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prior professional data engineering/analysis experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with object-oriented programming (we use PySpark/Python)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of SQL or relational database concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in data modeling, visualization, and ETL pipelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort working with AI/LLM tools as part of your development workflow (e.g., code assistants, automated review, AI-generated tests). You don\u0026#39;t need to be an expert — but you should be curious and willing to adopt new tooling quickly\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of financial concepts (e.g., stocks, bonds, etc.) is helpful but not necessary\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for the world of FinTech and solving previously intractable problems at the heart of investment management\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4099550002,"name":"Data Architecture \u0026 Integration","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4039397002,"name":"Edinburgh, Scotland, United Kingdom","location":"Edinburgh, Scotland, United Kingdom","child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8495651002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6389218002,"location":{"name":"Poland"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8495651002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1027-Pipeline","title":"Data Engineering Manager ","company_name":"Addepar","first_published":"2026-04-29T09:56:56-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are seeking an experienced and highly motivated Data Engineering Manager to lead Portfolio Data Engineering in Poland, a critical component of the Addepar Platform team. The overall Addepar Platform provides a single source of truth “data fabric” used by the Addepar product set, including a centralised and self-describing repository (a.k.a Data Lake), a set of API-driven data services, an integration pipeline, analytics infrastructure, warehousing solutions, and operating tools. The team has responsibility for all data acquisition, conversion, cleansing, disambiguation, modelling, tooling and infrastructure related to the integration of client portfolio data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar’s core business relies on the ability to quickly and accurately ingest data from a variety of sources, including 3rd party data providers, custodial banks, data APIs, and even direct user input. Portfolio Data integrations and feeds are a highly critical cross-section of this set, allowing our users to get automatically updated and reconciled information on their latest holdings onto the platform.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a Data Engineering Manager, you will play a crucial role in leading and managing our engineering efforts, collaborating closely with product counterparts in an agile environment to drive business outcomes. Your responsibilities will include leading a team to deliver complex engineering projects with the ultimate goal of dramatically increasing the throughput of data ingestion for Addepar. You’ll be adding automation and functionality to our distributed data pipelines by writing PySpark code and integrating it within our Databricks Data Lake. Your team is a big component of growing and serving Addepar’s client base with minimal manual effort required from our clients or from our internal data operations team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a crucial, highly visible role within the company. Your team is a big component of growing and serving Addepar’s client base with minimal manual data cleaning effort required from our clients or from our internal data operations team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as a \u0026quot;player/coach\u0026quot; who will contribute to and supervise a team of Portfolio Data Engineers in Poland.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive the technical direction for the portfolio data engineering team in Poland in close alignment with your direct peers in other regions and the wider engineering community\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and manage a team of exceptional engineers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with multi-functional teams to design, develop, and deploy scalable data solutions that meet client requirements on time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead a team to build pipelines that support the ingestion, analysis, and enrichment of financial data by collaborating with business data analysts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advocate for standard methodologies, find opportunities for automation and optimisations in code and processes to increase the throughput and accuracy of data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain efficient process controls and accurate metrics that improve data quality as well as increase operational efficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working in a fast-paced, dynamic environment to deliver high-quality results and drive continuous improvement\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Proven experience leading data engineering teams, several years of professional data engineering experience as an individual contributor\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A computer science degree or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving and decision-making skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of at least one object oriented programming language (PySpark, Python, Java), relational databases, SQL and data pipelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of financial concepts (e.g., stocks, bonds, etc.) is helpful but not necessary\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for the world of FinTech and solving previously intractable problems at the heart of investment management is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063981002,"name":"Engineering","child_ids":[4106883002,4099550002,4135487002,4062170002,4137894002,4135234002,4099543002,4099994002,4078040002,4078072002,4030026002,4030029002,4078042002,4078043002,4078045002,4078046002,4078047002,4078044002],"parent_id":null}],"offices":[{"id":4108530002,"name":"Remote - Poland","location":null,"child_ids":[],"parent_id":4108529002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8504908002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6397094002,"location":{"name":"Remote, Pune, India"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Data Management \u0026 Quality","value_type":"single_select"}],"id":8504908002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102006","title":"Data Onboarding Specialist","company_name":"Addepar","first_published":"2026-04-16T09:31:25-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibilities is to assist clients with authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Specialists sit at the nexus of Addepar\u0026#39;s activity and require daily engagement with customers, data providers, and personnel across the organization.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Important\u0026lt;/strong\u0026gt;: The working schedule for this role is from 6:30 PM to 3:30 AM IST, U.S. business days.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage the data feed onboarding process for new Addepar clients, which includes but is not limited to:\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Communicate and explain the data onboarding workflow to clients over calls and emails\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide guidance and training to clients on account eligibility and authorisation requirements (e.g LOA forms) for existing and new portfolio data feeds\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provision received accounts to the appropriate Addepar environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with data providers to triage and address account onboarding requests and issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Complete custodian specific setup and feed connectivity workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with maintaining accurate account onboarding instructions and related resources\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Sales, Solutions Architects, and other internal Data teams to drive positive client experiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Product and Engineering to implement process and tooling enhancements that improve onboarding UX and increase operational workflow efficiency\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years of experience in client-facing roles, specializing in Client Onboarding and Success within the FinTech and financial advisory sector\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication \u0026amp;amp; interpersonal skills with excellent attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fluency in Spanish is preferred and considered a plus for this role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A strong technical knack with an interest in leveraging modern AI productivity tools (e.g., Claude, ChatGPT) to enhance workflow efficiency and problem-solving\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically and effectively balance multiple projects and processes simultaneously\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactive and diligent in documenting team processes and finding opportunities to improve team workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with using Salesforce, Jira, Google Suite, and CRM applications preferable\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4055683002,"name":"Data Operations","child_ids":[],"parent_id":4099992002}],"offices":[{"id":4056742002,"name":"Remote - India","location":null,"child_ids":[],"parent_id":4051131002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8532406002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6407541002,"location":{"name":"Poland"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8532406002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1053-Pipeline","title":"Data Projects Analyst  ","company_name":"Addepar","first_published":"2026-05-01T03:13:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Part of the broader Addepar Data organisation, the Data Client Projects team is responsible for converting and onboarding existing client portfolio data onto Addepar. During the lifecycle of a project, members of this team will coordinate data transmission/extraction, transform and import data, and assist with the validation of the data. Accurate and timely completion of these projects are crucial in enabling our clients to take full advantage of Addepar\u0026#39;s reporting and analysis capabilities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage and complete data conversion projects of varying complexity from third-party systems and files sourced from our custodial data partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with members of Sales and Services organisations to drive alignment on project cost estimates and deliverables, and to ensure positive client outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop new/improve existing python scripts and Juptyer notebooks to interact with APIs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase operational efficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain team resources and procedural documentation, and ensure metrics are accurately recorded for internal analytics\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prior work experience in the financial investment/advisory/technology industry with strong understanding of capital markets and portfolio accounting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven track record of multitasking and prioritising effectively in a fast paced environment, and experienced in leading cross-functional projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication and interpersonal skills for engaging with clients, data providers, as well as internal partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrates effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willing to work flexible hours\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Python (Jupyter Notebook, Pandas, Requests, etc.), Bloomberg, Thomson Reuters, or other common financial services systems and applications\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4099992002,"name":"Data","child_ids":[4112680002,4112679002,4112682002,4112681002,4055682002,4055683002,4029996002],"parent_id":null}],"offices":[{"id":4108529002,"name":"Poland","location":null,"child_ids":[4108530002],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8540334002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6410838002,"location":{"name":"Salt Lake City, UT"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8540334002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102115","title":"Data Solutions Consultant","company_name":"Addepar","first_published":"2026-05-11T12:56:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;A Data Solutions Consultant is responsible for integrating clients’ portfolio data into Addepar and consulting clients on their most complex data challenges. As a Data Solutions Consultant, you will be responsible for executing on client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have exceptional analytical and communication skills, thrive in a fast-paced environment, and bring a solutions-oriented approach to all problems they encounter.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $74,000 - $93,000 (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Translate unique client requirements into flexible and scalable data solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead data conversion projects with Addepar clients to ETL historical portfolio data from their legacy system into Addepar\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively set, lead, and communicate expectations both internally and externally\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate with clients in a proactive, consultative, and professional manner\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal Services, Sales, Product, and Engineering teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 2+ years of experience working in technology, finance, or consulting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Python programming language\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with financial products and securities modeling\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solution-oriented mentality and passion for problem-solving\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, proactive, and a high contributing teammate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized, close attention to detail, and driven to make processes more efficient\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Independent, adaptable, and can thrive in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030003002,"name":"Enterprise Practice SA","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4015625002,"name":"Salt Lake City, UT","location":"Salt Lake City, Utah, United States","child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8561225002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6419538002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8561225002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102150","title":"Data Solutions Consultant","company_name":"Addepar","first_published":"2026-05-28T08:34:19-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;A Data Solutions Consultant is responsible for integrating clients’ portfolio data into Addepar, and consulting clients on their most complex data challenges. As a Data Solutions Consultant, you will be responsible for executing on client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have exceptional analytical and communication skills, thrive in a fast paced environment, and bring a solutions oriented approach to all problems they encounter.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Translate unique client requirements into flexible and scalable data solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead data conversion projects with Addepar clients to ETL historical portfolio data from their legacy system into Addepar\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritise and context-switch effectively to complete simultaneous projects, seeing each through to the finish line\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and drive opportunities to improve our current processes and tools to better streamline, scale and automate workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively set, lead, and communicate expectations both internally and externally\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate with clients in a proactive, consultative and professional manner\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal Services, Sales, Product and Engineering teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 2+ years experience working in technology, finance, or consulting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Python programming language\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with financial products and securities modeling\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solution-oriented mentality and passion for problem solving\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organisational, and time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, proactive and a high contributing teammate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organised, close attention to detail and driven to make processes more efficient.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Independent, adaptable and can thrive in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030003002,"name":"Enterprise Practice SA","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8575882002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6425471002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8575882002,"updated_at":"2026-06-05T14:21:15-04:00","requisition_id":"R-102181","title":"Data Solutions Consultant","company_name":"Addepar","first_published":"2026-06-05T14:21:15-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;A Data Solutions Consultant is responsible for integrating clients’ portfolio data into Addepar and consulting clients on their most complex data challenges. As a Data Solutions Consultant, you will be responsible for executing on client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have exceptional analytical and communication skills, thrive in a fast-paced environment, and bring a solutions-oriented approach to all problems they encounter.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4121\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4331\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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 - $116,000 (base salary) + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;H-1B\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;, \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;F-1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Translate unique client requirements into flexible and scalable data solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead data conversion projects with Addepar clients to ETL historical portfolio data from their legacy system into Addepar\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively set, lead, and communicate expectations both internally and externally\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate with clients in a proactive, consultative, and professional manner\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal Services, Sales, Product, and Engineering teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 2+ years of experience working in technology, finance, or consulting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Python programming language\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with financial products and securities modeling\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solution-oriented mentality and passion for problem-solving\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, proactive, and a high contributing teammate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized, close attention to detail, and driven to make processes more efficient\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Independent, adaptable, and can thrive in a fast-paced environment\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030003002,"name":"Enterprise Practice SA","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8478903002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6386808002,"location":{"name":"Pune, India"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8478903002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1025-Pipeline","title":"Data Solutions Consultant","company_name":"Addepar","first_published":"2026-03-25T11:38:26-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;As a \u0026lt;strong\u0026gt;Data Solutions Consultant,\u0026lt;/strong\u0026gt; you will support some of Addepar’s complex and high-touch client data implementation projects. You’ll design \u0026lt;a href=\u0026quot;https://learn.addepar.com/hc/en-us\u0026quot;\u0026gt;scalable solutions\u0026lt;/a\u0026gt; to transform and integrate clients’ portfolio data into Addepar, and build expertise across both technical and business domains.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You’ll also be among the \u0026lt;strong\u0026gt;first members of the Data Solutions team based in India\u0026lt;/strong\u0026gt;, helping establish our presence in the region while working closely with colleagues across the U.S., U.K., and other global offices. This is a collaborative role offering the opportunity to shape our operating model locally and strengthen how our global teams deliver together.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Beyond client delivery, you’ll also have the opportunity to participate in internal\u0026amp;nbsp; innovation; contributing to\u0026amp;nbsp; automation, tooling, and best practices that enable scale and elevate how we operate globally. This is an individual contributor position for someone who thrives at the intersection of finance, data, and technology, and is excited to make a global impact from India.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Support\u0026amp;nbsp; complex client implementation\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;s:\u0026lt;/strong\u0026gt; execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build\u0026amp;nbsp; scalable data solutions: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;Translate client requirements into flexible, sustainable workflows that enable accurate reporting and analysis, with guidance from senior team members\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Contribute to\u0026amp;nbsp; a portfolio of high-impact projects: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Collaborate across teams: \u0026lt;/strong\u0026gt;Building knowledge of\u0026amp;nbsp; investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion operational excellence: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experienced:\u0026lt;/strong\u0026gt; 2+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Technical:\u0026lt;/strong\u0026gt; Proficiency in Python and SQL. You should be comfortable navigating large datasets, streamlining data flows (ETL), and finding ways to automate repetitive manual tasks to improve efficiency. Experience/familiarity with Databricks and API workflows is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Investment-Savvy:\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A foundational grasp of the investment landscape. You understand how different assets work—like stocks, bonds, and derivatives—and you’re familiar with the basics of how portfolios are tracked and accounted for.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working directly with the building blocks of investment data. You’ve handled things like security identifiers, trade records, and market pricing updates, and you understand how this information flows through a financial firm.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Technical Translation: \u0026lt;/strong\u0026gt;Ability to articulate technical architectures to non-technical internal teams, converting technical requirements into clear, actionable business value.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Solutions-Oriented:\u0026lt;/strong\u0026gt; Curious problem-solver who takes initiative and is developing\u0026amp;nbsp; ownership and accountability in ambiguous environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Collaborative:\u0026lt;/strong\u0026gt; Eager to work across teams and functions to deliver measurable impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Process-Minded:\u0026lt;/strong\u0026gt; Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Adaptable:\u0026lt;/strong\u0026gt; Thrives in a fast-paced environment with evolving priorities and global stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;A Note on Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Don’t check every single box? Apply anyway. We are looking for curious, motivated individuals. If you are passionate about the intersection of finance and tech but don\u0026#39;t meet every specific qualification listed above, we still want to hear from you and see if your unique skills could be a fit for our team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Important Note: This role will require you to work from Pune office 3 days a week in UK shift i.e. 2:30 PM to 11:30 PM IST. (hybrid role)\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030003002,"name":"Enterprise Practice SA","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4051132002,"name":"Pune, India","location":"Pune, Maharashtra, India","child_ids":[],"parent_id":4051131002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8511235002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6393387002,"location":{"name":"Poland"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8511235002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1042-Pipeline","title":"Engineering Manager, Portfolio Services ","company_name":"Addepar","first_published":"2026-04-29T09:57:33-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;This Engineering Manager role leads the Portfolio Services team at the core of Addepar’s data platform, driving developer velocity, process automation, and cross-functional execution to deliver high-impact, scalable solutions. We play a pivotal role in enabling data to flow across our data platforms into our client’s instances. Working at the critical intersection of application, analyst, and operations teams, we promote developer velocity and robust process automation. Working with a healthy mix of new technologies and existing core applications, the team thrives on solving complex challenges to deliver high-impact solutions. If you\u0026#39;re passionate about creating true engineering leverage, this is the team for you.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Contribute to shaping our ambitious program of product features, technical debt reduction, and scalability improvements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coach and mentor a team of software engineers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver solutions for our clients, drive software delivery and improve engineering processes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with partner teams across Addepar to deliver impactful results for both internal and external clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Extensive software engineering experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience of leading software engineering teams, preferably in a platform engineering context\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience or interest in financial technology\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A great communicator adept at working with cross-functional partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You value developing people and coaching engineers to succeed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experienced with managing software projects throughout the SDLC, improving team agile processes, estimation and project planning\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063981002,"name":"Engineering","child_ids":[4106883002,4099550002,4135487002,4062170002,4137894002,4135234002,4099543002,4099994002,4078040002,4078072002,4030026002,4030029002,4078042002,4078043002,4078045002,4078046002,4078047002,4078044002],"parent_id":null}],"offices":[{"id":4108530002,"name":"Remote - Poland","location":null,"child_ids":[],"parent_id":4108529002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8545174002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413154002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8545174002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102121","title":"Engineering Manager, Reference Data","company_name":"Addepar","first_published":"2026-05-13T09:33:07-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are seeking an experienced and highly motivated Engineering Manager to lead the Reference Data Team in the US, 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4121\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026amp;nbsp;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 \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$160,000 - $250,000\u0026lt;/span\u0026gt; (base salary) + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;H-1B\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;, \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;F-1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Drive the technical direction in close alignment with your product counterparts, direct engineering peers in other regions and the wider engineering community\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and manage a team of exceptional engineers to design, develop, and deploy scalable solutions that meet client requirements on time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be a player-coach who leads the team to build frameworks that supports highly performant ingestion and distribution of financial data and build AI-native products, moving from initial prototype to scalable production services with high velocity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advocate for standard methodologies, find opportunities for automation and optimizations in processes to increase throughput , latency and accuracy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain efficient process controls and accurate metrics that improve data quality as well as increase operational efficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working in a fast-paced, dynamic environment to deliver high-quality results and drive continuous improvement\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of proven experience leading engineering teams, 5+ years of professional backend engineering experience as an individual contributor.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A computer science degree or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving and decision-making skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience with distributed systems, microservices and messaging queues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of at least one object oriented programming language (PySpark, Python, Java), relational databases, SQL and data pipelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of financial concepts (e.g., stocks, bonds, etc.) is helpful but not necessary\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for the world of FinTech and solving previously intractable problems at the heart of investment management is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4099550002,"name":"Data Architecture \u0026 Integration","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8479674002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6387075002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8479674002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101991","title":"Enterprise Sales Engineer","company_name":"Addepar","first_published":"2026-03-27T18:24:22-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking an Enterprise Sales Engineer to join our team. As the key\u0026amp;nbsp; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$122,000 - $153,000\u0026lt;/span\u0026gt; (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Strategic Domain Expertise:\u0026lt;/strong\u0026gt; Serve as the primary domain expert, supporting account executives throughout the entire sales and relationship expansion lifecycle\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Platform \u0026amp;amp; AI Evolution:\u0026lt;/strong\u0026gt; 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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Technical Discovery:\u0026lt;/strong\u0026gt; Conduct deep-dive discovery sessions to understand prospect requirements and map them to Addepar’s technical solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Demo Construction:\u0026lt;/strong\u0026gt; Design and build tailored demo environments, run end-to-end proof-of-concepts including the ingestion of client data to showcase the platform\u0026#39;s value\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Enterprise Account Growth:\u0026lt;/strong\u0026gt; Lead technical executive reviews and expansion executions for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Technical Sales Support:\u0026lt;/strong\u0026gt; Manage the technical portions of the sales cycle, including responding to RFPs/RFIs and coordinating with internal product and engineering teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experience:\u0026lt;/strong\u0026gt; 3+ years in Sales Engineering or Solutions Architecture, with a proven track record of supporting both initial sales and large-scale account expansions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;AI Specialist \u0026amp;amp; Champion:\u0026lt;/strong\u0026gt; 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 \u0026quot;data strategy\u0026quot; and \u0026quot;operational efficiency\u0026quot; to various stakeholders and help your peers integrate AI-first workflows into their daily routines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Executive Presence \u0026amp;amp; Leadership:\u0026lt;/strong\u0026gt; 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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Hands-on Technical Execution:\u0026lt;/strong\u0026gt; You are a \u0026quot;roll-up-your-sleeves\u0026quot; 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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Investment Management Domain Expert:\u0026lt;/strong\u0026gt; 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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Revenue-Minded Engineer:\u0026lt;/strong\u0026gt; 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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Data Lakehouse:\u0026lt;/strong\u0026gt; understanding of workflows embedded and concept of integrating complex data sets are a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Education:\u0026lt;/strong\u0026gt; Bachelor’s Degree required while other certifications such as the CFA, CFP and Masters Degree are a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Travel:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Flexibility to travel on short notice (10-20%)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078064002,"name":"Sales Strategic \u0026 Enterprise","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8573223002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6387075002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8573223002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101991","title":"Enterprise Sales Engineer","company_name":"Addepar","first_published":"2026-06-01T10:42:38-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking an Enterprise Sales Engineer to join our team. As the key\u0026amp;nbsp; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$122,000 - $153,000\u0026lt;/span\u0026gt; (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Strategic Domain Expertise:\u0026lt;/strong\u0026gt; Serve as the primary domain expert, supporting account executives throughout the entire sales and relationship expansion lifecycle\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Platform \u0026amp;amp; AI Evolution:\u0026lt;/strong\u0026gt; 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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Technical Discovery:\u0026lt;/strong\u0026gt; Conduct deep-dive discovery sessions to understand prospect requirements and map them to Addepar’s technical solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Demo Construction:\u0026lt;/strong\u0026gt; Design and build tailored demo environments, run end-to-end proof-of-concepts including the ingestion of client data to showcase the platform\u0026#39;s value\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Enterprise Account Growth:\u0026lt;/strong\u0026gt; Lead technical executive reviews and expansion executions for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Technical Sales Support:\u0026lt;/strong\u0026gt; Manage the technical portions of the sales cycle, including responding to RFPs/RFIs and coordinating with internal product and engineering teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experience:\u0026lt;/strong\u0026gt; 3+ years in Sales Engineering or Solutions Architecture, with a proven track record of supporting both initial sales and large-scale account expansions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;AI Specialist \u0026amp;amp; Champion:\u0026lt;/strong\u0026gt; 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 \u0026quot;data strategy\u0026quot; and \u0026quot;operational efficiency\u0026quot; to various stakeholders and help your peers integrate AI-first workflows into their daily routines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Executive Presence \u0026amp;amp; Leadership:\u0026lt;/strong\u0026gt; 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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Hands-on Technical Execution:\u0026lt;/strong\u0026gt; You are a \u0026quot;roll-up-your-sleeves\u0026quot; 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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Investment Management Domain Expert:\u0026lt;/strong\u0026gt; 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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Revenue-Minded Engineer:\u0026lt;/strong\u0026gt; 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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Data Lakehouse:\u0026lt;/strong\u0026gt; understanding of workflows embedded and concept of integrating complex data sets are a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Education:\u0026lt;/strong\u0026gt; Bachelor’s Degree required while other certifications such as the CFA, CFP and Masters Degree are a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Travel:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Flexibility to travel on short notice (10-20%)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078064002,"name":"Sales Strategic \u0026 Enterprise","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8561795002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6419795002,"location":{"name":"Pune, India"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8561795002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102154","title":"Field Engineer","company_name":"Addepar","first_published":"2026-05-28T07:58:28-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;As a Field Engineer you will embed directly with clients to architect and build mission-critical integrations, automations, and data solutions. Operating at the intersection of engineering and client success, you will serve as Addepar\u0026#39;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\u0026#39;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\u0026#39; most challenging problems. This role combines a forward-deployed model with deep technical expertise in modern software engineering and financial data systems.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deploy directly to client sites (virtual or in-person) to architect, build, and deliver custom integrations, automations, and data pipelines using Addepar\u0026#39;s APIs, ADX (Databricks), and modern engineering tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and implement production-grade solutions that dramatically improve client onboarding efficiency, reduce time-to-value, and enable operational scale\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build intelligent automation leveraging AI, LLMs, and machine learning to solve complex data transformation, validation, and reconciliation challenges\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the technical owner for ADX implementations, designing robust data infrastructure within Databricks to streamline client data onboarding and analytics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate ambiguous client requirements into flexible, scalable technical solutions through deep discovery, prototyping, and iterative delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write production-quality Python code for ETL pipelines, API integrations, data validation frameworks, and automation tooling\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead technical workstreams end-to-end, from requirements gathering through production deployment, owning outcomes and client success\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Product, Engineering, and Services teams to identify opportunities for productization and influence platform roadmap\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop internal tools, frameworks, and best practices that accelerate delivery across the broader team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively set, manage, and communicate technical expectations with both client stakeholders and internal cross-functional teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch effectively across simultaneous client engagements, seeing each through to successful completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a technical advisor and trusted partner to clients, proactively identifying opportunities to drive additional value\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 2+ years of experience in software engineering, data engineering, or forward-deployed technical roles\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency in Python with experience building production-grade applications, APIs, and data pipelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of REST APIs, authentication patterns, and integration architecture\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with Databricks, Spark, and distributed data processing frameworks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in SQL and experience working with large-scale datasets across relational and NoSQL databases\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience designing and implementing ETL/ELT pipelines for complex data transformations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with AI/ML tools and experience implementing LLM-driven automation solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of financial data domains including portfolio management, performance analytics, and multi-asset class portfolios\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional problem-solving abilities with a solutions-oriented mindset and bias for action\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication skills with the ability to translate technical concepts for non-technical audiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to thrive in ambiguous, fast-paced environments while maintaining high-quality standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with version control (Git), CI/CD pipelines, and modern software development practices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Independent, adaptable, and entrepreneurial mindset with a passion for client impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, proactive approach, and high contributing teammate\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Important Note: This role will require you to work from Pune office 3 days a week in UK shift i.e. 2:30 PM to 11:30 PM IST. (hybrid role)\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030003002,"name":"Enterprise Practice SA","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4056742002,"name":"Remote - India","location":null,"child_ids":[],"parent_id":4051131002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8470951002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6383542002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8470951002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101987","title":"Field Engineer","company_name":"Addepar","first_published":"2026-03-27T11:40:45-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;As a Field Engineer you will embed directly with clients to architect and build mission-critical integrations, automations, and data solutions. Operating at the intersection of engineering and client success, you will serve as Addepar\u0026#39;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\u0026#39;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\u0026#39; most challenging problems. This role combines a forward-deployed model with deep technical expertise in modern software engineering and financial data systems.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4129\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4339\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4568\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deploy directly to client sites (virtual or in-person) to architect, build, and deliver custom integrations, automations, and data pipelines using Addepar\u0026#39;s APIs, ADX (Databricks), and modern engineering tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and implement production-grade solutions that dramatically improve client onboarding efficiency, reduce time-to-value, and enable operational scale\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build intelligent automation leveraging AI, LLMs, and machine learning to solve complex data transformation, validation, and reconciliation challenges\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the technical owner for ADX implementations, designing robust data infrastructure within Databricks to streamline client data onboarding and analytics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate ambiguous client requirements into flexible, scalable technical solutions through deep discovery, prototyping, and iterative delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write production-quality Python code for ETL pipelines, API integrations, data validation frameworks, and automation tooling\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead technical workstreams end-to-end, from requirements gathering through production deployment, owning outcomes and client success\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Product, Engineering, and Services teams to identify opportunities for productization and influence platform roadmap\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop internal tools, frameworks, and best practices that accelerate delivery across the broader team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively set, manage, and communicate technical expectations with both client stakeholders and internal cross-functional teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch effectively across simultaneous client engagements, seeing each through to successful completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a technical advisor and trusted partner to clients, proactively identifying opportunities to drive additional value\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 3+ years of experience in software engineering, data engineering, or forward-deployed technical roles\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency in Python with experience building production-grade applications, APIs, and data pipelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of REST APIs, authentication patterns, and integration architecture\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with Databricks, Spark, and distributed data processing frameworks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in SQL and experience working with large-scale datasets across relational and NoSQL databases\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience designing and implementing ETL/ELT pipelines for complex data transformations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with AI/ML tools and experience implementing LLM-driven automation solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of financial data domains including portfolio management, performance analytics, and multi-asset class portfolios\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional problem-solving abilities with a solutions-oriented mindset and bias for action\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication skills with the ability to translate technical concepts for non-technical audiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to thrive in ambiguous, fast-paced environments while maintaining high-quality standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with version control (Git), CI/CD pipelines, and modern software development practices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Independent, adaptable, and entrepreneurial mindset with a passion for client impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, proactive approach, and high contributing teammate\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030003002,"name":"Enterprise Practice SA","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/7760220002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6054895002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":7760220002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101121","title":"Forward Deployed Engineer","company_name":"Addepar","first_published":"2024-12-11T15:50:50-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Forward Deployed Engineers (FDEs) partner directly with key technical \u0026amp;amp; strategic counterparts at Addepar\u0026#39;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\u0026#39;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s engineering and product organization; providing valuable insight to inform design strategy and contributing directly to the core product code base.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026amp;amp; impactful problems.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;The current range for this role is $107,000 - $168,000 (base salary) + bonus + equity + benefits.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years experience as a professional Software Engineer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with one or more object-oriented programming language (Java and/or Python preferred) and/or compiled language (Go, Rust, Scala preferred)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building systems with Relational or NoSQL database storage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;BS+ in Computer Science, Software Engineering, Mathematics or other highly technical field paired with software industry experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to lead complex projects, relationships and timelines. Excels working in a cross disciplinary team/environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;(Plus) Experience in one or more strongly typed server side programming language (ex: Java, C++).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;(Plus) Experience with distribution storage \u0026amp;amp; execution frameworks (ex. Arrow, Spark, Flink, Storm)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4062170002,"name":"Forward Deployment Eng","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8526593002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6405510002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8526593002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102060","title":"Frontend Software Engineer","company_name":"Addepar","first_published":"2026-04-30T11:40:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Frontend Software Engineer to join our Portfolio Data Workflows team. In this role, you\u0026#39;ll be at the forefront of maintaining and evolving our core product user interface. You\u0026#39;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4121\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4331\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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 \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$107,000 - $168,000\u0026lt;/span\u0026gt;\u0026amp;nbsp;(base salary) + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Be part of a high-performing, cross-functional team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own features, work alongside and learn from senior engineers, and ship code\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with product, design, engineering, and key clients to define and deliver\u0026amp;nbsp; solutions that support and streamline user workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with\u0026amp;nbsp; and on our web platform and design system teams to ensure a seamless Addepar user experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver key features that will be have a direct impact how our customers use our product\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Computer Science or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with front end development technology\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior Javascript development experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You care about delivering quality and value to clients in an agile manner\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience with EmberJS is a\u0026amp;nbsp; big plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrable knowledge of using AI in a professional engineering environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An understanding of development best practices and experience working in an agile team.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078044002,"name":"Core Product Engineering ","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8387708002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6348596002,"location":{"name":"Remote, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8387708002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101873","title":"Fullstack Software Engineer","company_name":"Addepar","first_published":"2026-01-28T03:45:31-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;The Investor Solutions team at Addepar is growing!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Navigator is a quantitative liquidity risk projection tool that is one of the key components of Addepar\u0026#39;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 product, as we\u0026#39;ve scaled well beyond the multi-million ARR goal first set for this product line. Going into 2026, Navigator will be used as the foundation to build key workflows that cater to large institutions, further integrating across the Addepar ecosystem.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As we continue to scale, a need has opened up for a Fullstack Software 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborate multi-functionally with product owners, designers, GTM teams, program managers and other Engineering team members to deliver for our clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build both within the primary Navigator application and in other parts of Addepar\u0026#39;s product ecosystem, bridging shared concerns for our clients across multiple product areas, with an investor-focused viewpoint\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Previous professional software engineering experience building web applications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Python and understanding of common libraries used by Python\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Django or other Python web frameworks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Java backends is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiar with HTTP, REST and web API best practices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with relational databases (MySQL, Postgres, SQL Server)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with React, JavaScript (ES6+), HTML, and CSS\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with AI agentic coding is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A rapid learner with robust analytical and problem-solving abilities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Computer Science or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4106883002,"name":"Alts \u0026 Data Management","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4039397002,"name":"Edinburgh, Scotland, United Kingdom","location":"Edinburgh, Scotland, United Kingdom","child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8538666002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6410154002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8538666002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102071","title":"Full Stack Software Engineer - Alts \u0026 Data Management","company_name":"Addepar","first_published":"2026-05-07T09:00:15-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a full stack software engineer to join the Alternatives Data Management (ADM) team. Our team is building AI-powered data products and workflow solutions that unlock transparency, efficiency, and insight in private market investments. You’ll join a full-stack team of engineers and collaborate closely with Product and Design to deliver client-facing features that will set us apart from our competitors.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $107,000 - $168,000 (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with product, design, engineering, and key clients to define and deliver\u0026amp;nbsp; solutions that support and streamline user workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside senior software engineers to deliver features end to end, with strong opportunities for ownership\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with our web platform and design system teams to ensure our product is a seamless part of the Addepar user experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engage in the budding inner-source culture within Addepar, fostering standardization across the myriad of React, terraform and Python codebases within the company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Computer Science or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years full-stack development experience OR\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;1+ years experience with front end development technology\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1+ years backend development experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;You care about delivering quality and value to clients in an agile manner\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Python or Java development experience a big plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with React, web components, Svelte, and/or Ember a big plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-stack, product engineering experience a big plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with gen AI for coding a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4106883002,"name":"Alts \u0026 Data Management","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4015624002,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8393340002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6350976002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8393340002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1008-Pipeline","title":"Head of Partner Solutions","company_name":"Addepar","first_published":"2026-04-08T09:23:05-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;The current range for this role is $182,000 - $285,000 + bonus + equity + benefits.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Revenue Ownership \u0026amp;amp; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ecosystem Delivery Strategy: Define the technical and operational requirements for our external partners. You will architect the \u0026quot;connective tissue\u0026quot; that allows partners to act as a seamless extension of our internal delivery teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner Enablement \u0026amp;amp; Certification: Build and manage the global \u0026quot;Addepar Standard\u0026quot; for external implementations. You are responsible for the technical proficiency of our partners, ensuring they are enabled on our most advanced platform features.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Operational Governance: Own the \u0026quot;Partner Scorecard.\u0026quot; You will monitor partner-led implementation quality, stabilization speed, and client satisfaction to ensure our brand promise is met externally.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;GTM \u0026amp;amp; Product Bridge: Act as the technical voice of the ecosystem. Feed partner insights back to R\u0026amp;amp;D to improve the \u0026quot;implementability\u0026quot; of our products and work with Sales to bake partner strategy into our largest enterprise pursuits.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experience:\u0026lt;/strong\u0026gt; 10+ years in Strategic Partnerships or Channel Management within the B2B SaaS or Fintech space.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;​​\u0026lt;strong\u0026gt;Ecosystem Expert:\u0026lt;/strong\u0026gt; You have a deep background managing technical delivery partners for a high-growth platform.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Influence \u0026amp;amp; Negotiation:\u0026lt;/strong\u0026gt; Proven ability to navigate complex organizational structures and win over executive stakeholders\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Growth Mindset:\u0026lt;/strong\u0026gt; A track record of taking a partnership program from idea to a predictable revenue engine.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Fintech-Literate:\u0026lt;/strong\u0026gt; You understand the complexity of institutional data, ownership structures, and the reporting needs of the world\u0026#39;s most sophisticated investors.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Communication:\u0026lt;/strong\u0026gt; Exceptional storytelling skills- you can take a complex technical product and make it a must-have for a partner’s own success.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Travel:\u0026lt;/strong\u0026gt; Ability to travel 20-30% to represent the company at industry events and lead face-to-face partner summits.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063976002,"name":"Sales ","child_ids":[4132106002,4030008002,4078063002,4078061002,4078060002,4078064002,4078062002,4029992002,4030005002,4030004002,4078058002,4078059002,4030012002],"parent_id":null}],"offices":[{"id":4015624002,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":4039403002},{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8544610002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6412964002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8544610002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102122","title":"Integrations Solutions Architect","company_name":"Addepar","first_published":"2026-05-19T08:35:32-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;As an Integration Solutions Architect, you’ll act as a technical consultant and trusted partner to third-party providers integrating with Addepar. You’ll lead turnkey and bespoke integration projects across various functional domains, including trading, CRM, financial planning, portfolio construction, and analytics.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is part of a growing UK-based team that is playing a key role in Addepar’s global expansion. As we deepen our presence in the region, you’ll help establish strong technical partnerships with local and international partners, ensuring they are fully equipped to partner with Addepar.\u0026amp;nbsp; You’ll collaborate closely with colleagues across Product, Engineering, and Sales, and will be empowered to drive outcomes with high autonomy.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;The ideal candidate will bring a strong background in the wealth management sector and a demonstrated ability to design, deliver, and troubleshoot technical solutions at scale.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead technical onboarding and implementation for new technology partners, ensuring seamless integration with Addepar’s platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and implement robust integration solutions using APIs, Single Sign-On (SSO), and secure file delivery methods\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage and troubleshoot RESTful APIs and other service technologies (e.g., SOAP) for data exchange and functional integration\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with data in formats such as JSON and XML, with the ability to parse, transform, and map as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implement secure API authentication and authorisation protocols (e.g., API keys, OAuth 2.0)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with partners to assess technical requirements and advise on integration best practices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain technical documentation, including integration guides and workflow diagrams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support and troubleshoot technical issues during and after partner integration to ensure a smooth experience\u0026lt;br\u0026gt;Respond to and prioritise support requests from existing partners in a timely and effective manner\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engage with Addepar’s R\u0026amp;amp;D teams to stay informed of product updates and provide feedback on platform improvements\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 3+ years of experience working in technology, finance, or consulting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You have a proven track record of successfully delivering integration-related projects, demonstrating a strong understanding of API security, performance, and best practices across other integration methods.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You are a collaborative and communicative individual who enjoys working with development teams, partners, and stakeholders to ensure successful API adoption.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You possess excellent communication and interpersonal skills, capable of effectively articulating complex technical concepts to both technical and non-technical stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You are a proactive and results-oriented individual with a proven ability to take ownership of projects and drive them to successful completion.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You are a continuous learner, staying current with emerging technologies and industry trends to identify opportunities for innovation and improvement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You thrive in collaborative environments and enjoy working with diverse teams to achieve common goals.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030003002,"name":"Enterprise Practice SA","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4039397002,"name":"Edinburgh, Scotland, United Kingdom","location":"Edinburgh, Scotland, United Kingdom","child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8515727002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6401614002,"location":{"name":"Salt Lake City, UT"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Security \u0026 IT","value_type":"single_select"}],"id":8515727002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102038","title":"IT Support Specialist ","company_name":"Addepar","first_published":"2026-04-22T16:05:29-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking an experienced IT Support Specialist to join our IT Team. This position requires familiarity with Mac, some experience with Windows PCs, and an overall love of technology in a primarily Apple-based corporate environment. Our perfect candidate loves to problem-solve on the fly, provide exceptional support primarily in a fast-paced office environment, and is always looking for the optimal solution when solving IT issues.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $32 - $40 (hourly salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide in-person IT support to employees in the office, ensuring smooth day-to-day technology operations for employees and IT infrastructure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as an escalation point for complex technical issues, delivering advanced troubleshooting across both Mac and Windows environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead new hire technology onboarding,including running orientation sessions and proactively resolving setup issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain clear, user-friendly knowledge base documentation and internal guides to promote self-service and reduce support volume\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Administer and optimize key SaaS platforms such as Google Workspace, Slack, Zoom, Okta, and Jamf, identifying opportunities for improved configuration and usage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with the global IT teammates to align on process, tools, and support models across offices, with considerations for varying regional needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support and help coordinate AV systems and live events, including conference rooms, hybrid meetings, and company-wide town halls\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to IT asset lifecycle management, including procurement, tracking, and decommissioning using asset management tools\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;You bring 2–4 years of experience supporting users in a Mac-centric corporate environment, with a working knowledge of Windows systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You’re confident troubleshooting a wide range of macOS, AV, and network issues, and understand how to approach complex or unfamiliar technical challenges\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You have hands-on experience administering core platforms like Google Workspace, Slack, Zoom, and Okta, and are comfortable navigating cloud-based admin tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You understand networking fundamentals and peripheral connectivity, and can apply them in troubleshooting device or infrastructure issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You have experience running and supporting live AV events and hybrid meetings, ensuring seamless experiences for local and remote attendees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You’re organized and proactive in managing IT inventory and assets, and comfortable using assets tracking tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You demonstrate strong communication, documentation, and collaborating skills, with the ability to support and influence users and teammates alike\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You take initiative, bring a problem-solving mindset, and pay close attention to the details that keep day-to-day operations running smoothly\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030019002,"name":"Information Technology","child_ids":[],"parent_id":4099964002}],"offices":[{"id":4015625002,"name":"Salt Lake City, UT","location":"Salt Lake City, Utah, United States","child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8548107002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6414359002,"location":{"name":"Salt Lake City, UT"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8548107002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102140","title":"Lead, Data Validation Specialist (Investment Management)","company_name":"Addepar","first_published":"2026-05-28T18:00:05-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a Lead, Data Validation Specialist to oversee a team of Data Validation Specialists responsible for ensuring the accuracy and integrity of financial data during new client onboarding. You’ll manage daily workflows, ensure consistent data quality across projects, and serve as the primary liaison between the Data Validations team and cross-functional partners.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is primarily a non-client-facing role that plays a key part behind the scenes, requiring focus, consistency, and comfort with repetitive work.\u0026amp;nbsp; It’s a great fit for someone who enjoys working with data in a structured way and takes pride in getting the details right.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You’ll be instrumental in fostering a collaborative team culture, driving consistency in our data conversions, and contributing to the growth of both your team and our global function.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4121\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4331\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;The current range for this role is $83,000 - $130,000 + bonus + equity + benefits.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;H-1B\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;, \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;F-1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead and mentor a team of Data Validation Specialists, supporting career development, delivering regular feedback, and helping individuals thrive in their role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage a team’s work allocation, prioritization, and execution to ensure on-time, high-quality project delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review and audit data validation projects to ensure adherence to standards and best practices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive process improvements to increase data occurrence, reduce turnaround time, and enhance scalability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain documentation, templates, and standard operating procedures for data validation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate cross-functionally across global teams, including Sales, Client Solutions, Product, and Engineering, to deliver integrated solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Foster a team culture that values collaboration, learning, and a shared commitment to client success\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree or equivalent, ideally in Business, Finance, Math, Economics, or another data-oriented field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3+ years of experience in data validation, financial operations, data quality assurance, or a related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1+ year of people leadership or team coordination experience preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong organizational and analytical skills, with a proven track record of maintaining accuracy in high-volume data environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication skills, with the ability to guide and influence across teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with spreadsheets (e.g., Excel), internal tools, and web-based platforms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with financial data is a plus, but not required. Quick to learn new systems and follow structured processes for data navigation and validation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Process-oriented with a continuous improvement mindset and strong attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030003002,"name":"Enterprise Practice SA","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8554643002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6416957002,"location":{"name":"Salt Lake City, UT"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8554643002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102128","title":"Lead, Portfolio Analytics Architect","company_name":"Addepar","first_published":"2026-05-28T17:54:17-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;A Portfolio Analytics Lead manages a team of Portfolio Analytics Architects. A Portfolio Analytics Architect is responsible for leading the data validation process end-to-end with clients for data conversion projects. As a Portfolio Analytics Lead, you will be responsible for ensuring that your team members complete client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have a strong understanding of financial portfolio data, a motivation to work on data problems, outstanding communication skills and the ability to deliver results in adherence with project deadlines while meeting high quality standards. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4121\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4331\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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 $\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;114,000-\u0026lt;/span\u0026gt; $142,000 + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;H-1B\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;, \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;F-1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead a team of Portfolio Analytics Architects, in addition to performing projects as a \u0026quot;player/coach\u0026quot;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure the team has proper objectives, goals, and metrics to drive success by meeting Addepar’s expectations for productivity, quality, and goal accomplishment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop employees using a performance management process that provides an overall context and framework to encourage employee contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide effective performance feedback through consistent 1:1s, semi-annual performance reviews, and career development planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Plan staffing levels and work with recruiting staff to recruit, interview, select, and hire an appropriate number of employees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coach, mentor, and develop staff, including overseeing new employee onboarding\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Delegate responsibility and expect accountability and regular feedback from your team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead the data validation process end-to-end with the client and internal projects teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop scalable data analytics processes for validation in Databricks\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write custom Python logic to detect large-scale data anomalies and automate remediation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and implement AI-driven automation and LLM integrations to streamline implementation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Leadership and Execution\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead internal management and strategic initiatives to grow the Data Analytics practice\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Amplify the mandate of the team and help execute on the team strategy\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with other leads to optimize team and process efficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead and mentor the team. Drive prioritization, process, and execution consistency. Hone ability to drive results and manage team performance\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch effectively to ensure the completion of simultaneous projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to, drive, and collaborate on best practices to ensure consistent and quality delivery of Data Solutions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Occasional travel required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated leadership and managerial ability with proven success leading client initiatives, teams, and projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;B.S in Finance, Mathematics, Statistics, Business or Economics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years experience working in Technology, Finance, or Consulting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Python, Spark, and/or SQL with familiarity of ETL fundamentals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of REST APIs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Databricks and/or a cloud-based distributed data platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solution-oriented approach and a passion for problem solving\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to research, design and implement solutions for complex problems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Positive attitude, strong work ethic, proactive and a high contributing team player\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Independent, adaptable and can thrive in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and presentation skills, with proficiency in handling client objections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Previous experience in investment management software implementations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Previous experience with Salesforce\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030003002,"name":"Enterprise Practice SA","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8554910002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6417080002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8554910002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102126","title":"Lead, Portfolio Analytics Architect","company_name":"Addepar","first_published":"2026-05-28T18:01:42-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;A Portfolio Analytics Lead manages a team of Portfolio Analytics Architects. A Portfolio Analytics Architect is responsible for leading the data validation process end-to-end with clients for data conversion projects. As a Portfolio Analytics Lead, you will be responsible for ensuring that your team members complete client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have a strong understanding of financial portfolio data, a motivation to work on data problems, outstanding communication skills and the ability to deliver results in adherence with project deadlines while meeting high quality standards. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead a team of Portfolio Analytics Architects, in addition to performing projects as a \u0026quot;player/coach\u0026quot;.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure the team has proper objectives, goals, and metrics to drive success by meeting Addepar’s expectations for productivity, quality, and goal accomplishment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop employees using a performance management process that provides an overall context and framework to encourage employee contribution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide effective performance feedback through consistent 1:1s, semi-annual performance reviews, and career development planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Plan staffing levels and work with recruiting staff to recruit, interview, select, and hire an appropriate number of employees.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coach, mentor, and develop staff, including overseeing new employee onboarding.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Delegate responsibility and expect accountability and regular feedback from your team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead the data validation process end-to-end with the client and internal projects teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop scalable data analytics processes for validation in Databricks\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write custom Python logic to detect large-scale data anomalies and automate remediation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and implement AI-driven automation and LLM integrations to streamline implementation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Leadership and Execution\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead internal management and strategic initiatives to grow the Data Analytics practice\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Amplify the mandate of the team and help execute on the team strategy\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with other leads to optimize team and process efficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead and mentor the team. Drive prioritization, process, and execution consistency. Hone ability to drive results and manage team performance\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch effectively to ensure the completion of simultaneous projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to, drive, and collaborate on best practices to ensure consistent and quality delivery of Data Solutions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Occasional travel required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated leadership and managerial ability with proven success leading client initiatives, teams, and projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;B.S in Finance, Mathematics, Statistics, Business or Economics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years experience working in Technology, Finance, or Consulting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Python, Spark, and/or SQL with familiarity of ETL fundamentals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of REST APIs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Databricks and/or a cloud-based distributed data platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solution-oriented approach and a passion for problem solving\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to research, design and implement solutions for complex problems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Positive attitude, strong work ethic, proactive and a high contributing team player\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Independent, adaptable and can thrive in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and presentation skills, with proficiency in handling client objections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Previous experience in investment management software implementations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Previous experience with Salesforce\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030003002,"name":"Enterprise Practice SA","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4039397002,"name":"Edinburgh, Scotland, United Kingdom","location":"Edinburgh, Scotland, United Kingdom","child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8511161002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6389234002,"location":{"name":"Poland"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8511161002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1029-Pipeline","title":"Lead, Portfolio Data Analyst ","company_name":"Addepar","first_published":"2026-04-29T09:29:08-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Lead, Portfolio Data Analyst to join our Portfolio Data Feeds team in Poland. As well as performing the role of a Product manager within the team by using your skills to effectively contribute towards the overall goals of the team, you will lead and develop the analysts within the team to enable them to do the same.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as a \u0026quot;player/coach\u0026quot; who will contribute to and supervise a team of Portfolio Data Analysts in Poland\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain effective process controls and accurate metrics to ensure quality standards and organisational expectations are met\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead the team to accomplish goals that are aligned with the organisation’s\u0026amp;nbsp; business and culture objectives and hold self and team members accountable for meeting expectations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with a variety of external financial data providers to develop and support the integration of their portfolio data into our platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use your understanding of our existing data models to write technical requirements on how to transform raw data into functional content on our platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze and onboard content from different sources into Addepar’s data integration ecosystem\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with engineering, product management and data operations to deliver high quality, timely and reliable data solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand Addepar’s products and clients. Using these insights, work with counterparts within the business to drive new and innovative opportunities to improve client experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Substantial experience in data analysis and product management with relevant finance domain-specific experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with leading teams, cross-functional projects and learning and development initiatives. Proven ability to plan, design, and manage numerous processes, people and projects simultaneously\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track record of effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work cross functionally to define functional and technical implementations to tackle a business problem. This includes understanding of high level data development concepts, data modeling, and the ability to write and review technical requirements documents\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical skills preferred in any or all of the following: Excel, VBA, SQL, Python, Databricks or other common financial services systems and applications\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063981002,"name":"Engineering","child_ids":[4106883002,4099550002,4135487002,4062170002,4137894002,4135234002,4099543002,4099994002,4078040002,4078072002,4030026002,4030029002,4078042002,4078043002,4078045002,4078046002,4078047002,4078044002],"parent_id":null}],"offices":[{"id":4108530002,"name":"Remote - Poland","location":null,"child_ids":[],"parent_id":4108529002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8541150002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6411166002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8541150002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102118","title":"Managed Services Consultant","company_name":"Addepar","first_published":"2026-05-11T10:48:32-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;The Managed Services team provides premium services that enable business-as-usual (BAU) clients to expand value and accelerate growth after initial implementation. Managed Services Consultants are responsible for delivering high-value outcomes that align with client expectations, ensuring firms are using Addepar’s most up-to-date best practices and gold standard operating models.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In partnership with Account Managers, Support Analysts, and Product Managers, the Managed Services Consultants help optimize clients’ overall experience and identify areas for R\u0026amp;amp;D investment that lessen reliance on premium services. They are focused on identifying how Addepar can unlock significant value for clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Managed Services Consultants have a deep understanding of both finance and technology, take ownership of our client\u0026#39;s success and excel at project governance and cross-functional communication.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate technical and industry expertise to support clients as you implement scalable, best-practice solutions for existing Addepar environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver high-value client outcomes aligned with client expectations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively handle expectations and communication both internally and externally\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure retention of clients driven by high client satisfaction and reference-ability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and drive progress throughout the life of a project to ensure client success\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritise and context-switch to complete simultaneous projects, seeing each through to the finish line\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively communicate project health and status to internal and external senior leadership\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Account Managers and Support Leads to create a BAU model to ensure clients get the services that they need\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with R\u0026amp;amp;D on scalable tools that directly reduce client reliance on premium services and promote self-sufficiency in a BAU state\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Think critically about how to improve our current processes and tools both internally and externally as our client base expands\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Influence a reduction in project effort and timelines through the development of scalable processes, pre-configured templates, and improved methodologies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be a guide on all things Addepar\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Professional experience in Project Management, Financial Services or Consulting is preferred. Prior client-facing experience is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Candidates must have outstanding communication, organisational, and time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of historical data conversion methodologies and different source systems (or hunger and willingness to learn)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Thorough with an eye toward continuous improvement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interpersonal skills to train and communicate effectively with partners via email, on the phone, and face-to-face\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for technology and finance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Occasional travel to visit clients may be necessary\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Previous experience in investment management software implementations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Capability to program/script, specifically in python\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4058193002,"name":"Managed Services","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4039397002,"name":"Edinburgh, Scotland, United Kingdom","location":"Edinburgh, Scotland, United Kingdom","child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8516194002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6401805002,"location":{"name":"London, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8516194002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102037","title":"Manager, Business Development","company_name":"Addepar","first_published":"2026-04-27T10:10:39-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Addepar is seeking a high-energy, process-oriented \u0026lt;strong\u0026gt;Business Development Lead\u0026lt;/strong\u0026gt; to act as a strategic architect for our next phase of growth. This is a unique opportunity to join a high-growth Fintech leader during a pivotal GTM evolution.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Reporting directly to the Director of Business Development, you will not only lead a high-performing pod of Business Development Representatives (BDRs) but will also serve as a critical bridge across our meshed Account Executive and Account Management organizations. You will be responsible for defining the \u0026quot;new standard\u0026quot; of how prospecting integrates into a full-cycle sales motion, ensuring our BDR team remains the primary engine for net-new opportunity generation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is ideal for a \u0026quot;Rising Star\u0026quot; who thrives on influence, data-driven coaching, and the challenge of aligning diverse sales functions under a unified growth strategy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;GTM Architecture:\u0026lt;/strong\u0026gt; Partner with Sales and Strategy leadership to define and refine the workflows that connect prospecting efforts with our meshed AE/AM pods.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Operational Excellence:\u0026lt;/strong\u0026gt; Act as a \u0026quot;Process Hawk\u0026quot; within Salesforce to establish and enforce the terminology, activity standards, and data rigor required for a world-class GTM engine.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Strategic Enablement:\u0026lt;/strong\u0026gt; Serve as a linguistic and tactical bridge; you will empower BDRs to share their prospecting expertise with senior cross-functional partners to drive net-new business.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Pod Leadership:\u0026lt;/strong\u0026gt; Recruit, mentor, and optimize a high-output pod of BDRs, taking direct ownership of their career development and pipeline contribution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Data-Driven Culture:\u0026lt;/strong\u0026gt; Obsess over metrics and dashboards to provide GTM leadership with a \u0026quot;Source of Truth\u0026quot; regarding territory health and prospecting efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;4-6+ years of experience\u0026lt;/strong\u0026gt; in leading and managing large teams, high-growth SaaS BDR/SDR function at scale, with a proven track record as a top individual contributor followed by successful leadership or mentorship experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;The \u0026quot;Linguistic Bridge\u0026quot;:\u0026lt;/strong\u0026gt; You have a natural ability to translate complex prospecting tactics into strategic value for senior stakeholders and seasoned sales professionals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Salesforce Power User:\u0026lt;/strong\u0026gt; You don\u0026#39;t just use CRM; you use it to coach. You are comfortable building your own reports and auditing data to find gaps in the sales cycle.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Influence without Authority:\u0026lt;/strong\u0026gt; You have a demonstrated ability to influence peers and senior colleagues to adopt new processes and standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Fintech DNA:\u0026lt;/strong\u0026gt; Experience in or a deep curiosity for wealth management, private banking, or complex financial services is highly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Builder Mindset:\u0026lt;/strong\u0026gt; You are energized by the prospect of \u0026quot;rebuilding the engine\u0026quot; while it\u0026#39;s running. You see organizational change as an opportunity to architect better outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030005002,"name":"Business Development","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4041851002,"name":"London, England, United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8386980002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6348278002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8386980002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1007-Pipeline","title":"Manager, Business Development - Inside Sales","company_name":"Addepar","first_published":"2026-02-03T15:32:52-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Addepar is looking for a high-energy, determined Business Development Lead to join our team. Working very closely with Sales, Strategy, and Go to Market stakeholders, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to build an already growing team that will generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The ideal candidate will be passionate about finance and innovative technology; have sound intuition for business and natural sales instincts. A key requirement will be the ability to spot and cultivate talent. Business Development representatives are a feeder into our Account Executive, Account Management and Sales Engineering teams.. This person will be enthusiastic about mentoring and coaching and will have already helped build and scaled a successful Business Development / Inside Sales team. They will obsess over data and metrics and use this to create a highly motivated and successful team culture.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $139,000 - $218,000 (base salary) + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Lead Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and structure a best-in-class business development organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Recruit, train and optimize a team of BDRs responsible for creating new opportunity pipelines.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hold the team accountable to develop monthly and quarterly prospecting strategies and plans that tie to new opportunity generation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and supervise the performance of the team and ensure they are driving the desired activity levels.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure all team members have a developed monthly activity requirement. You’ll report on results via a report process and dashboard for their assigned territories.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handle inbound and outbound lead flow and supervise efficiency on follow-ups.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with the Demand Generation team to implement effective campaigns to drive new leads.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;6+ years of experience in demand marketing or ISR/BDR/SDR function with proven track record of success in SaaS Enterprise technology company.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;4+ years of experience leading and scaling a team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of private banking, wealth management prospecting a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, upbeat, proactive, standout colleague\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent problem solving, communication, organization, and time leadership skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data and metric driven\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and ability to adapt to new demands; strong sense of urgency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assertiveness, candor, and a “company first” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must have experience working with Salesforce\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum of Bachelor’s Degree or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030005002,"name":"Business Development","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4015624002,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8515908002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6401700002,"location":{"name":"Remote, Canada"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Design","value_type":"single_select"}],"id":8515908002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102040","title":"Manager, Design Systems ","company_name":"Addepar","first_published":"2026-04-22T15:03:20-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are looking for an experienced design systems leader who thrives on the challenge of scaling systems across complex products and platforms. You are a strategic thinker who identifies inconsistencies in both our interface and our internal processes, designing high-impact improvements that gain broad adoption across the organization.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will lead the evolution of our design system while leveraging AI-driven workflows to automate distribution and maximize effectiveness. You will embed design operations into our core methodology to optimize the development lifecycle and ensure our system provides maximum strategic value. As an empathetic manager, you will align business objectives with the growth and skills of your team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Reporting to the Head of Design for Platform Capabilities and Systems, you will act as the vital link between our most innovative teams. You will partner closely with design and cross-functional leadership to unify our product experience and elevate our technical standards.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Canada.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $152,000 - $190,000 (base salary) + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Your recruiter can share more about the specific salary range during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Applicants must be based in British Columbia, Alberta, Saskatchewan, Manitoba, or Ontario.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain a compelling vision and roadmap for the design system that aligns with company strategy and long-term product transformation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and scale repeatable systems and rituals that optimize the end-to-end design and development lifecycle, ensuring a high degree of operational efficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Engineering and Product leads to ensure the design system is deeply integrated into the development workflow, maintaining a high standard of technical feasibility and UI consistency across the entire platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide leadership on adopting the latest technologies, including AI-driven workflows and UX engineering practices, to automate system distribution and maximize effectiveness\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead, empower, and mentor a team of designers to do their best work, aligning business objectives with their professional development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as the vital link between innovative teams to unify the product experience and elevate technical standards across Addepar’s platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evolve the design systems documentation website as a single source of truth and establish goal-driven metrics to measure the impact and efficiency of the design system\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build a strategy for incorporating global accessibility standards and UI excellence into our core methodology\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Uncover adoption roadblocks and build solutions to remove them, building the required relationships to get broad consensus across a complex organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead, empower, and mentor designers on the team to do their best work. Regularly provide constructive critique and introduce learning opportunities. Encourage growth\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;7+ years in Product Design or UX Design, with at least 3 years specifically in a leadership or management role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You have a proven track record of leading design systems initiatives for enterprise or B2B SaaS organizations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You can plan for long-term platform transformation while triaging immediate design needs across multiple workstreams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You understand how to scale design operations and are passionate about systematic, modularized problem-solving\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You possess a solid technical understanding of user interfaces and are proficient in the latest tools; experience or interest in UX engineering and AI-assisted design is highly valued\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You have exceptional communication and partnership-building skills, with the ability to influence at all levels of an organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You thrive in a growth environment and are committed to cultivating a culture of design excellence and continuous learning\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030023002,"name":"Product Design","child_ids":[],"parent_id":4063979002}],"offices":[{"id":4045056002,"name":"Remote - Canada ","location":null,"child_ids":[],"parent_id":4040137002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8515884002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6401687002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8515884002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102022","title":"Manager, Marketing Operations","company_name":"Addepar","first_published":"2026-04-22T12:53:22-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026quot;fail-fast, learn-faster\u0026quot; high-growth culture.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$102,000 - $160,000\u0026lt;/span\u0026gt; (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Engineer the Marketing Infrastructure: Lead the people, processes, and technical architecture of our marketing stack. You will act as the \u0026quot;Technical Product Owner\u0026quot; for our tools, ensuring high-integrity data flow between systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data \u0026amp;amp; 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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Compliance \u0026amp;amp; Governance: Act as the guardian of our data, ensuring all tools and processes exceed Infosec policies and global communication standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Roadmap \u0026amp;amp; 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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data Systems \u0026amp;amp; 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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Empathetic People Leader: 2+ years of experience leading hybrid or remote teams. You have a track record of hiring, developing, and retaining \u0026quot;A-players,\u0026quot; fostering a culture of technical excellence and continuous growth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic GTM Alignment: A deep understanding of the sales and marketing funnel, industry best practices, and the KPIs that drive B2B growth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Salesforce Power User: Extensive knowledge of Salesforce (SFDC) campaign hierarchies, complex attribution methodologies (First-Touch, Multi-Touch, U-Shaped), and executive-level dashboard builds\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cross-Functional Catalyst: Experience leading high-impact projects that bridge multiple teams and systems, ensuring technical alignment and seamless execution across the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High-Impact Communicator: Exceptional interpersonal skills with the ability to \u0026quot;translate\u0026quot; complex technical infrastructure into strategic narratives that influence senior leadership and key stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030004002,"name":"Sales Operations","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8569180002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6422710002,"location":{"name":"Salt Lake City, UT"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8569180002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102175","title":"Manager, Portfolio Data Feeds","company_name":"Addepar","first_published":"2026-06-02T10:27:11-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Lead, Product Manager to join our Portfolio Data Feeds team in Salt Lake City. As well as performing the role of a Product manager within the team by using your skills to effectively contribute towards the overall goals of the team, you will lead and develop the analysts within the team to enable them to do the same.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4121\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4331\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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 $147,000 - $184,00 (base salary) + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;H-1B\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;, \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;F-1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as a \u0026quot;player/coach\u0026quot; who will contribute to and supervise a team of Portfolio Data Analysts across the US\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain effective process controls and accurate metrics to ensure quality standards and organisational expectations are met\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage the onboarding, mentorship, and career development of individuals on the team through timely and effective performance feedback and by providing learning and growth opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead the team to accomplish goals that are aligned with the organisation’s\u0026amp;nbsp; business and culture objectives and hold self and team members accountable for meeting expectations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with a variety of external financial data providers to develop and support the integration of their portfolio data into our platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use your understanding of our existing data models to write technical requirements on how to transform raw data into functional content on our platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze and onboard content from different sources into Addepar’s data integration ecosystem\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with engineering, product management and data operations to deliver high quality, timely and reliable data solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand Addepar’s products and clients. Using these insights, work with counterparts within the business to drive new and innovative opportunities to improve client experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;At least five years of experience in data analysis and product management with relevant finance domain-specific experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with leading teams, cross-functional projects and learning and development initiatives. Proven ability to plan, design, and manage numerous processes, people and projects simultaneously\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track record of effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work cross functionally to define functional and technical implementations to tackle a business problem. This includes understanding of high level data development concepts, data modeling, and the ability to write and review technical requirements documents\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical skills preferred in any or all of the following: Excel, VBA, SQL, Python, Databricks or other common financial services systems and applications\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4112682002,"name":"Product Data Architecture \u0026 Integration","child_ids":[],"parent_id":4099992002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8539913002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6410658002,"location":{"name":"Salt Lake City, UT"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8539913002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102110","title":"Navigator Solution Consultant","company_name":"Addepar","first_published":"2026-05-11T08:39:14-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Navigator Solutions Consultants are responsible for leading implementation projects to onboard new clients onto the Navigator add-on forecasting tool. Working with clients including RIAs, Family Offices, and Private Banks, they are passionate about identifying how Navigator can unlock significant value for their businesses. They work closely with clients to design and build solutions to meet their needs at any scale. \u0026quot;SCs\u0026quot; have a deep understanding of both finance and technology, are passionate about solving problems, work collaboratively with internal teams, and take ownership of our client\u0026#39;s success.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;SCs have a history of providing a superior client experience directly in investment management or in enterprise software deployments of a related domain. An SC is given discretion over their projects and work schedule. They are encouraged to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar teams, including our Sales, Engineering, and Product teams. They must deeply understand our target markets and the clients we serve. Ideally, they will possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our software.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;H-1B\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;, \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;F-1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4121\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4331\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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 $\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;74,000\u0026lt;/span\u0026gt; - $93,000 (base salary) + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead and complete implementation projects onboarding new clients on to the Navigator tool\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate technical and industry expertise to help clients leverage the tool to their specific use-cases\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively set, lead, and communicate expectations both internally and externally\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Think critically about how to improve our current processes and tools both internally and externally as our client base expands\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be a subject matter expert on all things Addepar\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Professional experience in Financial Services or Consulting in related fields. Prior client-facing experience is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years of professional experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Candidates must have outstanding communication, organizational, and time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for technology and finance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with programming/scripting, specifically python\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Occasional Travel\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Previous experience in investment management software implementations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Previous experience with project management\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078067002,"name":"Direct Practice","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8554365002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6416850002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8554365002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102145","title":"Partner Delivery Manager","company_name":"Addepar","first_published":"2026-05-19T08:46:35-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;As Partner Solutions Architect, you are responsible for teaming with partners to deliver successful client outcomes in the Addepar implementations. This role will proactively work with partners to onboard, train, and support them to make them proficient and self-sufficient in leading Addepar implementations and successfully transitioning clients to Addepar Support. You are focused on identifying how Addepar can unlock significant value for our clients’ businesses and working closely with our partners to design and build solutions to meet our shared clients’ needs. You have a deep understanding of both finance and technology, are passionate about solving problems, work collaboratively with internal teams and take ownership of our partners’ and clients’ success. Additionally, you’ll enable our Sales and Marketing departments by helping them fully understand the scope and capabilities of each implementation partner in our network. You’ll need to have a balance of broad technical experience, a passion for working with partners, strong organizational skills, and of the ability to identify and solve issues at the enterprise level.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our ideal candidate has a history of providing a superior client experience directly in investment management or in enterprise software deployments of a related domain. A Partner Solutions Consultant is given discretion over their projects and work schedule. They are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar teams including our Sales, Partnerships, Engineering, and Product teams. They must possess a deep understanding of our target markets and the clients we serve. Ideal candidates also possess the technical skills to take a hands-on approach to instructing, learning, and developing the functions of our software.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Leads the success of partner-led implementation projects driving shared ownership with channel partners in the best client outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide oversight and guidance on partner projects ensuring shared implementation framework and methodologies are established and practiced throughout client onboarding\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitates proper coordination and communication between partners and internal Services, Data and Support teams ensuring proper project delivery from all teams and seamless transitions at appropriate project turning points\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assess and be responsible for the success of add-on projects and partner delivery assurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be the go to resource for all partners supporting, technical and business needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide experienced guidance to partners with architecting and onboarding supported integrations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as an escalation point for Support personnel with respect to technical issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate technical and industry expertise to lead partner engagements to transition clients and their data onto Addepar\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with key internal stakeholders to scale Addepar’s Partnership Services program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Educates Services, Sales and Marketing about Partnership offerings, fit and standard methodologies, helping to create documentation, training and enablement materials\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively set, lead, and communicate expectations both internally and externally\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch successfully to complete simultaneous projects, seeing each through to the finish line\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meticulously document work and influence others to do so as well\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Think critically about how to improve our current processes and tools both internally and externally as our partner and client base expands\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be an authority on all things Addepar\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;7+ years experience in Financial Services or Consulting in related fields in client/ partner facing roles\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years experience implementing Addepar clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Candidates must have outstanding communication, organizational, and time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The ideal candidate must be independent, adaptable and can thrive in a fast-paced environment\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills to train and communicate optimally with clients via email, on the phone and face-to-face in one-on-one and group settings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for technology and finance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with programming/scripting, specifically Python\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Occasional Travel\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Previous experience in investment management software implementations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Previous experience with project management\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078070002,"name":"Partnership Implementation Services","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8578847002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6416850002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8578847002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102145","title":"Partner Solutions Architect","company_name":"Addepar","first_published":"2026-06-04T12:11:26-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;As Partner Solutions Architect, you are responsible for teaming with partners to deliver successful client outcomes in the Addepar implementations. This role will proactively work with partners to onboard, train, and support them to make them proficient and self-sufficient in leading Addepar implementations and successfully transitioning clients to Addepar Support. You are focused on identifying how Addepar can unlock significant value for our clients’ businesses and working closely with our partners to design and build solutions to meet our shared clients’ needs. You have a deep understanding of both finance and technology, are passionate about solving problems, work collaboratively with internal teams and take ownership of our partners’ and clients’ success. Additionally, you’ll enable our Sales and Marketing departments by helping them fully understand the scope and capabilities of each implementation partner in our network. You’ll need to have a balance of broad technical experience, a passion for working with partners, strong organizational skills, and of the ability to identify and solve issues at the enterprise level.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our ideal candidate has a history of providing a superior client experience directly in investment management or in enterprise software deployments of a related domain. A Partner Solutions Architect is given discretion over their projects and work schedule. They are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar teams including our Sales, Partnerships, Engineering, and Product teams. They must possess a deep understanding of our target markets and the clients we serve. Ideal candidates also possess the technical skills to take a hands-on approach to instructing, learning, and developing the functions of our software.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Leads the success of partner-led implementation projects driving shared ownership with channel partners in the best client outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide oversight and guidance on partner projects ensuring shared implementation framework and methodologies are established and practiced throughout client onboarding\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitates proper coordination and communication between partners and internal Services, Data and Support teams ensuring proper project delivery from all teams and seamless transitions at appropriate project turning points\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assess and be responsible for the success of add-on projects and partner delivery assurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be the go to resource for all partners supporting, technical and business needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide experienced guidance to partners with architecting and onboarding supported integrations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as an escalation point for Support personnel with respect to technical issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate technical and industry expertise to lead partner engagements to transition clients and their data onto Addepar\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with key internal stakeholders to scale Addepar’s Partnership Services program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Educates Services, Sales and Marketing about Partnership offerings, fit and standard methodologies, helping to create documentation, training and enablement materials\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively set, lead, and communicate expectations both internally and externally\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch successfully to complete simultaneous projects, seeing each through to the finish line\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meticulously document work and influence others to do so as well\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Think critically about how to improve our current processes and tools both internally and externally as our partner and client base expands\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be an authority on all things Addepar\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience in Financial Services or Consulting in related fields in client/ partner facing roles\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience implementing Addepar clients is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Candidates must have outstanding communication, organizational, and time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The ideal candidate must be independent, adaptable and can thrive in a fast-paced environment\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills to train and communicate optimally with clients via email, on the phone and face-to-face in one-on-one and group settings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for technology and finance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with programming/scripting, specifically Python\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Occasional Travel\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Previous experience in investment management software implementations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Previous experience with project management\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078070002,"name":"Partnership Implementation Services","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8576364002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6425680002,"location":{"name":"Salt Lake City, UT"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":null,"value_type":"single_select"}],"id":8576364002,"updated_at":"2026-06-05T09:38:23-04:00","requisition_id":"R-102182","title":"Portfolio Analytics Architect","company_name":"Addepar","first_published":"2026-06-05T09:38:23-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;A Portfolio Analytics Architect is responsible for leading the data validation process end-to-end with clients for data conversion projects. The ideal candidate will have a strong understanding of financial portfolio data, a motivation to work on data problems, outstanding communication skills and the ability to deliver results in adherence with project deadlines while meeting high quality standards. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4121\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4331\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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 $103,000 - $129,000 (base salary) + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;H-1B\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;, \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;F-1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead the data validation process end-to-end with the client and internal projects teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop scalable data analytics processes for validation in Databricks\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write custom Python logic to detect large-scale data anomalies and automate remediation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate recurring client sessions to track progress and steer the data validation project through to completion.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support clients with researching and identifying portfolio data performance discrepancies and make recommendations on how to best fix manual data issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review, compare and document system calculation methodologies differences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate across project teams communicating regular status updates for assigned data projects and while effectively setting expectations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mitigate project risks by effectively escalating key impediments to stakeholders and executive leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch effectively to complete simultaneous projects; seeing each through to the finish line\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and implement AI-driven automation and LLM integrations to streamline implementation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;B.S in Finance, Mathematics, Statistics, Business or Economics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years experience working in Technology, Finance, or Consulting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Python, Spark, and/or SQL with familiarity of ETL fundamentals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of REST APIs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Databricks and/or a cloud-based distributed data platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solution-oriented approach and a passion for problem solving\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to research, design and implement solutions for complex problems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Positive attitude, strong work ethic, proactive and a high contributing team player\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Independent, adaptable and can thrive in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and presentation skills, with proficiency in handling client objections\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030003002,"name":"Enterprise Practice SA","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8520007002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6403140002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8520007002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102064","title":"Portfolio Data Analyst","company_name":"Addepar","first_published":"2026-04-22T18:11:36-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Portfolio Data Analyst to join our Portfolio Data Feeds Team!\u0026amp;nbsp;Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.\u0026amp;nbsp;As a Portfolio Data Analyst focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal partners and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on a variety of initiatives to improve overall data management and integration across Addepar.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Analyse and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks) into determining how to integrate and model that data into Addepar’s data integration ecosystem\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with engineering, product management, and data operations to deliver high quality, timely and reliable data solutions through Addepar’s data network.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with a variety of 3rd party data providers to develop and support the integration of their data into our platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and support data aggregations and functionality for our clients based on client and 3rd party content and user workflow needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop data-oriented workflow solutions and product improvements in collaboration with user experience, design, and application focused project management teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze and develop solutions to improve data operations and content pipeline efficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand Addepar’s products and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with counterparts within the business to drive new and innovative opportunities to serve our clients and grow the business\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to the evolution of Addepar’s financial concordance solutions to better serve our clients and cement Addepar’s role as the outstanding integrator of market traded and alternative asset investments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;This is a role that will allow the successful candidate to build on their existing experience in the investment domain\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;At least 2 years of experience working with financial data and concepts that are relevant to Addepar’s clients and products\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication and interpersonal skills working with vendors, clients and internal partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for the finance and technology space and solving previously intractable problems at the heart of investment management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An interest or experience in data analysis workflows and tools\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4112682002,"name":"Product Data Architecture \u0026 Integration","child_ids":[],"parent_id":4099992002}],"offices":[{"id":4039397002,"name":"Edinburgh, Scotland, United Kingdom","location":"Edinburgh, Scotland, United Kingdom","child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8495661002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6389228002,"location":{"name":"Poland"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8495661002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1028-Pipeline","title":"Portfolio Data Analyst - Portfolio Data Feeds ","company_name":"Addepar","first_published":"2026-04-29T09:30:02-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Portfolio Data Analyst to join our Portfolio Data Feeds Team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a Portfolio Data Analyst focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal partners and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on a variety of initiatives to improve overall data management and integration across Addepar.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Analyse and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks) into determining how to integrate and model that data into Addepar’s data integration ecosystem.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with engineering, product management, and data operations to deliver high quality, timely and reliable data solutions through Addepar’s data network.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with a variety of 3rd party data providers to develop and support the integration of their data into our platform.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and support data aggregations and functionality for our clients based on client and 3rd party content and user workflow needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop data-oriented workflow solutions and product improvements in collaboration with user experience, design, and application focused project management teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze and develop solutions to improve data operations and content pipeline efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand Addepar’s products and clients. Work with counterparts within the business to drive new and innovative opportunities to serve our clients and grow the business.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to the evolution of Addepar’s financial concordance solutions to better serve our clients and cement Addepar’s role as the outstanding integrator of market traded and alternative asset investments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;This is a role that will allow the successful candidate to build on their existing experience in the investment domain\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ideally you\u0026#39;ll have some experience working with financial data and concepts that are relevant to Addepar’s clients and products.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication and interpersonal skills working with vendors, clients and internal partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for the finance and technology space and solving previously intractable problems at the heart of investment management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An interest or experience in data analysis workflows and tools\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063981002,"name":"Engineering","child_ids":[4106883002,4099550002,4135487002,4062170002,4137894002,4135234002,4099543002,4099994002,4078040002,4078072002,4030026002,4030029002,4078042002,4078043002,4078045002,4078046002,4078047002,4078044002],"parent_id":null}],"offices":[{"id":4108530002,"name":"Remote - Poland","location":null,"child_ids":[],"parent_id":4108529002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8495613002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6389215002,"location":{"name":"Poland"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8495613002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1026-Pipeline","title":"Portfolio Data Engineer ","company_name":"Addepar","first_published":"2026-04-29T10:06:43-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re looking for a \u0026lt;strong\u0026gt;Portfolio Data Engineer \u0026lt;/strong\u0026gt;to join our Data Engineering team in Poland.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;A core part of Addepar’s business relies on us being able to quickly and correctly ingest data from a variety of sources, including 3rd party data providers, custodial banks, data APIs, and even direct user input. The data engineers on the Portfolio Data Engineering team help build and maintain the transformation and cleaning steps of our ETL (Extract, Transform, Load) pipeline before it can be stored and accessed by our customers in a standardized fashion. As a data engineer on this team, you’ll be building components within the ETL pipeline that automate these cleaning and transformation steps. As you gain more experience, you’ll contribute to increasingly challenging engineering projects within our broader data infrastructure.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a crucial, highly visible role within the company. Your team is a big component of growing and serving Addepar’s client base with minimal manual data cleaning effort required from our clients or from our internal data operations team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Complete individual project priorities, deadlines, and solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build pipelines that support the ingestion, analysis, and enrichment of financial data.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Improve the existing pipeline to increase the throughput and accuracy of data.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with data analysts to map general financial concepts to our internal data models in a repeatable and precise fashion.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand data models and schemas, and work with other engineering staff to recommend extensions and changes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with members of Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ideally you\u0026#39;ll have a degree in computer science equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional software engineering experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;General familiarity with some of the technologies we use:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Python, Apache Spark / PySpark, Java/Spring\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Amazon Web Services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;SQL, relational databases\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with relational databases and data pipelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience or interest in data modeling, visualization, and ETL pipelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of financial concepts (e.g., stocks, bonds, etc.) is encouraged but not necessary\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have a passion for the finance and technology space and solving previously intractable problems at the heart of investment management\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063981002,"name":"Engineering","child_ids":[4106883002,4099550002,4135487002,4062170002,4137894002,4135234002,4099543002,4099994002,4078040002,4078072002,4030026002,4030029002,4078042002,4078043002,4078045002,4078046002,4078047002,4078044002],"parent_id":null}],"offices":[{"id":4108530002,"name":"Remote - Poland","location":null,"child_ids":[],"parent_id":4108529002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8569182002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6422711002,"location":{"name":"Pune, India"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Data Management \u0026 Quality","value_type":"single_select"}],"id":8569182002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102165","title":"Portfolio Data Operations Analyst","company_name":"Addepar","first_published":"2026-06-03T09:41:33-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Part of the broader Addepar Data Management organisation, the Portfolio Data Ops team is responsible for ensuring Addepar\u0026#39;s clients have timely and high quality data. This will include overseeing the processing of portfolio transactions and positions, diligently completing verification checks, and assisting clients with their data support questions. The Portfolio Data Ops group sits at the nexus of Addepar\u0026#39;s activity and requires daily communications with financial data providers, clients, and other personnel across the company.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;IMPORTANT\u0026lt;/strong\u0026gt;: The working schedule for this position is from 6:30 PM to 3:30 AM IST, U.S. business days.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Perform daily internal verification checks to ensure client portfolio data is accurate and made available within SLAs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investigate and troubleshoot data pipeline issues and data feed processing exceptions, and triage with level 2 and 3 support when needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Address data related inquiries and requests from clients, members of Sales and Services organizations, and external data providers/partners in a timely manner.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide assistance to regional counterparts on common operations workflows and projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain team resources and procedural documentation, and ensure metrics are accurately recorded for internal analytics.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase data quality as well as increase operational efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrates strong attention to details and meticulous execution of established processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and interpersonal skills for engaging with internal and external data partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Consistent track record of multitasking and prioritizing effectively in a fast paced environment, and remaining calm under pressure.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team-oriented, proactive self-motivation, and forward thinking.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willing to work flexible hours.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Bloomberg, Thomson Reuters, or other common financial services systems and applications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4055683002,"name":"Data Operations","child_ids":[],"parent_id":4099992002}],"offices":[{"id":4056742002,"name":"Remote - India","location":null,"child_ids":[],"parent_id":4051131002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8512792002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6400436002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Data Management \u0026 Quality","value_type":"single_select"}],"id":8512792002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102013","title":"Portfolio Data Operations Analyst","company_name":"Addepar","first_published":"2026-04-22T15:55:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;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\u0026#39;s activity and requires daily communications with data providers, clients, and other personnel across the company\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4121\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4331\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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 \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$86,000 - $134,000\u0026lt;/span\u0026gt; (base salary) + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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 \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;H-1B\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;, \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;F-1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investigate and troubleshoot data pipeline issues and feed processing exceptions, and triaging with Engineering Support when needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively complete and maintain operational workflows and identify and implement opportunities for optimization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Client Support, Solution Architects, and other members of Services and Sales to review and resolve client data inquiries and requests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in broad company initiatives to stand up new product functionality or services\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong attention to details and a passion for problem solving\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and interpersonal skills for interfacing with internal and external stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to multitask and prioritize effectively in a fast paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Very team-oriented, dedicated and forward thinking\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4055683002,"name":"Data Operations","child_ids":[],"parent_id":4099992002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8509584002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6399259002,"location":{"name":"Salt Lake City, UT"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Data Management \u0026 Quality","value_type":"single_select"}],"id":8509584002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102025","title":"Portfolio Data Operations Analyst","company_name":"Addepar","first_published":"2026-04-16T10:15:34-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;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\u0026#39;s activity and requires daily communications with data providers, clients, and other personnel across the company.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4121\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4331\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;H-1B\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;, \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;F-1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investigate and troubleshoot data pipeline issues and feed processing exceptions, and triaging with Engineering Support when needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively complete and maintain operational workflows and identify and implement opportunities for optimization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Client Support, Solution Architects, and other members of Services and Sales to review and resolve client data inquiries and requests.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in broad company initiatives to stand up new product functionality or services.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong attention to details and a passion for problem solving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and interpersonal skills for interfacing with internal and external stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to multitask and prioritize effectively in a fast paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Very team-oriented, dedicated and forward thinking.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4055683002,"name":"Data Operations","child_ids":[],"parent_id":4099992002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8451871002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6376104002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8451871002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101969","title":"Portfolio Data Operations Analyst","company_name":"Addepar","first_published":"2026-03-11T04:55:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Part of the broader Addepar Data Management organisation, the Portfolio Data Operations team is responsible for ensuring Addepar\u0026#39;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\u0026#39;s activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investigate and troubleshoot data pipeline issues and data feed processing exceptions, and triage with Engineering Support when needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Complete and maintain operational workflows, and identify and implement opportunities for optimisation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Client Support, Solution Architects, and other members of Sales and Services to address client data inquiries and requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in broad company initiatives to stand up new product offerings and services.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prior work experience in the financial investment/advisory industry with deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrates excellent attention to details and a passion for problem solving!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication and interpersonal skills for engaging with internal and external stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven track record of multitasking and prioritising effectively in a fast paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Very team-oriented, balanced, and forward thinking.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical skills preferred in any or all of the following: Microsoft Excel, SQL, Salesforce, Jira, Bloomberg, Thomson Reuters, or other common financial services systems and applications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4055683002,"name":"Data Operations","child_ids":[],"parent_id":4099992002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8511171002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6389238002,"location":{"name":"Poland"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8511171002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1030-Pipeline","title":"Portfolio Data Operations Analyst ","company_name":"Addepar","first_published":"2026-04-29T09:33:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Part of the broader Addepar Data Management organisation, the Portfolio Data Operations team is responsible for ensuring Addepar\u0026#39;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\u0026#39;s activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investigate and troubleshoot data pipeline issues and data feed processing exceptions, and triage with Engineering Support when needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Complete and maintain operational workflows, and identify and implement opportunities for optimisation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Client Support, Solution Architects, and other members of Sales and Services to address client data inquiries and requests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in broad company initiatives to stand up new product offerings and services\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ideally you\u0026#39;ll have experience in the financial investment/advisory industry with deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrates excellent attention to details and a passion for problem solving\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication and interpersonal skills for engaging with internal and external stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven track record of multitasking and prioritising effectively in a fast paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Very team-oriented, balanced, and forward thinking\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical skills preferred in any or all of the following: Microsoft Excel, SQL, Salesforce, Jira, Bloomberg, Thomson Reuters, or other common financial services systems and applications\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063981002,"name":"Engineering","child_ids":[4106883002,4099550002,4135487002,4062170002,4137894002,4135234002,4099543002,4099994002,4078040002,4078072002,4030026002,4030029002,4078042002,4078043002,4078045002,4078046002,4078047002,4078044002],"parent_id":null}],"offices":[{"id":4108530002,"name":"Remote - Poland","location":null,"child_ids":[],"parent_id":4108529002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8529887002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6406533002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Design","value_type":"single_select"}],"id":8529887002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102051","title":"Product Analyst","company_name":"Addepar","first_published":"2026-05-05T10:34:25-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;The Role\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;You’ll help Product Operations leverage AI to change how we manage information and take action. You will improve our ability to measure our impact in accelerating the building of features, products, and solutions. This will lead to better, scaled customer experiences.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;What You’ll Do\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Improve how a Global Organization identifies customer problems, creates, commercializes and operates AI, Data, and Software solutions.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with stakeholders to design Initiatives and Projects that you will own.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design SMART goals and associated metrics.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Improve Product lifecycle and Software development practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with Financial Products\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Stocks, Bonds, Mutual Funds, Alternative Investments\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Improve how we serve our Customer Segments\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Wealth Management Firms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enterprises / Large Banks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Institutional Investors\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;While it’s helpful to know Financial Services, and more specifically Wealth Management, it isn’t required. You must be willing to learn all aspects of our business, financial products, product development, and business strategy.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You’re a problem solver with an experimentation mindset. You’ve proven an ability to learn rapidly and you have a desire to teach others. The proof could be a Graduate Degree in a technical or research discipline, having worked as a Consultant, or having a couple of years of experience as a Data Analyst or Software Engineer, working with customers or internal stakeholders using data to understand what’s happening. The important thing isn\u0026#39;t the job title, it’s your mindset.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Must Haves\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Analytical and Problem solving mindset\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable interacting with stakeholders to decompose abstract problems into experiments\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;SQL expertise\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior Software or Data Engineering experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Nice to Haves\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Consulting Experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Ai Tools (specifically Claude), Experience using ML/Ai techniques.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Python and / or Javascript.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Data Lake platforms Databricks (preferred), Snowflake, Amazon Redshift, BigQuery or Microsoft Fabric.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Figma, Canva, Lucid etc, or other Design Mocking or Prototyping tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Computer Science, Operations Research, Economics, Statistics, or similar engineering background\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in Financial Services and especially in Wealth Management\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030023002,"name":"Product Design","child_ids":[],"parent_id":4063979002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8546280002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6413631002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8546280002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102099","title":"Product Enablement Trainer","company_name":"Addepar","first_published":"2026-05-13T13:26:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;For the Product Training Consultant role, we are looking for an operational expert and dedicated teacher who will own the end-to-end education experience from marketing to delivery, driving delight for the learners throughout. Additionally, as a member of a small team, you’ll be trusted to contribute to the overall vision of Addepar Academy and flex your skills to meet the needs of our rapidly iterating organization.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4121\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4331\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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 \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$68,000 - $106,000\u0026lt;/span\u0026gt; (base salary) + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;H-1B\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;, \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;F-1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver outstanding instructor-led courses and webinars for Addepar clients, prospects, partners, and employees, both virtually and in-person.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and collaborate on new training content to equip a variety of different types of Addepar users and employees for success\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Scale the delivery of customer education programs to drive product adoption and usage across the Addepar user community.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with the Sales, Marketing, Product, and Services teams to drive attendance at our courses and interaction with our content.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Rapidly incorporate both product updates and client feedback into our course content and course experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage the logistics required to deliver a top-notch training experience.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;1 year of experience using the Addepar platform, OR 2+ years in a software education services role, support, professional services, sales, marketing, or relationship management at a financial services or SAAS Technology company\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional presentation and facilitation skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong demonstrated knowledge of the Wealth Management industry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Ability to tailor messaging about a product’s value proposition to varied audiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Capable of working across multiple organizations and fostering cross functional relationships\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding logistical planning and organizational skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience managing projects from start to finish\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excitement to continually learn and grow your knowledge\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Travel required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078063002,"name":"Sales Enablement","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8535082002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6408701002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Product","value_type":"single_select"}],"id":8535082002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102023","title":"Product Manager - Data Intelligence","company_name":"Addepar","first_published":"2026-05-05T11:26:04-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;The Role\u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;What You\u0026#39;ll Do\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and implement the product vision for a data lake house product customized to meet the needs of Addepar clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with clients to determine data engineering and analytical needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead development of key features from requirements definition through delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with Data Engineers and Data Scientists to ensure flawless performance and scalability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage the full product development lifecycle from conceptualization to launch, focusing on continuous improvement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure the product remains competitive by staying current with trends in data lake house technologies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Regularly communicate updates to collaborators and gather customer feedback.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prior product management experience, ideally with data platforms or engineering products.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in data lake house technology and data workflows.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical skills in SQL, Python, and data engineering concepts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven track record to handle data-intensive product development and client-facing requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and cross-functional collaboration skills.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Preferred Skills:\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with Databricks or similar data platforms.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with financial services platforms like Addepar.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preferred experience with a scrum-based agile development process.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030025002,"name":"Product Management","child_ids":[],"parent_id":4063979002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8516216002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6401814002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"People","value_type":"single_select"}],"id":8516216002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102004","title":"Recruiting Sourcer ","company_name":"Addepar","first_published":"2026-04-22T05:36:28-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a versatile Talent Sourcer to join our global recruiting team and drive our hiring efforts across a wide range of functions. In this role, you will work closely with recruiters and hiring managers to identify and connect with top talent, ensuring a high-quality, diverse pipeline of candidates for our open positions across EMEA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;While you will support a broad spectrum of roles, including GTM, Services, R\u0026amp;amp;D, and G\u0026amp;amp;A, you will operate as an agile member of the Talent team, pivoting between departments as business needs shift. You will be responsible for market mapping, talent pipelining, and executing data-driven outreach strategies to engage passive candidates in a competitive landscape across EMEA.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Strategic Partnership:\u0026lt;/strong\u0026gt; Partner with hiring managers and recruiters to deeply understand the requirements and nuances of roles across GTM, Services, R\u0026amp;amp;D, and G\u0026amp;amp;A\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Full-Spectrum Sourcing:\u0026lt;/strong\u0026gt; Build robust talent pipelines across multiple business units, maintaining the flexibility to shift focus based on evolving regional priorities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Engagement \u0026amp;amp; Outreach:\u0026lt;/strong\u0026gt; Utilise tools such as Greenhouse and LinkedIn Recruiter to develop personalised, high-conversion outreach that clearly communicates our value proposition and unique challenges\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Candidate Assessment:\u0026lt;/strong\u0026gt; Lead initial phone screens to evaluate professional competency, experience, and overall cultural fit\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Data Integrity:\u0026lt;/strong\u0026gt; Maintain accurate and up-to-date information within Greenhouse, ensuring data integrity and compliance with internal processes and regional regulations (including GDPR)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Seamless Coordination:\u0026lt;/strong\u0026gt; Work closely with recruiters and scheduling teams to ensure a premium candidate experience from initial contact through to the interview stage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Market Intelligence:\u0026lt;/strong\u0026gt; Stay updated on industry trends, EMEA market insights, and talent acquisition best practices, sharing actionable recommendations with the wider recruiting team\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;EMEA Expert:\u0026lt;/strong\u0026gt; You bring a proven track record of sourcing talent across the EMEA region You understand the nuances of different talent hubs and know how to navigate diverse, multi-country candidate pools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experienced Recruiter:\u0026lt;/strong\u0026gt; You have a solid background in talent sourcing, ideally with a blend of in-house and agency experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Relationship Builder:\u0026lt;/strong\u0026gt; You build trust-based relationships across the business to passionately connect professionals with roles that align with their experience and motivations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Highly Organised:\u0026lt;/strong\u0026gt; Excellent organisational skills, with the ability to manage multiple competing priorities and meet deadlines in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Creative Problem Solver:\u0026lt;/strong\u0026gt; You enjoy the challenge of finding \u0026quot;the needle in the haystack\u0026quot; and think creatively to identify and engage top-tier talent in competitive markets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Knowledgeable:\u0026lt;/strong\u0026gt; You have a deep understanding of the regional talent market for technology, professional services, and corporate functions, along with a firm grasp of relevant employment laws\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Data-Driven:\u0026lt;/strong\u0026gt; You are comfortable using data and market intelligence to influence hiring decisions and refine overall sourcing strategies\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4058025002,"name":"Talent Acquisition","child_ids":[],"parent_id":4099995002}],"offices":[{"id":4039397002,"name":"Edinburgh, Scotland, United Kingdom","location":"Edinburgh, Scotland, United Kingdom","child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8515918002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6401704002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8515918002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102046","title":"Sales Enablement Specialist","company_name":"Addepar","first_published":"2026-04-22T16:03:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $68,000 - $106,000 (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and collaborate on training content to equip Addepar GTM employees for success\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver exceptional instructor-led courses and webinars, both virtually and in-person\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Scale customer education programs to enhance product adoption and usage across the Addepar community\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with Sales, Marketing, and Services teams to drive course attendance and content engagement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Quickly integrate feedback to improve course content and experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage logistics to ensure an outstanding training experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Sales and Account Management, coordinating with Marketing, Services, and Support to build impactful onboarding and continuing education programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and implement high-value training content for Sales\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review recorded calls from closed opportunities to ensure effective material is used and implement training to increase win rates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate cross-team collaboration to establish a central content center for managing sales lifecycle content\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure GTM content is accurate and relevant from a Sales perspective\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years in a software education services role, support, professional services, sales, marketing, or relationship management at financial services or SAAS Technology Company\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Gong, Workramp, or equivalent tech stack experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding presentation skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong demonstrated knowledge of the Wealth Management industry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Ability to tailor messaging about a product’s value proposition to varied audiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Capable of working across multiple organizations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding logistical planning and organizational skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience managing projects from start to finish\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excitement to continually learn and grow your knowledge\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Recent experience with LMS tools such as Articulate 360, Workramp, Lessonly, or similar platforms preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in learning analytics and the ability to glean insights from enablement tools and create actionable, outcome-based learning solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Revenue Intelligence platforms such as Gong or Chorus is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078063002,"name":"Sales Enablement","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8133465002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6218812002,"location":{"name":"Singapore"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8133465002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"958-Pipeline","title":"Sales Executive","company_name":"Addepar","first_published":"2025-08-22T12:01:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a talented Sales Executive to join our expanding Sales Team in Singapore. As an experienced, quota-carrying sales professional, you will play a critical role in establishing Addepar as the platform of choice within Singapore’s investment management sector. You’ll focus on driving new ARR by engaging with financial institutions, including Investment Advisors (RIAs or FAs), Single and Multi-Family Offices, and Private Banks in the region.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a unique opportunity to contribute to our growth in the APAC region, helping to shape Addepar’s presence in Singapore. You will collaborate with global sales, marketing, and product teams to build relationships with key financial institutions and accelerate the adoption of Addepar’s platform.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Reshape the wealth management industry by delivering innovative technology solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and execute a strategic sales plan to cover key accounts within your territory, focusing on APAC and Singapore-based Private Banks, Family Offices, and Wealth Managers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead the sales cycle from prospecting to closing, working closely with a cross-functional team to ensure a top-tier client experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and nurture new client relationships, positioning Addepar as a trusted solution in the Singaporean and APAC markets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attend client meetings and marketing events as needed (approximately 30-40% travel, depending on business needs)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experienced in software sales within financial services, with a strong track record of success in meeting or exceeding quotas\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven expertise in selling SaaS solutions to wealth managers, FAs or RIAs, or financial institutions, particularly in the Singapore or broader APAC markets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Salesforce or other CRM tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Skilled at delivering compelling product demos and navigating the nuances of SaaS business models\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interpersonal and presentation skills with exceptional written and verbal communication abilities, including fluency in English (Mandarin or another related language is a plus)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree is highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our GTM Team Attributes\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Our team brings diverse backgrounds, experiences, and cultures and embodies these qualities:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deeply connected to our mission and to each other\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passionate about delivering exceptional client experiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outcome-driven with strong communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A consultative, collaborative approach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reputation as a trusted colleague and thought leader\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High intellectual and technical proficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Eager to both teach and learn\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063976002,"name":"Sales ","child_ids":[4132106002,4030008002,4078063002,4078061002,4078060002,4078064002,4078062002,4029992002,4030005002,4030004002,4078058002,4078059002,4030012002],"parent_id":null}],"offices":[{"id":4089406002,"name":"Singapore","location":null,"child_ids":[4089411002,4110876002],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8558502002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6418604002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Security \u0026 IT","value_type":"single_select"}],"id":8558502002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102153","title":"Senior Security Analyst","company_name":"Addepar","first_published":"2026-05-28T08:20:16-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Senior Information Security \u0026amp;amp; Risk Analyst to join our \u0026lt;strong\u0026gt;Information Security \u0026amp;amp; Risk \u0026lt;/strong\u0026gt;team as part of the expanding team within our Edinburgh, UK location\u0026lt;strong\u0026gt;. \u0026lt;/strong\u0026gt;The successful candidate will have the opportunity to help take Addepar’s Information Security and Governance programs to the next level.\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Information Security \u0026amp;amp; Risk (‘ISR’) organization at Addepar is focused on establishing clear, simple and consistent control frameworks, and providing effective oversight of information security and technology activities. This organization plays a critical role in helping to balance risk-taking activities and decisions with opportunities to manage risk.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The successful candidate will be skilled in supporting high-impact governance, risk and compliance programs that align to the size and maturity of our business.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hybrid role and will be 2 days per week in our Edinburgh office.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assist in the management of Addepar’s Client Due Diligence Program through the composition and maintenance of security collateral.\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive a more optimized Information Security and Risk Program, aligned with industry standard frameworks such as the NIST Cybersecurity Framework.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead independent risk assessments of our environment focusing on our platform and its supporting third party and internally developed software, infrastructure, and tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support build-out of an enterprise metrics program and risk reporting framework to communicate risk to senior management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with control owners, engineers and other teams to facilitate reviews of new products and services, to ensure risks are identified, communicated, and mitigated.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support SOC2 reviews including project management, planning, and coordination across Addepar teams and external auditors.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain Addepar Information Security \u0026amp;amp; Risk policies and standards, aligning to business and Client needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist efforts on Data Governance and ensuring the right access controls are in place to support the program.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive improvements and execution of risk and governance awareness programs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work as part of a global operating team across multiple timezones.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Extensive experience managing, consulting, auditing, or working in the fields of Information security or Technology Risk required. AWS Cloud Security experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate strong analytical, communication, and problem solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience identifying and communicating key risks related to cloud implementations and architectures.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple high-visibility and high-impact projects while maintaining superior results.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with control frameworks (e.g. NIST Cybersecurity Framework, NIST 800-53, ISO) and SOC2 audit compliance.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4135234002,"name":"Security Engineering","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8573706002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6424469002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8573706002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102168","title":"Senior Software Engineer - Calculations","company_name":"Addepar","first_published":"2026-06-04T05:20:01-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a Senior Software Engineer to join the Calculations team within our Core Product Engineering organization.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Calculations team builds sophisticated financial maths algorithms into Addepar, which comprise the foundations of our analytics platform. Our team has a particular emphasis on scalability and performance. These are mission critical concerns as we are rapidly expanding our client base and taking on larger clients with increasingly large datasets and computational requirements.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our team sits at the intersection of many domains and user personas within Addepar - as a result cross team collaborations are frequent and essential to our mission.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We focus on building outstanding user experiences, powerful APIs, and sophisticated analysis and visualization tools for our global customer base of Financial Advisors and Wealth Managers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and implement new financial concepts within our product vision as part of a multi-functional team, responding to new requirements as we expand into new geographies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enhance the performance and capabilities of the core Addepar calculations engine, analyzing millions of transactions and securities every day\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create innovative and impactful features, providing our users with expanded insights into their data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate on architecture designs, product features, and code reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own software features from inception through delivery\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Extensive professional backend software engineering experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with server-side languages like Java, Python, or C++\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with relational databases (MySQL, Postgres, SQL Server)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to complete complex projects involving partners across multiple teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bonus: Experience working with high traffic distributed systems\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078044002,"name":"Core Product Engineering ","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4039397002,"name":"Edinburgh, Scotland, United Kingdom","location":"Edinburgh, Scotland, United Kingdom","child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8505482002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6397349002,"location":{"name":"Pune, India"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8505482002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102014","title":"Senior Software Engineer, Frontend – AI Platform","company_name":"Addepar","first_published":"2026-04-20T05:11:49-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a \u0026lt;strong\u0026gt;Senior\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;Frontend Software Engineer \u0026lt;/strong\u0026gt;to join the \u0026lt;strong\u0026gt;AI Platform team\u0026lt;/strong\u0026gt;, Addepar’s next-generation AI platform that enables seamless insights and interaction through natural language and data intelligence across our AI products.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a \u0026lt;strong\u0026gt;Senior\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;Frontend Engineer\u0026lt;/strong\u0026gt;, you’ll design and scale the interactive surface of AI Platform products. You’ll work at the intersection of AI, design, and systems engineering, building a class of real-time AI experiences for users — where every frame, token, and scroll behavior matters.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You will collaborate closely with product design, backend, and AI/ML engineers to deliver smooth, trustworthy AI experiences that align with Addepar’s standards of performance, transparency, and reliability.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Design and implement\u0026lt;/strong\u0026gt; complex, real-time UI features for conversational interfaces — including chat streaming, incremental rendering, and dynamic layouts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build \u0026lt;strong\u0026gt;high-performance WebSocket pipelines\u0026lt;/strong\u0026gt; to handle streamed deltas, retries, and backpressure gracefully.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optimize \u0026lt;strong\u0026gt;scrolling and rendering performance\u0026lt;/strong\u0026gt; using requestAnimationFrame, virtualization, intersection observers, and non-blocking state updates.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implement \u0026lt;strong\u0026gt;fault-tolerant UI logic\u0026lt;/strong\u0026gt; for reconnection, cancellation, offline recovery, and retry without user disruption.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Architect \u0026lt;strong\u0026gt;state management and caching\u0026lt;/strong\u0026gt; strategies to maintain consistency between local UI and backend deltas.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with designers to deliver accessible, responsive, and pixel-perfect interfaces across themes and viewport sizes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extend Addepar’s frontend developer experience—refine the build pipeline (Vite/Webpack), test automation (Playwright, Jest), and linting/formatting standards (ESLint, Prettier).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Instrument client-side telemetry and performance metrics to measure render latency, streaming lag, and user interaction speed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor teammates through design reviews and pair programming, contributing to shared components and cross-product standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with backend and AI/ML teams to co-design message formats, token streaming APIs, and session-level resiliency mechanisms.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Shape the technical direction of AI Platform’s frontend, contributing to shared libraries, caching strategies.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Technical Fundamentals \u0026amp;amp; Practices -\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We’re looking for engineers who demonstrate mastery across the following practices and system fundamentals that empower to ship high-quality, low-latency conversational experiences at scale:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Browser \u0026amp;amp; Rendering Fundamentals :\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deep understanding of the browser’s rendering pipeline—DOM, CSSOM, layout, paint, compositing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to identify and fix layout thrashing, paint storms, and jank through Chrome DevTools performance profiling.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of animation scheduling via requestAnimationFrame, idle callbacks, and microtask queues.Familiarity with modern web APIs such as IntersectionObserver, ResizeObserver, MutationObserver, OffscreenCanvas, Web Workers, and BroadcastChannel for concurrent or cross-tab coordination.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Asynchronous \u0026amp;amp; Streaming Systems:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong command of Promises, async/await, generators, and cancellation (AbortController).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with streaming data protocols (e.g., WebSockets, SSE) and patterns like batching, throttling, and debounce under load.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of backpressure and how to pace UI rendering vs. message ingress.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;State \u0026amp;amp; Data Synchronization:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience designing immutable data flows with fine-grained updates (diffs, patches, deltas).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of caching, reconciliation, and hash-based change detection (e.g., djb2, CRC32, content hashing).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Practices for ensuring consistency between transient client state and authoritative backend models.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;UI Architecture \u0026amp;amp; Composition:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with reactive component frameworks (Svelte preferred; React/Vue acceptable).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience isolating side effects, using stores/signals, and maintaining predictable reactivity graphs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to decompose large applications into feature modules with lazy loading, error boundaries, and shared design tokens.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to evaluate and integrate across frameworks (Svelte, React, Web Components) while maintaining consistent patterns in state, testing, and accessibility.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Performance \u0026amp;amp; Profiling:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Proven skill in measuring and optimizing UI latency (first paint, input delay, FPS stability).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort with Chrome Performance, Lighthouse, or custom performance markers.Experience building virtualized views (infinite scroll, chat lists, large tables).\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Design Systems \u0026amp;amp; Accessibility:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience building and maintaining reusable design systems with Storybook, Tailwind, or Web Components.Knowledge of accessibility standards (WCAG, ARIA) and best practices for keyboard, color, and screen reader support.Skilled at collaborating with design teams to translate high-fidelity Figma specs into performant, production-ready components.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Resilience, Testing \u0026amp;amp; Observability:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Writes defensive code to handle partial data, dropped connections, race conditions, and AbortErrors.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understands test pyramids: unit, integration, and end-to-end (Playwright, Jest, Vitest).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adds telemetry hooks and log events to diagnose production issues and user experience regressions.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Developer Experience \u0026amp;amp; Tooling:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Comfortable configuring bundlers (Vite, Webpack) and optimizing build times.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sets up linting, type checking, and pre-commit automation for consistency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CI/CD, incremental testing, and feature flag rollouts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with AI-assisted developer tools or scripting build/test automation to improve team velocity.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Mindset:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;You think in systems, not pages.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You balance aesthetics with performance, correctness, and maintainability. You obsess over the invisible details — micro-interactions, latency, and flow — that make complex products feel effortless.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You enjoy teaching others, debugging difficult issues, and making the team move faster through better abstractions.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Computer Science, Engineering, or related technical field (or equivalent practical experience).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;At least \u0026lt;strong\u0026gt;5 years of professional frontend development\u0026lt;/strong\u0026gt; experience in a production environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong proficiency in \u0026lt;strong\u0026gt;TypeScript/JavaScript\u0026lt;/strong\u0026gt; and deep understanding of \u0026lt;strong\u0026gt;asynchronous browser behavior\u0026lt;/strong\u0026gt;.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with \u0026lt;strong\u0026gt;Svelte\u0026lt;/strong\u0026gt;, \u0026lt;strong\u0026gt;React\u0026lt;/strong\u0026gt;, or another component-based modern UI framework.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong debugging and performance profiling skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience integrating \u0026lt;strong\u0026gt;real-time or streaming data\u0026lt;/strong\u0026gt; into user interfaces.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication, collaboration, and mentoring skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional certifications or licenses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Skills and competencies that also include soft skills necessary for success\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bonus: Familiarity with \u0026lt;strong\u0026gt;AI/LLM-powered interfaces\u0026lt;/strong\u0026gt;, \u0026lt;strong\u0026gt;progressive streaming UIs\u0026lt;/strong\u0026gt;, or \u0026lt;strong\u0026gt;data-rich visualization frameworks\u0026lt;/strong\u0026gt;.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You care deeply about user experience, developer productivity, and measurable performance — and you know that excellence in frontend engineering is achieved through curiosity, rigor, and empathy for both users and teammates.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4106883002,"name":"Alts \u0026 Data Management","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4051132002,"name":"Pune, India","location":"Pune, Maharashtra, India","child_ids":[],"parent_id":4051131002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8235819002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6263980002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8235819002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101716","title":"Senior Software Engineer-Trading","company_name":"Addepar","first_published":"2025-11-03T11:00:55-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a visionary and hands-on \u0026lt;strong\u0026gt;Senior Software Engineer\u0026lt;/strong\u0026gt; with deep expertise in \u0026lt;strong\u0026gt;Java\u0026lt;/strong\u0026gt; and distributed systems to lead technical initiatives within our \u0026lt;strong\u0026gt;Order Management System (OMS)\u0026lt;/strong\u0026gt; team in Trading!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are building a high-performance \u0026lt;strong\u0026gt;Trading Order Lifecycle Management\u0026lt;/strong\u0026gt; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;strong\u0026gt;Agile\u0026lt;/strong\u0026gt; methodologies and the adoption of \u0026lt;strong\u0026gt;AI-assisted development\u0026lt;/strong\u0026gt; tools across the organization to amplify engineering delivery.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role requires someone to work Eastern working hours.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;The current range for this role is $126,000 - $197,000 + bonus + equity + benefits.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;System Architecture:\u0026lt;/strong\u0026gt; Drive the technical direction and architect highly scalable, resilient \u0026lt;strong\u0026gt;Java/Spring Boot\u0026lt;/strong\u0026gt; (or \u0026lt;strong\u0026gt;Quarkus\u0026lt;/strong\u0026gt;) microservices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Trade Orchestration:\u0026lt;/strong\u0026gt; Design the next-generation trade order life cycle logic, ensuring ultra-reliable broker connectivity and accurate allocations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Data \u0026amp;amp; Messaging:\u0026lt;/strong\u0026gt; Architect enterprise-grade, event-driven systems and scalable data solutions on \u0026lt;strong\u0026gt;AWS\u0026lt;/strong\u0026gt; using \u0026lt;strong\u0026gt;Kafka\u0026lt;/strong\u0026gt;.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Integrations:\u0026lt;/strong\u0026gt; Scale inbound/outbound connectivity across \u0026lt;strong\u0026gt;FIX, REST, and File-based\u0026lt;/strong\u0026gt; interfaces for highly performant data exchange.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Engineering Excellence:\u0026lt;/strong\u0026gt; Shape the engineering culture by mentoring teams, elevating \u0026lt;strong\u0026gt;Agile SDLC\u0026lt;/strong\u0026gt; standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Strategic Collaboration:\u0026lt;/strong\u0026gt; Partner with cross-functional leaders to translate complex business requirements into actionable, scalable technical roadmaps.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Education:\u0026lt;/strong\u0026gt; B.S., or M.S. in Computer Science or similar technical field of study (or equivalent practical experience)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experience:\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;8+ years\u0026lt;/strong\u0026gt; of experience architecting and building complex backend distributed systems at scale.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Technical Stack:\u0026lt;/strong\u0026gt; Expert in \u0026lt;strong\u0026gt;Java\u0026lt;/strong\u0026gt;, \u0026lt;strong\u0026gt;Spring Boot\u0026lt;/strong\u0026gt;, JVM tuning, and concurrency (\u0026lt;strong\u0026gt;Quarkus\u0026lt;/strong\u0026gt; experience is a plus).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Cloud \u0026amp;amp; Data:\u0026lt;/strong\u0026gt; Advanced expertise in \u0026lt;strong\u0026gt;AWS\u0026lt;/strong\u0026gt; cloud-native architectures, and messaging platforms like \u0026lt;strong\u0026gt;Kafka\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Database Knowledge:\u0026lt;/strong\u0026gt; Experience with databases, SQL, NoSQL, and data architectures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Modern Workflows:\u0026lt;/strong\u0026gt; A champion for developer productivity, automation, and the adoption of \u0026lt;strong\u0026gt;AI-assisted development\u0026lt;/strong\u0026gt; tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Leadership \u0026amp;amp; Ownership:\u0026lt;/strong\u0026gt; An technical leader with a strong ownership mentality, capable of driving cross-team initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Communication:\u0026lt;/strong\u0026gt; Exceptional ability to communicate complex technical concepts to non-technical stakeholders and foster a collaborative, experimental culture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Preferred] Experience in \u0026lt;strong\u0026gt;Trading\u0026lt;/strong\u0026gt; or \u0026lt;strong\u0026gt;Financial Services\u0026lt;/strong\u0026gt; domains\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Preferred] Practical knowledge of the \u0026lt;strong\u0026gt;FIX protocol\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Preferred] Familiarity with frontend technologies (React) to support UI-related backend requirements\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078044002,"name":"Core Product Engineering ","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8073323002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6196010002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8073323002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101530","title":"Senior / Staff Full Stack Software Engineer - Partner Platform ","company_name":"Addepar","first_published":"2025-07-15T10:42:54-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a \u0026lt;strong\u0026gt;Senior or Staff Full Stack Software Engineer\u0026lt;/strong\u0026gt; to join Addepar in our Partner Platform team! We are building out a new platform from scratch which will enable third parties to simply and safely engage with Addepar at scale. Our team works on critical business problems where you will have a chance to have a high impact towards company key goals and mission set for 2030.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for people who are passionate about their craft, pragmatic and customer focussed 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\u0026#39;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!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Architect, implement, and maintain engineering solutions to solve complex problems;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write well-designed, testable code.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead individual project priorities, deadlines, and solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate effectively with product managers, engineers and partners on projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate technical ideas and set direction on projects with a focus on solving business challenges.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in the design and development of a strategic product for Addepar.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write clean, efficient, and maintainable code that\u0026#39;s also scalable and extensible.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;B.S., or M.S. in Computer Science or similar technical field of study (or equivalent practical experience).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive Software Engineering experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;A Frontend or Backend Engineer able to work across the full stack, specifically with \u0026lt;strong\u0026gt;Java\u0026lt;/strong\u0026gt; and \u0026lt;strong\u0026gt;React\u0026lt;/strong\u0026gt;. Ability to work with \u0026lt;strong\u0026gt;React is a requirement\u0026lt;/strong\u0026gt;.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A strong ownership mentality and drive to solve the most important problems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for implementing standard processes with a bias toward smart automation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to collaborate with and mentor other engineers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with databases, SQL and/or data lake architectures is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A rapid learner with robust analytical and problem-solving abilities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to collaborate with Product and Design and be the engineering voice in the room, challenge solutions and commit.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4099550002,"name":"Data Architecture \u0026 Integration","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8573586002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6424428002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8573586002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102177","title":"Services Sales Architect","company_name":"Addepar","first_published":"2026-06-01T15:36:45-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;The role of the Services Sales Consultant (SSC) is to help outline the best implementation journey for clients, through services from Addepar and Addepar-certified partners. They are up-to-date on implementation and adoption methodologies and ensure win-win scenarios are positioned for our clients and Addepar. They can be relied on to tailor best-practice implementation plans, roles, and technology to match client requirements. During the sales process, the SSC will work closely with the Sales team (Account Executive, Solutions Engineer, and other Go-To-Market (GTM) colleagues), and will work with our clients from C-level executives to key operational personnel to structure and sell professional services.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;NOTE - this is an opportunity to gain broader exposure in the GTM organization, be part of the Selling/Solution process, learn more about Addepar Sales/Marketing/Positioning, and be a significant value-added contributor helping achieve our growth targets. \u0026lt;br\u0026gt;\u0026lt;br\u0026gt;We recognize this can be a big change from what you are doing now inside Addepar, that you may be interested but also “nervous” to make a change. Note that\u0026amp;nbsp; some of the most successful team members in Services Sales have come from other teams and have leveraged their Addepar experience to quickly become trusted partners in the process. \u0026lt;br\u0026gt;\u0026lt;br\u0026gt;To make this easier to consider, we are structuring this as a rotation option, where you are committing to at least one year in the role. You can then opt to stay in the role, possibly return to a previous role, or explore other Addepar positions that this role will help you qualify for.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;We are happy to start with an informal discussion if this exciting, fast paced, highly visible role is right for you.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$94,000 - $148,000\u0026lt;/span\u0026gt; (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;For prospects and existing clients, to represent services in sales cycles, teaming with the rest of the sales team to engage strategically to put high-quality services proposals, Statements of Work, and terms in place\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with the sales organization on assigned opportunities to craft the Services Strategy for prospects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand the competitive landscape and customer/prospect needs so you can effectively position the value of Addepar Professional Services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Present Addepar Services solutions, offerings, and associated value proposition to customers/prospects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with the other Professional Services teams and Sales Engineers to implement a strong process for the required services scoping for Addepar technology solutions to meet customer business/ technical requirements for vital scale and integrations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create and validate Professional Services Proposals and present to prospects/customers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead/Support Professional Services Statement of Work (SOW) and contracting process\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help drive the Services Sales organization to a higher level of strategic engagement and sales maturity; including collaborating and partnering with adjacent teams (IE Customer Success, Sales, Marketing, Finance, Operations) to contribute to a premier GTM organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop a strong focus on post-implementation sales of all add-on products, services offerings, solutions, and capabilities including, but not limited to: business/strategy/advisory consulting, technical managed services, advanced phases of implementation, and education/training/certification services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Account Management to provide effective proposals to the install- base for new services sales opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be a trusted advisor among internal and external constituents (up to C level) based on program management, product, and solution knowledge\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in refining and developing methodologies, tools, and programs around Services sales execution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate and timely sales status and next steps, pipeline financials, and services forecast data in Salesforce at all times\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Optimize communication and ensure effective knowledge transfer and hand-offs to support post-implementation activities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure CPQ is modeled effectively internally to help advance and support the Addepar sales processes\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3 years of related Addepar experience looking to gain experience/exposure in the GTM organization helping achieve Addepar\u0026#39;s growth targets\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030001002,"name":"Enterprise Practice IPM","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8428594002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6366624002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8428594002,"updated_at":"2026-06-05T10:49:11-04:00","requisition_id":"R-101925","title":"Software Engineering Manager-Calculation Engines ","company_name":"Addepar","first_published":"2026-03-02T09:16:00-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;The Calculation Infrastructure team is at the core of scaling Addepar\u0026#39;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\u0026#39;re passionate about creating scale and excited to shape the future of wealth management technology, this is the team for you!\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4129\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4339\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4568\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Shape and execute an ambitious program of product features, technical debt eliminations, and scalability advancements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coach and mentor a high-performing team of software engineers.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own end-to-end solutions while continuously improving engineering processes and velocity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate cross-functionally to deliver measurable impact across R\u0026amp;amp;D.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 7+ years of software engineering experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years leading software engineering teams, preferably in a platform engineering context\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience or interest in financial technology\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A great communicator adept at working with cross-functional partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You value developing people and coaching engineers to succeed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experienced with managing software projects throughout the SDLC, improving team agile processes, estimation and project planning\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078044002,"name":"Core Product Engineering ","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8376073002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6344189002,"location":{"name":"Pune, India"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8376073002,"updated_at":"2026-06-05T05:15:33-04:00","requisition_id":"R-101860","title":"Software Engineering Manager - Fullstack","company_name":"Addepar","first_published":"2026-01-21T03:40:02-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a software engineering manager to join the Alternatives Data Management (ADM) team. Our team is building AI-powered data products and workflow solutions that unlock transparency, efficiency, and insight in private market investments. You’ll lead a full-stack team of engineers and collaborate closely with Product and Design to deliver client-facing features that will set us apart from our competitors.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage a small team of frontend and backend engineers that will grow as you do\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own technical design and implementation for some of your projects to set a good example for the ICs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with platform teams to deliver features with consistent capabilities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive the career growth of your direct reports\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay up to date on industry trends, such as AI tooling, that can make the team more effective\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with ADM engineering and product leads in the US, UK and India to drive team-wide process improvements and best practices\u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who you are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Computer Science or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum 10+ years of software engineering experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum 2+ years managing software engineering teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full-stack, product engineering experience a big plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;React experience a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong experience with Python OR Java will be required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with AWS will be highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;Important Note: This role requires working from our Pune office 3 days a week (hybrid work model)\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4106883002,"name":"Alts \u0026 Data Management","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4051132002,"name":"Pune, India","location":"Pune, Maharashtra, India","child_ids":[],"parent_id":4051131002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8387742002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6348614002,"location":{"name":"Remote, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8387742002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101874","title":"Software Engineering Manager - Investor Solutions","company_name":"Addepar","first_published":"2026-02-04T04:07:50-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;The Investor Solutions team at Addepar is growing!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Navigator is a quantitative liquidity risk projection tool that is one of the key components of Addepar\u0026#39;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 product, as we\u0026#39;ve scaled well beyond the multi-million ARR goal first set for this product line. Going into 2026, Navigator will be used as the foundation to build key workflows that cater to large institutions, further integrating across the Addepar ecosystem.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As we continue to scale, a need has opened up for an Engineering Manager 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Direct Team Leadership:\u0026lt;/strong\u0026gt; Build, lead, and develop a high-performing team of engineers, fostering a culture of accountability, growth, and technical excellence.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Execution \u0026amp;amp; Delivery:\u0026lt;/strong\u0026gt; Work in partnership with global product managers and technical partners to translate business requirements into actionable technical roadmaps, ensuring predictable delivery of complex data workflows.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Hands-on Technical Contribution:\u0026lt;/strong\u0026gt; Drive the team’s output by staying active in the codebase—writing production code and performing deep code reviews.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Mentorship:\u0026lt;/strong\u0026gt; Actively coach and mentor junior and senior engineers, helping them navigate technical challenges and advance their professional careers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build both within the primary Navigator application and in other parts of Addepar\u0026#39;s product ecosystem, bridging shared concerns for our clients across multiple product areas, with an investor-focused viewpoint\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Extensive professional software engineering experience building web applications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Previous formal people management or successful team leadership experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A proven ability to collaborate with and mentor other engineers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to drive delivery within predefined goal-setting and execution frameworks such as objectives \u0026amp;amp; key results. We use well-defined and structured methodologies to deliver impactful business outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in our engineering stack is preferred: React \u0026amp;amp; Ember frontends with Python \u0026amp;amp; Java backends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional at bridging the gap between technical details and business outcomes, with the ability to manage stakeholder expectations across different regions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Computer Science or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4106883002,"name":"Alts \u0026 Data Management","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4039397002,"name":"Edinburgh, Scotland, United Kingdom","location":"Edinburgh, Scotland, United Kingdom","child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8532735002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6407679002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8532735002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102080","title":"Software Engineering Manager - Reference Data","company_name":"Addepar","first_published":"2026-05-12T03:58:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Drive the technical direction in close alignment with your product counterparts, direct engineering peers in other regions and the wider engineering community\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and manage a team of exceptional engineers to design, develop, and deploy scalable solutions that meet client requirements on time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be a player-coach who leads the team to build frameworks that supports highly performant ingestion and distribution of financial data and build AI-native products, moving from initial prototype to scalable production services with high velocity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advocate for standard methodologies, find opportunities for automation and optimizations in processes to increase throughput , latency and accuracy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain efficient process controls and accurate metrics that improve data quality as well as increase operational efficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working in a fast-paced, dynamic environment to deliver high-quality results and drive continuous improvement\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Proven experience leading engineering teams, extensive professional backend engineering experience as an individual contributor.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A computer science degree or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving and decision-making skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience with distributed systems, microservices and messaging queues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of at least one object oriented programming language (PySpark, Python, Java), relational databases, SQL and data pipelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of financial concepts (e.g., stocks, bonds, etc.) is helpful but not necessary\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for the world of FinTech and solving previously intractable problems at the heart of investment management is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4099550002,"name":"Data Architecture \u0026 Integration","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8460804002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6379535002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8460804002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101965","title":"Software Engineering Manager - Workflow Platform","company_name":"Addepar","first_published":"2026-03-12T15:45:29-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4129\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4339\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4568\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Direct Team Leadership:\u0026lt;/strong\u0026gt; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;\u0026quot;Lead from the Trenches\u0026quot;:\u0026lt;/strong\u0026gt; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Execution \u0026amp;amp; Delivery:\u0026lt;/strong\u0026gt; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Scale the Platform:\u0026lt;/strong\u0026gt; Drive the transition to a self-service model and help to oversee geographic expansion, ensuring our infrastructure remains performant across new global regions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Evangelism: \u0026lt;/strong\u0026gt;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.\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;AI Integration:\u0026lt;/strong\u0026gt; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Mentorship:\u0026lt;/strong\u0026gt; Actively coach engineers through the nuances of a sophisticated financial domain, helping them navigate their career path and develop as engineers.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experienced Leader:\u0026lt;/strong\u0026gt; 6+ years in platform development, with at least 2+ years of formal people management or proven team leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Technical Practitioner:\u0026lt;/strong\u0026gt; Highly proficient in \u0026lt;strong\u0026gt;Python and Java\u0026lt;/strong\u0026gt;. You are comfortable diving deep to solve technical hurdles alongside your team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Systems Architect:\u0026lt;/strong\u0026gt; Practical experience building robust, service-oriented architectures in cloud environments (\u0026lt;strong\u0026gt;AWS \u0026lt;/strong\u0026gt;preferred).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Workflow Experience:\u0026lt;/strong\u0026gt; Familiarity with \u0026lt;strong\u0026gt;Temporal, n8n, Pipedream\u0026lt;/strong\u0026gt;, or equivalent stateful orchestration systems is a significant plus. You understand the challenges of long-running, distributed workflows at scale.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Agile + AI Advocate:\u0026lt;/strong\u0026gt; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Bridge Builder:\u0026lt;/strong\u0026gt; Exceptional at translating deep technical constraints into clear business outcomes for stakeholders across different domains.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4106883002,"name":"Alts \u0026 Data Management","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8505555002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6397386002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8505555002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102011","title":"Software Engineer - Trading (OMS)","company_name":"Addepar","first_published":"2026-04-14T16:22:54-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a hands-on \u0026lt;strong\u0026gt;Software Engineer \u0026lt;/strong\u0026gt;with a strong \u0026lt;strong\u0026gt;Java\u0026lt;/strong\u0026gt; background to join our \u0026lt;strong\u0026gt;Order Management System (OMS)\u0026lt;/strong\u0026gt; team in Trading!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are building a high-performance \u0026lt;strong\u0026gt;Trading Order Lifecycle Management\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;strong\u0026gt;Agile\u0026lt;/strong\u0026gt; methodologies and \u0026lt;strong\u0026gt;AI-assisted development\u0026lt;/strong\u0026gt; to amplify delivery.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$107,000 - $168,000\u0026lt;/span\u0026gt; (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;System Development:\u0026lt;/strong\u0026gt; Design, develop, and deploy high-quality \u0026lt;strong\u0026gt;Java\u0026lt;/strong\u0026gt; applications (using \u0026lt;strong\u0026gt;Spring Boot\u0026lt;/strong\u0026gt; or \u0026lt;strong\u0026gt;Quarkus\u0026lt;/strong\u0026gt;) with a focus on microservices and distributed application development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Trade Orchestration:\u0026lt;/strong\u0026gt; Build and maintain the logic for the trade order life cycle, ensuring successful connection to executing brokers and accurate \u0026lt;strong\u0026gt;post-trade allocations\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Data \u0026amp;amp; Messaging:\u0026lt;/strong\u0026gt; Implement resilient integration patterns using \u0026lt;strong\u0026gt;Kafka\u0026lt;/strong\u0026gt; for event streaming and manage data across \u0026lt;strong\u0026gt;AWS\u0026lt;/strong\u0026gt; cloud infrastructure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Integrations:\u0026lt;/strong\u0026gt; Support and scale inbound/outbound connectivity via \u0026lt;strong\u0026gt;FIX, REST, and File-based\u0026lt;/strong\u0026gt; interfaces\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Operational Excellence:\u0026lt;/strong\u0026gt; Participate in the full \u0026lt;strong\u0026gt;Agile SDLC\u0026lt;/strong\u0026gt;, including code reviews, automated testing, and providing \u0026lt;strong\u0026gt;L3 support\u0026lt;/strong\u0026gt; for the platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Collaboration:\u0026lt;/strong\u0026gt; Work in partnership with engineering partners and platform users to identify requirements and map out solutions for challenging technology and workflow problems\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Education:\u0026lt;/strong\u0026gt; B.S., or M.S. in Computer Science or similar technical field of study (or equivalent practical experience)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experience:\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;4+ years\u0026lt;/strong\u0026gt; of software engineering experience with a focus on backend distributed systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Technical Stack:\u0026lt;/strong\u0026gt; Proficient in \u0026lt;strong\u0026gt;Java\u0026lt;/strong\u0026gt; and \u0026lt;strong\u0026gt;Spring Boot\u0026lt;/strong\u0026gt; (experience with \u0026lt;strong\u0026gt;Quarkus\u0026lt;/strong\u0026gt; is a plus)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Cloud \u0026amp;amp; Data:\u0026lt;/strong\u0026gt; Hands-on experience with \u0026lt;strong\u0026gt;AWS\u0026lt;/strong\u0026gt; and messaging platforms like \u0026lt;strong\u0026gt;Kafka\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Database Knowledge:\u0026lt;/strong\u0026gt; Experience with databases, SQL, NoSQL, and data architectures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Modern Workflow:\u0026lt;/strong\u0026gt; Comfortable with \u0026lt;strong\u0026gt;AI-assisted development\u0026lt;/strong\u0026gt; tools and a bias toward smart automation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ownership:\u0026lt;/strong\u0026gt; A strong ownership mentality with the ability to provide \u0026lt;strong\u0026gt;L3 support\u0026lt;/strong\u0026gt; and solve complex analytical problems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Soft Skills:\u0026lt;/strong\u0026gt; A dedicated \u0026lt;strong\u0026gt;team player\u0026lt;/strong\u0026gt; with robust analytical abilities and a passion for experimentation and iteration\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Preferred] Experience in\u0026amp;nbsp;\u0026lt;strong\u0026gt;Trading\u0026lt;/strong\u0026gt; or \u0026lt;strong\u0026gt;Financial Services\u0026lt;/strong\u0026gt; domains\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Preferred]\u0026amp;nbsp;Practical knowledge of the \u0026lt;strong\u0026gt;FIX protocol\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Preferred]\u0026amp;nbsp;Familiarity with frontend technologies (React) to support UI-related backend requirements\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078044002,"name":"Core Product Engineering ","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8539659002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6410573002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8539659002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102088","title":"Software Engineer - Workflow Platform","company_name":"Addepar","first_published":"2026-05-08T12:38:32-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $107,000 - $168,000 (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Execution \u0026amp;amp; Delivery: \u0026lt;/strong\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Scale the Platform:\u0026lt;/strong\u0026gt; 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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;AI Integration:\u0026lt;/strong\u0026gt; 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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;System Ownership \u0026amp;amp; Reliability:\u0026lt;/strong\u0026gt; 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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Collaborative Growth:\u0026lt;/strong\u0026gt; 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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Technical Practitioner:\u0026lt;/strong\u0026gt; Highly proficient in \u0026lt;strong\u0026gt;Python and Java\u0026lt;/strong\u0026gt;. You are comfortable diving deep to solve technical hurdles alongside your team, with some assistance from more experienced engineering staff\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experienced in Cloud \u0026amp;amp; Web:\u0026lt;/strong\u0026gt; Practical experience (2-5 years) building robust, service-oriented architectures (ideally on \u0026lt;strong\u0026gt;AWS\u0026lt;/strong\u0026gt;). You possess a thorough understanding of web application design patterns, modern deployment methodologies, and scalability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Modern \u0026amp;amp; Balanced AI User:\u0026lt;/strong\u0026gt; You embrace AI-first development practices. You aren\u0026#39;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Bridge Builder:\u0026lt;/strong\u0026gt; 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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Workflow Experience:\u0026lt;/strong\u0026gt; Familiarity with \u0026lt;strong\u0026gt;Temporal, n8n, Pipedream\u0026lt;/strong\u0026gt;, or equivalent stateful orchestration systems is a significant plus. You understand the challenges of long-running, distributed workflows at scale\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4106883002,"name":"Alts \u0026 Data Management","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8515897002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6401694002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8515897002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102032","title":"Sr. Account Executive - Enterprise","company_name":"Addepar","first_published":"2026-04-29T09:57:34-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp; You will act as the \u0026lt;strong\u0026gt;business owner for your accounts\u0026lt;/strong\u0026gt;, 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R\u0026amp;amp;D to deliver a consistent, high-quality experience from initial engagement through long-term growth.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$149,000 - $223,000\u0026lt;/span\u0026gt; (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Own and grow strategic relationships - \u0026lt;/strong\u0026gt;Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Lead consultative enterprise sales cycles -\u0026lt;/strong\u0026gt; Own complex, multi-stakeholder deals across large financial institutions, often spanning regions, business lines, and senior decision-makers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Set account strategy and drive execution -\u0026lt;/strong\u0026gt; Develop and execute thoughtful, multi-year account plans aligned to client priorities and Addepar’s broader GTM strategy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Operate as a cross-functional leader -\u0026lt;/strong\u0026gt; Work closely with Sales Engineering, Client Success, Services, and Partnerships to deliver a coordinated, “one team” experience—minimizing friction and maximizing client impact.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Engage at the executive level -\u0026lt;/strong\u0026gt; Build trusted relationships with C-level stakeholders within client organizations and partner with Addepar’s leadership team when appropriate to advance strategic opportunities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Contribute to how we go to market -\u0026lt;/strong\u0026gt; Bring perspective from your experience and from the field—sharing best practices, shaping engagement models, and helping evolve how we serve enterprise clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Maintain strong pipeline and forecasting discipline -\u0026lt;/strong\u0026gt; Ensure timely, accurate pipeline management and forecasting to support internal alignment and planning.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Proven enterprise seller - \u0026lt;/strong\u0026gt;You bring significant experience leading complex SaaS or platform sales cycles, ideally within wealth management or financial services.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Client-focused and outcomes-driven -\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026amp;nbsp;You have a track record of building long-term relationships and delivering meaningful results for clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Strategic and consultative -\u0026lt;/strong\u0026gt; You know how to navigate large organizations, ask the right questions, and align solutions to broader business objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Executive communicator - \u0026lt;/strong\u0026gt;You’re comfortable engaging senior stakeholders and can clearly articulate complex ideas in a way that resonates.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Collaborative by nature - \u0026lt;/strong\u0026gt;You work well across teams and understand how to bring the right people together to move deals forward and support clients over time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Curious and continuously learning -\u0026lt;/strong\u0026gt; You bring your own perspective and best practices, while also being open to learning and evolving how we operate.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Self-directed and accountable - \u0026lt;/strong\u0026gt;You’re comfortable operating with autonomy as we continue to grow and evolve our enterprise business.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deeply connected to our mission as an organization and to each other\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience and passion for driving successful client experiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outcome driven mindset\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Consultative selling approach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reputation for being a trusted colleague and thought partner to colleagues and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong intellectual horsepower\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong technical proficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Desire to both teach and learn\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078064002,"name":"Sales Strategic \u0026 Enterprise","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8516199002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6401807002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8516199002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102034","title":"Sr. Account Executive - Key Accounts","company_name":"Addepar","first_published":"2026-04-21T16:19:58-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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\u0026amp;amp;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$128,000 - $160,000\u0026lt;/span\u0026gt; (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prospect and develop net new relationships within your named account list, with a focus on firms that have historically been underpenetrated or uncontacted\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Execute a sales motion - deep account research, target outreach, multi-threaded engagement, and disciplined qualification\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and engage economic buyers, champions, and technical stakeholders across complex organizational structures, including PE-backed rollups and RIAs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the commercial relationship and expansion strategy across your existing account base\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct regular executive business reviews and strategic account planning sessions to surface expansion opportunities aligned to client growth initiatives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain deep stakeholder maps across each account, ensuring Addepar has multi-threaded relationships at every level of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the senior commercial point of contact for high-priority strategic accounts, including those with complex or bespoke commercial arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Client Success and Services to identify upsell and cross-sell opportunities tied to platform adoption and evolving client needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with Pre-sales to architect and deliver technically credible and client-specific solution narratives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Marketing, Partnerships, and Product to ensure your accounts are engaged with Addepar’s roadmap and strategic initiatives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain rigorous pipeline and forecast discipline in Salesforce\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to the evolution of Addepar’s key accounts playbook, bringing market intelligence and deal learning back to the broader organization\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10+ years of software or SaaS sales experience, with a consistent track record of closing\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated success running complex, multi-stakeholder sales cycles - including deals that span multiple business units, legal entities, or decision-making structures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven sales motion: You have built pipelines from scratch with named or greenfield accounts, not just managed inbound or inherited relationships\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Executive presence and credibility at the CIO, CEO, COO, and Managing Partner levels with sophisticated financial institutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep familiarity with the wealth management ecosystem - particularly large RIAs, PE-backed consolidators, and institutional-grade family offices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with both new logo acquisition and account expansion, and the ability to manage both motions simultaneously within the same book\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong deal qualification discipline\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Salesforce for pipeline management, forecasting, and account planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel as required for executive meetings, client events, and internal strategy sessions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;You Will Also Bring\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;The strategic mindset to treat each account as its own business - with a unique entry point, stakeholder map, and commercial thesis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High accountability: you own your numbers, your pipeline, and your client relationships without ambiguity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborative instincts: you know how to mobilize internal resources\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078064002,"name":"Sales Strategic \u0026 Enterprise","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8515915002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6401703002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8515915002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102045","title":"Sr. Account Executive - Strategic ","company_name":"Addepar","first_published":"2026-04-24T14:10:46-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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\u0026amp;amp;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\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $128,000 - $160,000 (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead the full sales cycle end-to-end - from targeted prospecting and executive engagement through contract negotiation and close\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and execute multi-threaded account strategies that align Addepar’s platform capabilities to each prospect’s operational, regulatory, and growth priorities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address complex client requirements\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain rigorous pipeline hygiene and deliver accurate forecasts to senior leadership, using Salesforce as a system of record\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Negotiate and close multi-year contracts, navigating legal, compliance, and procurement processes with sophisticated financial institutions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Represent Addepar at industry events, conferences, and executive forums (40-50% travel expected)\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to the continuous improvement of Addepar’s GTM strategy by bringing market intelligence and best practices from the field\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated track record of consistently meeting or exceeding quota\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep familiarity with the RIA, Multi-Family Office, and Family Office market - including how these firms evaluate, buy, and implement technology\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience negotiating and closing multi-year SaaS contracts in regulated financial environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional executive presence - you are confident presenting to a CIO as you are whiteboarding with an operations team\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Salesforce for pipeline management and forecasting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree required; MBA or CFA a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;You Will Also Bring:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;A consultative, client-first mindset-you lead with insight, not pitch\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong cross-functional instances, you know how to mobilize internal resources to support a deal\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Intellectual curiosity about the evolving wealth management landscape and a genuine interest in how technology drives better outcomes for advisors and their clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High accountability and self-direction - you set the pace, manage your own time, and do not require hand-holding to perform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A collaborative reputation; you win as part of a team and make those around you better\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078064002,"name":"Sales Strategic \u0026 Enterprise","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8519491002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6402916002,"location":{"name":"Remote, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8519491002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102027","title":"Sr. Application Security Engineer","company_name":"Addepar","first_published":"2026-04-22T14:09:49-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join Addepar’s Application Security team as a Senior Application Security Engineer focused on embedding security deeply into our development lifecycle by building, automating, and maintaining security controls at scale. This role will also work on pushing AI initiatives forward and defining how our engineering teams securely implement AI, while simultaneously integrating wider workflows into our own security processes. If you are passionate about secure coding, automation and the frontier of AI security, we want you on our team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;You will design, implement, and enforce security guardrails and best practices for how other engineering teams utilise AI tools and features\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee and optimize our security scanning ecosystem across all repositories, including SAST, SCA, and container security using GitHub Advanced Security, CodeQL, and similar tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Push our internal team’s capabilities forward by identifying where and how to integrate AI into our daily workflows to build smarter, more efficient security tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain and refine our PR security review processes, managing blocking PRs and enhancing custom internal tooling that flags dangerous or high-risk code changes for security review\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with engineering teams to deliver secure business outcomes and measure impact through coverage, prevention, and response metrics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in design reviews and security assessments, producing clear and actionable assessment reports\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;You have experience in application security with hands-on integrating security into SDLC at scale\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You have a deep understanding and experience across GitHub CI/CD use and best practices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You have extensive experience with Python, and a solid familiarity with Java and JavaScript\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You are curious and forward-thinking about the AI security landscape. While you don\u0026#39;t need to be an AI expert, you are aware of how LLMs integrate with tools (Skills, MCPs, agents and identities), and keep up-to-date with security developments in the AI space\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You have sharp analytical and critical thinking skills, allowing you to dissect complex technical challenges and architect secure solutions. Being able to think outside the box is equally important as thinking inside the box\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have clear written and verbal communication skills with the ability to influence across teams and mentor others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You have a passion for continuous learning in a constantly evolving tech and security landscape\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in CS/Engineering or equivalent practical experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4135234002,"name":"Security Engineering","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8539743002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6410610002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8539743002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102093","title":"Sr. Backend Software Engineer","company_name":"Addepar","first_published":"2026-05-11T03:44:42-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a Senior Software Engineer to join the Precompute team within our Core Product Engineering organization.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our team is focused on building high-performance data and compute infrastructure that powers large-scale analytics, APIs, and downstream product experiences for our global customer base of Financial Advisors and Wealth Managers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We partner closely with a world-class team of engineers, designers, and product managers, and put system performance, scalability, and reliability at the forefront of every initiative.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our platform is rapidly evolving to support increasingly complex workloads, and as we modernize our architecture, we are enabling new capabilities through high-throughput data pipelines, efficient compute primitives, and flexible APIs. We pride ourselves on delivering robust, scalable, and highly performant systems.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Precompute team builds and operates the foundational computation layer that accelerates financial analytics across the platform, with a strong emphasis on vectorisation, parallelism, and distributed processing. Our systems form the backbone of how data is processed and served at scale.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and implement core computation and data processing capabilities that align with our product vision within a multi-functional team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enhance the performance and scalability of our computation platform, processing large volumes of financial data efficiently across distributed systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and build systems that leverage vectorised execution, parallelism, and elastic infrastructure to optimise throughput and latency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate on architecture designs, performance strategies, and system-level optimisations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own software features from inception through delivery, with a focus on reliability and efficiency at scale\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Extensive experience as a Software Engineer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with server-side languages like Java, Python, or C++\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with data-intensive systems and relational databases (MySQL, Postgres, SQL Server)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to complete complex projects involving partners across multiple teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of performance, scalability, and distributed systems concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bonus: Experience working with large-scale distributed or data processing systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bonus: Experience with high-performance computing concepts such as vectorisation, parallel execution, or batch/stream processing systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bonus: Experience with DuckDB\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4099550002,"name":"Data Architecture \u0026 Integration","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4039397002,"name":"Edinburgh, Scotland, United Kingdom","location":"Edinburgh, Scotland, United Kingdom","child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8387702002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6348592002,"location":{"name":"Remote, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8387702002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101872","title":"Sr. Backend Software Engineer","company_name":"Addepar","first_published":"2026-01-28T03:47:46-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;The Investor Solutions team at Addepar is growing!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Navigator is a quantitative liquidity risk projection tool that is one of the key components of Addepar\u0026#39;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 product, as we\u0026#39;ve scaled well beyond the multi-million ARR goal first set for this product line. Going into 2026, Navigator will be used as the foundation to build key workflows that cater to large institutions, further integrating across the Addepar ecosystem.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As we continue to scale, a need has opened up for a Senior Backend Software 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborate multi-functionally with product owners, designers, GTM teams, program managers and other Engineering team members to deliver for our clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build both within the primary Navigator application and in other parts of Addepar\u0026#39;s product ecosystem, bridging shared concerns for our clients across multiple product areas, with an investor-focused viewpoint\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Extensive professional software engineering experience building web applications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Python and understanding of common libraries used by Python\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Django or other Python web frameworks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in HTTP, REST and web API best practices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Java backends is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Good experience on AWS or any other cloud platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;IaC (infrastructure as code), preferably Terraform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with databases: SQL, NoSQL, OLAP, and/or data lake architectures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with AI agentic coding\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of frontend technologies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A strong ownership mentality and drive to solve the most important problems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A rapid learner with robust analytical and problem-solving abilities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort working with product management on complex features\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Computer Science or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4106883002,"name":"Alts \u0026 Data Management","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4039397002,"name":"Edinburgh, Scotland, United Kingdom","location":"Edinburgh, Scotland, United Kingdom","child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8573584002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6424427002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8573584002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102179","title":"\tSr. Backend Software Engineer - Platform Integration","company_name":"Addepar","first_published":"2026-06-02T11:22:00-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are seeking an experienced backend software engineer to join the Platform Integrations team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a senior engineer to join us in building client onboarding solutions, to enable clients to bring their data on to our systems, allowing them to report, analyze, and understand their data, and work with all their data in one central place.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We interface with product and client solutions teams to gain a deep understanding of the data and of client’s needs. We implement performant workflows that our users depend on for their day-to-day operations. We maintain the Python framework that enables teams across Addepar to build their own workflows on the Data Lakehouse.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Platform Integration team is passionate about handling large volumes of data, automation to reduce manual effort, and guiding and impacting best practices in how teams across Addepar use the Lakehouse Platform.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a senior engineer who is interested in technical challenges and is motivated to understand the problems facing our users today. If you’ve designed scalable solutions and built data pipelines, and if you have a strong technical and problem-solving background, join us!\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4121\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4331\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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 $\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;126,000\u0026lt;/span\u0026gt; - $\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;197,000\u0026lt;/span\u0026gt; (base salary) + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborate multi-functionally with Product, Client Solution teams, and other engineering teams to deliver holistic client onboarding solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write well-designed and tested code to solve complex engineering problems .\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implement features to support the Data Lakehouse Framework and promote engineering best practices to influence the framework’s direction.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead individual projects including ownership of areas such as technical solution and architecture design, timeline and estimation, coding and implementation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate technical ideas and steer direction on projects from an engineering standpoint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor and guide other engineers on the team.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Extensive experience as a software engineer, preferably with Python.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A strong ownership mentality and strong communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Robust analytical and problem solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with data processing and analysis using PySpark or similar frameworks is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4099550002,"name":"Data Architecture \u0026 Integration","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8515849002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6401668002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8515849002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1049-Pipeline","title":"Sr. Client Success Manager - Key \u0026 Strategic","company_name":"Addepar","first_published":"2026-04-20T18:34:24-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Key \u0026amp;amp; Strategic Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Key \u0026amp;amp; Strategic CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role works closely with the Account Executive, cross-functional R\u0026amp;amp;D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $110,000 - $171,000 (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Have a deep understanding of Addepar\u0026#39;s Key \u0026amp;amp; Strategic Client segment including industry challenges, and goals, coupled with a strong understanding of how they are using Addepar to increase client adoption, growth, and ensure account retention\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide strategic oversight during the entire client journey, including implementation, optimization, growth, renewal so your team can deliver a seamless handover of knowledge and responsibilities where appropriate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with your Account Executive to deliver quarterly business reviews to align on business priorities, optimization opportunities, Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be the voice of the client to Product Management, Product Marketing, Support, Renewals, Services, Finance, etc. building strong working relationship with each to ensure client success and consistency of contact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain a high level of client happiness and reference-ability by successfully diagnosing business operations of clients and prescribing appropriate solutions and Services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Key to the position is a strong work ethic, creativity of approaches in covering clients, sense of urgency in everything you do, and strong leadership capabilities which include building, cultivating and supporting a high-performance team, supporting team objectives and driving client success. This person must have a successful track record of: collaborating with multiple cross-functional team members, including sales, marketing, R\u0026amp;amp;D, Finance and Legal; interacting regularly with senior level leaders and C-level management to ensure GTM objectives are met. They must maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10+ years of experience or (5 years + MBA) in working in a client facing role with proven track record an in-depth knowledge of our strategic client segment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, upbeat, proactive, standout colleague\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent problem solving, communication, organization, and time leadership skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data and metric driven\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and ability to adapt to new demands; strong sense of urgency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assertiveness, candor, and a “company first” mentality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum of Bachelor’s Degree or equivalent experience\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078064002,"name":"Sales Strategic \u0026 Enterprise","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4015624002,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8539751002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6410614002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8539751002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102095","title":"Sr. Data Projects Analyst","company_name":"Addepar","first_published":"2026-05-14T04:11:54-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Part of the broader Addepar Data organisation, the Data Client Projects team is responsible for converting and onboarding existing client portfolio data onto Addepar. During the lifecycle of a project, members of this team will coordinate data transmission/extraction, transform and import data, and assist with the validation of the data. Accurate and timely completion of these projects are crucial in enabling our clients to take full advantage of Addepar\u0026#39;s reporting and analysis capabilities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage and complete data conversion projects of varying complexity from third-party systems and files sourced from our custodial data partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with members of Sales and Services organisations to drive alignment on project cost estimates and deliverables, and to ensure positive client outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop new/improve existing python scripts and Juptyer notebooks to interact with APIs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase operational efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain team resources and procedural documentation, and ensure metrics are accurately recorded for internal analytics.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Previous experience in the financial investment/advisory/technology industry with strong understanding of capital markets and portfolio accounting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven track record of multitasking and prioritising effectively in a fast paced environment, and experienced in leading cross-functional projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication and interpersonal skills for engaging with clients, data providers, as well as internal partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrates effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willing to work flexible hours.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical skills preferred in any or all of the following: Microsoft Excel, Google Suite, Atlassian Jira/Confluence, SQL, Salesforce, Python (Jupyter Notebook, Pandas, Requests, etc.), Bloomberg, Thomson Reuters, or other common financial services systems and applications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4112682002,"name":"Product Data Architecture \u0026 Integration","child_ids":[],"parent_id":4099992002}],"offices":[{"id":4039397002,"name":"Edinburgh, Scotland, United Kingdom","location":"Edinburgh, Scotland, United Kingdom","child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8519360002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6373780002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8519360002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1022-Pipeline","title":"Sr. Data Solutions Strategist","company_name":"Addepar","first_published":"2026-04-22T13:14:04-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Addepar is scaling the Addepar Data Exchange (ADX)—our managed Data Lakehouse designed to modernize the global investment landscape—alongside our Premier Data Validation and Sandbox suites. We are seeking a quota-carrying commercial expert to serve as the technical spearhead for this ecosystem. You will own the \u0026#39;Technical Win\u0026#39; and carry a dedicated revenue target, architecting data strategies that transition large-scale financial institutions from fragmented legacy silos to a unified, scalable infrastructure. Your goal is to solve the industry’s most expensive problem: data integrity. By leveraging automated validation to ensure high-fidelity reporting and Sandbox environments to de-risk complex migrations, you aren\u0026#39;t just selling software; you are re-engineering the data backbone of global wealth management.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;ADX\u0026lt;/strong\u0026gt; is a state-of-the-art, fully managed Data Lakehouse that provides clients with a modern data platform. ADX gives clients control of the entire data lifecycle from management, storage, processing, analysis and the deployment of data in a mature way.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Sandbox\u0026lt;/strong\u0026gt; is a dedicated environment for safe testing of workflows and integrations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Premier Validation Offering:\u0026lt;/strong\u0026gt; Services offering designed to reduce data validation cycles, manual investigations and cross-system inconsistencies to help clients build a durable data foundation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;The current range for this role is $126,000 - $196,000 + bonus + equity + benefits.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You\u0026#39;ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Product Expertise:\u0026lt;/strong\u0026gt; Develop in-depth, technical knowledge of product features, benefits, and applications to serve as the go-to expert.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Market \u0026amp;amp; Product Analysis: M\u0026lt;/strong\u0026gt;onitor market trends, competitor activity, and customer feedback to guide product improvements and GTM strategy with marketing, sales, and product team.\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: bold;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Sales \u0026amp;amp; Marketing Support:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with sales/marketing teams to create promotional materials, deliver product presentations, and assist with sales closures.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with GTM sales to identify opportunities with both new and existing clients; Drive technical strategy for complex data migrations and Lakehouse adoption\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create \u0026amp;amp; articulate compelling value propositions that address our clients\u0026#39; specific needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and forecast sales activity and opportunities using Salesforce\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Training \u0026amp;amp; Enablement: \u0026lt;/strong\u0026gt;Create training materials and conduct sessions for internal teams (sales, customer service) and external partners. Help educate the GTM teams on successful use cases, wins and losses, and upcoming product features and functionality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Customer Engagement: \u0026lt;/strong\u0026gt;Interact with customers to understand needs, provide technical support, and resolve issues, directly impacting customer experience. Support existing clients deriving value from the product and ensuring their use cases are captured\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Product Lifecycle Management: \u0026lt;/strong\u0026gt;Work with design and engineering teams to oversee product development, enhancements, and launch activities.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree or equivalent\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;10+ years of experience in Fintech or Financial Services, with a background in individual quota-carrying roles across Enterprise Data or Infrastructure Sales.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical-Commercial Fluency: Expert at navigating the financial data landscape; able to translate data workflows and integration requirements into Data Lakehouse architecture solutions for business, operations, and technical stakeholders that enable high-velocity decisions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Commercial Ownership: Proven ability to lead the \u0026quot;Technical Win\u0026quot; and hit revenue targets within complex, multi-stakeholder institutional sales cycles.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Infrastructure Displacement: Experienced in transitioning firms from fragmented legacy silos to modern, managed infrastructure (ADX).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data Integrity Advocate: Focused on solving data challenges by positioning Automated Validation as a mission-critical tool for operational efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Migration Strategist: Skilled at using Sandbox and Testing environments as commercial levers to de-risk enterprise-scale migrations and neutralize technical objections.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Product Contributor: Ability to synthesize market intelligence to directly influence Product and Engineering roadmaps.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High-Stakes Communicator: Exceptional ability to translate complex technical \u0026quot;plumbing\u0026quot; into a compelling commercial ROI for C-suite stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong collaboration and interpersonal skills:\u0026amp;nbsp; Ability to quickly build trust and strong relationships with internal stakeholders- sales, deployments, CSMs, PMs, designers, and engineers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client-centric: a genuine interest in delivering results for customers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter that can both identify and solve problems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analytical ability - Be entrepreneurial by taking a data-based approach.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063976002,"name":"Sales ","child_ids":[4132106002,4030008002,4078063002,4078061002,4078060002,4078064002,4078062002,4029992002,4030005002,4030004002,4078058002,4078059002,4030012002],"parent_id":null}],"offices":[{"id":4015624002,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8445635002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6373780002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8445635002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1022-Pipeline","title":"Sr. Data Solutions Strategist","company_name":"Addepar","first_published":"2026-03-02T19:03:22-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Addepar is scaling the Addepar Data Exchange (ADX)—our managed Data Lakehouse designed to modernize the global investment landscape—alongside our Premier Data Validation and Sandbox suites. We are seeking a quota-carrying commercial expert to serve as the technical spearhead for this ecosystem. You will own the \u0026#39;Technical Win\u0026#39; and carry a dedicated revenue target, architecting data strategies that transition large-scale financial institutions from fragmented legacy silos to a unified, scalable infrastructure. Your goal is to solve the industry’s most expensive problem: data integrity. By leveraging automated validation to ensure high-fidelity reporting and Sandbox environments to de-risk complex migrations, you aren\u0026#39;t just selling software; you are re-engineering the data backbone of global wealth management.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;ADX\u0026lt;/strong\u0026gt; is a state-of-the-art, fully managed Data Lakehouse that provides clients with a modern data platform. ADX gives clients control of the entire data lifecycle from management, storage, processing, analysis and the deployment of data in a mature way.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Sandbox\u0026lt;/strong\u0026gt; is a dedicated environment for safe testing of workflows and integrations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Premier Validation Offering:\u0026lt;/strong\u0026gt; Services offering designed to reduce data validation cycles, manual investigations and cross-system inconsistencies to help clients build a durable data foundation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;The current range for this role is $126,000 - $196,000 + bonus + equity + benefits.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You\u0026#39;ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Product Expertise:\u0026lt;/strong\u0026gt; Develop in-depth, technical knowledge of product features, benefits, and applications to serve as the go-to expert.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Market \u0026amp;amp; Product Analysis: M\u0026lt;/strong\u0026gt;onitor market trends, competitor activity, and customer feedback to guide product improvements and GTM strategy with marketing, sales, and product team.\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: bold;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Sales \u0026amp;amp; Marketing Support:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with sales/marketing teams to create promotional materials, deliver product presentations, and assist with sales closures.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with GTM sales to identify opportunities with both new and existing clients; Drive technical strategy for complex data migrations and Lakehouse adoption\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create \u0026amp;amp; articulate compelling value propositions that address our clients\u0026#39; specific needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and forecast sales activity and opportunities using Salesforce\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Training \u0026amp;amp; Enablement: \u0026lt;/strong\u0026gt;Create training materials and conduct sessions for internal teams (sales, customer service) and external partners. Help educate the GTM teams on successful use cases, wins and losses, and upcoming product features and functionality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Customer Engagement: \u0026lt;/strong\u0026gt;Interact with customers to understand needs, provide technical support, and resolve issues, directly impacting customer experience. Support existing clients deriving value from the product and ensuring their use cases are captured\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Product Lifecycle Management: \u0026lt;/strong\u0026gt;Work with design and engineering teams to oversee product development, enhancements, and launch activities.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree or equivalent\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;10+ years of experience in Fintech or Financial Services, with a background in individual quota-carrying roles across Enterprise Data or Infrastructure Sales.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical-Commercial Fluency: Expert at navigating the financial data landscape; able to translate data workflows and integration requirements into Data Lakehouse architecture solutions for business, operations, and technical stakeholders that enable high-velocity decisions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Commercial Ownership: Proven ability to lead the \u0026quot;Technical Win\u0026quot; and hit revenue targets within complex, multi-stakeholder institutional sales cycles.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Infrastructure Displacement: Experienced in transitioning firms from fragmented legacy silos to modern, managed infrastructure (ADX).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data Integrity Advocate: Focused on solving data challenges by positioning Automated Validation as a mission-critical tool for operational efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Migration Strategist: Skilled at using Sandbox and Testing environments as commercial levers to de-risk enterprise-scale migrations and neutralize technical objections.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Product Contributor: Ability to synthesize market intelligence to directly influence Product and Engineering roadmaps.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High-Stakes Communicator: Exceptional ability to translate complex technical \u0026quot;plumbing\u0026quot; into a compelling commercial ROI for C-suite stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong collaboration and interpersonal skills:\u0026amp;nbsp; Ability to quickly build trust and strong relationships with internal stakeholders- sales, deployments, CSMs, PMs, designers, and engineers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client-centric: a genuine interest in delivering results for customers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter that can both identify and solve problems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analytical ability - Be entrepreneurial by taking a data-based approach.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063976002,"name":"Sales ","child_ids":[4132106002,4030008002,4078063002,4078061002,4078060002,4078064002,4078062002,4029992002,4030005002,4030004002,4078058002,4078059002,4030012002],"parent_id":null}],"offices":[{"id":4015624002,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8470944002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6383539002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8470944002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101986","title":"Sr. Enterprise Sales Engineer","company_name":"Addepar","first_published":"2026-03-27T18:27:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;The current range for this role is $146,000 - $182,000 + bonus + equity + benefits\u0026lt;/span\u0026gt;.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;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 \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;H-1B\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;, \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;F-1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Strategic Advisory:\u0026lt;/strong\u0026gt; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Platform \u0026amp;amp; AI Evolution:\u0026lt;/strong\u0026gt; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Business Transformation Discovery:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Demo Construction:\u0026lt;/strong\u0026gt; Design and build tailored demo environments, run end-to-end proof-of-concepts including the ingestion of client data to showcase the platform\u0026#39;s value.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Enterprise Account Growth:\u0026lt;/strong\u0026gt; Lead technical executive reviews and expansion executions for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Technical Sales Support:\u0026lt;/strong\u0026gt; Manage the technical portions of the sales cycle, including responding to RFPs/RFIs and coordinating with internal product and engineering teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Sales Engineering Leadership:\u0026lt;/strong\u0026gt; Act as a force multiplier by mentoring, establishing and refining sales playbooks, and institutionalizing standards for demos and technical validation.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experience:\u0026lt;/strong\u0026gt; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;AI Evangelist \u0026amp;amp; Strategist:\u0026lt;/strong\u0026gt; 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 \u0026quot;data strategy\u0026quot; for a CTO, \u0026quot;efficiency\u0026quot; for a COO, applicability for an advisor and champion AI-first workflows to uplevel the sales team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Strategic External Partner:\u0026lt;/strong\u0026gt; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Architectural Mindset:\u0026lt;/strong\u0026gt; While you can \u0026quot;roll up your sleeves,\u0026quot; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Market Thought Leader:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Revenue-Minded Engineer:\u0026lt;/strong\u0026gt; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Data Lakehouse:\u0026lt;/strong\u0026gt; understanding workflows embedded and concept of integrating complex data sets.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Education:\u0026lt;/strong\u0026gt; Bachelor’s Degree required while other certifications such as the CFA, CFP and Masters Degree are a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Travel:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Flexibility to travel on short notice (10-20%).\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078064002,"name":"Sales Strategic \u0026 Enterprise","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8502377002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6383539002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8502377002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101986","title":"Sr. Enterprise Sales Engineer","company_name":"Addepar","first_published":"2026-04-10T12:57:08-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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!\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;The current range for this role is $146,000 - $182,000 + bonus + equity + benefits\u0026lt;/span\u0026gt;.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;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 \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;H-1B\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;, \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;F-1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Strategic Advisory:\u0026lt;/strong\u0026gt; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Platform \u0026amp;amp; AI Evolution:\u0026lt;/strong\u0026gt; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Business Transformation Discovery:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Demo Construction:\u0026lt;/strong\u0026gt; Design and build tailored demo environments, run end-to-end proof-of-concepts including the ingestion of client data to showcase the platform\u0026#39;s value.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Enterprise Account Growth:\u0026lt;/strong\u0026gt; Lead technical executive reviews and expansion executions for our largest existing relationships, identifying and delivering new platform value that directly drives incremental ARR.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Technical Sales Support:\u0026lt;/strong\u0026gt; Manage the technical portions of the sales cycle, including responding to RFPs/RFIs and coordinating with internal product and engineering teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Sales Engineering Leadership:\u0026lt;/strong\u0026gt; Act as a force multiplier by mentoring, establishing and refining sales playbooks, and institutionalizing standards for demos and technical validation.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experience:\u0026lt;/strong\u0026gt; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;AI Evangelist \u0026amp;amp; Strategist:\u0026lt;/strong\u0026gt; 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 \u0026quot;data strategy\u0026quot; for a CTO, \u0026quot;efficiency\u0026quot; for a COO, applicability for an advisor and champion AI-first workflows to uplevel the sales team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Strategic External Partner:\u0026lt;/strong\u0026gt; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Architectural Mindset:\u0026lt;/strong\u0026gt; While you can \u0026quot;roll up your sleeves,\u0026quot; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Market Thought Leader:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Revenue-Minded Engineer:\u0026lt;/strong\u0026gt; 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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Data Lakehouse:\u0026lt;/strong\u0026gt; understanding workflows embedded and concept of integrating complex data sets.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Education:\u0026lt;/strong\u0026gt; Bachelor’s Degree required while other certifications such as the CFA, CFP and Masters Degree are a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Travel:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Flexibility to travel on short notice (10-20%).\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078064002,"name":"Sales Strategic \u0026 Enterprise","child_ids":[],"parent_id":4063976002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8562673002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6420110002,"location":{"name":"Salt Lake City, UT"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8562673002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1058-Pipeline","title":"Sr. Enterprise Solutions Consultant","company_name":"Addepar","first_published":"2026-05-22T14:38:38-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;A Sr. Enterprise Solutions Consultant is responsible for playing the role of an implementation architect for our largest implementation projects. In this role you will lead the design and oversight for new clients onboarding to the Addepar platform ensuring that we’re developing the best solutions to fit their unique and complex requirements. Additionally, you will be responsible for ensuring that the solutions we develop for our clients are compatible with the other products and services within the Addepar ecosystem as our offering continues to expand.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The ideal candidate has relevant experience in a related financial domain as well as consulting and technology. A Sr. Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities as well as the ability to collaborate with other Addepar teams including our Sales, Engineering, and Product teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;The current range for this role is $90,000 - $140,000 (base salary) + bonus + equity + benefits.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Onboard new clients to the Addepar platform leading the solution design and execution of the implementation project\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with cross-functional teams to ensure successful project delivery and client satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Connect with clients in a proactive, consultative and professional manner\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 4+ years professional experience working in finance, technology and/or consulting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solution-oriented approach and a passion for problem solving\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to research, design and implement solutions for complex problems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, proactive and a high contributing teammate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Independent, adaptable and can thrive in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience programming in Python language and/or experience with project management is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030003002,"name":"Enterprise Practice SA","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4015625002,"name":"Salt Lake City, UT","location":"Salt Lake City, Utah, United States","child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8561377002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6419617002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8561377002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102160","title":"Sr. Enterprise Solutions Consultant","company_name":"Addepar","first_published":"2026-05-22T14:14:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;A Sr. Enterprise Solutions Consultant is responsible for playing the role of an implementation architect for our largest implementation projects. In this role you will lead the design and oversight for new clients onboarding to the Addepar platform ensuring that we’re developing the best solutions to fit their unique and complex requirements. Additionally, you will be responsible for ensuring that the solutions we develop for our clients are compatible with the other products and services within the Addepar ecosystem as our offering continues to expand.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The ideal candidate has relevant experience in a related financial domain as well as consulting and technology. A Sr. Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities as well as the ability to collaborate with other Addepar teams including our Sales, Engineering, and Product teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$112,000 - $175,000\u0026lt;/span\u0026gt; (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Onboard new clients to the Addepar platform leading the solution design and execution of the implementation project\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with cross-functional teams to ensure successful project delivery and client satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Connect with clients in a proactive, consultative and professional manner\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 6+ years professional experience working in finance, technology and/or consulting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solution-oriented approach and a passion for problem solving\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to research, design and implement solutions for complex problems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong work ethic, proactive and a high contributing teammate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Independent, adaptable and can thrive in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience programming in Python language and/or experience with project management is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030003002,"name":"Enterprise Practice SA","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/7760222002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6054896002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":7760222002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101123","title":"Sr. Forward Deployed Engineer","company_name":"Addepar","first_published":"2025-07-22T13:30:36-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Forward Deployed Engineers (FDEs) partner directly with key technical \u0026amp;amp; strategic counterparts at Addepar\u0026#39;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\u0026#39;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s engineering and product organization; providing valuable insight to inform design strategy and contributing directly to the core product code base.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026amp;amp; impactful problems.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;The current range for this role is $125,000 - $195,000 (base salary) + bonus + equity + benefits.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4+ years experience as a professional Software Engineer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with one or more object-oriented programming language (Java and/or Python preferred) and/or compiled language (Go, Rust, Scala preferred)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building systems with Relational or NoSQL database storage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;BS+ in Computer Science, Software Engineering, Mathematics or other highly technical field paired with software industry experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to lead complex projects, relationships and timelines. Excels working in a cross disciplinary team/environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;(Plus) Experience in one or more strongly typed server side programming language (ex: Java, C++)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;(Plus) Experience with distribution storage \u0026amp;amp; execution frameworks (ex. Arrow, Spark, Flink, Storm)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4062170002,"name":"Forward Deployment Eng","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8511217002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6389276002,"location":{"name":"Poland"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8511217002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1038-Pipeline","title":"Sr. Fullstack Software Engineer - Portfolio Data Workflows","company_name":"Addepar","first_published":"2026-04-29T10:02:27-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;re seeking a Sr. Fullstack Software Engineer for our Portfolio Data Workflows team in Poland. In this role, you\u0026#39;ll be at the forefront of maintaining and evolving critical services that power our financial data ecosystem, while helping to modernize our architecture.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our team is focused on building outstanding user experiences, powerful APIs, and sophisticated analysis tools for our global customer base of Financial Advisors and Wealth Managers.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You\u0026#39;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Contribute to our long-term vision for achieving a modern, service-based architecture\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be part of a high-performing, cross-functional team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own front to back software features from inception through delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to architecture designs, product roadmaps, and code reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyse and dive deep into a complex and powerful ecosystem, understanding. requirements, determining optimal approaches and driving change\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Debug and troubleshoot issues across the entire application stack\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate effectively with other engineers, product managers and stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor and set the bar for an impactful team working in the core of Addepar\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;You have extensive experience in software development in a professional environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building services with Java, SQL and AWS\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience of frontend frameworks like Ember, Angular or React. We use Ember, so you need to be motivated by learning Ember if experience is with other technologies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of REST, service-based architecture, and distributed systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A rapid learner with robust analytical and problem-solving abilities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A curious person, who enjoys digging deep into requirements and handling complexity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrable knowledge of using AI in a professional engineering environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated commitment to the best software development practices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interest or experience in the financial industry or wealth management\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063981002,"name":"Engineering","child_ids":[4106883002,4099550002,4135487002,4062170002,4137894002,4135234002,4099543002,4099994002,4078040002,4078072002,4030026002,4030029002,4078042002,4078043002,4078045002,4078046002,4078047002,4078044002],"parent_id":null}],"offices":[{"id":4108530002,"name":"Remote - Poland","location":null,"child_ids":[],"parent_id":4108529002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8526551002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6405495002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8526551002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102061","title":"Sr. IAM Analyst ","company_name":"Addepar","first_published":"2026-04-30T11:42:26-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking an IAM Analyst to join our growing \u0026lt;strong\u0026gt;Information Security \u0026amp;amp; Risk \u0026lt;/strong\u0026gt;team\u0026lt;strong\u0026gt;. \u0026lt;/strong\u0026gt;The successful candidate will have the opportunity to help take Addepar’s Internal Identity \u0026amp;amp; Access Management program to the next level. In this role, this person will work as part of the internal Identity \u0026amp;amp; Access Management (IAM) function to improve the overall security posture of the organization.\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4121\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4331\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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 \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$113,000 - $176,000\u0026lt;/span\u0026gt; (base salary) + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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 \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;H-1B\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;, \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;F-1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide operational support for IAM related administration tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Application onboarding and role definitions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Recertification campaigns based on security and audit requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handling end user escalations and support requests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with improving the overall maturity of the internal IAM program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze, design, and implement improvements to data quality and role decisions across integrated systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Governance Initiatives, such as Entitlement Reviews and proper inventory management of identities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enhancing IAM posture including human and non-human identities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continually improve the IAM practice through platform enhancements, user process improvements and identity risk assessments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze access requirements, system flows, and security policies to enforce a strict Least Privilege access model while balancing user experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and implement scalable processes and/or technologies to improve the overall security posture of Addepar\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting with the development and refinement of Information Security Policies \u0026amp;amp; Standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years of hands-on Identity \u0026amp;amp; Access Management experience with a track record of solving diverse access challenges\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree/equivalent or higher. Computer Science or Engineering related education preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Identity \u0026amp;amp; Access Management tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiar with IT Governance and Compliance functions, including SOC2 and Data Governance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An understanding of Non Human Identities (NHIs) and the unique challenges within an information security setting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attention to details and analytical skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Curious, always learning and deeply interested in Information Security\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to build strong relationships and work collaboratively with internal and external partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communication skills with the ability to build strong relationships with internal stakeholders and external partners\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Desired Technical Skills:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with IGA tools such as Sailpoint, Saviynt, or similar enterprise-grade solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with \u0026#39;Source of Truth\u0026#39; integrations (e.g. Workday/BambooHR) for automated onboarding/offboarding\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with Amazon Web Services (AWS) or similar cloud platform and strong understanding of IAM related policies and configurations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Okta and Google Workspace environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Infrastructure as Code tools such as Terraform\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4135234002,"name":"Security Engineering","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8387739002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6348612002,"location":{"name":"Remote, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Design","value_type":"single_select"}],"id":8387739002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101880","title":"Sr. Product Designer - Data Management","company_name":"Addepar","first_published":"2026-01-23T10:26:29-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;The Design team at Addepar shapes investment professionals’ digital experiences. By designing and delivering intuitive, easy-to-use products, we help investment professionals grow their businesses and offer outstanding services to their clients. We take an agile, high-growth approach and champion a client-centered work environment with a focus on constructive feedback and collaboration.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a highly skilled Senior Product Designer to join our Data Management team in the UK.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 our personas to advise your design. You enjoy diving into the details and untangling edge cases, while connecting the dots and painting the big picture. You are adept at taking on 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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead all design aspects of a project from start to finish, collaborating within cross-functional agile teams to deliver an elegant, delightful, and cohesive product experience for our users.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Elevate Addepar’s product experience through outstanding displays of interaction design and data visualisation.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use user research and data to advise design concepts and influence product prioritisation, strategies, and roadmaps.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to the expansion, evolution, and adoption of the Addepar Product Language design system.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Seek out and embrace feedback from your peers and collaborators. Provide thoughtful feedback, empower, and mentor other designers on the team to do their best work.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ideally you\u0026#39;ll have 5+ years of experience working in the field of Product Design, Interaction Design, or UX Design.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A portfolio showcasing proven user-centered design practices and a high degree of design craftsmanship.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experienced in crafting web products and UI for enterprise users.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion in distilling complex use cases and requirements into sophisticated, scalable, optimised design solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent collaboration and communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A self-starter and a teammate who enjoys working in a fast-paced, agile environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meticulous, with a keen eye for consistency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with Figma, our primary design tool.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in the finance industry is not required, but a huge plus.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030023002,"name":"Product Design","child_ids":[],"parent_id":4063979002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8533024002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6407775002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Product","value_type":"single_select"}],"id":8533024002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102074","title":"Sr. Product Manager - AI Platform","company_name":"Addepar","first_published":"2026-05-29T13:12:55-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a Senior Product Manager to join the AI Platform team. Our team is owns some of our flagship AI products like Addison and new products using agentic workflows for backoffice and frontoffice acceleration.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a Senior Product Manager, you’ll 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;H-1B\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;, \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;F-1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4121\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4331\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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 \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$122,000 - $190,000 \u0026lt;/span\u0026gt;(base salary) + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Shape the future of AI at Addepar, turning strategy into roadmaps and execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Execute on zero-to-one AI products, from design to development to launch and scale - working deeply with clients to drive success.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the product roadmap for some of our fastest growing and highly visible AI products, scaling them across our client base.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work across engineering and product to understand different domain contexts and build a scalable AI platform to enable rapid solutions development across Addepar.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with engineering, product, design to execute on new products in a highly-iterative and fast moving team culture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor and support other product managers and establish product rituals and product management discipline in a newly formed organization.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;At least 4+ years of experience in Product Management, ideally in Fintech, SaaS, or AI product development environments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A systems thinker who can distill complexity into clear product strategy and design client-centric solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Agility to keep up with the latest and greatest in AI technology and industry trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with core AI / LLM concepts like prompting, reinforcement learning, retrieval, agents / tool use, evaluations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in developing deep domain context in a new industry and working with cross-functional domain experts to drive impact.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building AI products, with proven expertise in building both zero-to-one products and scaling commercial products.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A disciplined product operator—familiar with agile/lean delivery, PRD writing, and driving execution through cross-functional teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data-driven and outcome-oriented; you naturally define KPIs, validate assumptions, and prioritize based on impact.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional communicator who builds alignment across Product, Engineering, and Go-to-Market teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Thrives in ambiguous, fast-growing environments and brings structure, process, and clarity where needed.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030025002,"name":"Product Management","child_ids":[],"parent_id":4063979002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8556329002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6417660002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Marketing","value_type":"single_select"}],"id":8556329002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102147","title":"Sr. Product Marketing Manager - AI and Agents","company_name":"Addepar","first_published":"2026-05-20T12:52:27-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a Senior Product Marketing Manager to join our expanding Product Marketing team. In this highly visible, strategic role that spans across the Addepar product portfolio, you will be responsible for strengthening our AI marketing strategy, driving product adoption and sustained usage, and leading the launch of new native AI and agentic capabilities across the Addepar platform globally. You’ll work cross-functionally with product, sales, and other go-to-market teams to drive product positioning, develop AI marketing strategy and storytelling, and serve as a subject matter expert on the AI industry for financial technology.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for someone who is excited by the opportunity to work within a key, strategic growth area for the business and support a rapidly growing team of product and go-to-market professionals to accelerate growth and product adoption. You should thrive when you can combine cross-functional collaboration with outstanding content, and resourceful marketing approaches to make a material impact on our clients. You are driven, flexible and can solve any problem through resourcefulness, emotional intelligence, and integrity.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$127,000 - $199,000\u0026lt;/span\u0026gt; (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and execute a comprehensive product marketing and GTM strategy for native AI solutions and workflows in alignment with company and platform goals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage the product and feature launch process for new AI and agent capabilities in collaboration with Product, Marketing and GTM teams, ensuring successful market entry and immediate user adoption\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the AI subject matter expert, using market and competitive insights to refine positioning and equip internal teams with the talking points and awareness needed to stay up to date on the latest developments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build deep working relationships across Product and GTM teams to translate technical AI and agent frameworks into market-ready solutions that drive growth and adoption\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define product positioning and craft compelling product messaging that clearly articulates Addepar’s value proposition in the market and resonates with the target audience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Product and GTM teams to develop impactful GTM strategies, marketing materials, and internal resources to support various solutions, workflows and use cases\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Produce regular thought leadership, educational content and marketing materials to build brand awareness and solidify Addepar’s leadership in the space\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4-8 years of product marketing experience. Experience with an AI-native B2B SaaS, financial services or fintech preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full stack product marketer with experience launching and positioning native AI and agentic workflows, and developing strong value propositions and associated content\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Gifted storyteller with excellent writing and communication skills who can succinctly translate sophisticated and technical features into customer benefits that resonate deeply with the intended audiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to see the big picture across a large organization and articulate how each product and feature release complements the broader Addepar platform narrative\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience designing and rolling out go-to-market strategies from scratch while using multiple marketing channels and content types to drive awareness, engagement and adoption\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to thoughtfully move between strategy development and tactical execution across multiple projects in a fast-paced, continuously evolving, and collaborative environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building enduring cross-functional partnerships and influencing teams to bring sophisticated, high visibility launches to market\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work independently, prioritize work efficiently and anticipate roadblocks - knowing when to call out if vital\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4099956002,"name":"Marketing","child_ids":[],"parent_id":4099955002}],"offices":[{"id":4015624002,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8124987002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6218812002,"location":{"name":"Singapore"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Sales","value_type":"single_select"}],"id":8124987002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"958-Pipeline","title":"Sr. Sales Executive","company_name":"Addepar","first_published":"2025-08-22T12:01:45-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a talented Sr. Sales Executive to join our expanding Sales Team in Singapore. As an experienced, quota-carrying sales professional, you will play a critical role in establishing Addepar as the platform of choice within Singapore’s investment management sector. You’ll focus on driving new ARR by engaging with financial institutions, including Investment Advisors (RIAs or FAs), Single and Multi-Family Offices, and Private Banks in the region.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a unique opportunity to contribute to our growth in the APAC region, helping to shape Addepar’s presence in Singapore. You will collaborate with global sales, marketing, and product teams to build relationships with key financial institutions and accelerate the adoption of Addepar’s platform.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Reshape the wealth management industry by delivering innovative technology solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and execute a strategic sales plan to cover key accounts within your territory, focusing on APAC and Singapore-based Private Banks, Family Offices, and Wealth Managers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead the sales cycle from prospecting to closing, working closely with a cross-functional team to ensure a top-tier client experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and nurture new client relationships, positioning Addepar as a trusted solution in the Singaporean and APAC markets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attend client meetings and marketing events as needed (approximately 30-40% travel, depending on business needs)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experienced in software sales within financial services, with a strong track record of success in meeting or exceeding quotas\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven expertise in selling SaaS solutions to wealth managers, FAs or RIAs, or financial institutions, particularly in the Singapore or broader APAC markets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Salesforce or other CRM tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Skilled at delivering compelling product demos and navigating the nuances of SaaS business models\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interpersonal and presentation skills with exceptional written and verbal communication abilities, including fluency in English (Mandarin or another related language is a plus)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree is highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our GTM Team Attributes\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Our team brings diverse backgrounds, experiences, and cultures and embodies these qualities:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deeply connected to our mission and to each other\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passionate about delivering exceptional client experiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outcome-driven with strong communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A consultative, collaborative approach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reputation as a trusted colleague and thought leader\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High intellectual and technical proficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Eager to both teach and learn\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063976002,"name":"Sales ","child_ids":[4132106002,4030008002,4078063002,4078061002,4078060002,4078064002,4078062002,4029992002,4030005002,4030004002,4078058002,4078059002,4030012002],"parent_id":null}],"offices":[{"id":4089406002,"name":"Singapore","location":null,"child_ids":[4089411002,4110876002],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8527817002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6406089002,"location":{"name":"Pune, India"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8527817002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102062","title":"Sr. Security Operations Analyst","company_name":"Addepar","first_published":"2026-05-07T13:31:50-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a \u0026lt;strong\u0026gt;Security Operations Analyst \u0026lt;/strong\u0026gt;to join our \u0026lt;strong\u0026gt;Information \u0026amp;amp; Risk Team\u0026lt;/strong\u0026gt;! The SecOps Analyst will have the opportunity to help take Addepar’s Security and Risk Program to the next level, through insights based on our current state. In this role, this person will work as part of the Security Operations function to investigate security alerts, develop new monitoring strategies, and work with the wider business as part of our Vulnerability Management program. The candidate will also work to document and analyse existing critical operational processes, owners and controls, and help find opportunities to optimise those controls, increase security and reduce risk. The successful candidate will bring a strong process approach, with a preference for simple, achievable and repeatable solutions.\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Triage and respond to security alerts generated by our monitoring toolset, ensuring thorough investigation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and develop new monitoring strategies and build out analytics to improve our detection capabilities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Update or create new documentation for security tools, processes, playbooks, and procedures.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist other areas of the business in effectively prioritizing and remediating vulnerabilities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with partners across Addepar teams, such as R\u0026amp;amp;D, to evaluate critical processes, including the identification of key control points and owners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In partnership with Security and Risk Leadership, identify, document and track opportunities for process and control improvement.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;You have 4+ years of experience in Security Operations with a proven track record of investigating a variety of security alerts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You hold a Bachelor’s degree in Computer Science, Cyber Security, or a related field.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Curious about information security with a desire to be a part of a fast-paced and supportive team who can help you learn on the job.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enjoys problem solving and finding simple solutions that bring multiple business benefits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills and people skills - enjoys working with new people in different teams across the business but can also work independently\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong organisational skills and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience documenting simple and clear processes, runbooks, and process flows\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Required Technical Skills:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Proven experience with Sumo Logic, Splunk, or similar platforms (writing complex queries is a must).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Direct experience performing security investigations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with Amazon Web Services (AWS) or similar cloud platform and strong understanding of implementing security best practices in the cloud.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Okta and Google Workspace environments will be highly desired.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Infrastructure as Code tools such as Terraform.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;Important Note: This role requires working from our Pune office 3 days a week (hybrid work model)\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4135234002,"name":"Security Engineering","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4051132002,"name":"Pune, India","location":"Pune, Maharashtra, India","child_ids":[],"parent_id":4051131002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8511199002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6389246002,"location":{"name":"Poland"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8511199002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1033-Pipeline","title":"Sr. Site Reliability Engineer - CPO","company_name":"Addepar","first_published":"2026-04-29T10:05:40-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking to add a highly experienced and impactful colleague to the organization to drive the transformation of Addepar’s Production Engineering and SRE team. This role focuses on evolving our platform towards enabling high-level declarative infrastructure orchestration and its operations. This platform closely integrates our Compute, Network, and Storage control planes, allowing us to develop highly efficient and fast-to-iterate-on services tailored to various product areas within the company, abstracting our developers from the nuances of underlying infrastructure.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The ideal candidate will play a senior leading role in implementing, maintaining, and strategically evolving Addepar’s Production Infrastructure.. You will bring a robust combination of leading innovative solutions across functional teams and extensive hands-on development experience in AWS/cloud, Linux/Unix, networking, advanced scripting abilities, containerization, Kubernetes, Terraform, Information Security, deep debugging, and comprehensive monitoring/observability skills. This includes designing, deploying, monitoring, automating, and optimizing all operational aspects of Addepar\u0026#39;s platform with a focus on reliability, scalability, and efficiency.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead the design, implementation, and operationalization of container infrastructure using Kubernetes (k8s), ensuring high availability, performance, and security\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build, and maintain advanced, automated CI/CD pipelines using Jenkins, ArgoCD, AWS CodeBuild/Pipeline, GitHub Actions, or similar, establishing best practices for deployment strategies (e.g., blue/green, canary)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive the adoption and evangelism of Infrastructure as Code (IaC) principles using Terraform, focusing on scaling the Addepar Platform across regions with a focus on cost optimization and operational efficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop deep application-level knowledge to proactively inform and influence infrastructure requirements and constraints for Developers, QA, and Management, including implementing sophisticated dashboards for Cost and Inventory management, performance analysis, and capacity planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform advanced monitoring and troubleshooting of our infrastructure and application stack using a wide array of logging/monitoring tools, driving root cause analysis and implementing preventative measures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Initiate and lead collaborations with cross-functional teams to identify and resolve complex Application or infrastructure issues, serving as a technical subject matter expert\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a primary on-call responder for critical incidents, demonstrating strong problem-solving skills under pressure and contributing to post-incident reviews to improve system resilience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Extensive experience of progressive experience in the SRE/DevOps/Systems Engineer field, with a track record of taking on increasing responsibility\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert-level understanding of Cloud Infrastructure fundamentals (AWS preferred), including advanced networking, security, and managed services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional Programming/Scripting skills in various common languages (Python , Bash, and general Linux tools are essential; Java is a strong plus), with an emphasis on building scalable, maintainable automation and tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Broad expertise with UNIX/BSD/Linux internals (Ubuntu preferred), including performance tuning, kernel-level debugging, and advanced system administration\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive Containerization experience with k8s (KOPS, EKS, ECS preferred), including cluster management, custom resource definitions (CRDs), and advanced deployment strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient experience with comprehensive monitoring, logging, and alerting tools such as Prometheus, Grafana, Sentry, Sumologic, or advanced AWS cloud-native tools, with a focus on observability strategy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent interpersonal and communication skills to effectively collaborate with multi-functional teams, articulate complex technical concepts, and influence outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrable experience writing and contributing to significant systems automation tooling or open-source projects is a strong plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exposure to industry practices in financial services is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4 style=\u0026quot;padding-left: 40px;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Must-have Skills:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deep and proven expertise with Terraform and Infrastructure as Code (IaC) in large-scale, complex cloud environments, including best practices for modularity, reusability, and state management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated experience designing, building \u0026amp;amp; operating highly reliable, fault-tolerant distributed systems in a cloud environment (AWS preferred), including resilience patterns and disaster recovery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional passion for technology, pragmatic thinking, and a proven ability to independently navigate ambiguous areas, define solutions, and break down and solve highly complex, cross-functional problems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of system design principles and the ability to influence architectural decisions for large-scale, highly available systems.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063981002,"name":"Engineering","child_ids":[4106883002,4099550002,4135487002,4062170002,4137894002,4135234002,4099543002,4099994002,4078040002,4078072002,4030026002,4030029002,4078042002,4078043002,4078045002,4078046002,4078047002,4078044002],"parent_id":null}],"offices":[{"id":4108530002,"name":"Remote - Poland","location":null,"child_ids":[],"parent_id":4108529002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8479770002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6387107002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8479770002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101993","title":"Sr. Software Engineer - AI/ML - AI Platform","company_name":"Addepar","first_published":"2026-03-30T15:56:33-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4129\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4339\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4568\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;H-1B\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;, \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;F-1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Drive the end-to-end execution and delivery of AI-native products, moving from initial prototype to scalable production services with high velocity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Architect, build, and productionize core components of our AI platform – including:\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;LLMs and the surrounding ecosystem (e.g., vector DBs, prompt tuning, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Agentic frameworks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Core agent capabilities like MCP/ cross-platform tool use, web browsing, computer use\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Enforce technical discipline and operational excellence for all of our AI products.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Rapidly iterate on AI products based on performance metrics and user feedback to drive continuous improvement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead the evaluation and adoption of new AI technologies and frameworks to keep Addepar on the frontier of the industry.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with product managers and other engineering teams to translate strategic goals into technical realities, abstracting AI complexity so they can iterate quickly.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3-6+ years of professional experience in backend software engineering, with expertise in programming languages/technologies like Python, Golang, gRPC, AWS, and Kubernetes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven track record of owning and shipping complex, production-grade systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven experience shipping and maintaining AI-native products or features, or demonstrable passion through significant personal projects in AI.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep ownership mindset, seeing projects through to completion and raising the bar for execution across the team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A strong bias for action, with a passion for shipping rapidly and iterating with feedback.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;BS/MS in Computer Science, Statistics, Mathematics, or another quantitative field, or equivalent experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bonus Points (Preferred Qualifications):\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Specific experience with LLMs and agentic systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with technologies in the modern AI/LLM ecosystem, such as Databricks, Langchain, or MLFlow.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced understanding of the probabilistic systems underpinning modern LLMs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building AI products in highly accuracy-sensitive domains such as finance is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4106883002,"name":"Alts \u0026 Data Management","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8516190002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6401803002,"location":{"name":"Pune, India"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8516190002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102017","title":"Sr. Software Engineer, Backend – AI Platform","company_name":"Addepar","first_published":"2026-04-23T03:50:38-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Senior Software Engineer, Backend to join the AI Platform team, which powers intelligent experiences across our AI products.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a Senior Software Engineer, you’ll design, build, and ship services across a distributed microservices platform that supports capabilities such as document extraction, portfolio chat, and semantic retrieval capabilities. You’ll work across backend services, cloud-native data systems, async processing, and real-time streaming infrastructure, collaborating closely with frontend, product, and AI/ML engineers to deliver reliable and scalable backend systems.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is ideal for an engineer who thrives on solving hard backend problems, writes clean and tested production code, and can own features end-to-end in a fast-moving AI product team.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design, build, and maintain backend services that power AI Platform products\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop production systems in Python or other modern backend languages and frameworks, with strong emphasis on maintainability, reliability, and performance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and evolve REST APIs and/or gRPC services, including request validation, error handling, and versioning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and maintain relational and/or NoSQL data models across systems such as MySQL, PostgreSQL, DynamoDB, and Redis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain asynchronous processing flows using queues and worker-based systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work on real-time streaming features, retrieval workflows, and service communication patterns that support AI interactions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write strong automated tests, including unit and integration coverage, and contribute to CI-based quality gates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Debug production issues across service boundaries using logs, metrics, and system reasoning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate closely with frontend, product, and AI/ML teams to define API contracts and deliver end-to-end features\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to code reviews, system quality, and engineering standards across the team\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Computer Science, Engineering, or related technical field (or equivalent practical experience)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;At least five years of professional backend software engineering experience in production environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong proficiency in at least one production backend language such as Python, Go OR Java and the ability to work effectively across a polyglot environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong software engineering fundamentals, including system design, debugging, code quality, testing, and operational ownership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building and maintaining REST APIs and/or gRPC services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with relational databases and/or NoSQL data stores in production systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with asynchronous processing patterns such as queues, workers, retries, and failure handling\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Docker and familiarity with modern backend development workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong testing discipline, including unit testing, integration testing, and mocking dependencies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building or operating services on cloud infrastructure in a production context\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication and collaboration skills, with the ability to work effectively across frontend, product, and AI/ML teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;We are looking for a strong backend software engineer, not someone whose experience is limited to scripting, framework usage, or cloud configuration without corresponding depth in production systems engineering\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity or working knowledge of AWS will be a huge plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Experience with modern backend frameworks such as FastAPI, Flask, Spring Boot, Go service frameworks, or equivalent\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Experience with Redis, WebSockets, or real-time streaming systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Experience with LLM/AI integration, semantic retrieval systems, or token streaming\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Experience with observability tooling, structured logging, or Sentry/metrics systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Bonus] Experience in fintech or regulated domains\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4106883002,"name":"Alts \u0026 Data Management","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4051132002,"name":"Pune, India","location":"Pune, Maharashtra, India","child_ids":[],"parent_id":4051131002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8579406002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6426795002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8579406002,"updated_at":"2026-06-05T14:31:54-04:00","requisition_id":"R-102192","title":"Sr. Software Engineer - Data Platform ","company_name":"Addepar","first_published":"2026-06-05T14:29:55-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Senior Software Engineer to join Addepar’s Data Platform! In this role, you will directly contribute to a global platform used by over half the company every day for shipping data \u0026amp;amp; AI products at scale. You’ll be hands-on building services, architecting systems, and working daily with a range of engineering \u0026amp;amp; product stakeholders to improve velocity and enable platform capabilities that allow Addepar to be the ultimate data \u0026amp;amp; AI platform for finance.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4121\u0026quot; data-local-id=\u0026quot;411228da93f0\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4331\u0026quot; data-local-id=\u0026quot;3a3225e9227a\u0026quot;\u0026gt;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 $158,000 - $197,000 (base salary) + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p data-renderer-start-pos=\u0026quot;4560\u0026quot; data-local-id=\u0026quot;f58b2cc32a20\u0026quot;\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;H-1B\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;, \u0026lt;span data-highlighted=\u0026quot;true\u0026quot; data-vc=\u0026quot;highlighted-text\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_kqswh2mm\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;_5pioz8co _189e1dm9 _1il9buyh _19lc184f _d0altlke\u0026quot; data-testid=\u0026quot;definition-highlighter\u0026quot;\u0026gt;F-1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Work on greenfield projects changing what is possible for a lakehouse architecture to do for improving velocity \u0026amp;amp; shipping products\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build \u0026amp;amp; own entire services end-to-end that can scale at the enterprise level Addepar serves\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Gain deep technical knowledge on distributed systems \u0026amp;amp; big data processing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build the next generation of interfaces onto our platforms to enable seamless development with agentic AI\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Computer Science or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;At least five years of experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with cloud infrastructure directly with infrastructure as code (e.g. Terraform) on AWS\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep technical knowledge of Java or Python, and datastores like DyanmoDB, Postgres, MySQL, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Distributed systems design \u0026amp;amp; distributed processing through technologies such as Apache Spark or Databricks / Snowflake is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge on messaging technologies like Kafka / AWS Kinesis or similar is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4099550002,"name":"Data Architecture \u0026 Integration","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8511255002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6389268002,"location":{"name":"Poland"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8511255002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1035 - Pipeline","title":"Sr. Software Engineer - Platform Services","company_name":"Addepar","first_published":"2026-04-29T10:04:46-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;The Platform Services team is at the core of accelerating Addepar’s platform scalability, elasticity, and global expansion. We play a pivotal role in driving innovation and standards for building distributed services and on-demand environments to meet the rapid scale of Addepar’s growth. Working at the critical intersection of application, infrastructure, and operations teams, we promote developer velocity and robust process automation. Working with a healthy mix of new technologies and existing core applications, the team thrives on solving complex challenges to deliver high-impact solutions. If you\u0026#39;re passionate about creating true engineering leverage, this is the team for you.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Work with teams across the organisation to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop resilient distributed services and high quality tooling to support product operations and engineering\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investigate and debug complex issues that span across teams and applications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive software delivery and improve the engineering processes we use to develop and release software\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Comfortable working independently, with a bias for action\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Thrives in ambiguous spaces where there isn’t a clear solution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enjoys digging into new problems and unfamiliar codebases\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excels at written and verbal communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven experience of backend software engineering experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in developing with server-side OO languages like Java\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Linux\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with infrastructure components such as CI/CD, monitoring, logging, containers, Kubernetes, and infrastructure-as-code\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with HTTP, developing REST and web APIs\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063981002,"name":"Engineering","child_ids":[4106883002,4099550002,4135487002,4062170002,4137894002,4135234002,4099543002,4099994002,4078040002,4078072002,4030026002,4030029002,4078042002,4078043002,4078045002,4078046002,4078047002,4078044002],"parent_id":null}],"offices":[{"id":4108530002,"name":"Remote - Poland","location":null,"child_ids":[],"parent_id":4108529002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8511257002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6389270002,"location":{"name":"Poland"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8511257002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1036 - Pipeline","title":"Sr. Software Engineer - Portfolio Services ","company_name":"Addepar","first_published":"2026-04-29T09:59:13-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;The Portfolio Services team is at the core processing Addepar’s client data. We play a pivotal role in enabling data to flow across our data platforms into our client’s instances. Working at the critical intersection of application, analyst, and operations teams, we promote developer velocity and robust process automation. Working with a healthy mix of new technologies and existing core applications, the team thrives on solving complex challenges to deliver high-impact solutions. If you\u0026#39;re passionate about creating true engineering leverage, this is the team for you.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Work with teams across the organisation to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop resilient distributed services and high quality tooling to support product operations and engineering\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investigate and debug complex issues that span across teams and applications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive software delivery and improve the engineering processes we use to develop and release software\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Comfortable working independently, with a bias for action\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Thrives in ambiguous spaces where there isn’t a clear solution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enjoys digging into new problems and unfamiliar codebases\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excels at written and verbal communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven experience of backend software engineering experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in developing with server-side OO languages like Java\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Linux\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with infrastructure components such as CI/CD, monitoring, logging, containers, Kubernetes, and infrastructure-as-code\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with HTTP, developing REST and web APIs\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063981002,"name":"Engineering","child_ids":[4106883002,4099550002,4135487002,4062170002,4137894002,4135234002,4099543002,4099994002,4078040002,4078072002,4030026002,4030029002,4078042002,4078043002,4078045002,4078046002,4078047002,4078044002],"parent_id":null}],"offices":[{"id":4108530002,"name":"Remote - Poland","location":null,"child_ids":[],"parent_id":4108529002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8539002002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6410329002,"location":{"name":"Remote, USA"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8539002002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102055","title":"Sr. Staff Software Architect","company_name":"Addepar","first_published":"2026-05-07T09:29:42-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;re passionate about creating scalable platforms that deliver outstanding value for customers, this is the role for you!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$174,000 - $273,000 \u0026lt;/span\u0026gt;(base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Define technology roadmaps and architectural standards; drive adoption across Addepar\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and architect our SaaS applications as part of Addepar R\u0026amp;amp;D\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with product management and business stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Spend time with clients to understand their requirements and influence the platform roadmap to meet those needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively identify, prioritize, and propose remediation for tech debt\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor and guide software engineers and architects on best practices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluate and select appropriate technologies and frameworks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure the security, scalability and efficiency of our SaaS solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct code reviews and ensure code quality\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Troubleshoot and resolve complex technical issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with engineering teams to accelerate the delivery of key product capabilities\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree in Computer Science or related field, or equivalent experience in another capacity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;10+ years of experience in software development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience in SaaS architecture\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expertise in cloud platforms (AWS preferred)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and leadership skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A track record of successfully collaborating with multiple R\u0026amp;amp;D teams to accelerate the delivery of critical customer features\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of microservices, distributed systems, and SaaS component services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CI/CD pipelines and DevOps practices\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4135487002,"name":"Office of the CTO","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8511225002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6389287002,"location":{"name":"Poland"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8511225002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1039-Pipeline","title":"Sr. Staff Software Engineer","company_name":"Addepar","first_published":"2026-05-07T09:13:35-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Senior Staff Backend Software Engineer to join our Portfolio Data Workflows team in Poland. In this role you will lead the design, development, and implementation of scalable and secure products that power our financial data ecosystem. You’ll provide technical leadership, education, and guidance to engineering teams across the organization and recommendations to leadership. You’ll draft and champion strong architectural practices; use them to ensure technical strategic alignment with business objectives as well as to mentor and train engineers.\u0026amp;nbsp; You’ll identify structural or organizational blockers and technical debt in order to propose and drive solutions, while helping to modernize our architecture to support our expansion into European markets. This position offers exceptional scope for technical leadership in transforming how our global clients interact with and leverage financial data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Define technology roadmaps and engineering standards; drive adoption with the team and across Addepar\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design, develop, and implement robust API services to support our rapidly growing European customer base\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and drive the adoption of new technologies and best practices to drive innovation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyse and dive deep into a complex and powerful ecosystem, understanding requirements, determining optimal approaches and driving change\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor, coach, and empower other engineers, contributing to an inclusive and high-performing team culture\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Amplify your technical ability by empowering your peers and contributing to code reviews and technical designs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively identify, prioritize and propose remediation for tech debt\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Debug and troubleshoot issues across the entire application stack\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate effectively with other engineers, product managers and stakeholders, in line with our company values outlined below\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be part of a high-performing, cross-functional team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Troubleshoot and resolve complex technical issues\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;You have extensive experience in software development, including building backend services in a professional environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You have a deep and expert knowledge of software design patterns, API design, and the software development lifecycle\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to influence technical direction and make significant contributions to the architecture of complex, distributed systems that handle data at scale\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of REST, service-based architecture, and distributed systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A rapid learner with robust analytical and problem-solving abilities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A curious person, who enjoys digging deep into requirements and handling complexity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You have a track record of amplifying your impact by mentoring other engineers and collaborating effectively within a team of senior peers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and leadership skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building services with Java, SQL and AWS\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Elasticsearch is a nice-to-have\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrable knowledge of using AI in a professional engineering environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interest or experience in the financial industry or wealth management in particular\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063981002,"name":"Engineering","child_ids":[4106883002,4099550002,4135487002,4062170002,4137894002,4135234002,4099543002,4099994002,4078040002,4078072002,4030026002,4030029002,4078042002,4078043002,4078045002,4078046002,4078047002,4078044002],"parent_id":null}],"offices":[{"id":4108530002,"name":"Remote - Poland","location":null,"child_ids":[],"parent_id":4108529002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8579538002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6426844002,"location":{"name":"New York, NY; Salt Lake City, UT"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Data Management \u0026 Quality","value_type":"single_select"}],"id":8579538002,"updated_at":"2026-06-05T16:38:05-04:00","requisition_id":"R-102187","title":"Sr. Staff Transformation Team - Data Operations","company_name":"Addepar","first_published":"2026-06-05T09:21:53-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Sr. Staff member for the Transformation Team within Data Operations. This is a pivotal role as we are at a key inflection point of finding and driving scale into our operator function. You will drive the transformation of Addepar’s Data Operations, scaling efficiency and performance across all core domains: Market Data, Portfolio Data, Custodial Feeds Onboarding, IBOR, and Alternative Investments. Finding value and opportunity is critical, requiring an ability to work autonomously while collaborating with team partners. Candidates who aspire to have autonomy and significant influence in the direction of the business are highly encouraged to apply.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$142,000 - $223,000 \u0026lt;/span\u0026gt;(base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Drive and oversee complex transformation projects across all Data Operations domains, moving the organization from manual, reactive processes to proactive, exception-based workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and implement process improvements, scalable workflows, and automation to enhance operational efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluate, pilot, and deploy AI tooling, LLMs, and modern data management platforms to drastically reduce operational friction and cycle times.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with Data Engineering, Client Services and Product teams to translate operational transformation requirements into scalable technical roadmaps\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Formulate KPIs and metrics to measure the success, impact, and ROI of transformation initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead the cultural and operational shifts required to adopt new tools, ensuring seamless transitions and high adoption across traditional operational teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a force multiplier by mentoring team members, fostering a continuous-improvement mindset, and serving as a subject matter expert for operational excellence\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree or equivalent experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;At least 8–10 years of progressive experience in data operations, financial services technology, or consulting, with a proven track record of leading complex operational improvements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep functional knowledge of specified data operations domains\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands on experience leveraging AI/ML tools, Prompt Engineering, or LLMs to optimize data workflows and automate repetitive operational tasks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to look at complex data ecosystems, identify systemic bottlenecks and anticipate future capacity constraints\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of the regulatory and control landscapes surrounding financial data, ensuring transformation efforts preserve data integrity and security\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Skilled at constructively challenging the status quo and distilling complex technical architecture into clear, business oriented value propositions for stakeholders at all levels\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to navigate ambiguity, work independently, and drive results without constant supervision in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4055683002,"name":"Data Operations","child_ids":[],"parent_id":4099992002}],"offices":[{"id":4015624002,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8467943002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6382488002,"location":{"name":"Remote, Canada"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Design","value_type":"single_select"}],"id":8467943002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101980","title":"Sr. Technical Writer, API Docs","company_name":"Addepar","first_published":"2026-03-22T14:03:55-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;The Role\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;At Addepar, we’re empowering a global ecosystem of partners to build on our platform. To achieve this, we must provide developers with world-class resources that empower them to deliver their best work.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role isn’t a traditional writing role. Instead, you’ll sit at the intersection of writing and experimenting with the latest AI documentation tools. As our technical writer for API docs, you’ll be the primary architect for developer-facing content. Beyond that, you’ll also define how Addepar leverages AI and automation to ensure our technical content remains current, correct, and complete.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You’ll report to the Head of Design for Platform Adoption.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Canada.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;87,000\u0026lt;/span\u0026gt; - $\u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;109,000\u0026lt;/span\u0026gt;(base salary) + bonus + equity + benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Your recruiter can share more about the specific salary range during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. Applicants must be based in British Columbia, Alberta, Saskatchewan, Manitoba, or Ontario.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;What You’ll Do\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Take full ownership of developers.addepar.com, performing regular audits to ensure every endpoint and guide is accurate and functional.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create high-impact documentation for new features, consolidate redundant information, and proactively archive deprecated content to reduce technical debt.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Rigorously test API documentation against live environments to verify accuracy, ensuring code snippets and examples work as intended.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluate and implement strategies to leverage AI and automation tools that keep content updated in real-time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Become the internal expert on ReadMe’s suite of AI tools. Implement best practices for automated API documentation and leverage AI-driven insights to improve the developer experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish workflows that follow automated API documentation guidance to ensure the \u0026quot;completeness\u0026quot; of our technical library.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with Engineers and Product Managers to translate complex technical specifications into clear, concise, and developer-friendly documentation.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;Who You Are\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience writing API documentation (RESTful, GraphQL, etc.).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable reading code (Python, Java, or similar) and using developer tools like Postman, GitHub, and CLI environments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep experience with ReadMe or similar documentation platforms. Knowledge of Markdown and \u0026quot;docs-as-code\u0026quot; workflows is essential.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A forward-thinking mindset regarding AI. You should be familiar with LLMs and how structured documentation feeds into AI-driven support and development tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An obsessive eye for detail. You understand that in the world of APIs, a single missing character can break an integration.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to distill highly complex backend logic into simple, actionable guidance for external partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage varied workloads and tight timelines, communicating across multiple time zones.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High emotional intelligence. People enjoy working with you!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An inspiring portfolio that showcases how you approach API documentation.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030023002,"name":"Product Design","child_ids":[],"parent_id":4063979002}],"offices":[{"id":4045056002,"name":"Remote - Canada ","location":null,"child_ids":[],"parent_id":4040137002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8569217002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6422724002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8569217002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102170","title":"Staff Backend Software Engineer - Platform Integration","company_name":"Addepar","first_published":"2026-05-29T12:46:19-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are seeking an experienced backend software engineer to join the Platform Integrations team!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a staff engineer to join us in building client onboarding solutions, to enable clients to bring their data on to our systems, allowing them to report, analyze, and understand their data, and work with all their data in one central place.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We interface with product and client solutions teams to gain a deep understanding of the data and of client’s needs. We implement performant workflows and data systems that our users depend on for their day-to-day operations. We build with quality and user experience in mind to ensure internal teams experience low friction and high scalability in onboarding client’s financial data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Platform Integration team is passionate about handling large volumes of data and in automation to reduce manual effort.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a staff engineer who is interested in technical challenges and is motivated to understand the problems facing our users today. If you’ve designed scalable solutions and built data systems, and if you have a strong technical and problem-solving background, join us!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is \u0026lt;span data-sheets-root=\u0026quot;1\u0026quot;\u0026gt;$150,000 - $234,000\u0026lt;/span\u0026gt;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. (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborate multi-functionally with Product, Client Solution teams, and other engineering teams to deliver holistic client onboarding solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write well-designed and tested code to solve complex engineering problems\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead individual projects including ownership of areas such as technical solution and architecture design, timeline and estimation, coding and implementation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate technical ideas and steer direction on projects from an engineering standpoint\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor and guide other engineers on the team\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;7+ years of experience as a software engineer, preferably with Python and/or Java\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A strong ownership mentality and strong communication skills. You enjoy taking ideas from inception through to production\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Robust analytical and problem solving skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with data processing and analysis using PySpark or similar frameworks is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building data systems using AWS is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4099550002,"name":"Data Architecture \u0026 Integration","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8511219002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6389298002,"location":{"name":"Poland"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8511219002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1041-Pipeline","title":"Staff Backend Software Engineer - Portfolio Data Workflow","company_name":"Addepar","first_published":"2026-05-06T05:41:23-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Staff Backend Software Engineer to join our Portfolio Data Workflows team in Poland. In this role, you\u0026#39;ll be at the forefront of designing, implementing and maintaining critical API services that power our financial data ecosystem, while helping to modernize our architecture to support our expansion into European markets. You\u0026#39;ll have the opportunity to shape the future of our platform by implementing robust solutions that scale across multiple regions, enhance user experiences, and ensure compliance with European and international financial regulations. This position offers exceptional scope for technical leadership in transforming how our global clients interact with and leverage financial data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design, develop, and implement robust API services to support our rapidly growing European customer base\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead architecture designs and product roadmap creation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and drive the adoption of new technologies and best practices to drive innovation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyse and dive deep into a complex and powerful ecosystem, understanding requirements, determining optimal approaches and driving change\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor, coach, and empower other engineers, contributing to an inclusive and high-performing team culture\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Amplify your technical ability by empowering your peers and contributing to code reviews and technical designs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Debug and troubleshoot issues across the entire application stack\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate effectively with other engineers, product managers and stakeholders, in line with our company values outlined below\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be part of a high-performing, cross-functional team\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;You have extensive experience in software development, including building backend services in a professional environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You have a deep and expert knowledge of software design patterns, API design, and the software development lifecycle\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to influence technical direction and make significant contributions to the architecture of complex, distributed systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of REST, service-based architecture, and distributed systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A rapid learner with robust analytical and problem-solving abilities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A curious person, who enjoys digging deep into requirements and handling complexity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You have a track record of amplifying your impact by mentoring other engineers and collaborating effectively within a team of senior peers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building services with Java, SQL and AWS\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Elasticsearch is a nice-to-have\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrable knowledge of using AI in a professional engineering environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interest or experience in the financial industry or wealth management in particular\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063981002,"name":"Engineering","child_ids":[4106883002,4099550002,4135487002,4062170002,4137894002,4135234002,4099543002,4099994002,4078040002,4078072002,4030026002,4030029002,4078042002,4078043002,4078045002,4078046002,4078047002,4078044002],"parent_id":null}],"offices":[{"id":4108530002,"name":"Remote - Poland","location":null,"child_ids":[],"parent_id":4108529002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8573701002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6424467002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8573701002,"updated_at":"2026-06-05T10:55:20-04:00","requisition_id":"R-102166","title":"Staff Backend Software Engineer - Portfolio Data Workflows ","company_name":"Addepar","first_published":"2026-06-05T10:55:20-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Staff Backend Software Engineer to join our Portfolio Data Workflows team in Edinburgh. In this role, you\u0026#39;ll be at the forefront of designing, implementing and maintaining critical API services that power our financial data ecosystem, while helping to modernize our architecture to support our expansion into European markets. You\u0026#39;ll have the opportunity to shape the future of our platform by implementing robust solutions that scale across multiple regions, enhance user experiences, and ensure compliance with European and international financial regulations. This position offers exceptional scope for technical leadership in transforming how our global clients interact with and leverage financial data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design, develop, and implement robust API services to support our rapidly growing European customer base.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead architecture designs and product roadmap creation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and drive the adoption of new technologies and best practices to drive innovation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyse and dive deep into a complex and powerful ecosystem, understanding requirements, determining optimal approaches and driving change.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor, coach, and empower other engineers, contributing to an inclusive and high-performing team culture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Amplify your technical ability by empowering your peers and contributing to code reviews and technical designs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Debug and troubleshoot issues across the entire application stack.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate effectively with other engineers, product managers and stakeholders, in line with our company values outlined below.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be part of a high-performing, cross-functional team.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;You have extensive experience in software development, including building backend services in a professional environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You have a deep and expert knowledge of software design patterns, API design, and the software development lifecycle.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to influence technical direction and make significant contributions to the architecture of complex, distributed systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of REST, service-based architecture, and distributed systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A rapid learner with robust analytical and problem-solving abilities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A curious person, who enjoys digging deep into requirements and handling complexity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You have a track record of amplifying your impact by mentoring other engineers and collaborating effectively within a team of senior peers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building services with Java, SQL and AWS.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Elasticsearch is a nice-to-have.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrable knowledge of using AI in a professional engineering environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interest or experience in the financial industry or wealth management in particular.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078044002,"name":"Core Product Engineering ","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8511251002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6389291002,"location":{"name":"Poland"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8511251002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1040-Pipeline","title":"Staff Cloud Security Engineer","company_name":"Addepar","first_published":"2026-04-29T09:58:46-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join Addepar’s Cloud Security team as a Sr. Cloud Security Engineer focused on building, automating, and maintaining security infrastructure and controls at scale. This role emphasizes AWS, Terraform, Python, and sophisticated networking. As part of the Cloud Security team, you will lead complex initiatives, collaborate closely with platform, operations, and data teams, and help establish paved roads and guardrails across a multi-account environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;The primary responsibility of this role will be to maintain and iterate on Addepar’s Swiss AWS environment to enforce data locality restrictions, ensure core infrastructure is secure and operational, and integrate security best practices, policies and solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with Addepar’s Swiss Infrastructure Operations team to ensure that the highest security standards are observed across the estate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to the Cloud Security team’s design and hardening of a multi-account AWS environment using Organizations, Control Tower, SCPs, and custom tools and guardrails\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and build secure networking and private resource access patterns for both human and programmatic use\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Author and maintain Terraform code to deploy security infrastructure and contribute to a secure Terraform module registry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write and support CI checks using policy-as-code (OPA) and IaC scanning to enforce best practices at scale\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Automate vulnerability detection and remediation using native AWS technologies, including event-driven architecture and serverless workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strengthen identity and secrets management with federation and role design, ABAC, IAM policy reviews, KMS strategy, and effective use of Secrets Manager and Parameter Store\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize discovery tools and cloud native logging to perform investigations, resource discovery, and troubleshooting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in infrastructure design reviews and cloud security assessments, producing clear and actionable assessment reports\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with engineering teams to deliver secure business outcomes and measure impact through coverage, prevention, and response metrics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as an escalation point for Addepar’s Security Operations Center\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Extensive experience in security with several years experience with hands-on building and securing AWS in production, multi-account environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ideally you\u0026#39;ll have a Bachelor’s degree in CS/Engineering or equivalent practical experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear written and verbal communication skills with the ability to influence across teams and mentor others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expertise across AWS security best practices with deep knowledge of native AWS services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced Terraform experience including module creation, remote execution environments, and integrating security checks into CI\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive experience with Python and the boto3 library\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep networking knowledge\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong Linux, container, K8s, secrets management, and CI/CD fundamentals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with policy-as-code (OPA, Rego), GitOps (GitHub Actions, Argo CD), and Zero Trust solutions\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063981002,"name":"Engineering","child_ids":[4106883002,4099550002,4135487002,4062170002,4137894002,4135234002,4099543002,4099994002,4078040002,4078072002,4030026002,4030029002,4078042002,4078043002,4078045002,4078046002,4078047002,4078044002],"parent_id":null}],"offices":[{"id":4108530002,"name":"Remote - Poland","location":null,"child_ids":[],"parent_id":4108529002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8532390002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6407534002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Product","value_type":"single_select"}],"id":8532390002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102070","title":"Staff Product Manager","company_name":"Addepar","first_published":"2026-05-05T11:27:56-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Staff Product Manager to join our organisation as the lead product contributor shaping our Workflow Platform. The Workflow Platform is a foundational infrastructure investment for Addepar, acting as the critical orchestration layer that nearly every major new product initiative relies upon.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this highly visible domain, you will be responsible for defining the vision, roadmap, and execution for the substrate that powers client-defined automation, next-generation AI agents, and internal developer tools. Your work will directly enable our users to automate how they get work done on Addepar by composing platform capabilities and maintaining execution state to form client-centric solutions.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Power Client-Defined Automation:\u0026lt;/strong\u0026gt; You will provide the engine that makes scalable, client-defined automation possible without requiring a bespoke engineering project for each use case.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Provide the Execution Layer for AI Agents:\u0026lt;/strong\u0026gt; You will build a reliable execution layer that allows our AI assistants to perform long-running, multi-step tasks deterministically without timing out or losing state.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Prioritize Ruthlessly: \u0026lt;/strong\u0026gt;Balance immediate stability improvements with long-term strategic architectural changes. You will need to effectively set expectations with stakeholders and keep the team focused on foundational platform commitments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Enable Developers and Partners:\u0026lt;/strong\u0026gt; You will define and expand a shared library comprised of atomic, reusable workflow components (e.g., Retrieve Holdings, Validate Data) that eliminate the need to build custom orchestration from scratch.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Simplify Complex Distributed Systems:\u0026lt;/strong\u0026gt; You will build a shared, composable platform that delivers differentiated value to each persona, while maintaining architectural cohesion and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ensure Durable Execution:\u0026lt;/strong\u0026gt; You will leverage modern durable execution frameworks (like Temporal) to guarantee applications run to completion despite temporary failures.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Example Impact Areas\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;AI Agent Execution: \u0026lt;/strong\u0026gt;Build the robust infrastructure required for our next generation of AI capabilities, enabling complex, long-running portfolio queries and multi-step automated tasks to run flawlessly.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Task \u0026amp;amp; Approval Workflows: \u0026lt;/strong\u0026gt;Launch essential workflow building blocks that address complex Enterprise client requirements, such as maker-checker processes and multi-party report approvals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Global Infrastructure \u0026amp;amp; Scalability: \u0026lt;/strong\u0026gt;Lead the expansion of the Workflow Platform across international regions, unlocking crucial compliance and onboarding workflows for our global client base.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Client-Defined Orchestration: \u0026lt;/strong\u0026gt;Release intuitive workflow building capabilities to clients, empowering them to define, customize, and monitor end-to-end process orchestrations directly within Addepar.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experience:\u0026lt;/strong\u0026gt; Extensive product management experience, preferably dealing with developer-facing products, platform infrastructure, or enterprise SaaS.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Platform Mindset:\u0026lt;/strong\u0026gt; You understand the difference between building an isolated application and building the foundational platform that powers an ecosystem. You excel at providing developers with the tools and services needed to build end-to-end processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Technical Fluency:\u0026lt;/strong\u0026gt; You are comfortable navigating distributed systems, state machines, and durable execution platforms (experience with Temporal is a major plus). You can easily read and review technical requirements with engineering leads.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Internal Customer Mindset:\u0026lt;/strong\u0026gt; You bring a service-oriented approach to collaborating with cross-functional teams, aiming to stop other groups from reinventing workflow orchestration and creating duplication across the product suite.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Structured Thinker:\u0026lt;/strong\u0026gt; You can take a complex web of dependencies across major company-wide initiatives—including data integrations, enterprise features, AI advancements, and client onboarding—and synthesise them into a clear, prioritised roadmap.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Clear Communicator:\u0026lt;/strong\u0026gt; You can effectively communicate the status of complex technical initiatives to non-technical stakeholders and leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Domain Knowledge:\u0026lt;/strong\u0026gt; Experience working with financial data (custodians, transactions, positions, security masters) or enterprise security/data reconciliation processes is highly valued.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030025002,"name":"Product Management","child_ids":[],"parent_id":4063979002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8332168002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6327439002,"location":{"name":"New York, NY"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Product","value_type":"single_select"}],"id":8332168002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-101785","title":"Staff Product Manager - AI Platform","company_name":"Addepar","first_published":"2025-12-16T08:43:54-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $200,000 - $300,000 (base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Shape the product direction and execution for AI at Addepar, turning strategy into roadmaps and execution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Execute on zero-to-one AI products, from design to development to launch and scale - working deeply with clients to drive success\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the product roadmap for some of our fastest growing and highly visible AI products, scaling them across our client base\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work across engineering and product to understand different domain contexts and build a scalable AI platform to enable rapid solutions development across Addepar\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with engineering, product, design to execute on new products in a highly-iterative and fast moving team culture\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor and support other product managers and establish product rituals and product management discipline in a newly formed organization\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;At least 5+ years of experience in Product Management, ideally in Fintech, SaaS, or AI product development environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A systems thinker who can distill complexity into clear product strategy and design client-centric solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Agility to keep up with the latest and greatest in AI technology and industry trends\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with core AI / LLM concepts like prompting, reinforcement learning, retrieval, agents / tool use, evaluations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in developing deep domain context in a new industry and working with cross-functional domain experts to drive impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building AI products, with proven expertise in building both zero-to-one products and scaling commercial products\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A disciplined product operator—familiar with agile/lean delivery, PRD writing, and driving execution through cross-functional teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data-driven and outcome-oriented; you naturally define KPIs, validate assumptions, and prioritize based on impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional communicator who builds alignment across Product, Engineering, and Go-to-Market teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Thrives in ambiguous, fast-growing environments and brings structure, process, and clarity where needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4030025002,"name":"Product Management","child_ids":[],"parent_id":4063979002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8516188002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6401802002,"location":{"name":"Pune, India"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8516188002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102016","title":"Staff Software Engineer – AI Platform","company_name":"Addepar","first_published":"2026-04-23T04:00:01-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Staff Software Engineer, Infrastructure to join the AI Platform team that powers seamless insights and interaction through natural language and data intelligence across our AI products.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a Staff Software Engineer, you’ll architect, build, and operate the backend and platform systems that power AI Platform. You’ll work across service design, distributed systems, cloud infrastructure, event-driven processing, observability, CI/CD, and production reliability, helping shape the technical direction of a platform that supports scalable, client-facing AI experiences.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role requires a strong software engineering foundation combined with deep infrastructure and systems thinking. We are looking for an engineer who can write high-quality production code, make sound architectural tradeoffs, and own platform capabilities end-to-end — not someone focused only on scripting, cloud configuration, or infrastructure tooling in isolation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You will collaborate closely with frontend, product, and AI/ML engineers to deliver reliable, secure, and scalable systems that align with Addepar’s standards of performance, resilience, and trust.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design, build, and operate backend services and infrastructure that power AI Platform products.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write high-quality production code for platform and service layers, with strong emphasis on maintainability, reliability, and performance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Architect and evolve distributed systems that support AI Platform capabilities such as real-time interactions, asynchronous processing, and secure data workflows.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and extend cloud-native infrastructure across core services, networking, storage, identity, and observability layers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and maintain infrastructure as code using Terraform, including reusable modules, environment management, and drift-safe workflows.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and operate Kubernetes/EKS-based services, including deployment strategies, health checks, scaling configuration, and containerization workflows.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and improve CI/CD pipelines, release workflows, and engineering productivity systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain asynchronous and event-driven systems using queues, RPC/service communication, and resilient failure-handling patterns.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and evolve relational and NoSQL data models, including schema design, migrations, replication, and access patterns.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain observability across metrics, logs, tracing, dashboards, and alerting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Apply secure-by-default engineering practices across IAM, secrets, encryption, network isolation, and production operations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor engineers through code review, design review, incident reviews, and technical guidance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive technical decisions that improve platform reliability, scalability, developer productivity, and long-term system health.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Computer Science, Engineering, or related technical field (or equivalent practical experience).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;At least 8+ years of professional software engineering experience, including significant experience in backend, infrastructure OR platform oriented work.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong proficiency in at least one production backend language such as Python (preferred), Go, OR Java and the ability to work effectively across a polyglot environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong software engineering fundamentals, including system design, debugging, code quality, testing, and operational ownership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep hands-on experience with cloud infrastructure in production environments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong experience with infrastructure-as-code workflows such as Terraform or equivalent tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Kubernetes/EKS, Docker, and modern deployment practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience designing or extending CI/CD pipelines in production environments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with distributed systems, microservice communication, message queues, asynchronous processing, and failure handling.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with both relational and NoSQL database design in production systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong observability and production-debugging skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication, collaboration, and mentoring skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to operate as a software engineer first: we are not looking for someone who is only strong in scripting, cloud configuration, or infrastructure tooling without corresponding depth in production software engineering.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Bonus\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience with AI/ML platform tooling such as Databricks, Spark, MLflow, or model-serving systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with real-time streaming or WebSocket-based systems at scale.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with multi-region architectures, data residency, or failover design.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in fintech or other highly regulated environments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience optimizing platform cost, performance, and reliability tradeoffs at scale.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Important Note: This role requires working from our Pune office 3 days a week (Hybrid work model)\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4106883002,"name":"Alts \u0026 Data Management","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4051132002,"name":"Pune, India","location":"Pune, Maharashtra, India","child_ids":[],"parent_id":4051131002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8579514002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6426837002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8579514002,"updated_at":"2026-06-08T04:53:20-04:00","requisition_id":"R-102198","title":"Staff Software Engineer - Platform Services","company_name":"Addepar","first_published":"2026-06-08T04:53:20-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;The Platform Services team is at the core of accelerating Addepar’s platform scalability, elasticity, and global expansion. We play a pivotal role in driving innovation and standards for building distributed services and on-demand environments to meet the rapid scale of Addepar’s growth. Working at the critical intersection of application, infrastructure, and operations teams, we promote developer velocity and robust process automation. With a healthy mix of new technologies and existing core applications, the team thrives on solving complex challenges to deliver high-impact solutions. If you\u0026#39;re passionate about creating true engineering leverage, this is the team for you.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Work with teams across the organisation to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop resilient distributed services and high quality tooling to support product operations and engineering.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investigate and debug complex issues that span across teams and applications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive software delivery and improve the engineering processes we use to develop and release software.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Comfortable working independently, with a bias for action.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Thrives in ambiguous spaces where there isn’t a clear solution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enjoys digging into new problems and unfamiliar codebases.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excels at written and verbal communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive backend software engineering experience.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in developing with server-side OO languages like Java (Python, C++, Go).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Linux.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with infrastructure components such as CI/CD, monitoring, logging, containers, Kubernetes, and infrastructure-as-code.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with HTTP, developing REST and web APIs.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078044002,"name":"Core Product Engineering ","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8511261002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6389272002,"location":{"name":"Poland"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8511261002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"1037-Pipeline","title":"Staff Software Engineer - Portfolio Services ","company_name":"Addepar","first_published":"2026-04-29T09:59:55-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Portfolio Services team is at the core processing Addepar’s client data. We play a pivotal role in enabling data to flow across our data platforms into our client’s instances. Working at the critical intersection of application, analyst, and operations teams, we promote developer velocity and robust process automation. Working with a healthy mix of new technologies and existing core applications, the team thrives on solving complex challenges to deliver high-impact solutions. If you\u0026#39;re passionate about creating true engineering leverage, this is the team for you.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Work with teams across the organisation to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop resilient distributed services and high quality tooling to support product operations and engineering.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investigate and debug complex issues that span across teams and applications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive software delivery and improve the engineering processes we use to develop and release software.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Comfortable working independently, with a bias for action.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Thrives in ambiguous spaces where there isn’t a clear solution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enjoys digging into new problems and unfamiliar codebases.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excels at written and verbal communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive backend software engineering experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in developing with server-side OO languages like Java.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Linux.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with infrastructure components such as CI/CD, monitoring, logging, containers, Kubernetes, and infrastructure-as-code.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with HTTP, developing REST and web APIs.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4063981002,"name":"Engineering","child_ids":[4106883002,4099550002,4135487002,4062170002,4137894002,4135234002,4099543002,4099994002,4078040002,4078072002,4030026002,4030029002,4078042002,4078043002,4078045002,4078046002,4078047002,4078044002],"parent_id":null}],"offices":[{"id":4108530002,"name":"Remote - Poland","location":null,"child_ids":[],"parent_id":4108529002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8540248002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6410797002,"location":{"name":"Edinburgh, UK"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Engineering","value_type":"single_select"}],"id":8540248002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102117","title":"Staff Software Engineer - Reference Data - AI/ML (UK)","company_name":"Addepar","first_published":"2026-05-12T03:24:10-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a Staff Software Engineer with AI/ML background to join our Reference Data team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As an engineer on the team you will partner with product teams at Addepar to understand their business needs. The 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Drive the end-to-end execution and delivery of AI-native products, moving from initial prototype to scalable production services with high velocity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Architect, build, and productionize core components of our AI platform – including:\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;LLMs and the surrounding ecosystem (e.g., vector DBs, prompt tuning, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Agentic frameworks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Core agent capabilities like MCP/ cross-platform tool use, web browsing, computer use\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Enforce technical discipline and operational excellence for all of our AI products\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Rapidly iterate on AI products based on performance metrics and user feedback to drive continuous improvement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead the evaluation and adoption of new AI technologies and frameworks to keep Addepar on the frontier of the industry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with product managers and other engineering teams to translate strategic goals into technical realities, abstracting AI complexity so they can iterate quickly\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate closely with our engineering leads to define and implement our platform architecture to meet Addepar’s growth and scalability needs\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluate and drive strategic business and technology decisions for the company and for customers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be a technical thought leader in multiple areas who educates and shares best practices. Your contributions deliver strategic and prescriptive guidance\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;B.S., or M.S. in Computer Science or similar technical field of study (or equivalent practical experience)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive software engineering experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven track record of owning and shipping complex, production-grade systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven experience shipping and maintaining AI-native products or features, or demonstrable passion through significant personal projects in AI\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep ownership mindset, seeing projects through to completion and raising the bar for execution across the team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A strong bias for action, with a passion for shipping rapidly and iterating with feedback\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;BS/MS in Computer Science, Statistics, Mathematics, or another quantitative field, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Preferred] Specific experience with LLMs and agentic systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Preferred] Hands-on experience with technologies in the modern AI/LLM ecosystem, such as Databricks, Langchain, or MLFlow\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Preferred] Advanced understanding of the probabilistic systems underpinning modern LLMs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Preferred] Experience building AI products in highly accuracy-sensitive domains such as finance is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4099550002,"name":"Data Architecture \u0026 Integration","child_ids":[],"parent_id":4063981002}],"offices":[{"id":4041852002,"name":"Remote - United Kingdom","location":null,"child_ids":[],"parent_id":4039395002}]},{"absolute_url":"https://job-boards.greenhouse.io/addepar1/jobs/8540233002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6410791002,"location":{"name":"Salt Lake City, UT"},"metadata":[{"id":14664582002,"name":"Job Board Function","value":"Client Services","value_type":"single_select"}],"id":8540233002,"updated_at":"2026-06-04T18:24:20-04:00","requisition_id":"R-102113","title":"Trading Services Solutions Consultant","company_name":"Addepar","first_published":"2026-05-18T15:19:55-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who We Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Trading Services Solutions Consultants are responsible for leading and carrying out end-to-end implementation projects to onboard new clients onto the Addepar Trading Platform. Our Trading Service Implementation Team provides our clients white-glove training and project management when using our software and services. To be successful in this role, you should be an excellent communicator, fast learner, able to work multi-functionally, think proactively, be agile, responsive, and will own multiple responsibilities to ensure client experience maximization resulting in overall company success. You will be an integral part of an industry-leading implementation team that will help continue our exceptional growth.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The current range for this role is $112,000 - $140,0000(base salary) + bonus + equity + benefits.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;What You’ll Do\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead and complete implementation projects onboarding new clients to the Addepar Trading Platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead all aspects of client relationships and expectations from project inception to stabilization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Train clients on platform best practices and build detailed Solutions Design and Project Plan documentation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate technical and industry expertise to transition clients and their data onto Addepar Trading\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solve customer concerns and bring issue resolution to closure using cross-team collaboration, problem-solving, and training.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively set, lead, and communicate expectations both internally and externally\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and context-switch effectively to complete simultaneous projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Think critically about how to improve our current processes and tools both internally and externally as our client base expands\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be an authority on all things Addepar Trading\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Who You Are\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication, organizational, problem solving and time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in math, financial equations/terminology, and database set up methodologies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience using help desk/ CRM (Salesforce) and remote support tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perseverance when handling tough assignments and willingness to bring client issues to resolution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for problem-solving and continuous learning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for technology and finance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3+ years of relevant experience in a client-facing role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Desire to be a part of a diverse team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;[Plus] Previous experience in investment management, finance/trading, trading software\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Our Values\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act Like an Owner - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Think and operate with intention, purpose and care. Own outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Together - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Collaborate to unlock the best solutions. Deliver lasting value.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Champion Our Clients - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Exceed client expectations. Our clients’ success is our success.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive Innovation - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Be bold and unconstrained in problem solving. Transform the industry.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Embrace Learning - \u0026lt;/strong\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;Engage our community to broaden our perspective. Bring a growth mindset.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-weight: 400;\u0026quot;\u0026gt;PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to \u0026lt;a href=\u0026quot;mailto:tainfo@addepar.com\u0026quot;\u0026gt;ta-operations@addepar.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4078071002,"name":"Trading Services","child_ids":[],"parent_id":4063978002}],"offices":[{"id":4019224002,"name":"Remote - United States","location":null,"child_ids":[],"parent_id":4039403002}]}],"meta":{"total":131}}