Search the 41 jobs at Addepar

The Business Development Representative will focus on generating new business opportunities, developing strategic account lists, and collaborating with various teams to achieve sales quotas. Candidates should be passionate about finance and technology, with a proven track record in SaaS prospecting roles, preferably within fintech or financial services sectors.

As a Senior Investment Strategist, you will lead a team providing investment advice, conduct analysis for asset allocation and risk management, develop portfolios, and engage with clients. Your role involves quantitative and qualitative analysis and presenting insights and strategies to stakeholders.

The Workday Business Systems Analyst will gather and analyze business requirements to support Workday configurations, collaborate on multi-functional team solutions, maintain user documentation, provide technical support, and develop reports and dashboards at Addepar.

The Sr. Corporate Marketing Manager will lead the execution of strategic events, including the annual user conference and Executive Summits, in collaboration with various teams. The role focuses on content development, stakeholder coordination, and brand marketing initiatives to enhance awareness and business outcomes.

The Data Solutions Consultant at Addepar will integrate client portfolio data, lead data conversion projects, and improve internal processes. The role demands strong analytical skills, expertise in Python, effective communication, and the ability to manage multiple projects simultaneously while maintaining client satisfaction.

Solutions Consultants at Addepar lead implementation projects to onboard clients onto the platform. They work with clients to design tailored solutions and ensure successful adoption of Addepar, demonstrating both financial and technical expertise. They must communicate effectively and manage multiple projects simultaneously, while also improving internal processes for client satisfaction.

The Sr. Software Engineer - Data Imports will architect and implement solutions for complex data challenges, focusing on scalable system design and automating data ingestion. Responsibilities include leading project priorities, collaborating with teams, mentoring engineers, documenting systems, and promoting engineering best practices.

The Technical Writer II will develop help articles, guides, and manage incoming requests related to Addepar's products and services. Responsibilities include writing, editing, and auditing existing content, and collaborating with Subject Matter Experts to enhance self-guided support. They will track user feedback and engagement metrics to refine articles.

As a Senior Content Designer at Addepar, you will enhance the user experience by developing and maintaining content for the knowledge base, creating guides and articles, collaborating with teams, and mentoring fellow designers. You will focus on usability and quality content to support both clients and internal staff.

The Staff Automation Engineer will lead the development and optimization of automation solutions that enhance developer productivity, improve software quality, and reduce technical debt. Responsibilities include architecting automation frameworks, integrating automation into CI/CD workflows, managing technical debt, implementing testing strategies, and collaborating with other technical teams.

As a Forward Deployed Engineer at Addepar, you will collaborate with key technical counterparts to deliver customized data solutions. You will work autonomously within small teams to manage client interactions and drive important projects, creating scalable solutions based on field insights and collaborating across Addepar's engineering and product teams.

The Manager of Automation Engineering will lead a team to develop and optimize automation solutions, enhance software quality, and reduce technical debt by implementing scalable frameworks and improving developer productivity through continuous improvement initiatives.

The Implementation Project Manager will lead and manage the project lifecycle, including scoping, planning, and execution for Addepar's Enterprise and Strategic clients. This role involves collaborating with cross-functional teams, maintaining project documents, and ensuring the projects meet goals and budgets while fostering relationships with stakeholders.

The Sr. Account Executive is responsible for developing a strategic sales plan, managing lead qualification, and generating new relationships within designated accounts in the finance sector. This role requires proactive prospecting, achieving sales quotas, and working closely with large financial firms, involving 40-50% travel.

The Portfolio Performance Analyst leads data validation processes with clients and internal teams, supports identifying data discrepancies, and provides recommendations for improvements. They are responsible for reviewing methodologies, coordinating project updates, and driving efficiency in workflows.

The Portfolio Data Consultant will lead the data validation process for clients, support them in identifying portfolio data discrepancies, document calculation differences, communicate with project teams, and improve processes for efficiency. Strong communication and organization skills are essential for this role.

As a Sales Engineer at Addepar, you will establish and enhance the company's presence in the UAE by acting as a technical resource throughout the sales process. Your role involves collaborating with high-net-worth firms in financial services, providing insights into Addepar's platform, and leading Proof of Concept initiatives to demonstrate how the technology can meet client needs.

As a Client Success Manager at Addepar, you will guide clients through the post-sales lifecycle, ensuring they maximize the value of the platform. This role involves deep understanding of clients’ needs, supporting them during implementation, and advocating on their behalf to enhance their experience and drive product adoption.

The Account Executive will develop and implement sales strategies targeting financial firms in the MEA region, manage lead qualification, and conduct client meetings and presentations. The role involves significant travel for client engagement and marketing events, with a focus on driving new Annual Recurring Revenue (ARR).

The Business Development Officer for Custodian Relationships manages and expands partnerships with Wealth Tech consulting teams at custodians, driving sales and referrals. This role involves educating collaborators about Addepar’s products, establishing processes for business development, and supporting sales pipelines.