Search the 33 jobs at Addepar

The Performance Marketing Manager will oversee initiatives that drive growth through partnerships at Addepar, focusing on data-driven marketing strategies, leading multi-channel campaigns, optimizing performance, and managing relationships with partners.

The Product Marketing Manager will drive customer acquisition, engagement, and retention by working with cross-functional teams to optimize the customer experience. Responsibilities include product positioning, understanding market trends, and leveraging client testimonials for product promotion.

The Sr. Account Executive will drive Addepar's expansion in Switzerland by developing strategic plans, managing lead qualifications, and building relationships with financial institutions. This role involves a mix of sales and client engagement to deliver excellence throughout the client journey, requiring travel across Switzerland and Europe.

The Sr. Researcher will generate insights for investment decision-making, conduct independent research, develop quantitative models, partner with clients on analytics, and present findings at industry events. They will also work with academics to test theories using portfolio data.

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.

The Marketing Operations Analyst focuses on optimizing lead lifecycle reporting and processes. Responsibilities include building reporting frameworks, enhancing data infrastructure, collaborating with marketing and sales teams, maintaining the marketing tech stack, creating dashboards, and automating workflows to drive data-driven decisions.

As a Client Success Manager at Addepar, you will drive client success throughout the post-sales lifecycle. Your role involves understanding client needs, advocating for them internally, and ensuring they maximize the value from the Addepar platform, thus impacting overall client retention and adoption. You will collaborate with various teams to provide exceptional client support and develop success plans to identify opportunities for optimization and cross-selling.

As Regional People Operations Manager, you'll lead the People Operations for the Americas at Addepar. Responsibilities include overseeing compliance, managing the employee lifecycle, collaborating with different teams, optimizing processes, and utilizing data to improve operational efficiency, all while managing a team that supports employee needs.

The Account Manager will drive revenue growth through client renewals and upselling products, foster relationships with key business executives, and collaborate with the CESM team to deliver business reviews. The role requires accurate forecasting, pipeline management, and the ability to lead the renewal process using Salesforce.

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 Product Manager at Addepar, you will drive the product vision for a data lake house platform, working closely with clients to assess data needs, and oversee the product lifecycle from conception to launch. Collaboration with data engineers and scientists is key for ensuring product performance and scalability.

As a Sr. Account Manager, you will drive revenue growth through client relationships, sales strategies, and effective use of Salesforce. You will collaborate with the Client Engagement & Success Management team to ensure client satisfaction and exceed sales quotas, while maintaining accurate pipeline management.

As the Head of Core Platform Operations, you will transform Addepar’s CPO function by defining strategic visions and initiatives for global scale in infrastructure operations, partnering with engineering teams, and developing automation to enhance service reliability and performance metrics.

The Account Manager will manage client renewals and upsell opportunities, build relationships with C-suite executives, and drive revenue growth through strategic planning and effective use of Salesforce. The role requires overseeing a diverse client base in the financial services sector and maintaining accurate forecasting and pipeline management.

As a Senior iOS Engineer, you will lead the development of a wealth management software platform, collaborate with cross-functional teams to implement new features, ensure code quality through reviews, and stay updated on iOS development trends.

Implementation Analysts at Addepar guide clients through onboarding onto their investment platform. They manage implementation projects, ensuring client success through a deep understanding of finance and technology. This role involves project leadership, technical expertise, and collaboration with internal teams for effective client transitions and solutions.

As a Data Solutions Analyst at Addepar, you will translate client requirements into data solutions, lead ETL projects to integrate client data, communicate effectively with clients, and improve internal processes and tools to enhance efficiency.

The Technology Transactions Counsel will draft, review, and negotiate various contracts, collaborate with different teams on technology transactions, assist with enterprise client deals, and advise on client and vendor contracts.

The Manager, Procurement & Strategic Sourcing will oversee procurement operations, implement strategic initiatives for cost savings, improve supplier performance, manage vendor relationships, and lead a team of procurement analysts. Duties include driving efficiencies through technology, forecasting, budgeting, and negotiations involving contractual terms for vendor partnerships.