Addepar
At Addepar we are building the technology platform to transform the global world of finance. 
Salt Lake City, UT
Remote

Client Engagement & Success Manager - Latin America

| Salt Lake City, UT | Remote
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Who We Are

Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

The Role

The Client Engagement & Success Team at Addepar is responsible for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CS&E will ensure 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. You will become a trusted advisor to these customers, deeply understanding their business and their needs, and help them maximize the value they get from Addepar. This role involves working closely with the Account Manager, cross-functional Product and R&D teams, and Services functions to drive best practices and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and gathering feedback on ways that Addepar can build the next generation of client-focused solutions.

This is an exciting opportunity to join a fast-growing entrepreneurial company. The ideal candidate is comfortable working hands-on, is ambitious, and results-oriented. You will know you are doing an outstanding job when your customers renew and expand their usage of Addepar. You have excellent organizational skills to juggle multiple priorities and are a great communicator who empathizes with your audience. You are inventive in the face of challenges, use your expertise to consult on best practices, and refuse to give up until our clients succeed.

What You’ll Do:

  • Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives down to the power users utilizing the platform day-in and day-out.
  • Develop a deep understanding of your clients’ business requirements, industry challenges and goals coupled with a strong understanding of how they are using their Addepar solutions to maximize their adoption, growth, and ensuring account retention as well as the trusted advisor role with the client.
  • Provide strategic oversight during the entire client journey including implementation, optimization, growth, renewal and ensure a seamless handover of knowledge and responsibilities where appropriate
  • Develop success plans with clients, including agreed-to mutual KPIs
  • Drive adoption of the platform and provide continuous education to clients on the monthly release enhancements to the software
  • Confidently discuss opportunities for Addepar services, solutions, and best practices in a way that influences internal and external stakeholders to drive outcomes from pre-sales to post-sales engagement.  Assist in the identification of new revenue opportunities for the Account Manager and participate in presentations to clients, including but not limited to:
    • New projects based on client need to sell and subsequently manage additional service hours
    • Other Addepar products/partners for cross-sell
    • Understanding contractual commitments and opportunities for additional revenue 
  • Partner with the Account Manager to deliver quarterly business reviews to align on business priorities, optimization opportunities, Addepar’s product roadmap, and review product usage patterns or insights 
  • 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
  • Build and maintain a high level of client satisfaction and reference-ability by successfully diagnosing business operations of clients and prescribing appropriate solutions and Services
  • Evangelize Addepar customer success stories as well as customer success systems and processes; Develop/maintain technical and business knowledge of industry directions and trends.

Who You Are 

  • Fluent Spanish speaker
  • 10+ years in a client-facing role, ideally customer success preferably working with a technical product
  • Proven track record of translating business needs into technical utilization of available product solutions
  • Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistencies and framework to processes and operations.
  • You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients up to VP/C-level engagements
  • Strong verbal and written communication skills
  • History of success as a consultant, pre-sales, technical account manager, or equivalent driving change management and adoption efforts
  • Experience building and maximizing relationships with key influencers, decision makers, and power users; executive presence and ability to successfully navigate and persuade all levels of an organization
  • Strong time management and prioritization skills
  • Track record of managing large, complex projects and/or programs
  • You have handled difficult customers or situations and can demonstrate resolutions
  • Must work within a team environment with Addepar Cross-Functional teams: Sales, Account Management , Product, Marketing, Engineering,  and Services peers
  • Ability to navigate data and people to find answers
  • The motivation and flexibility to work well in a high-growth environment where situations and environments can change quickly; willingness to tackle projects or initiatives independently 
  • Experience working in Financial Services/ SAAS preferred 
  • You are open to travel
  • Ability to communicate in Spanish, Portuguese, French (or other languages) 
  • Certification in Investment Performance Measurement preferred

About Addepar

Addepar was founded in 2009 by Palantir co-founder Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $3 trillion of assets on the company's platform. Addepar was named a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City,  Salt Lake City and Edinburgh, Scotland.

At Addepar, we are driven by our core values:

  • Take Action - We believe in empowering each other to make decisions that elevate our colleagues and our communities.
  • Build Together - We celebrate success by recognizing the value of collaborating with each other, our clients and partners.
  • Best Ideas Win - We welcome new ideas that inspire change.
  • Demand Transparency - We encourage open discussion and information-sharing to strengthen communication across organizations.
  • Solve Problems that Matter - We put our community of clients and partners first by creating technology that meets their needs today

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.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

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What are Addepar Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Open door policy
Diversity
Unconscious bias training
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Stocked Kitchen
Some Meals Provided
Happy Hours
Pet Friendly
Fitness Subsidies
Home Office Stipend for Remote Employees
Professional Development Benefits
Tuition Reimbursement
Diversity Program
Lunch and learns
Promote from within
Continuing Education stipend

Jobs at Addepar
72

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All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
HR + Recruiting
Marketing
Operations
Product
Project Mgmt
Sales
Content
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Sr. Security Engineer

Addepar
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44 minutes ago
+39
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

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Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

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Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

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1 day ago
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Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

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The Senior Product Manager is responsible for Addepar’s portfolio analysis, risk, tax and billing calculations and the underlying infrastructure, including planning, creating, and delivering product capabilities.  The Senior Product Manager is required to define product vision, set strategy, and lead a cross functional team in a manner that enhances their efficiency and productivity.  

Sr. Manager, Sales Strategy & Operations

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Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

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Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Director, HR Comms & Employee Experience

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1 day ago
+39
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Director, HR Comms & Employee Experience

Addepar
Salt Lake City, UT
1 day ago
+39
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Sr. Manager, Engineering

Addepar
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4 days ago
+39
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Data Solutions Consultant

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4 days ago
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Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Recruiting Coordinator - Mountain View

Addepar
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5 days ago
+39
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Data Solutions Consultant

Addepar
Salt Lake City, UT
5 days ago
+39
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Product Marketing Manager

Addepar
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+39
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Training Consultant

Addepar
Salt Lake City, UT
1 week ago
+39
We are currently seeking a Training Consultant to join our Academy Team! The Academy team is responsible for empowering our clients with the skills that they need to achieve success in their role and maximize the value that they get out of Addepar.  We are the scale engine of Addepar’s Client Success org, reaching hundreds of clients per quarter and developing them into self-sufficient users of the product. Our ideal candidate for this role will be an operational expert and talented 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 and nimble 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.

Principal Business Partner

Addepar
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2 weeks ago
+39
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Data/Analytics Engineer

Addepar
Remote
2 weeks ago
+39
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

Implementation Project Manager

Addepar
Peninsula
2 weeks ago
+39
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Data Partners Relationship Manager

Addepar
Remote
3 weeks ago
+39
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Data Partners Relationship Manager

Addepar
Peninsula
3 weeks ago
+39
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Recruiting Coordinator - Salt Lake City

Addepar
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3 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Data Partners Relationship Manager

Addepar
Salt Lake City, UT
3 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Client Engagement & Success Manager

Addepar
Salt Lake City, UT
3 weeks ago
The Client Experience & Success Team at Addepar is responsible for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CS&E will ensure 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. You will become a trusted advisor to these customers, deeply understanding their business and their needs, and help them maximize the value they get from Addepar.

Client Engagement & Success Manager

Addepar
Peninsula
3 weeks ago
The Client Experience & Success Team at Addepar is responsible for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CS&E will ensure 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. You will become a trusted advisor to these customers, deeply understanding their business and their needs, and help them maximize the value they get from Addepar.

Client Engagement & Success Manager

Addepar
Remote
3 weeks ago
The Client Experience & Success Team at Addepar is responsible for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CS&E will ensure 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. You will become a trusted advisor to these customers, deeply understanding their business and their needs, and help them maximize the value they get from Addepar.

Client Operations Analyst

Addepar
Salt Lake City, UT
3 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Mobile Software Engineer - Product

Addepar
Remote
3 weeks ago
We are currently seeking a Mobile Engineer with iOS and Swift experience to join our Investor Experience team. As a software engineer on Addepar’s Investor Experience team, you will be working on our customizable, responsive web client portal and our mobile apps that provide investors access to their financial information anytime and anywhere and enable financial advisors to tell their story and communicate with their clients digitally.

Sales Executive - Core

Addepar
Remote
3 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Sr. Sales Executive - Strategic

Addepar
Remote
3 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Solutions Consultant

Addepar
Salt Lake City, UT
3 weeks ago
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

Client Support Analyst

Addepar
Salt Lake City, UT
3 weeks ago
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

Head of Identity and Access Management

Addepar
Remote
3 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Sr. Sales Executive - Enterprise

Addepar
Remote
3 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Software Engineer - Product Platform

Addepar
Remote
3 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Product Designer

Addepar
Remote
3 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Product Designer, Operating Platform

Addepar
Remote
3 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Enterprise Solutions Consultant

Addepar
Peninsula
3 weeks ago
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

Enterprise Solutions Consultant

Addepar
Salt Lake City, UT
3 weeks ago
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

Enterprise Solutions Consultant

Addepar
Remote
3 weeks ago
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

Forward Deployed Engineer

Addepar
Remote
3 weeks ago
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

Sales Executive - Core

Addepar
Remote
21 hours ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Sr. Software Engineer - Backend

Addepar
Remote
2 days ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Software Engineer - Platform Services Team

Addepar
Remote
2 days ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Managed Services Consultant

Addepar
Salt Lake City, UT
2 days ago
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 leveraging Addepar’s most up-to-date best-practices and gold standard operating models. 

Manager, Front End Engineering - Portfolio Construction

Addepar
Remote
3 days ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Client Data Onboarding Specialist

Addepar
Peninsula
4 days ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Client Data Onboarding Specialist

Addepar
Remote
4 days ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Account Manager

Addepar
Remote
4 days ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Account Manager

Addepar
Peninsula
4 days ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Frontend Software Engineer - Insights

Addepar
Remote
4 days ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Software Engineer - Computational Architecture

Addepar
Remote
5 days ago
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

Client Data Onboarding Specialist

Addepar
Salt Lake City, UT
4 days ago
We are currently seeking a Client Data Onboarding Specialist to join our Data Feed Client Services team! The Data Feed Client Services team owns the end to end client experience for the Addepar Data Network of portfolio data feeds used for data aggregation. This role is highly visible and a trusted source for all client data feed needs. Individuals in this role can expect to work with a sophisticated global network of clients and data feed partners. This is an exciting opportunity to join a fast-growing entrepreneurial company. The ideal candidate is comfortable working hands-on, is results-oriented, and thrives in a constantly evolving environment.  

Senior Manager, GTM Compensation Strategy & Analytics

Addepar
Remote
1 week ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Account Manager

Addepar
Salt Lake City, UT
1 week ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Private Placements Director, Diligence Lead

Addepar
Remote
1 week ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Senior Creative Design Manager

Addepar
Remote
1 week ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Design Systems Engineer

Addepar
Remote
1 week ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Sr. Technical Recruiter

Addepar
Remote
1 week ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Product Designer, Growth

Addepar
Remote
1 week ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

DevOps Engineer

Addepar
Remote
1 week ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Training Consultant

Addepar
Remote
1 week ago
What You’ll Do Deliver outstanding instructor-led courses and webinars for Addepar clients, prospects, partners,  employees, and enthusiasts, both virtually and in-person. Rapidly incorporate client feedback into our course content and course experience. Manage the logistics required to deliver a top-notch training experience. Contribute to team deliverables in the development and creation of learning materials. Scale the delivery of customer education programs to drive product adoption and usage across the Addepar user community.

Senior Backend Software Engineer

Addepar
Remote
1 week ago
We are currently seeking a Software Engineer to join our Security Master team!  In this role, you will have the opportunity to use the latest technology stacks to build the next generation of financial security master in Addepar. It is the core nervous system for data processing and analytics, portfolio analysis, transactions and reporting for the entire Addepar platform. It is highly data intensive and extremely business critical. We want people who are passionate and care deeply about the success of the whole company. We look for driven engineers with real technical depth and a desire to understand the end business. If you've designed complex scalable systems, or worked with great teams on hard problems in financial data, or are just interested in tackling really hard technical, mission critical problems, come join us!

Software Engineer - Front End

Addepar
Remote
1 week ago
We are currently seeking a Frontend Engineer to join our core product team. As a software engineer on Addepar’s core product team, you will contribute to a wide range of products such as our best in class WYSIWYG report editing tool (ask for a demo!), the user experience around data management, access control, publishing, and sharing of personalized financial reports, and scaling the core products that enable financial advisors to tell their story and communicate with their clients whenever and wherever they are.

Software Engineer - Integrations

Addepar
Remote
1 week ago
We are currently seeking a Software Engineer to join our Partnerships & Integrations team! The Partnerships & Integrations team is part of the broader Operating Platform at Addepar. Addepar’s success depends on our ability to deliver a comprehensive and scalable API platform that provides value to our partner and developer communities.  This role is paramount to that success as it focuses on APIs as products, ensuring that we iteratively build out solutions that deliver meaningful outcomes to consumers.

Manager, Software Engineering

Addepar
Remote
1 week ago
We’re looking for an experienced, detail-oriented Engineering manager who will build an inclusive team culture, empower engineers to succeed and foster an environment that creates high quality engineering processes and product delivery. You are passionate about technology and can amplify your technical knowledge via your team. You’ll work closely with our product and design teams to deliver great products for our clients.

Software Engineer - Backend

Addepar
Remote
1 week ago
As a software engineer in product engineering, you will have the opportunity to work on our applications in concert with our product, platform, and design teams. You will make impactful product features a reality across a variety of product verticals, including advisor workflows, calculations, and client communications.

Senior Software Engineer - Frontend Lead

Addepar
Remote
1 week ago
As a Software Engineer, you will have the opportunity to work on this green field project to build a portfolio accounting system for Addepar. Our goal is to process tens of millions of transactions across millions of accounts that Addepar platform ingests every day, and to build various applications on top of it.

Content Designer

Addepar
Remote
2 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Software Engineer - Data Import Services

Addepar
Remote
2 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Digital Marketing & Web Manager

Addepar
Remote
2 weeks ago
Who We Are Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact,

Software Engineer - Operating Tools

Addepar
Remote
2 weeks ago
We are currently seeking a software engineer to join our Operating Tools team! Our team’s goal is to create a unified data management and administration suite, and create new capabilities backed by reusable API-driven services with new UIs and a cohesive, product-driven user experience. These services can be used internally by operations, services, support, other power users, or be exposed externally to customers/partners for self-service via product integrations. In essence, we want to create a single pane of glass across multiple, globally distributed platform and product installations. You would be a critical part of that mission, helping design our future vision and then enabling the team to execute on it.

Sales Engineer

Addepar
Remote
2 weeks ago
Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.