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

Client Operations Analyst

| Salt Lake City, UT | Remote
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

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

Addepar is looking for a Client Operations Analyst to help support Addepar Services Operations and Teams.  The Analyst will work closely with all of our client-facing teams, including Account Management, Solutions Architecture, Project Management, Support, and Training. The role has a dual purpose  - One, to analyze key business processes, identify pain points and inefficiencies, and recommend and implement solutions; and, two, to perform regular operational processes such as Financial Force project and resource administration.

The Analyst is data-driven and is capable of translating high-level objectives into tactical processes. The Analyst enjoys solving complex problems that require an integrated cross-functional understanding of how technology and people combine to deliver Addepar’s software and services to our clients.They are driven to identify and dig into both technical and client challenges, and work to develop potential solutions to ultimately improve the client experience. The Analyst is highly organized and exceptional at building relationships inside and outside of the team and company. The Analyst will be the primary link between Addepar’s client-facing teams and other internal teams, such as Business Operations, Finance, Legal, Product, Engineering, and more.

What You’ll Do

  • Provide analytics and reporting to support Account Management team, client-facing projects and to improve business processes
    • Able to interpret analytics to tell a client story; train Account Managers on how to use dashboards and data to deeply understand client health
  • Own the client health scorecard data - drive processes related to client health changes, services support during renewals and upsells, and act as bridge between Account Management and Client Success Management
  • Support sales and dealdesk processes across client lifecycle; work with Account Managers (AMs) to structure software and services packages for clients
  • Work with AMs / accompany AMs on sales pitches to support Services sales
  • Partner with the team leads to streamline processes and policies for greater efficiency
  • Maintain FinancialForce and Salesforce data hygiene to keep information up-to-date
  • Document operational knowledge, issues, processes, and best practices for team
  • Own operational workflows to enable client-specific margin tracking across 
  • Work with external teams (e.g. Finance, Marketing, Sales, etc.) to build robust cross-functional processes and support cross-team handoffs
  • Develop and deliver internal trainings on processes and best practices

Who You Are

  • 1+ years of applicable experience
  • Ability to analyze large data sets and provide actionable recommendations
  • Strong Excel / Powerpoint skills
  • Excellent interpersonal, written, and oral communication skills
  • Excellent listening skills and the ability to ask probing questions, understand concerns, and overcome objections
  • Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
  • Strong teamwork skills
  • Genuine passion for supporting team members and clients

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.

See More
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Previous
Next

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
71

All Jobs
All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
HR + Recruiting
Internships
Marketing
Operations
Product
Project Mgmt
Sales
Content
Tap to close

Software Engineer Intern - Portfolio Accounting (Summer '22)

Addepar
Remote
9 hours 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,

Software Engineer Intern - Platform Services (Summer '22)

Addepar
Remote
9 hours 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,

Automation and Tooling Intern - Software Engineer (Summer '22)

Addepar
Remote
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,

Data Partners Relationship Manager

Addepar
Remote
2 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 Partners Relationship Manager

Addepar
Peninsula
2 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 Partners Relationship Manager

Addepar
Salt Lake City, UT
2 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,

Recruiting Coordinator - Salt Lake City

Addepar
Salt Lake City, UT
2 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,

Client Operations Analyst

Addepar
Salt Lake City, UT
3 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,

Head of Identity and Access Management

Addepar
Remote
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,

Solutions Consultant

Addepar
Salt Lake City, UT
4 days 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.

Client Support Analyst

Addepar
Salt Lake City, UT
4 days 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.

Sr. Security Engineer

Addepar
Remote
6 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,

Security Engineer

Addepar
Remote
6 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,

Incident Response & Cloud Security Lead, Security Engineering

Addepar
Remote
6 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,

Software Engineer - Operating Tools (Full Stack)

Addepar
Remote
1 week 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. Product Manager - Portfolio Analysis & Calculations

Addepar
Remote
1 week ago
+39
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

Addepar
Remote
1 week 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,

Full Stack Software Engineer - Product

Addepar
Remote
1 week 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
Remote
1 week 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
Peninsula
1 week 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 - Mountain View

Addepar
Peninsula
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,

Data Solutions Consultant

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,

Product Marketing 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,

Training Consultant

Addepar
Salt Lake City, UT
2 weeks ago
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
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,

Data/Analytics 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.

Implementation Project Manager

Addepar
Peninsula
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,

Client Engagement & Success Manager

Addepar
Salt Lake City, UT
3 days 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 days 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 days 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.

Mobile Software Engineer - Product

Addepar
Remote
3 days 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
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,

Sr. Sales Executive - Strategic

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,

Sr. Sales Executive - Enterprise

Addepar
Remote
5 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 - Product Platform

Addepar
Remote
5 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,

Product Designer

Addepar
Remote
6 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,

Product Designer, Operating Platform

Addepar
Remote
6 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,

Enterprise Solutions Consultant

Addepar
Peninsula
6 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.

Enterprise Solutions Consultant

Addepar
Salt Lake City, UT
6 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.

Enterprise Solutions Consultant

Addepar
Remote
6 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.

Forward Deployed Engineer

Addepar
Remote
6 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.

Sales Executive - Core

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. Software Engineer - Backend

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,

Software Engineer - Platform Services Team

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,

Managed Services Consultant

Addepar
Salt Lake City, UT
1 week 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
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,

Client Data Onboarding Specialist

Addepar
Peninsula
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,

Client Data Onboarding Specialist

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
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
Peninsula
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,

Frontend Software Engineer - Insights

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,

Software Engineer - Computational Architecture

Addepar
Remote
1 week 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
1 week 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
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,

Account Manager

Addepar
Salt Lake City, UT
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,

Private Placements Director, Diligence Lead

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,

Senior Creative Design 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,

Design Systems Engineer

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,

Product Designer, Growth

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,

DevOps Engineer

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,

Training Consultant

Addepar
Remote
2 weeks 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
2 weeks 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
2 weeks 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
2 weeks 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
2 weeks 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
2 weeks 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
2 weeks 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
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 - Data Import Services

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,

Digital Marketing & Web Manager

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,

Sales 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.