Addepar
At Addepar we are building the technology platform to transform the global world of finance. 
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Sr. DEI Program Manager at Addepar

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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

Addepar’s Talent Programs Team is seeking an expert in how individuals, teams, and organizations promote diversity, equity, and inclusion in a fast-paced, high-growth global environment. This senior individual contributor role is accountable for enhancing and growing a workplace where everyone can do their career-best work and where Addepeeps of all backgrounds can be heard and can contribute. One of your key responsibilities will be to lead and support our active and vibrant affinity groups (ERGs) to grow their impact. You will love this role if incredible variety excites you, and the ability to work strategically as well as roll up your sleeves and execute with partners from across the organization matches your skills and interests. This role is an opportunity for you to showcase and share your deep knowledge of how organizations make sustainable culture change. Help us to ensure every Addepeep feels welcomed, valued, informed, and connected. 

What You’ll Do

Strategic Advisor

  • Refine and evolve our strategic framework and define our multi-year roadmap
  • Drive talent integration with partners to ensure DEI is embedded and woven across the employee lifecycle
  • Act as a DEI subject matter expert and coach for leaders and business partners
  • Translate and communicate the latest research into practical, tangible solutions that advance our DEI goals
  • Actively participate in external events to promote and highlight our culture and promote Addepar as a great place to work

Affinity Group Leadership

  • Inspire and support our affinity group leaders with the necessary knowledge, skills, and attitude to amplify their voices and actions
  • Develop, evolve, and manage all affinity group processes from affinity group leader selection and approval to fund requests and approvals
  • Effectively support our heritage month experiences to educate, celebrate, and collaborate across our organization
  • Facilitate the tracking of participation and engagement in affinity groups
  • Prep affinity group leaders for quarterly leadership meetings and occasional all company presentations
  • Oversee our affinity group mentorship program, ensuring its effectiveness and ability to scale 

Change & Project Management

  • Effectively scope projects, develop project plans, track milestones, and create communication plans for successful completion of projects
  • Perform risk assessment and mitigation activities
  • Execute stakeholder analysis and manage stakeholder expectations
  • Create change management plans that effectively address organizational and individual needs
  • Select, manage, and evaluate vendor relationships to ensure efficient use of resources
  • Create an evaluation strategy that addresses how we will measure the success of all key initiatives
  • Capture and analyze quantitative and qualitative data to track and measure progress, generate insight to inform business decision making, and enable effective reporting

Who You Are

  • 10+ years of progressive experience in diversity, equity, and inclusion work
  • Bachelor’s degree in organizational psychology, sociology, human resources, OD, or equivalent work experience, master’s degree a plus
  • Proven track record of advancing diversity, equity, and inclusion in the technology or finance industries
  • Experience in small, high-growth organizations and global organizations
  • Ability to connect with a variety of audiences from individual contributors to executives, from technical to non-technical employees
  • A solid track record of building collaboratively with cross-functional teams, a plus if able to mentor and guide other members of internal teams
  • Deep emotional intelligence that enables effectively engaging with individuals with varying levels of support and getting people on board with their mission
  • Outstanding skills using quantitative and qualitative data to tell stories that inform decisions and prompt action
  • Ability to communicate complex, sensitive concepts in easy-to-understand ways and knows the finer points of confidentiality
  • Understanding of Human Resources and Organizational Development principles, policies, and practices

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
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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,

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Director, HR Comms & Employee Experience

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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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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,

Training Consultant

Addepar
Remote
3 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.

Training Consultant

Addepar
Salt Lake City, UT
3 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.

Senior Backend Software Engineer

Addepar
Remote
3 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
3 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
3 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
3 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
3 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
3 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.

Data/Analytics 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.

Principal Business Partner

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,

Implementation Project Manager

Addepar
Peninsula
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,

Marketplace Operations Manager

Addepar
Remote
3 weeks ago
Addepar has the potential to make investing in private assets more transparent, more efficient, and more ethical.  Addepar’s newest business, Marketplace, provides a set of tools that help our clients make better investment decisions, as well as an order management and execution platform for access to a wide range of investment products, including cash management, hedge funds and private equity, and secondary transactions in private securities and LP interests. This is an exciting new initiative for Addepar with high growth potential that is still in the early stages of development, and there is a unique opportunity for a key individual to join a new, highly visible team at the ground level.

Senior User Experience Researcher

Addepar
Remote
6 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,

Content Designer

Addepar
Remote
11 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,

Software Engineer - Data Import Services

Addepar
Remote
11 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,

Digital Marketing & Web Manager

Addepar
Remote
11 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,

Enterprise Technical Program 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,

Software Engineer - Operating Tools

Addepar
Remote
11 hours 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.

Contracts Manager

Addepar
Remote
1 day 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
2 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.

People Operations Specialist

Addepar
Salt Lake City, UT
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,