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Senior hands-on architect and engineering leader responsible for designing and delivering API, microservice, middleware, and data integration solutions for wealth and asset management platforms. Partners with product, data, security, and vendor teams to build secure, resilient, observable integrations involving Canoe, Snowflake, Addepar, and related reporting and portfolio systems while ensuring regulatory compliance, architecture governance, and production support.

Senior Addepar data engineer/analyst responsible for supporting and scaling Addepar integrations, building and maintaining data pipelines (Addepar↔Snowflake/Canoe/other platforms), diagnosing and resolving data quality issues, developing SQL-based reconciliations and automation, partnering with business and technology stakeholders, and supporting production operations, governance, testing, and documentation for wealth and asset management data.

Design and develop enterprise software solutions, enhance existing systems, provide Level 2 support, improve processes, and mentor team members.

Provide comprehensive administration and client service for high-net-worth families and family offices, managing accounts, trust and fiduciary matters, client communications, customized reporting and analyses, meeting coordination, cash processing oversight, and collaboration with portfolio managers and outside advisors to resolve inquiries and support complex multi-entity client relationships.

Provide high-level executive support to senior Institutional Business leaders: manage complex calendars, travel, communications, meetings, reports, and presentations; coordinate cross-team priorities, capture actions, maintain confidentiality, and improve administrative processes using new technologies.

The Operations Analyst will manage processes within Addepar, onboard clients, generate reports, analyze investment data, and troubleshoot operational issues.

Serve as the finance business partner for a firm business line: provide strategic financial advice, build models, lead reporting and planning, analyze performance drivers, support investment cases, create executive/board presentations, champion automation and AI, and collaborate cross-functionally with Finance, Accounting, and Corporate FP&A.

The Associate Client Advisor supports business development efforts through coordination, client onboarding, event planning, and maintaining client relationships while leveraging CRM tools such as Salesforce.

The Senior Fund Administration Analyst will perform NAV calculations, manage investor allocations, assist in communication with service providers, and support legal and compliance teams within hedge fund and private equity operations.

Manage portfolios for sophisticated clients, providing investment insights, ensuring financial analysis, and fostering client relationships. Oversee portfolio management activities and support investment strategies alongside team members.