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At Addepar, we believe better technology can transform global finance. Our mission is to empower investors to analyze portfolios, communicate, and act with unparalleled insights. To tackle this ambitious goal, we have built a team of technologists fundamentally rethinking how tools in finance should work. Salesforce Administrator will effectively be part of the Business Systems team and have the o
Posted 2 days ago
Interact with diverse functional areas within the business and influence decision making on a small, fast paced startup within a startup Manage data ETL/ELT infrastructure including Airflow, SQL, Python, Jenkins Leverage statistical, analytical and machine learning techniques to drive business and product decisions Onboard new data sources and partners by identifying product requirements, working
Posted 5 days ago
Perform internal verification checks to ensure portfolio account data integrity and availability within SLAs. Investigate and troubleshoot data pipeline and complex custodial feed issues, and triage with Engineering Support when needed. Effectively manage beta workflows and identify and execute opportunities for optimization. Partner with Product, Engineering, and other internal stakeholders to de
Posted 8 days ago
Administratively support Sales Directors calendaring, business travel, expenses and special projects Advanced calendaring and meeting planning for the Sales Org point of contact and onsite support for client meetings, recurring meetings, trainings High volume, quick turnaround, external meeting scheduling Cultivate cross functional relationships between departments and improve communication across
Posted 30 days ago
Develop creative recruiting sourcing strategies and proactively build a robust pipeline of diverse technical talent, including active and passive candidate sourcing, cold calling and internet sourcing. Screen prospective candidates for company culture and role fit as well as sell candidates on taking the first step toward carving out a career path at Addepar. Partner with hiring managers to develo
Posted 1 month ago
As a Senior Product Manager at Addepar, you will lead the development of our Client Communication offering, covering reporting, client portal & our iOS app. In this role, reporting to the Director of Product, you will have significant strategic impact and influence on the direction of the company. You'll drive the evolution of product offerings powered by the Addepar platform along with a talented
Posted 1 month ago
Addepar has the potential to make a huge swath of private investing more transparent, more efficient, and more ethical. We're building a single platform that unifies hundreds of portfolio and market data systems and leveraging that platform to create robust, powerful financial applications. The problems we're tackling are complex and globally important. The technical effort involved to build a fas
Posted 1 month ago
Partner with HR Business Partners and the leadership team to identify, develop, and deliver programs that support the growth of our employees. Establish an internal learning and development roadmap for all Addepar employees, managers, and individual contributors. Collaborate with the Academy Team to design and deliver orientation content that develops new employees understanding of Addepar's busin
Posted 2 months ago
Addepar is an enterprise software company dedicated to providing transparency to complex financial portfolios for investors and advisors alike. We're building revolutionary products for an industry in which good design is not an expectation, and often isn't even a consideration. Strong design is a crucial differentiator in our approach to helping people make sense of the complexity inherent in fin
Posted 2 months ago
The problems we're tackling at Addepar are complex, but they're also globally important. Addepar has the potential to make a huge swath of private investing more transparent, more efficient, and more ethical. If you're interested in that, we're excited to meet you. Addepar continues to grow and scale, expanding our footprint across New York, Mountain View, Chicago and Salt Lake City. In support of
Posted 3 months ago
The Senior Sales Executive is the "quarterback" of the sales cycle, and we are looking for superstars to grow our team. We are seeking an experienced, quota carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Senior Sales Executive will be responsible for growing new and net new ARR for their named accounts. Responsibilities Devel
Posted 3 months ago
Addepar is looking for a technical project planning expert to help build the Technical Project Management practice at Addepar. The Technical Project Manager (TPM) will be responsible for the implementation of Addepar's Enterprise clients, ultimately holding the internal team accountable to project timelines and deliverables. The TPM is an expert at translating and documenting broad goals and objec
Posted 3 months ago
Addepar is looking for a Technical Account Manager (TAM) to act as a subject matter expert in translating the business goals of Addepar's large, Enterprise level clients into unique, customized solutions. To achieve this goal the TAM will partner across all client facing teams including Sales Engineering, Technical Project Manager, Relationship Manager, Solutions Architect, and Data Solutions, to
Posted 3 months ago
Addepar is looking for a Sales Executive to join our high growth, high energy Sales team in the New York office. The Sales Executive will help drive strategy and success within our Sales team to achieve aggressive growth across the wealth management, family office, private banking, and global investment management market segments. The Sales Executive will be responsible for working with the Sales
Posted 4 months ago
Work with clients to clean and summarize historical data in preparation for analysis and loading into Addepar. Use Python to automate as many daily workflows as possible. Use Python scripts to interact, pull and combine data from multiple systems. Onboard new clients by identifying unique portfolio or reporting needs and enabling them in the Addepar system. Participate in broad company initiatives
Posted 4 months ago
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