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Addepar is making 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 fast, scalable and
Posted 3 days ago
Addepar's Relationship Management team is responsible for ensuring that our clients are continuously receiving and recognizing value from Addepar. The Relationship Manager is the ultimate owner of client success, leading our client facing team to ensure each client's experience with Addepar exceeds expectations. As a senior member of Addepar's Services organization, the Executive Relationship Mana
Posted 7 days ago
Addepar's Enterprise Relationship Management team is responsible for ensuring that our clients are continuously receiving and recognizing value from Addepar. The Relationship Manager is the ultimate owner of client success, leading our client facing team to ensure each client's experience with Addepar exceeds expectations. The Associate Relationship Manager will partner with senior members of the
Posted 7 days 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 8 days 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 8 days 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 8 days 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 22 days ago
Addepar is an enterprise software company focused on providing transparency to complex financial portfolios for investors and advisors alike. Its core reporting product provides a holistic view of investment holdings for asset owners and wealth managers, in particular for alternatives and private assets where other systems struggle. Hundreds of single and multi family offices, wealth advisors, lar
Posted 24 days ago
Addepar is the financial operating system that brings common sense and data driven investing to our financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it
Posted 1 month 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 1 month ago
Addepar is the financial operating system that brings common sense and data driven investing to our financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it
Posted 2 months ago
We are looking for an enthusiastic and creative marketing professional to join our product marketing team within the Addepar product organization. In this role, you'll lead product marketing for our growing partner ecosystem. The ideal candidate is analytical, organized, and thrives in a fast paced environment. You have outstanding communication skills, and are able to work with a diverse group of
Posted 2 months 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 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 3 months ago
Addepar's Relationship Management team is responsible for ensuring that our clients are continuously receiving and recognizing value from Addepar. The ultimate goal of the Relationship Management team is to advocate for our clients' needs and, in turn, make every client an advocate for Addepar. As a member of the Relationship Management team, a Relationship Manager will be responsible for deliveri
Posted 5 months ago
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