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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 5 days ago
Troubleshoot and resolve incidents related to Mac and Windows hardware and software, as well as network connectivity, VoIP systems, and conference room equipment Deploy, configure, and support both Macs and Windows 10 PCs Follow defined processes to resolve incidents and fulfill requests Support device and network security by maintaining endpoint protection and device management applications Assis
Posted 26 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 develop
Posted 1 month ago
Manage a designated book of business of Addepar clients and be responsible for the success of those clients. Design and execute success plans to optimize client relationships, adoption, and satisfaction with Addepar. Conduct business reviews that highlight major value adding initiatives and enable a deeper understanding of client goals. Work closely across multiple Addepar organizations (Business,
Posted 1 month ago
Partner with analysts in the Data Solutions organization to deeply understand their tools, processes, and pain points Partner with Product organization to get a rich understanding of future vision and approach Rapidly prototype and build solutions using Addepar's APIs that deliver tangible and measurable results Leverage your own deep industry knowledge, insights gleaned from the team, and the Add
Posted 2 months ago
Marketing Strategy and Execution Understand and assess market opportunities within the Independent Wealth Management segment and work with business unit leadership team to develop approach to growing market share, achieving revenue objectives and margin targets. Determine, monitor and report on marketing performance measures and apply business discipline to improve the ROI of marketing spend and m
Posted 2 months ago
At its core, Addepar is a data company. We're building interoperability and transparency across hundreds of financial systems, and creating more powerful and robust financial applications on top of that platform. The technical effort involved is massive. Platform Engineers at Addepar build portfolio data ingestion systems that process tens of millions of transactions across millions of accounts ev
Posted 2 months ago
Lead feature development through the entire life cycle, from concept to delivery Define the vision and strategy for tooling to propel the efficiency Addepar's internal operations teams. Prioritize potential projects through demonstrating the value to internal users Challenge prevailing assumptions about how problems can be solved Work closely with engineering, design, content, and business team me
Posted 2 months ago
Create comprehensive test plans to cover all aspects of testing Create, execute, and automate detailed test cases Collaborate with engineering teams in designing test cases using selected test frameworks, helping iterate on framework design as needed Automate QE processes to improve testing efficiency Manage multiple testing projects, assessing the impact and risk of failures Requirements 3+ years
Posted 2 months ago
At its core, Addepar is a data company. We're building interoperability and transparency across hundreds of financial systems, and creating more powerful and robust financial applications on top of that platform. The technical effort involved is massive. Platform Engineers at Addepar build portfolio data ingestion systems that process tens of millions of transactions across millions of accounts ev
Posted 2 months 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 3 months ago
Ensure all portfolio account data is reconciled and available within SLAs. Partner with Engineering to investigate and troubleshoot data pipeline and custodial feed issues. Develop and implement new processes that improve data quality and daily operational workflow efficiency. Collaborate with Client Success, Engineering, and Product teams to resolve problems that impact client portfolio data. Par
Posted 3 months ago
Provide overall leadership and guidance to the People Team function by overseeing talent acquisition, career development, succession planning, retention, training, leadership development, compensation and benefits Establish and implement programs to effectively communicate and support the firm's mission and strategic vision Develop and drive strategies to support the achievement of the overall bus
Posted 3 months 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 3 months ago
Responsible for building relationships with individuals and teams to implement strategies that meet the people development objectives of Addepar Design and deliver targeted solutions, including strategic planning, visioning, change management and team building Provide coaching regarding mentorship, continuous feedback, team development, and culture building Deliver appropriate coaching and develop
Posted 3 months ago
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