New York, NY
Wealth management platform for portfolio data aggregation and analytics
Addepar builds a cloud-based platform that aggregates portfolio, market, and client data for investment professionals. It serves RIAs, family offices, private banks, and financial institutions managing trillions in assets. The platform delivers AI-powered insights and reporting to enable better investment decisions and transparency.
Leads enterprise SaaS implementation projects from scoping through closure, managing scope, schedules, budgets, resources, client relationships, and executive steering committees. Requires at least five years of relevant experience, including four years in project management, plus waterfall and agile delivery experience.
Architects scalable Java/Spring Boot microservices for trading systems, designs trade orchestration and event-driven data solutions on AWS with Kafka. Requires 8+ years in backend distributed systems, expertise in cloud-native architectures, and leadership in engineering excellence.
Lead enterprise SaaS software implementation projects from scoping through closure for wealth management and investment advisory clients. Requires 5+ years experience including 4 years project management, client-facing skills, and expertise in waterfall and agile methodologies.
Own end-to-end product strategy and roadmap for Addepar's Files Platform, driving discovery, migration, intelligent document capabilities (search, metadata, AI summarization, automation), and cross-team alignment to deliver modern file experiences and reusable platform features.
Solutions Consultant responsible for onboarding and implementing Addepar's Alternatives Data Management (ADM) solution for clients. Leads project management, solution design, cross-functional collaboration, and process improvements while ensuring compatibility with existing Addepar platforms. Requires 2-3+ years in finance, technology, project management or consulting, plus experience with alternative investment data.
Build and scale Addepar's Analytics Platform using the Data Lakehouse to optimize data analytics, workflows, Ops, and Data Governance. Requires 5+ years experience in platform development for data engineering outcomes, strong Java/Python skills, cloud platforms, CI/CD pipelines, IaC, and observability tools.
Lead GTM strategy and planning for Addepar, driving annual revenue planning, pricing frameworks, performance reporting with AI tools, territory design, and cross-functional alignment with Sales, Finance, and Product. Manage the GTM Strategy & Planning team; requires 9+ years experience including people management, quantitative bachelor's degree, and strong pricing/strategy background.
Provide hands-on client support for Addepar's investment management platform, resolving data, calculation, and trading workflow issues through collaboration with Engineering, Data, Product, and Account teams. Requires 1+ years client-facing experience, bachelor's in Finance/Economics/Math (or equivalent), strong analytical and communication skills, and familiarity with financial instruments.
Lead and mentor a team of Data Validation Specialists in an investment management firm. Oversee data validation projects, drive process improvements, ensure high-quality delivery, and collaborate cross-functionally with Sales, Product, and Engineering teams. Requires 3+ years in data validation or financial operations plus leadership experience.
Staff Software Engineer building scalable frameworks for high-performance financial data ingestion/distribution and AI-native products. Requires 7+ years experience with distributed systems, microservices, and data architectures; partners with product teams to drive technical direction.
Lead security initiatives, architect scalable security solutions, build automation tools and guardrails, and mentor junior engineers. Requires 6+ years in security engineering with expertise in cloud, data security, AI security, Zero Trust, and identity solutions.
Business Development Representative responsible for generating and qualifying new revenue opportunities in the Institutional market segment through outbound prospecting, research, discovery calls, and collaboration with GTM teams. Requires 2-3 years of outbound SaaS sales development experience.
Business Development Representative responsible for generating new business opportunities through outbound prospecting, building target account lists, conducting discovery calls, and achieving quarterly quotas of qualified opportunities. Requires 2-3 years of outbound SaaS experience.
Lead solution design and execution to onboard new clients to the Addepar platform. Requires 2+ years in finance/tech/consulting, strong problem-solving, and client-facing skills; Python or PM experience a plus.
Lead and coach a team of Portfolio Analytics Architects while performing hands-on data validation and automation projects. Develop scalable Python/Databricks processes, implement AI/LLM automation, and drive the Data Analytics practice for complex investment datasets.
Manage complex data feed onboarding for institutional Addepar clients. Requires 5+ years client-facing FinTech experience, professional Spanish proficiency for technical communications, and strong stakeholder management skills.
Drive strategic sales into named financial and wealth management accounts, qualifying leads, prospecting new relationships, and conducting SaaS product demos. Requires 4+ years software sales experience and Salesforce proficiency.
Serve as the technical product expert supporting Account Executives through the full sales lifecycle, including POCs, RFPs, and client optimization for a financial SaaS platform. Requires 7+ years in financial services or FinTech and a bachelor's degree.
Lead technical sales engagements for institutional clients, designing POCs, guiding AI and data modernization, and driving enterprise deal structures as a domain expert in investment management.
Lead complex enterprise SaaS sales cycles and strategic account growth for institutional investors, asset managers, and financial institutions. Own multi-year account plans, executive relationships, and cross-functional deal execution.
Lead marketing operations infrastructure, data architecture, and automation strategy. Own Marketo/Salesforce integrations, Databricks data workflows, and cross-functional GTM alignment.
Lead performance marketing and demand generation strategies for the Single Family Office segment, driving pipeline through digital, paid, and high-touch channels. Requires 8+ years B2B marketing experience and proficiency in marketing automation and analytics.
Owns partner marketing programs, co-marketing activations, and multi-channel campaigns to drive awareness, leads, and pipeline. Requires 8+ years B2B marketing experience and proficiency in marketing automation, CRM, and analytics.
Develop and execute product marketing strategy for enterprise and institutional segments. Own positioning, messaging, GTM execution, and thought leadership for a fintech wealth management platform.
Lead end-to-end execution of strategic events including executive summits and community meetups. Own strategy, content agendas, stakeholder coordination, budgets, and ROI reporting for large-scale B2B programs.
Owns Addepar’s industry events calendar, booth strategy, GTM coordination, and performance tracking to drive pipeline and brand visibility at conferences and trade shows.
Lead and scale a BDR team at a SaaS company, building prospecting strategies, managing inbound/outbound lead flow, and driving new opportunity pipelines. Requires 6+ years in demand gen/BDR roles and 4+ years managing teams.
Own and drive strategic sales for large RIAs, Multi-Family Offices, and Family Offices. Lead full-cycle enterprise sales, build C-suite relationships, and close multi-year SaaS contracts. Requires 8+ years software sales experience with 3+ years in wealth management technology.
Lead client onboarding and solution design for the Addepar platform, managing implementation projects and collaborating cross-functionally to ensure delivery and satisfaction. Requires 4+ years in finance, tech, or consulting with strong problem-solving and communication skills.
Strategic leader owning brand, content, and creative strategy for a B2B SaaS company. Requires 8+ years in content/brand marketing with 3+ years leading teams.
Lead and scale a product marketing team, developing positioning and GTM strategy for a B2B SaaS platform while partnering with R&D and sales to drive adoption and revenue.
Own and scale demand generation strategy across paid, digital, events, and ABM channels to drive pipeline and revenue growth in B2B SaaS. Lead, mentor, and build a high-performing marketing team while managing budgets and measuring performance.
Build and own scalable data platform services end-to-end on AWS. Requires 5+ years experience, strong Java/Python skills, and cloud infrastructure experience with Terraform.
Lead client data conversion projects, translating requirements into scalable data solutions and ETLing legacy portfolio data into Addepar. Requires 2+ years experience, Python proficiency, and financial/securities domain knowledge.
Lead end-to-end data validation for investment portfolios, building scalable analytics in Databricks and writing Python logic to detect anomalies. Requires 2+ years in tech/finance/consulting and hands-on experience with complex investment datasets.
As a Manager, Portfolio Data Feeds, you will lead and mentor a team of Portfolio Data Analysts, ensuring data quality and integration. You will work with external financial data providers, analyze and onboard content, and partner with engineering and product teams to deliver data solutions.
Seeking a Staff Backend Software Engineer to join the Platform Integrations team, focusing on building client onboarding solutions and data systems. The role involves leading projects, writing well-designed code, and mentoring other engineers.
Develop and execute product marketing and GTM strategy for AI solutions and agent capabilities. Launch AI features, craft positioning, and drive adoption through cross-functional collaboration.
Design and scale Java-based distributed microservices for a data-intensive calculation engine. Requires 3+ years of software engineering experience with familiarity in Java, Python, SQL, Kubernetes, and related technologies.
Delivers instructor-led training courses and webinars for Addepar users, builds training content to drive product adoption, and collaborates cross-functionally. Requires 1+ year Addepar experience or 2+ years in SaaS/financial services education, plus strong presentation skills and Wealth Management knowledge.
Drives sales strategy for key accounts in wealth management, prospecting new relationships, expanding existing ones, and managing complex multi-stakeholder sales cycles. Requires 10+ years SaaS sales experience, Salesforce proficiency, and deep industry knowledge.
Architects and builds custom integrations, automations, and data pipelines using Addepar APIs and Databricks for client onboarding. Requires 3+ years experience with Python, ETL, Spark, SQL, and AI/ML tools in financial data contexts.
Builds and productionizes AI platform components including LLMs, agentic frameworks, and core agent capabilities. Requires 3-6+ years backend experience with Python, Golang, AWS, Kubernetes, and AI-native product shipping.
Leads engineering team building scalable workflow platform with AI integration, stays hands-on with Python/Java coding and architecture while managing delivery and developer evangelism. Requires 6+ years platform experience, 2+ years leadership, cloud proficiency.
Leads complex enterprise sales cycles for large financial institutions, owns strategic account relationships, drives expansions and renewals. Requires proven SaaS sales experience, consultative approach, and executive communication skills.
Manages tech stack and develops training content to enable GTM teams, delivers courses/webinars, scales education programs, and analyzes sales calls to boost win rates. Requires 3+ years in SaaS/fintech education/services, Gong experience, and Wealth Management knowledge.
Leads technical aspects of enterprise sales cycles for investment management platform, building demos, running POCs, and guiding AI/platform adoption to drive revenue growth. Requires 3+ years sales engineering experience, AI proficiency, and financial domain expertise.