Addepar
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.
Client Support Analyst
Provide hands-on client support, resolve data and calculation issues, and collaborate with Engineering, Product, and Account teams to maintain high client satisfaction. Requires 1+ years client-facing experience and a bachelor's in Finance, Economics, or Math.
Sr. Account Executive - Institutions
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.
Performance Marketing Manager
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.
Performance Marketing Manager - Partnerships
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.
Sr. Product Marketing Manager - Enterprise and Institutions
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.
Strategic Events Program Manager
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.
Manager, Business Development
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.
Sr. Account Executive - Strategic
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.
Sr. Enterprise Client Solutions Consultant
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.
Managed Services Consultant
Design and implement scalable Addepar solutions, lead client projects, and serve as a trusted advisor to drive retention and self-sufficiency. Requires strong communication, project management skills, and a passion for technology and finance.
Head of Demand Generation
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.
Business Recruiter
Source and screen candidates for Sales, Account Management, Client Success, and Services roles. Conduct phone screens, manage high-volume outreach, build talent pipelines, and partner with recruiters and hiring managers.
Client Success Manager
Manage strategic client relationships at Addepar, overseeing the full client journey from implementation through renewal while driving adoption, growth, and retention. Partner with Account Executives on QBRs and serve as the client voice to internal teams.
Sr. Staff Transformation Team - Data Operations
Lead complex transformation initiatives across Data Operations, driving automation, AI adoption, and process improvements to shift from manual workflows to proactive, exception-based operations. Requires 8-10 years in data operations or fintech with hands-on AI/LLM experience.
Data Solutions Consultant
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.
Portfolio Analytics Architect
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.
ADM Solutions Consultant
The ADM Solutions Consultant facilitates the onboarding and implementation of Addepar's Alternatives Data Management solution for clients. This role involves leading projects, designing solutions, and ensuring compatibility with existing Addepar solutions.
Sr. Client Success Manager - Key & Strategic
The Senior Client Success Manager will be responsible for understanding the Key & Strategic Client segment, providing strategic oversight throughout the client journey, and partnering with Account Executives to ensure client satisfaction and retention. This role requires a strong work ethic, leadership capabilities, and cross-functional collaboration.