The Role

We are seeking a Marketing Operations Analyst with a strong focus on lead lifecycle reporting and optimization. This role is ideal for a detail-oriented, analytical individual skilled in both strategic and tactical work. You’ll leverage data insights to improve lead management, reporting frameworks, and marketing processes. A key part of the role is to optimize workflows, create transparency in the lead lifecycle, and establish clear, documented processes that support data-driven decisions in a high-growth environment.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $78,000 - $122,000 + bonus + equity + benefits.  Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Lead Lifecycle Reporting: Build and maintain reporting frameworks for lead lifecycle, focusing on metrics like lead conversion, scoring, routing, and engagement. Track lead performance to spot trends and improvement areas.
• Data Infrastructure & Attribution:Set up a reliable data infrastructure for scalable attribution across marketing and sales. Streamline data processes for accurate reporting and insights.
• Cross-Functional Collaboration:Partner with performance marketing, product marketing, and sales teams to ensure accurate full-funnel lead reporting and provide insights to improve lead generation and management.
• Optimize and Document Lead Processes:Enhance lead lifecycle processes like enrichment, scoring, routing, and conversion rate optimization, working with stakeholders to improve lead quality and funnel efficiency.
• Marketing Tech Stack: Work with Marketing Operations to maintain the marketing tech stack, ensuring smooth integration between platforms like Marketo and Salesforce for reporting and data flow optimization.
• Reporting & Dashboards:Create executive dashboards and reporting systems for lead management visibility, enabling data-driven strategic decisions for leadership.
• Support Automation:Assist in automating marketing and lead management workflows to improve efficiency and scalability, ensuring alignment with business goals and reporting needs.

Who You Are

• Experience: 4+ years of experience in a related role with a Bachelor's degree or equivalent experience or 2+ years with a Master's degree.
• Technical Skills: Strong understanding of lead lifecycle processes, lead scoring, and routing within marketing platforms (e.g., Marketo, Salesforce). Experience with marketing data analysis and reporting is essential.
• Data-Driven: Analytical mindset with a proven ability to track and report on lead performance, identifying key trends and actionable insights.
• Detail-Oriented: Ability to document and maintain clear processes and reporting structures and ensure data accuracy across the marketing funnel.
• Collaborative: Strong interpersonal and communication skills with the ability to work effectively across marketing, sales, and technical teams.
• Adaptable: Comfortable working in a fast-paced, dynamic environment with the ability to prioritize and manage multiple projects at once.

The Role

The Account Management team at Addepar is responsible for cultivating critical relationships and growing revenue.

This is an exciting opportunity to join a fast-growing entrepreneurial company. We’re looking for a leader who thrives in fast-paced environments and enjoys the challenge of working with varied clients with complex needs. The ideal candidate is comfortable working hands-on, is high-reaching, and is results-based.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $89,000 - $139,000 (base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Work cross-functionally to drive revenue growth across a portfolio of clients through renewals & additional products
• In conjunction with the Client Engagement & Success Management (CESM) team, cultivate relationships across your portfolio of assigned clients, connecting with key business executives from C-level on down.
• Partner with the CESM team to deliver scheduled business reviews to key business contacts to increase awareness and growth around the full suite of Addepar products.
• Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets.
• Maintain accurate forecasting and pipeline management
• Lead renewal process
• Use Salesforce effectively to run the sales process from lead generation to close and maintain relevant data

Who You Are 

• 6-8+ years of account management experience
• Track record of successfully implementing sales strategies, meeting and exceeding goals
• Strong executive presence and ability to successfully navigate all levels of highly matrixed organizations
• Experience developing and selling sophisticated business solutions at the C-Suite level
• Outstanding communication and presentation skills to C-level executives
• Ability to influence internal and external decision-makers and get results
• Strong time management and prioritization skills
• Demonstrates strong customer focus 
• Work constructively with others to build consensus
• Experience working in Financial Services or Fintech preferred

The Role

The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company!

You will become a trusted advisor to these clients, deeply understanding their business and their needs, and help them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CSM will also cultivate cross-functional relationships in Product & Engineering and Services teams, to drive standard methodologies and utilization of the platform. You will be the client’s internal advocate! You will help to ensure an excellent experience, and gather feedback to aid Addepar in building the next generation of solutions.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $86,000 - $134,000(base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Develop a deep understanding of the Addepar platform and be able to apply it to client’s requirements, industry challenges, and goals.
• Provide client support to senior members of the team during implementation, business reviews, instance reviews and other BAU tasks to support an outstanding client experience. 
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross selling opportunities.
• Provide continuing education and insights to clients relating to product updates Addepar’s product roadmap, as well as, review product usage patterns
• Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists and participate in presentations to clients, including but not limited to: new projects, additional Addepar products or partner solutions
• Advocate for clients, building strong working relationship with cross-functional teams to ensure client success

Who You Are 

• 6-10 years experience in a RIA or Single Family Office oriented business or environment, preferably, in a client-facing role for financial products or services for UHNW clients
• Strong analytical skills and a consistent framework or process approach to problem solving.
• You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients
• Strong time management and prioritization skills, as well as verbal and written communication skills
• Experience building and improving client engagement strategies with a track record of success as proven by improved client health, reference-ability and platform adoption. 
• You have handled difficult customers or situations and can demonstrate resolutions
• Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization. 
• Ability to navigate data and people to find answers
• Independent, adaptable and can thrive in a fast-paced environment
• You are open to travel 

The Role

As the Regional People Operations Manager for the Americas, you will lead and manage People Operations in the Americas region for a rapidly growing, high-impact organization. This role requires strategic thinking, operational excellence, and a hands-on approach to problem-solving. You will oversee compliance, employee lifecycle processes, policy management, and more, while managing a team that delivers exceptional service to Addepeeps. You’ll collaborate with cross-functional partners, support global expansion, and drive efforts to balance processes across the global People Operations organization, ensuring operational efficiencies in a high-growth environment.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $106,000 - $133,000 (base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You'll Do

Core People Operations

• Lead the People Operations function for the Americas region, managing processes and practices and focusing on scalability in a growing organization.
• Oversee all aspects of the employee lifecycle, including onboarding, offboarding, data management, travel, benefits, and retirement administration.
• Work cross-functionally with teams such as Legal, Talent Acquisition, Compensation, Finance, and People Partners to deliver effective and compliant People solutions.
• Utilize data and analytics to identify trends, address operational gaps, and create streamlined solutions that enhance overall effectiveness.
• Continuously seek ways to enhance the efficiency and effectiveness of people-related systems and processes, including Workday HRIS, to ensure they support Addepeeps in doing their best work.
• Drive process optimization across People Operations to improve speed, accuracy, and scalability. Ensure that workflows and SOPs are well-defined and documented.
• Manage our People ticketing system and direct the team in responding to and resolving employee inquiries and issues.

Compliance Management

• Lead the regular review and updates of employee handbooks and policies, keeping them current with local laws and best practices.
• Manage the distribution of employment law posters and required notices to ensure legal compliance.
• Oversee, deliver, and track completion of compliance training (e.g., harassment prevention, GDPR) as required.
• Serve as a subject matter expert for compliance-related issues such as I-9s, employment practices, and more.
• Coordinate and complete governmental and audit compliance reporting, including EEO1, SOC 2, and client requests.
• Oversee contingent workforce management and ensure all relevant compliance requirements are met.
• Manage regional immigration and visa compliance, ensuring seamless global employee transfers and legal compliance.

Supporting Global Expansion

• Partner with global People Operations teams to ensure consistency and balance of People policies, practices, and processes across regions, while accommodating local nuances.
• Support the global expansion of Addepar by ensuring that processes, systems, and compliance are effectively managed as the company grows into new geographies within the Americas region.
• Drive the execution of initiatives that balance short-term needs with long-term growth, ensuring People operations scale efficiently as the organization expands.

People Management

• Lead, mentor, and develop a local high-performing People Operations team, setting clear goals and ensuring alignment with Addepar’s global People strategy.
• Foster a collaborative, growth-oriented environment that empowers your team to deliver operational excellence and continuous improvement.
• Encourage open communication and provide regular feedback, coaching team members to develop their skills and advance their careers.

Who You Are

• Experience: 6+ years in People Operations or HR roles, with at least 3 years of people management. Experience at a global organization is preferred.
• Compliance Knowledge: Deep expertise in managing employment compliance (e.g., I-9, EEO-1, SOC2 audits), ensuring adherence to regional labor laws.
• Strategic Problem-Solver: Strong ability to think strategically and implement solutions that improve operational efficiencies in a growing, fast-paced organization.
• Data and Process Savvy: Proficient with HRIS systems (e.g., Workday) and skilled in using data and analytics to drive decisions and optimize operations.
• Growth Mindset: Ability to thrive in a high-growth, fast-paced environment and approach challenges with curiosity and a solutions-oriented mindset.
• Attention to Detail: Possess a keen eye for detail, ensuring accuracy in documents and processes
• Project Management: Excellent organizational and project management skills, with the ability to manage multiple priorities simultaneously.

Why Addepar?
At Addepar, we are passionate about creating the best solutions for our clients and building a culture that empowers every employee to thrive. As a member of the People Team, you’ll collaborate with talented, caring, and driven colleagues who are committed to making a meaningful impact.

The Role

We are seeking a Marketing Operations (MarkOps) Manager who can operate at both the strategic and tactical level, leveraging bold and innovative automation solutions to drive marketing success. This role is ideal for an experienced people-leader, who is passionate about optimizing processes, building reporting frameworks, and upleveling our marketing automation to scale in a high-growth environment.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $102,000 - $159,000 (base salary) + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Lead our Marketing Operations Team: Oversee our growing Marketing Operations team, focusing on people, process, and tools. 
• Oversee Marketing Tech Stack & Data Infrastructure: Manage the marketing tech stack to ensure smooth data flow and integration, generating insights to guide strategic business decisions.
• Champion Automation & Streamline Operations: Align processes, technology, and people to create efficient and cohesive operations across the marketing organization. Drive the implementation and optimization of marketing automation strategies to enhance processes, increase productivity, and support Addepar’s rapid growth.
• Cross-Functional Collaboration: Work closely with performance marketing, product marketing, and sales/client leadership to successfully implement and report on the full lifecycle of prospects and customers.
• Lead/Marketing Reporting & Data Strategy:
• Continuously calibrate Addepar’s leads process, including lead life cycle, enrichment, quality, privacy, marketability, matching, scoring, routing, and conversion rate optimization.
• Solidify and document the data infrastructure for accurate and scalable attribution and measurement.
• Develop and maintain reporting systems to identify key touchpoints for improving conversion rates.
• Project Management: Oversee and execute multiple projects simultaneously, balancing competing priorities and ensuring timely completion in a fast-paced environment.
• Tool Integration: Lead initiatives to evaluate, select, and integrate third-party and internal tools, ensuring seamless functionality.
• Ensure Compliance: Ensure all marketing tools and processes comply with Infosec policies and communication governance standards.
• Roadmap & Planning: Play a key role in driving marketing roadmap and sprint planning, supporting campaign strategy, and participating in business reviews, annual planning, and goal-setting efforts.

Who You Are

• 6+ years of related experience in role and a Bachelor's degree or equivalent experience; 4+ years and a Master's degree
• 4+ years of experience with Marketo, focusing on Marketo-to-Salesforce integrations, with deep expertise in managing lead workflows.
• 2+ years of experience leading a hybrid/remote team, and proven ability to hire, develop, and train A players
• A proactive and solution-driven mindset, with a passion for delivering results in a fast-paced, ever-changing environment.
• Proven experience in managing teams and building high-performing marketing operations teams, with a focus on mentorship, collaboration, and driving team success.
• Success in scaling or improving lead management processes, including lifecycle management, lead scoring, routing, and conversion rate optimization, supported by key performance metrics.
• Strong understanding of sales and marketing processes and best practices, along with associated metrics.
• Extensive knowledge of Salesforce campaign hierarchies, campaign attribution methodologies, and executive dashboard builds. 
• Experience leading projects that span multiple teams and systems, ensuring successful cross-functional collaboration.
• Exceptional communication and interpersonal skills, with a demonstrated ability to engage and influence senior leadership and key stakeholders.

The Role

As Addepar continues to experience exceptional growth, we seek a Senior Recruiter to strengthen our team through this exciting expansion. In this role, you’ll be pivotal in building our Go-To-Market teams, including Sales, Client Services, and other critical business functions. Your expertise in full-cycle recruiting will help bolster our client solutions and business-focused teams, enabling Addepar to scale strategically and sustainably.

At Addepar, our Recruiting team is driven to craft outstanding candidate experiences and build long-lasting relationships within our teams and with the talented professionals who join us. If you’re passionate about contributing to a rapidly growing, globally impactful organization and leaving a lasting mark, Addepar is for you!

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $90,000 - $140,000 + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Manage the full recruitment cycle for Go-to-Market roles, including sourcing, screening, interviewing, and extending offers.
• Develop innovative sourcing strategies to identify and engage top talent across the US.
• Provide an exceptional candidate experience with timely communication throughout the recruitment process.
• Partner with hiring managers and Talent Acquisition leaders to understand staffing needs and offer expert guidance on recruitment strategies.
• Utilise market insights to inform recruitment efforts and improve processes.

Who You Are

• Experienced full cycle recruitment across sales, client services, and marketing 
• 4+ years of sourcing experience for finance and/or technology companies, B2B or SaaS strongly preferred.
• Passionate about employer branding and effectively communicating our vision and culture.
• You're passionate about employer branding and can effectively communicate our company's vision and culture to potential candidates.
• An excellent communicator with strong interpersonal skills.
• Proactive, resourceful, and able to thrive in a dynamic environment.
• Committed to providing a positive candidate experience.
• Analytical, using data to inform decisions and improve strategies.
• A collaborative team player dedicated to collective

Why Join Addepar

• Impactful Work: Be part of a company that's transforming the investment management industry on a global scale.
• Growth Opportunities: Play a key role in our international expansion and grow your career alongside our company.
• Vibrant Culture: Join a collaborative and inclusive team that values diversity and fosters a supportive work environment.
• Competitive Benefits: Enjoy a comprehensive benefits package, including health insurance, retirement plans, and flexible working arrangements.

The Role

We are currently seeking a Senior Data/Product Analyst to join our Business Analytics team! Our team is passionate about empowering everyone to make data-driven decisions about product design, client management, and business priorities. We play an important role in ensuring people’s valuable time and efforts are spent on solving the right problem the right way. 

You will develop a keen understanding of our clients, products, and product development workflows. You will use your curiosity and analytical skills to support major company initiatives, from defining and monitoring success metrics to dissecting user behaviours and gathering and analysing additional data to support decisions along the way. 

What You’ll Do

• Collaborate with product, engineering and business partners to understand data needed to make product, design and prioritisation decisions
• Assess data availability and quality, and work with data engineers to ensure required data sets are extracted and transformed, if needed, for analysis 
• Analyse and visualise data to generate actionable insights for business partners
• Present your findings and recommendations to your business partners
• Enable self-service monitoring of key metrics through good dashboard experience, documentation and business partner training

Who You Are 

• Several years of experience in a business and/or product analytics role
• Previous experience building reports and dashboards with BI or reporting tools such as (Looker (Preferred) or Power BI, Tableau, etc.)
• Solid understanding of SQL, python and other analytics programming languages
• Excellent communication (verbal, written and visual) and storytelling skills
• Experience working with business partners from a broad range of business teams including product development is highly desirable
• Passion for seeking insights, developing and telling a story with data
• Readiness to learn new technologies and systems
• Familiarity with the financial industry a plus 

The Role

The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company!

You will become a trusted advisor to these clients, deeply understanding their business and their needs and helping them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CSM will also cultivate cross-functional relationships in Product & Engineering and Services teams to drive standard methodologies and utilization of the platform. You will be the client’s internal advocate! You will help to ensure an excellent experience and gather feedback to aid Addepar in building the next generation of solutions.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $67,000 - $105,000 (base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Develop a deep understanding of the Addepar platform and be able to apply it to client’s requirements, industry challenges, and goals.
• Provide client support to senior team members during implementation, business reviews, instance reviews, and other BAU tasks to ensure an outstanding client experience. 
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
• Provide continuing education and insights to clients relating to product updates on Addepar’s product roadmap, as well as review product usage patterns
• Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists and participate in presentations to clients, including but not limited to new projects, additional Addepar products, or partner solutions
• Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Who You Are 

• 3-5 years experience in an RIA or Single Family Office oriented business or environment, preferably in a client-facing role for financial products or services for UHNW clients
• Strong analytical skills and a consistent framework or process approach to problem-solving.
• You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients
• Strong time management and prioritization skills, as well as verbal and written communication skills
• Experience building and improving client engagement strategies with a track record of success, as proven by improved client health, reference-ability, and platform adoption. 
• You have handled demanding customers or situations and can demonstrate resolutions.
• Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization. 
• Ability to navigate data and people to find answers
• Independent, adaptable, and can thrive in a fast-paced environment
• You are open to travel

The Role

The Client Success Management (CSM) team at Addepar is responsible for a client's complete post-sales lifecycle. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles have such a direct impact on the company's growth.

The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single-Family Offices, Multi-Family Offices, and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. 

This role works closely with the Account Manager, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $109,000 - $170,000 (base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Have a deep understanding of Addepar's Strategic Client segment, including industry challenges and goals, and a strong understanding of how they use Addepar to increase client adoption and growth and ensure account retention.
• Provide strategic oversight during the entire client journey, including implementation, optimization, growth, and renewal, so your team can seamlessly hand over knowledge and responsibilities where appropriate.
• Partner with your account manager to deliver quarterly business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, as well as review product usage, adoption patterns, and insights.
• Be the client's voice in Product Management, Product Marketing, Support, Renewals, Services, Finance, etc., building strong working relationships with each to ensure client success and consistency of contact.
• Build and maintain a high level of client happiness and referenceability by successfully diagnosing clients' business operations and prescribing appropriate solutions and Services.

Who You Are 

• 10+ years of experience working in a client-facing role with a proven track record and in-depth knowledge of our strategic client segment
• Strong work ethic, upbeat, proactive, standout colleague
• Excellent problem-solving, communication, organization, and time leadership skills
• Data and metric-driven
• Flexibility and ability to adapt to new demands; strong sense of urgency
• Assertiveness, candor, and a “company first” mentality
• Minimum of Bachelor’s Degree or equivalent experience

Key to the position is strong leadership capabilities, which include building, cultivating, and supporting a high-performance team, supporting team objectives, and driving client success. This person must have a successful track record of collaborating with multiple cross-functional team members, including sales, marketing, R&D, Finance, and Legal, and interacting regularly with senior-level leaders and C-level management to ensure GTM objectives are met. They must maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community.

The Role

The Design team at Addepar shapes investment professionals’ digital experiences. By designing and delivering intuitive, easy-to-use products, we help investment professionals grow their businesses and offer outstanding services to their clients. We take an agile, high-growth approach and champion a client-centered work environment with a focus on constructive feedback and collaboration.

We are currently seeking a Product Designer to join our team in building a premium Android application for our Client Portal product and scaling our mobile design systems for both native and web responsive applications. The ideal candidate has a proven track record of designing and launching Android, native, and responsive applications alongside a global design team passionate about platform cohesion as well as experience building out mobile design systems.

This individual is passionate about systematic user experience design, scalable information architecture, and practical problem solving. They gain a deep understanding of the needs of both the clients and internal users to advise their designs. They enjoy diving into the details and untangling edge cases, while connecting the dots and painting the big picture.

What You’ll Do

• Lead all design aspects of our Android application design from start to finish, collaborating within cross-functional agile teams to deliver a premium, intuitive, and cohesive Android product experience for our users.

• Build out and maintain our mobile design systems for Android, iOS, and responsive web to accelerate our product design teams and set a standard for mobile design at Addepar.

• Collaborate with the design systems team to build best in class patterns and standards for our mobile applications.

• Elevate Addepar’s product experience through outstanding displays of interaction design and data visualizations in alignment with our platform design strategy.

• Incorporate Android system standards and Material Design into your work.

• Use user research and data to advise design concepts and influence product prioritization, strategies, and roadmaps.

• Seek out and embrace feedback from your peers and collaborators. Provide thoughtful feedback, empower, and mentor other designers on the team to do their best work.

• Drive adoption and continuously improve our design system across the organization.

Who You Are

• Demonstrated ability working in the field of native mobile and responsive mobile Product Design.

• A portfolio showcasing proven user-centered design practices and a high degree of design craftsmanship.

• Experienced in crafting Android applications in complex spaces.

• Experienced in building out, maintaining, and scaling mobile design systems for both mobile responsive and native applications.

• Knowledgable of industry standards for accessibility and WCAG best practices.

• Passionate in distilling complex workflows and requirements into intuitive, scalable design solutions.

• Excellent collaboration and communication skills.

• A self-starter and a teammate who enjoys working in a fast-paced, agile environment.

• Meticulous, with a keen eye for consistency.

• Experience working with Figma, our primary design tool.

• Experience in the finance industry is not required, but a huge plus.

The Role

We are currently seeking an Account Executive to join our growing Sales Team in Switzerland!

We are looking for an experienced, quota-carrying sales professional eager to help drive Addepar’s expansion in the Swiss market and establish us as the financial platform of choice for the wealth management industry. As one of the first hires in this region, the Account Executive will play a key role in driving new ARR (Annual Recurring Revenue) by engaging with RIAs (Registered Investment Advisors), Single and Multi-Family Offices, and Private Banks.

This is a unique opportunity to contribute to our growth in a new region, helping to shape Addepar’s presence in Switzerland and the broader DACH region. You will work closely with our global sales, marketing, and product teams to build relationships with key financial institutions and drive the adoption of Addepar’s platform.

What You’ll Do

At Addepar, you will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for Wealth Managers and Family offices. This role is for someone who has shown to be a thought and execution leader, partnering with the client and your Addepar colleagues to ensure a world-class client experience throughout the entire client journey from pre-sale to post-sale. This role allows the candidate to be both a student and teacher as we work together to deliver a new paradigm across global wealth management. 

The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team. 

• Develop a strategic sales plan to effectively cover key accounts in your assigned territory, including Swiss and European financial institutions.
• Manage lead qualification and conversion from large financial firms, focusing on Private Banks, Family Offices, and Wealth Managers.
• Proactively prospect and build new relationships with named accounts, establishing Addepar as a trusted solution.
• Travel as required to meet with prospects and clients and attend marketing events across Switzerland and Europe (approximately 40-50% travel, depending on local guidelines and business needs).

Who You Are

As a proven account executive, you will likely have demonstrated ability in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals with a genuine passion and consistent track record for building and delivering extraordinary client outcomes.

• Significant experience in software sales, particularly within the financial services industry, and a strong track record of success.
• Proven experience selling SaaS solutions to wealth managers, RIAs, or financial institutions, particularly in Switzerland or the broader European market.
• Strong track record of meeting or exceeding sales quotas.
• Practical experience with Salesforce or other CRM tools.
• Deep understanding of SaaS products, the ability to deliver engaging product demos, and the intricacies of SaaS business models.
• Excellent interpersonal and presentation skills.
• Exceptional verbal and written communication skills, including fluency in English and German (French or Italian is a plus).
• Bachelor’s Degree is highly preferred.

Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:

• Deeply connected to our mission as an organisation and to each other
• Experience and passion for driving successful client experiences
• Outcome driven mindset
• Strong communication skills
• Consultative selling approach
• Collaborative mentality with the ability to mould consensus through thought leadership and a data-driven strategy
• Reputation for being a trusted colleague and thought partner to colleagues and clients
• Strong intellectual horsepower
• Strong technical proficiency
• Desire to both teach and learn

The Role 

An outstanding opportunity awaits you to lead the development of an innovative data-lake-house-as-a-service solution at Addepar. As a Product Manager, you will collaborate with our outstanding engineering teams and forward-thinking clients to successfully implement advanced analytics and data sharing capabilities. This role plays a vital part in fulfilling the ambitious requirements of financial data management and data driven decision making.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $118,000 - $184,000 + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You'll Do 

• Develop and implement the product vision for a data lake house product customized to meet the needs of Addepar clients.
• Collaborate with clients to determine data engineering and analytical needs.
• Lead development of key features from requirements definition through delivery.
• Work closely with Data Engineers and Data Scientists to ensure flawless performance and scalability.
• Manage the full product development lifecycle from conceptualization to launch, focusing on continuous improvement.
• Ensure the product remains competitive by staying current with trends in data lake house technologies.
• Regularly communicate updates to collaborators and gather customer feedback.

Who You Are 

• 5+ years of product management experience, ideally with data platforms or engineering products.
• Proficient in data lake house technology and data workflows.
• Technical skills in SQL, Python, and data engineering concepts.
• Proven track record to handle data-intensive product development and client-facing requirements.
• Excellent communication and cross-functional collaboration skills.

Preferred Skills

• Hands-on experience with Databricks or similar data platforms.
• Familiarity with financial services platforms like Addepar.
• Preferred experience with a scrum-based agile development process.

The Role

We are seeking an experienced and highly motivated Engineering Manager to lead the Reference Data Team in the UK, a critical component of the Addepar Platform team. The Addepar Platform is a comprehensive data fabric that provides a single source of truth for our product set, encompassing a centralized and self-describing repository, API driven data services, integration pipeline, analytics infrastructure, warehousing solutions, and operating tools.

The Reference Data Team is responsible for the acquisition, conversion, cleansing, reconciliation, modelling, tooling, and infrastructure related to the integration of market and security master data from third-party data providers. The team is critical to our core business, enabling alignment across public and alternative investment data products and empowering clients to effectively manage their investment portfolios.

As the Engineering Manager, you will play a crucial role in leading and managing a team to deliver complex engineering projects using a modern and diverse technology stack, including PySpark, Python, AWS, Terraform, Java, Kubernetes, microservices, and more.

What You’ll Do

• Drive the technical direction in close alignment with your product counterparts, direct engineering peers in other regions and the wider engineering community.
• Build and manage a team of exceptional engineers to design, develop, and deploy scalable solutions that meet client requirements on time.
• Lead a team to build frameworks that supports highly performant ingestion and distribution of financial data.
• Advocate for standard methodologies, find opportunities for automation and optimizations in processes to increase throughput , latency and accuracy.
• Develop and maintain efficient process controls and accurate metrics that improve data quality as well as increase operational efficiency
  
  • Working in a fast-paced, dynamic environment to deliver high-quality results and drive continuous improvement.

  Who You Are 

  • 2+ years of proven experience leading engineering teams, 5+ years of professional backend engineering experience as an individual contributor.
  • A computer science degree or equivalent experience.
  • Strong problem-solving and decision-making skills.
  • Prior experience with distributed systems, microservices and messaging queues.
  • Working knowledge of at least one object oriented programming language (PySpark, Python, Java), relational databases, SQL and data pipelines
  • Knowledge of financial concepts (e.g., stocks, bonds, etc.) is helpful but not necessary
  • Passion for the world of FinTech and solving previously intractable problems at the heart of investment management is a plus

The Role

We are seeking a Sr. Software Engineer to join our Reference DataTeam!

The reference data team at Addepar is responsible to manage the data reconciliation and curation process for market data providers to build a single source of truth and provide alignment across public and alternative investment data products for the client to manage their investment portfolio.

As an engineer on the team you will partner with product teams at Addepar to understand their business needs. You’ll contribute to increasingly challenging engineering projects with the ultimate goal of enabling solutions on and effective use of the data platform.

Our engineering team primarily works with PySpark, Python, AWS, Terraform, Java, and Kubernetes. We use Agile methodologies to deliver on business outcomes.

What You’ll Do

• Design, implement, and deliver significant projects on our data platform to solve complex business problems
• Collaborate with different collaborators to build data pipelines 
• Advocate for standard methodologies and improvements in code and processes

Who You Are 

• Several years experience as a professional software engineer
• A Bachelor's degree or equivalent experience
• Proficiency with object oriented programming languages
• Proficiency with relational databases
• Rapid learner with strong problem solving skills
• Interest in building data pipelines and in working with Big-data
  
  

The Role

In this role, you'll shape the future of help and training at Addepar, reimagining how clients and employees learn about our products and services. You'll work with Product, Support, and Services teams to create and refine a library of guides, how-to articles, and more. You’ll research, author, edit, proofread, format, and publish the content following Addepar’s style guidelines.

Our Help Center is in an exciting growth stage, undergoing a redesign and scaling up to support Addepar’s multi-product platform. Our ideal candidate is a strong technical writer and editor with a keen eye for detail. You promote innovation, strategic decision-making, and thoughtful risk-taking. You’re eager to join our team, roll up your sleeves, and do great work.

You’ll report to the Content Design Manager for the Help Center.

What You’ll Do

• Develop a deep understanding of our users, products, and unique challenges.
• Write clear, easy-to-follow help articles and guides.
• Manage and prioritize incoming requests for new articles and updates.
• Partner with SMEs to determine the best flow and structure of your content.
• Facilitate productive meetings and working sessions.
• Run content reviews at key milestones, and participate in peer content reviews.
• Audit existing articles for out-of-date information, typos, and broken links.
• Track article engagement and address user feedback.
• Recommend new ways of grouping, classifying, and labeling help content.
• Learn and gain expertise in our design and operational tools.
• Help evolve the voice and tone of self-guided support.

Who You Are

• 2+ years of technical writing experience.
• An inspiring portfolio that showcases how you approach help content. Must include writing samples.
• Fantastic writing (American English), editing, and proofreading skills.
• Familiar with design systems and editorial style guides.
• Familiar with Figma, Zendesk, Confluence, and Jira.
• Experience working with or in a customer support organization is a huge plus.
• Able to work independently, communicating across multiple time zones.
• High emotional intelligence. People enjoy working with you!

The Role

Addepar Design shapes wealth managers’ digital experiences. By designing and delivering intuitive, easy-to-use products, we help wealth managers grow their businesses and provide best-in-class services to their clients. We foster an agile, client-centered work environment with a focus on constructive feedback and collaboration. We’re passionate about delivering innovative, accessible, and premium products that redefine our clients’ day-to-day financial activities.

In this role, you'll shape the future of help and training at Addepar, reimagining how clients and employees learn about our products and services. You'll work alongside a small team of content designers, product designers, and user researchers to redesign our knowledge base and in-app experiences. You'll create a library of guides, courses, how-to articles, and more. You’ll develop templates and processes that scale.

Our ideal candidate is passionate about supporting our clients. You recognize make-or-break moments that shift perception from seamless to infuriating. You prioritize reusable, purposeful, and quality content. You know how to transform a help center into an award-winning knowledge base. You're innovative and think big. You also pay close attention to detail.

What You’ll Do

• Develop expert knowledge of our users and product challenges.
• Balance empathy, logic, and data to make informed content decisions.
• Develop a system of reusable content that streamlines product training and support.
• Craft and maintain clear, easy-to-follow help articles and guides.
• Collaborate with and influence cross–functional teams.
• Facilitate productive meetings, working sessions, and workshops.
• Regularly share and solicit feedback on your work.
• Mentor your fellow content designers and participate in content reviews.
• Improve design consistency and contribute to our content standards.
• Learn and gain expertise in design and operational tools at Addepar.

Who You Are

• 3+ years of owning/supporting the content strategy for a knowledge base or product area.
• An inspiring portfolio that showcases how you think about and approach help and training experiences. Must include writing samples.
• Experience developing and maintaining a content system or style guide.
• High emotional intelligence. People enjoy working with you!
• Exceptional writing, collaboration, communication, and presentation skills.
• Familiarity with Zendesk, Confluence, and Jira.
• Experience working with design and prototyping tools like Figma.
• Experience in finance isn’t required, but a huge plus.

The Role

We are currently seeking a Group Product Manager to join our Data Enablement team!

Data Enablement's mission is to empower Addepar’s employees and clients with a scalable Operating Platform, inclusive of new workflows, products, and cloud-based tooling that works seamlessly across multiple regions. The team provides interdisciplinary product management, helping Engineering teams increase their impact and implement solutions that:

• Elevate the platform user experience
• Reduce operational risk
• Enable Addepar’s growth in new and existing markets

The DE team is driving Addepar's transition from legacy tools and processes to a more scalable global operating model.

What You’ll Do

• Set the gold standard for developing requirements that transform raw market data into functional content on our platform.
• Be a “player-coach”. Lead by example and manage a team of PMs building the future of market data at Addepar.
• Design and implement prioritisation frameworks and processes. Ensure that work is aligned with business goals and priorities.
• Develop and maintain a deep understanding of Addepar’s market data products and workflows. Use this knowledge to make strategic decisions and drive new and innovative opportunities to improve client experience.
• Drive the delivery of high-quality, timely, and reliable data product solutions, including the onboarding of new data feeds, development of data assets to support new product lines, and optimisation of operational procedures.
• Build consensus across R&D to prioritise increments of work based on level of effort, interdependencies, and other relevant criteria, with a focus on delivering new market data content, improving data quality, and enhancing controls and entitlements.

Who You Are

• 7+ years of relevant work experience and education that demonstrate proficiency in product management, market data, and user workflows.
• Domain knowledge/expertise regarding market data processing workflows, financial products, and data models.
• Solid understanding of agile and lean principles, with the ability to apply these principles to lead teams and drive delivery.
• A creative (non-dogmatic) approach to projects, willingness to experiment, and ability to guide teams toward activities and processes that best suit project goals.
• Ability to develop and implement strategies for achieving objectives, including the selection and implementation of tools and techniques.
• Ability to perform Project and Scrum Management tasks such as task assignment, ensuring designs and requirements are ready when needed for work to begin, leading agile ceremonies, coordinating dependencies across functions, setting expectations with Account Managers, etc)
• Ability to set your team up for success through leadership, sense of purpose, accountability, and initiative.
• Ability to partner with a variety of team members (from highly technical to non-technical business colleagues) and work in a cross-functional setting.
• A confident and positive demeanour with low ego; high degree of ingenuity, resourcefulness, and problem-solving skills; ability to work within ambiguity.

The Role

The Design team at Addepar shapes wealth managers’ digital experiences. By crafting and delivering intuitive, easy-to-use products, we help wealth managers grow their businesses and provide best-in-class services to their clients. We take an agile, high-growth mindset and champion a client-centered work environment with a focus on constructive feedback and collaboration.

We are seeking a Senior Product Designer to lead the design for our core Analysis & Reporting product. With our products today, wealth managers can design and deliver fully customised, branded reports, tailor fee structures based on the portfolios, and streamline client engagement operations. This enables wealth managers to provide superior, personalised financial advice to their end-clients with even the most sophisticated portfolios and build long-lasting, trusted relationships.

In partnership with product management, engineering, and other internal collaborators, this role will be driving the design transformation of our existing products and taking the user experience to the next level with intuitive and scalable workflows, enterprise-grade permission features, and adoption of our modern design system, Addepar Design Language.

What You’ll Do

• Lead all design aspects of a product area to build a premium product experience within a cross-functional agile team. Achieve business outcomes.
• Provide design vision and influence product decisions, prioritisation, strategies, and roadmaps, advised by user research and data. Champion our clients.
• Drive multiple threads of workstreams concurrently, addressing short-term design needs, delivering value to users incrementally, while making strides towards the long-term vision.
• Collaborate with the design system team and other design leads across Addepar's platform to craft a cohesive client experience that embody our brand.
• Seek out and react positively to feedback from your peers and collaborators. Provide thoughtful critiques, empower, and mentor other designers on the team to do their best work.

Who You Are

• 7+ years of experience working in the field of Product Design, Interaction Design, or UX Design.
• A portfolio showcasing expertise in user-centered design practice and a high degree of design craftsmanship.
• Experienced in designing web SaaS products for multi-faceted user base across a variety of segments, from small business to large enterprise.
• Curiosity driven learner who can get up to speed on new domains and product challenges quickly.
• Passion for systematic design, scalable information architecture, streamlined workflows, and practical problem solving.
• Proven records of driving design and development team through successful product launches and continuous improvements.
• Ability to think big pictures and plan for long-term product transformation.
• Outstanding communication, collaboration, and partnership building skills.
• A self-starter and a teammate who enjoys working in a fast-paced, agile environment.
• Proficient in using Figma, our preferred design and prototyping tool.

The Role

The Navigator team at Addepar is growing!

Navigator is a quantitative liquidity risk projection tool that is one of the key components of Addepar's multi-product ecosystem. Brought into the Addepar family as part of an acquisition in 2021, Addepar has continued to double down on investing in this critical add-on, as we've scaled well beyond the multi-million ARR goal first set for this product line.

As we continue to scale, a need has opened up for a Senior Frontend Engineer who would bring to bear their unique expertise with the existing Engineering team, with exciting opportunities to extend the scope for this role longer term, as the product continues to push onward into future global expansion mode.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $125,000 - $195,000 + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Collaborate multi-functionally with product owners, designers, GTM teams, program managers and other Engineering team members to deliver for our clients.
• Conceive of, develop, and deliver novel solutions within a sophisticated and rich domain area. Learn and develop your career within a particularly challenging and growing part of the financial industry.
• Build both within the primary Navigator application and in other parts of Addepar's product ecosystem, bridging shared concerns for our clients across multiple product areas, with an investor-focused viewpoint.

Who You Are

• At least 3+ years of React experience, with ideally enough experience to have worked in both older and newer versions of the library.
• A strong, hands-on technical approach; a desire to demonstrate your technical expertise, and to focus and improve the abilities of those on your team.
• 3-5+ years of experience as a professional software engineer, focused on frontend systems
• An ideal candidate will bring a background of building and scaling finance software within a product-focused, technology-forward organization.

The Role

R&D Operations (‘R&D Ops’) plays a key role at Addepar by coordinating, supporting, and optimizing how teams work within the R&D organization. Our mission is to operationalize standards for the efficient execution of Initiative Management, simplify the process for how work gets into the R&D Planning pipeline to lay the path for objectives and key results fulfillment, provide guidance and governance on standard processes for teams through Standards & Processes, and surface R&D data in Analysis and Reporting. The combination of these things drive us toward our goal of reduced execution risk, and an improved focus on the way we work together to achieve Addepar’s goals.

Addepar is seeking a creative, collaborative, business-minded leader for our R&D Ops team. This position requires an influential leader who can deliver in a dynamic, fast-paced environment.

You’ll bring your program management expertise to drive a portfolio of critical R&D initiatives, focusing on communication, delivery efficiency, risk mitigation and resolution. You’ll develop a high-performing team, and partner closely with Engineering leaders and others across Addepar to achieve our goals. As a member of a growing company, you will have the opportunity to shape and further refine your role commensurate with the priorities of the organization and the company.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $163,000 - $255,000 + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Drive a prioritized portfolio of R&D Initiatives, and lead a team of Technical Program Managers, supporting their delivery and development, in line with our mission and vision.
• Facilitate R&D’s quarterly planning process, working closely with Product Managers and Product Owners to support cross-team discussions and coordinate leadership-level updates.
• Partner with Addepar’s Head of Strategic Initiatives to ensure continuous connectivity of R&D with top-line Strategic Initiatives.
• Influence through building positive partnerships with senior leaders in Product & Engineering, understanding their business priorities, and ensuring risks are well communicated and understood.
• Own and refine the standards and foundational information architecture that improve how we work in R&D, including inventories of critical information, Initiative Management standards, and guidance for effective usage of Jira & Confluence.
• Model professionalism and hold your team accountable for upholding our high standards of quality in all key outcomes in the initiative lifecycle, from initiative development through delivery and retrospectives.
• Establish a metrics framework to support more informed decision making in R&D, such as progress on initiatives and objectives and key results, measures of velocity, and indicators of risk.
• Select, and maintain the configuration of R&D-focused tools that support our planning and initiative management, in collaboration with IT and key R&D leaders.
• Demonstrate strong analytical, problem-solving, and decision-making skills. Define, structure and plan work independently.

Who You Are

• 10+ years experience driving technical, complex initiatives & projects from initiation to completion, preferably in FinTech, Technology, or Financial Services industries.
• 5+ years of people management experience. Experience leading global teams preferred.
• A natural builder of strong relationships and trust, you use your internal network to deliver results; ability to influence executive leaders across functional teams.
• Proactive and able to adapt quickly to change and evolve with the organization, be comfortable with ambiguity, and have a risk-management mentality. You surface risks and issues early, and resolve disagreements without adversely affecting relationships.
• Passionate about mentoring and developing others through your leadership style and presence, whether they’re in your team or extended team members.
• Proven track record of organizing information to enable quick, data-driven decision-making and you mentor others to do the same. Successful in planning, operational management, and leading multi-disciplinary teams.
• Strong project management skills and ability to manage multiple initiatives simultaneously.
• Excellent communication and presentation skills, with the ability to effectively convey complex information to diverse audiences.
• Others would describe you as an objective culture carrier with integrity and humility.
• Experience leading remote and geographically distributed team members.