Jobs at Addepar

The Portfolio Data Operations Analyst is part of Addepar's Data Management organization. This role ensures clients receive timely and high-quality data by overseeing transaction and position processing, performing data quality verification, and assisting clients with data support inquiries.

Portfolio Analytics Architect at Addepar is responsible for leading the data validation process for client data conversion projects. The role requires a strong understanding of financial portfolio data, problem-solving skills, and the ability to deliver results with high quality and adherence to deadlines.

Addepar is seeking an experienced, quota-carrying Account Executive to join their Sales Team in Switzerland. This role will focus on driving new Annual Recurring Revenue by engaging with RIAs, Single and Multi-Family Offices, and Private Banks in the Swiss and DACH markets.

The Regional Head of Services, APAC, will build and lead a services organization in the Asia Pacific region, translating global services strategy into local execution. This role focuses on meeting Addepar's standards for implementation, partner solutions, and client support, while resolving business-as-usual requirements and mitigating service escalations.

Data Client Support Analyst at Addepar in Pune, India. This role involves addressing client inquiries about portfolio data feeds and data product functionalities, managing data verification issues, and investigating client-reported bugs. The position requires being in the office 3 days per week.

Addepar is seeking a Sr. Software Engineer with an AI background for their Reference Data team in Edinburgh, UK. This role involves architecting and leading the execution of core AI capabilities, focusing on delivering AI-native products and integrating LLMs and agentic frameworks into robust production systems.

Senior Account Executive at Addepar, focusing on enterprise clients in the wealth management sector. This role involves leading complex, consultative sales efforts, acting as a business owner for strategic accounts, and driving both new business and long-term partnerships within global financial institutions.

Senior Account Executive for Key Accounts at Addepar, a data and AI platform for investment professionals. This role involves managing consultative sales cycles with large RIAs and Multi-Family Offices, developing growth strategies, and advising mid-tier clients while managing top existing clients. The position requires cross-functional collaboration and quota achievement.

Senior Software Engineer in Trading at Addepar, focusing on the Order Management System (OMS). The role involves leading technical initiatives for a high-performance Trading Order Lifecycle Management system, ensuring precision, low latency, and fault tolerance in trade execution, allocation, and reporting.

Addepar is hiring a Head of Product and Solutions Marketing. This executive role reports to the Chief Marketing Officer and is responsible for crafting product marketing narratives, competitive intelligence, and ensuring product resonance in the marketplace. The individual will lead and grow a product marketing team, setting strategy and driving initiatives.

As a Data Solutions Consultant at Addepar, you will support complex client data implementation projects. You will design scalable solutions to transform and integrate client portfolio data into Addepar, building expertise in both technical and business domains. This role is for an individual contributor who thrives at the intersection of finance, data, and technology.

Senior AI Engineer on the AI Platform team at Addepar. This role involves architecting, leading, and driving the execution of core AI capabilities for the company's platform. The engineer will focus on end-to-end delivery of AI-native products, ensuring AI systems are robust, scalable, and high-performance production systems.

Sr. Account Executive - Enterprise at Addepar is a senior sales role focused on leading complex, consultative sales efforts with large, strategic global financial institution clients. The role involves driving new business and expanding long-term partnerships, acting as a business owner for accounts, and shaping client experience through technology.

Senior Account Executive for Addepar's Institutional market segment in New York City. This role is responsible for driving new business and expanding long-term partnerships within the institutional vertical, acting as a business owner for accounts and shaping how clients utilize the platform.

Addepar is seeking a Staff Software Engineer for their Calculation Engines team. This role involves designing and building distributed microservice components for a data-intensive financial analytics application. The engineer will focus on scaling the Java-based calculation engine and improving system efficiency.

Data Solutions Consultant at Addepar responsible for integrating client portfolio data into the Addepar platform. This role involves consulting clients on complex data challenges and improving internal tooling and processes. Requires strong analytical and communication skills, with a solutions-oriented approach.

Senior Product Manager for Market Data Feeds at Addepar. This role involves defining and owning the product roadmap for market data feeds, balancing feed quality, coverage, and commercial ROI, and setting measurable success criteria.

Addepar is seeking a Manager, Field Marketing Lead to oversee global event strategy and execution. This role involves managing a team of three, partnering with GTM, Product Marketing, and executive leadership to ensure events drive awareness, client relationships, and pipeline acceleration.

Addepar is seeking a Performance Marketing Manager, Partnerships to drive growth and success through data-driven marketing strategies and cross-functional efforts. This role involves building, scaling, and managing the partner marketing ecosystem from its early stages.

Senior Client Success Manager for Enterprise clients at Addepar, a data and AI platform for investment professionals. This role involves managing Addepar's largest and most sophisticated clients, driving adoption, retention, renewals, and revenue growth through strategic guidance and cross-functional collaboration.

Senior Client Success Manager for Enterprise clients at Addepar. This role involves managing Addepar's largest and most sophisticated clients, including global banks and broker-dealers, to drive adoption, retention, renewals, and revenue growth. The CSM will act as a strategic advisor, understanding client business models and leveraging Addepar's platform to achieve client goals.

Addepar is seeking a Lead Data Validation Specialist in Los Angeles, CA. This role will oversee a team responsible for ensuring the accuracy and integrity of financial data during client onboarding. The specialist will manage daily workflows, ensure data quality, and liaise with cross-functional partners.

Addepar is seeking a Senior Software Engineer to build and scale their Data Analytics Platform. The role involves collaborating with product managers and engineers to architect solutions for data and workflow challenges, and advising on data governance infrastructure using core Addepar systems like the Data Lakehouse.

Addepar is seeking a Sr. Account Executive - Enterprise in Singapore to lead complex, consultative sales efforts with strategic clients. This senior role involves driving new business and expanding long-term partnerships with global financial institutions, acting as a business owner for accounts and shaping client experience through technology.

Senior Product Manager for Addepar's Platform Services organization, focusing on demo environments, training academies, and end-client sandboxes. This role involves managing infrastructure, shared services, application, and data elements, impacting developer experience and efficiency, as well as driving commercial opportunities for customer adoption and product-led revenue streams.

Senior Account Executive at Addepar, a data and AI platform for investment professionals. This role focuses on leading complex, consultative sales efforts with strategic clients, acting as a business owner for accounts, and expanding long-term partnerships within global financial institutions.

Addepar is seeking a Director of Engineering for their Institutions Engineering Team. This role will lead engineering for investor solutions and research product suite, taking ownership of technology delivery for the Institutional segment and sophisticated investor products. The director will lead a multi-disciplinary team and requires experience in Asset Management solutions and scalable cloud-native systems.

Senior Software Engineer, Identity Management & Authentication at Addepar in Los Angeles, CA. This full-stack role involves building and maintaining systems for user authentication and product configuration, leveraging Java APIs and web UIs to create responsive user journeys and administrative tools.

Addepar is seeking an Engineering Manager for Identity & Access in Los Angeles, CA. This role involves managing, mentoring, and growing a team of full-stack engineers responsible for authentication, API scaling, and product configuration systems. The manager will collaborate with product and design teams to ensure client needs are met and foster engineering excellence.

Senior Account Executive at Addepar, a data and AI platform for investment professionals. This role focuses on leading complex, consultative sales efforts with strategic enterprise clients, driving new business and expanding long-term partnerships within global financial institutions.

Portfolio Analytics Architect at Addepar is responsible for leading the end-to-end data validation process for client data conversion projects. The role requires a strong understanding of financial portfolio data and a hands-on approach to problem-solving.

Senior Account Executive for Key Accounts at Addepar, a data and AI platform for investment professionals. This role involves managing consultative sales cycles with large RIAs and Multi-Family Offices, developing strategies to grow new ARR, and advising mid-tier clients while managing top existing clients.

Addepar is hiring an Adm Support Analyst in Pune, India. This role involves handling client inquiries and resolving issues related to the Alternatives Data Management (ADM) solution on the Addepar platform. The analyst will provide accurate and timely guidance on ADM functionality to sophisticated investors.

This is an 18-month AddeGrad Program for a Client Solutions Analyst at Addepar, starting in July 2027. The program provides exposure to the Client Services team and the Addepar platform, with opportunities to partner with Go-To-Market and R&D teams. Upon completion, participants can pursue roles in Client Success or Client Services.

Engineering Manager, Advisor Experience at Addepar. This role leads a new engineering team focused on building products for financial advisors and their clients, initially on a Secure Message Center. The manager partners with product and design to translate product vision into software.

Senior Software Engineer on the Advisor Experience team at Addepar, focusing on the frontend to build secure messaging and other solutions for financial advisors. The role involves leading frontend architecture, building component systems, and collaborating with Product Design, with potential for full-stack work.

Addepar is hiring a Direct Solutions Consultant (investment Management) in Los Angeles, CA. This role focuses on designing and implementing solutions for new clients, onboarding sophisticated investors, and identifying how Addepar can unlock value for their businesses. The consultant will advise clients on modeling and examining financial instruments and assets, requiring a deep understanding of finance and technology.

Senior Product Marketing Manager at Addepar responsible for shaping go-to-market strategies across EMEA, LATAM, and APAC. This role involves becoming an expert on buyers, market dynamics, and competitive landscapes to inform positioning, campaigns, and launch strategies, collaborating with regional sales and product teams.

Business Development Representative at Addepar in New York City. This role focuses on strategically developing and qualifying revenue opportunities within assigned account territories and segments, generating new business for wealth management, family office, private banking, and global investment management markets.

Addepar is hiring a Manager, Finance Systems in Pune, India. This role will own the finance systems roadmap, partner with leadership on finance technology strategy, and oversee core finance enterprise applications like NetSuite, Coupa, Navan, and Boomi.

The Services Sales Consultant (SSC) is a mid-level sales role at Addepar based in Edinburgh, UK. This position partners with sales teams to define, position, and sell professional services for client implementations and adoption across the EMEA region. The SSC will engage with stakeholders from C-suite to operational leaders to structure and sell these engagements.

Staff Software Engineer on the Applied AI team at Addepar. This role involves setting technical direction for AI engineering, designing the AI platform layer, and taking on challenging client engagements to build and ship AI capabilities.

Staff Software Engineer with AI/ML background for Addepar's Reference Data team. This role involves architecting, leading, and executing core AI capabilities, focusing on end-to-end delivery of AI-native products and hardening AI systems into robust production environments.

Engineering Manager, Reference Data at Addepar to lead the Reference Data Team in the US. This role involves managing a team to deliver complex engineering projects using technologies like PySpark, Python, AWS, Terraform, Java, Kubernetes, and microservices. The team is responsible for the acquisition, conversion, cleansing, reconciliation, modelling, tooling, and infrastructure for market and security master data.

Team Lead, Field Engineer at Addepar is a player-coach role focused on guiding a team of field engineers while handling complex technical work. The role involves translating business requirements into integrations, automations, and data solutions, acting as a technical expert across Addepar's solution suite, and developing people-management skills.

Addepar is hiring a Team Lead for their Adm Operations in Pune, India. This role involves managing a team responsible for the human-in-loop review of Private Funds documents, ensuring data extraction, processing, and validation for the company's Alternatives Product offering.

Data Projects Analyst at Addepar responsible for converting and onboarding client portfolio data. This involves coordinating data transmission, transformation, import, and validation. The role requires managing data conversion projects, partnering with Sales and Services, developing Python scripts, and collaborating with Product and Engineering for process improvements.

Addepar is seeking a Director, Head of Demand Generation to lead their global revenue marketing engine. This executive role reports to the Chief Marketing Officer and will oversee demand generation and digital marketing initiatives, including campaigns, paid/digital, field marketing, ABM, and email marketing, to drive pipeline growth and revenue.

Addepar is hiring a Growth Marketing Manager for Single Family Offices (SFOs). This role focuses on driving growth and pipeline success within the SFO segment through data-driven performance marketing and targeted acquisition campaigns. The manager will build, scale, and manage multi-channel demand generation and ABM efforts for this sophisticated audience.

Addepar is seeking a Staff AI Security Engineer to join their Information Security & Risk team. This role is part of the newly formed Security Solutions team, focusing on high-impact, project-driven initiatives with a strong emphasis on AI to enhance the organization's security posture.

Director of Analytics at Addepar in Pune, India. This role leads the Analytics team, focusing on a scalable global operating model for data and analytics. The Director will define and execute the strategic vision, drive operationalization, governance, and platform maturity, and lead the global expansion of the analytics platform.

Sales Engineer at Addepar, a global data and AI platform for investment professionals. This role requires a consultative approach to act as a domain expert, leading presentations for C-suite executives and operational stakeholders. The Sales Engineer will partner with Account Executives to inform prospects about Addepar's product development, workflows, and use cases.

Senior Enterprise Sales Engineer at Addepar, a data and AI platform for investment professionals. This role involves leading high-stakes engagements with C-suite executives, architecting solutions using Addepar's platform, and driving the technical aspects of the sales cycle, focusing on AI-driven workflows and data integration.

Senior Product Manager, Integrations at Addepar. This role focuses on leading integrations for Registered Investment Advisors (RIAs), specifically with Salesforce and Custodial partners. The product manager will scale custodial workflows, evolve the Salesforce integration for self-service, and identify AI-driven capabilities to enhance user experience and workflows.

Addepar is seeking an Adm Support Analyst in Pune, India. This role involves handling client inquiries for the Alternatives Data Management (ADM) solution, resolving issues related to alternative investment data on the Addepar platform, and providing guidance on ADM functionality.

Addepar is seeking a Staff Software Engineer for their Files Platform team. This role involves building distributed systems for enterprise file management, including secure file storage, access control, and third-party integrations for wealth management firms.

Lead, Data Validation Specialist at Addepar in Edinburgh, UK. This role oversees a team responsible for ensuring the accuracy and integrity of financial data during client onboarding, managing daily workflows, and liaising with cross-functional partners.

Addepar is seeking an experienced Account Executive for their Sales Team in Singapore. This quota-carrying sales professional will focus on driving new Annual Recurring Revenue by engaging with financial institutions in Singapore's wealth management sector, including RIAs, Single and Multi-Family Offices, and Private Banks.

Senior Account Executive for Enterprise at Addepar in London, UK. This role involves leading complex, consultative sales efforts with strategic clients, acting as a business owner for accounts, and driving new business and long-term partnerships within global financial institutions.

Senior AI Engineer on the AI Platform team at Addepar. This role involves architecting, leading, and driving the execution of core AI capabilities, including LLMs and agentic frameworks, to deliver AI-native products from prototype to production.