Search the 36 jobs at Addepar

The Data Governance Manager will implement an enterprise data governance framework, develop policies, ensure data quality and security, and collaborate with IT and other departments. Responsibilities include managing data lifecycle processes, conducting audits, and promoting data governance best practices throughout the organization.

As an Enterprise Solutions Consultant, you will lead the onboarding of new clients to the Addepar platform, designing solutions that meet their complex requirements while collaborating with various internal teams to ensure project success and client satisfaction. You will identify improvement opportunities in processes and share insights with clients proactively.

The Technical Writer II at Addepar will develop clear help articles and guides, manage content requests, collaborate with subject matter experts, audit existing materials, and evolve self-guided support content. The role requires strong writing, editing, and organizational skills, with a focus on enhancing user understanding of products.

As a Sr. Content Designer at Addepar, you will develop content strategies to enhance user experiences with help and training. You'll create guides, articles, and a reusable content system, collaborating with cross-functional teams and mentoring junior designers. Your goal is to transform the help center into a high-quality resource while ensuring consistency and empathy in user communication.

As a Technical Solution Architect at Addepar, you will assist clients in building custom integrations using APIs, develop internal tools, and optimize client onboarding. Your role involves collaborating with cross-functional teams, managing project expectations, and staying current with industry trends to enhance client satisfaction.

The Director of Performance Marketing will lead global demand generation and digital marketing efforts, focusing on developing strategies that drive pipeline growth and enhance brand equity. Responsibilities include executing multi-channel campaigns, optimizing digital marketing efforts, driving demand generation, overseeing event strategies, and measuring campaign performance through KPIs.

The Regional People Operations Manager will lead HR functions for the Americas, managing employee lifecycle processes, compliance, and team performance. Responsibilities include overseeing onboarding, employee policies, compliance training, and fostering collaboration across teams to support effective People Operations and global expansion.

The Account Manager will drive revenue growth through client renewals and upsell additional products. Responsibilities include maintaining client relationships, conducting business reviews, and managing pipeline through Salesforce effectively to achieve sales quotas.

The Sr. Manager of R&D Operations at Addepar will lead and optimize R&D initiatives, ensuring effective project delivery and team management. Responsibilities include facilitating quarterly planning, developing metrics frameworks, and refining information architecture. This role requires strong leadership, communication skills, and a focus on risk management and collaboration with cross-functional teams.

As Product Manager for Addepar's Data Exchange, you will lead the development of a data lake house solution by collaborating with clients and engineering teams, managing the full product lifecycle, and ensuring competitive performance and scalability through continuous improvement and engagement with current data trends.

The Navigator Product Adoption Specialist will work directly with clients to drive Navigator engagements, increase product adoption, and improve retention. Responsibilities include training clients on best practices, developing technical solutions, gathering and sharing client feedback with other teams, and conducting targeted adoption campaigns in collaboration with Analytics and Marketing teams.

The Sales Engineer will act as a domain expert in financial software, supporting Account Executives throughout the sales process. Key responsibilities include advising clients on solutions, managing client expectations, coordinating technical resources, and creating custom demo environments. The role requires strong communication skills and the ability to lead projects and relationships effectively.

The Account Executive is responsible for developing a strategic sales plan, managing lead qualification and conversion, aggressively prospecting new relationships, and traveling to meet prospects and customers in person, primarily within the finance and wealth management sectors.

The Sr. Account Manager will drive revenue growth through renewals and upselling products, collaborate with the CESM team to build client relationships, conduct business reviews, and manage sales processes using Salesforce. They are expected to exceed annual sales quotas while nurturing strategic relations with C-level executives.

As a Business Development Representative at Addepar, you will generate new business opportunities, create strategic account lists, conduct discovery conversations with prospects, and collaborate with Go To Market teams. This role aims to drive growth in the wealth management and global investment management sectors.

The Senior Investment Strategist will lead a team to provide non-discretionary investment advice, perform analytics on asset allocation and risk management, create investment strategies, and engage with clients to enhance portfolio outcomes.

Solutions Consultants at Addepar lead client onboarding projects, ensuring successful implementation of the Addepar platform. They assess project outcomes, transition client data, communicate effectively, and improve existing processes. Candidates should excel in client relations and possess technical expertise, particularly in Python and financial services.

The Workday Business Systems Analyst will manage Workday configurations, gather and analyze business requirements, design and implement technology solutions, maintain user documentation, and provide technical support. The role also includes building reports and dashboards while collaborating with multi-functional teams to align with business needs.

The Sr. Software Engineer will architect and maintain solutions for complex data systems, collaborating with teams on project directions while mentoring peers. This role emphasizes writing testable code and promoting engineering best practices in a fast-paced environment.

Addepar is looking for a Staff Automation Engineer to enhance developer productivity through automation solutions. Key responsibilities include architecting scalable frameworks, integrating automation within CI/CD workflows, minimizing technical debt, and implementing robust testing strategies while collaborating with engineering and DevOps teams.