Search the 25 jobs at Addepar

The Account Executive will develop strategic sales plans, manage lead qualification, and generate relationships within named accounts in the finance industry. They will be responsible for achieving sales quotas and may require travel for client engagement.

The Sr. Manager - R&D Operations will coordinate and optimize R&D team workflows, manage a portfolio of initiatives, and ensure efficient planning processes. This role involves partnering with Engineering and Product teams to drive success in delivering R&D projects and supporting team development.

The Navigator Product Adoption Specialist will enhance product adoption for the Navigator tool by training clients on best practices, developing technical solutions, and collaborating with various teams to address product gaps and support client relationships.

As a Sales Engineer at Addepar, you'll lead presentations with C-Suite executives, providing in-depth knowledge of financial software and Addepar's product advantages. You will support Account Executives throughout the sales process, assist clients in conceptualizing their use of the Addepar platform, and collaborate on creating proof of concepts and Statements of Work.

The Marketing Operations Analyst will focus on lead lifecycle reporting and optimization, enhance workflows, create dashboards for visibility, and streamline data processes. The role involves collaboration with various teams to improve lead generation and management, alongside maintaining the marketing tech stack for accurate reporting.

The Sr. Account Executive will drive Addepar’s expansion in the Swiss market, establish the company as a leading financial platform for wealth management, and manage relationships with financial institutions. Responsibilities include developing sales strategies, prospecting, managing lead conversion, and collaborating with teams for client engagement throughout the sales cycle.

The Business Development Officer will manage and expand relationships with Wealth Tech consulting teams at custodians, drive engagement and referrals, collaborate on sales pipelines, raise product awareness through demos and education sessions, and help build a new function within the team.

The Account Manager will drive revenue growth by managing client relationships, delivering business reviews, and developing sales strategies. Responsibilities include forecasting, pipeline management, and leading renewal processes while collaborating with the Client Engagement & Success Management team.

The Portfolio Performance Analyst will lead client data validation processes, conduct training sessions, identify and resolve portfolio data discrepancies, and work collaboratively with internal teams. The role requires excellent communication and organizational skills to manage multiple projects effectively.

The Portfolio Data Consultant will lead the data validation process with clients and internal teams, resolving discrepancies in portfolio performance data. Key tasks include conducting training sessions, documentation of methodologies, coordinating project updates, and identifying process improvements to enhance efficiency.

As a Data Solutions Consultant, you will integrate clients’ portfolio data into Addepar, consult on complex data challenges, execute client deliverables, and improve internal processes. You will lead data conversion projects, prioritize multiple assignments, and work with various internal teams while maintaining effective communication with clients.

As a Sr. Account Manager at Addepar, you will cultivate critical client relationships, drive revenue growth through renewals and additional products, collaborate with the Client Engagement & Success Management team, and lead the renewal process, while maintaining accurate forecasting and pipeline management using Salesforce.

As a Product Manager at Addepar, you will lead the development of a data lake house product, collaborating with clients and engineering teams to define requirements, oversee product lifecycle, and ensure competitiveness in data technologies.

As the Head of Core Platform Operations at Addepar, you'll lead global platform and cloud operations, drive strategic infrastructure programs, and foster a culture of innovation within your team. Your role involves partnering with engineering teams, establishing service reliability metrics, and focusing on automation to enhance operations while mitigating risks.

As a Data Solutions Analyst, you will integrate client portfolio data into Addepar, manage data conversion projects, improve internal processes, and communicate effectively with clients and teams. This role requires analytical skills and a solutions-oriented mentality.

Implementation Analysts at Addepar lead client onboarding projects for the Addepar platform, ensuring client success through solution design and problem-solving. They collaborate closely with clients and internal teams, managing multiple projects and improving processes while being a subject matter expert in the platform.

As a Senior iOS Engineer at Addepar, you will develop high-quality, scalable iOS applications, mentor team members, and collaborate with product and design teams to implement new features. You will stay updated with the latest trends in iOS development and conduct code reviews to enhance code quality, all while fostering an inclusive team culture.

The role involves drafting, reviewing, and negotiating various contracts related to technology and services, collaborating with multiple teams on client agreements, and advising on vendor contracts. The candidate will be required to identify and address legal concerns while ensuring compliance with regulations.

The Technical Writer II will help develop and maintain a library of user guides and help articles for Addepar's products and services. This role involves writing, editing, auditing existing content, managing requests, and collaborating with subject matter experts to improve the Help Center's resources.

As a Senior Content Designer, you will redesign Addepar's knowledge base and create a library of guides and help articles. Your role involves collaborating with cross-functional teams, mentoring content designers, and developing systems for reusable content that enhances product training and support.