Addepar - United States, New York

Join Addepar in NYC as an Administrative Assistant, providing high-level support directly to the CEO. Manage complex calendars, coordinate global travel, and act as a key liaison for external stakeholders. This high-visibility role requires 1-2 years of admin experience, proficiency in Google Wor...

Lead a global team ensuring high-quality portfolio data for financial clients in this New York-based manager role. Leverage 5+ years of financial industry expertise in securities and post-trade processing. Drive operational excellence, mentor analysts, and collaborate with Engineering to optimize...

Lead a high-performing data engineering team at Addepar in New York. Utilize your expertise in Python, AWS, and data pipelines to build solutions for a Financial Data Lakehouse and AI. This hands-on management role requires 8+ years of experience, including 2+ in leadership, and offers bonus and ...

Lead a high-performing team of Solution Specialists at the intersection of sales and customer success in New York. Drive strategy for client acquisition, product adoption, and retention across Addepar's core financial solutions. Requires 10+ years in fintech/financial services leadership and deep...

Lead client operations and partner solutions for a leading fintech firm in New York. This strategic role requires 10+ years of operational leadership and wealth management expertise. You will scale processes and teams to drive client value using tools like Salesforce and Looker.

Join Addepar in New York as a Business Development Representative. Drive new business growth in wealth management and private banking through strategic prospecting. We seek a proactive SaaS professional with 2-3 years of outbound experience. This role offers a competitive package including bonus ...

Lead our Core & Strategic client success as a key leader at Addepar. You will oversee a multi-tiered team, driving retention, growth, and ROI for top RIAs and Family Offices. Requires 12+ years in client-facing leadership within Wealth Management or FinTech. This high-impact role is based in New ...

Seeking an Institutional Client Success Manager in New York to manage strategic relationships with complex asset owners. You will act as a consultant, driving platform adoption and value for pension funds and endowments. Requires 5+ years in institutional asset management and strong analytical sk...

Join Addepar's Core Client Success Team in New York or Salt Lake City. As a Client Success Manager, you will be a trusted advisor, driving platform adoption and value for UHNW clients. This role requires 3+ years in an RIA or Family Office environment and offers direct impact on company growth. B...