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Addepar - United States, Salt Lake City

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Direct Solutions Consultant

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Join Addepar in Salt Lake City as a Direct Solutions Consultant. You will design and implement solutions for sophisticated investors, leveraging your finance and technology expertise. This role requires strong project management, client-facing skills, and a passion for data conversion. We offer a...
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United States , Salt Lake City
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Salary
74000.00 - 116000.00 USD / Year
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Addepar
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Security Operations Analyst

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Join our Information Security & Risk Team as a Security Operations Analyst in Salt Lake City. You will triage alerts, design monitoring strategies, and support vulnerability management in a cloud-native AWS environment. This role requires 2+ years of InfoSec experience, strong communication skill...
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United States , Salt Lake City
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Salary
90000.00 - 112000.00 USD / Year
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Lead, Enterprise Solutions Consultant

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Lead a team of Enterprise Solutions Consultants while also serving as a hands-on Solutions Architect in Salt Lake City. This player/coach role requires 3-5+ years in tech/finance/consulting and proven leadership. You will mentor staff, drive strategic initiatives, and design client solutions. We ...
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United States , Salt Lake City
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Salary
118000.00 - 148000.00 USD / Year
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Head of Client Success - Core & Strategic

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Lead our Core & Strategic client success at Addepar. This high-visibility role in Salt Lake City requires 12+ years in client-facing leadership within Wealth Management/FinTech. You'll own retention, growth, and team development, partnering cross-functionally to shape the future of wealth tech. E...
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United States , Salt Lake City
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Salary
177000.00 - 276000.00 USD / Year
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Addepar
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Client Success Manager - Core

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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...
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United States , New York, NY; Salt Lake City, UT
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Salary
69000.00 - 107000.00 USD / Year
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Implementation Project Manager

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Lead strategic SaaS implementations for enterprise clients as an Implementation Project Manager at Addepar. You will manage cross-functional teams, budgets, and timelines to deliver the Addepar solution. This Salt Lake City-based role requires 3+ years of experience, including client-facing SaaS ...
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United States , Salt Lake City
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Salary
77000.00 - 96000.00 USD / Year
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Business Systems Analyst - Salesforce & GTM Systems

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Join Addepar as a Business Systems Analyst for Salesforce & GTM Systems in Salt Lake City. You will bridge business and technical teams, optimizing processes for Sales, Marketing, and Customer Success. Leverage your 5+ years of experience and hands-on Salesforce expertise to design scalable solut...
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United States , Salt Lake City
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Salary
115000.00 - 173000.00 USD / Year
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Validation Specialist

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Join our team as a Validation Specialist in Salt Lake City. You will ensure the accuracy of financial data during client onboarding by cross-referencing spreadsheets and systems. This detail-oriented role requires strong organizational skills and proficiency with Excel. We offer a competitive pac...
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Location
United States , Salt Lake City
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Salary
51000.00 - 64000.00 USD / Year
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Portfolio Data Consultant

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Seeking a Portfolio Data Consultant in Salt Lake City to lead client data validation for financial conversion projects. You'll need 2+ years in finance/tech, expertise in portfolio data, and strong problem-solving skills. This role offers a collaborative environment, bonus, equity, and benefits f...
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United States , Salt Lake City
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Salary
74000.00 - 93000.00 USD / Year
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Addepar
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Investment Data Analyst

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Join our team as an Investment Data Analyst in Salt Lake City. You will integrate and analyze complex multi-asset class portfolios, performance, and market data directly with clients. This role requires 2+ years in finance/tech, deep instrument knowledge, and strong Excel skills. Enjoy a bonus, e...
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United States , Salt Lake City
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Salary
90000.00 - 112000.00 USD / Year
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Addepar
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Onboarding Validation Analyst

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Join our team as an Onboarding Validation Analyst in Salt Lake City. You will ensure the accuracy of financial data conversion for new clients by cross-referencing spreadsheets and systems. This detail-oriented role requires strong organizational skills and proficiency with data tools. We offer a...
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Location
United States , Salt Lake City
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Salary
51000.00 - 64000.00 USD / Year
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Addepar
Expiration Date
Until further notice

Portfolio Performance Analyst

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Join our team in Salt Lake City as a Portfolio Performance Analyst. You will lead end-to-end data validation for financial portfolio conversion projects. The role requires 2+ years in finance/tech, expertise in portfolio data, and strong communication skills. We offer bonus, equity, and benefits ...
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Location
United States , Salt Lake City
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Salary
74000.00 - 93000.00 USD / Year
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Addepar
Expiration Date
Until further notice
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