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Experience With Addepar Jobs (NOW HIRING)

Addepar

Data Solutions Consultant

New York, NY

$93K - $116K/yr

Lead data conversion projects with Addepar clients to ETL historical portfolio data from their ... Experience with financial products and securities modeling * Solution-oriented mentality and ...

Addepar

Data Solutions Consultant

Salt Lake City, UT · On-site

$74K - $93K/yr

Lead data conversion projects with Addepar clients to ETL historical portfolio data from their ... Experience with financial products and securities modeling * Solution-oriented mentality and ...

Addepar

Data Solutions Consultant

Salt Lake City, UT · On-site

$74K - $93K/yr

Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh ... Experience with financial products and securities modeling * Solution-oriented mentality and ...

Addepar

VP, General Counsel

New York, NY · On-site

$250K - $350K/yr

Lead global privacy and data governance programs aligned with Addepar's handling of sensitive ... Experience with M&A, or other strategic liquidity events.

Addepar

Data Solutions Consultant

New York, NY · On-site

$93K - $116K/yr

Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh ... Experience with financial products and securities modeling * Solution-oriented mentality and ...

Addepar

Sr. Account Executive - Enterprise

$149K - $223K/yr

... with Addepar's leadership team when appropriate to advance strategic opportunities. * Contribute to how we go to market - Bring perspective from your experience and from the field-sharing best ...

Addepar

Sr. Account Executive - Key Accounts

$128K - $160K/yr

Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh ... Experience with both new logo acquisition and account expansion, and the ability to manage both ...

Addepar

Sr. Forward Deployed Engineer

$125K - $195K/yr

Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh ... Experience building systems with Relational or NoSQL database storage * BS+ in Computer Science ...

Addepar

Sr. IAM Analyst

$113K - $176K/yr

... user experience * Design and implement scalable processes and/or technologies to improve the overall security posture of Addepar * Assisting with the development and refinement of Information ...

Addepar

Frontend Software Engineer

$107K - $168K/yr

Work with and on our web platform and design system teams to ensure a seamless Addepar user experience * Deliver key features that will be have a direct impact how our customers use our product Who ...

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Experience With Addepar information

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$22K

$25.1K

$27.5K

How much do experience with addepar jobs pay per year?

As of Jun 10, 2026, the average yearly pay for experience with addepar in the United States is $25,080.00, according to ZipRecruiter salary data. Most workers in this role earn between $24,500.00 and $26,000.00 per year, depending on experience, location, and employer.

What are some typical challenges faced by professionals working with Addepar, and how can they be addressed?

Professionals using Addepar often encounter challenges related to data integration from diverse sources and ensuring data accuracy within the platform. Managing complex client portfolios and customizing reports to meet specific client needs can also be demanding. Collaborating closely with IT and operations teams and staying updated on Addepar’s latest features can help address these challenges effectively. Training sessions, clear communication, and leveraging Addepar’s support resources are also beneficial for overcoming day-to-day obstacles.

What are the key skills and qualifications needed to thrive in a role requiring experience with Addepar, and why are they important?

To excel in a role requiring experience with Addepar, you need strong analytical skills, financial acumen, and familiarity with portfolio management or wealth management concepts, often supported by a degree in finance or a related field. Proficiency with the Addepar platform, data integration tools, and potentially relevant certifications such as CFA or CAIA are highly beneficial. Attention to detail, problem-solving abilities, and effective communication are important soft skills for interpreting complex data and interacting with clients or internal teams. These skills ensure accurate reporting, efficient workflows, and high-quality client service in financial management settings.

How much do Addepar solutions consultants make?

Solutions consultants at Addepar typically earn between $80,000 and $130,000 annually, depending on experience and location. Compensation may also include bonuses and benefits, with additional earning potential through performance incentives and skill development in financial technology tools.

What does it mean to have experience with Addepar?

Having experience with Addepar means being proficient in using the Addepar financial technology platform, which is widely used for investment management, portfolio reporting, and data aggregation. Professionals with Addepar experience can efficiently manage complex investment data, generate customizable reports, and provide insights for wealth management clients. This skill is valuable for roles in finance, wealth management, and investment advisory firms that rely on Addepar to streamline operations and enhance client service.

What is the difference between Experience With Addepar vs Financial Analyst?

AspectExperience With AddeparFinancial Analyst
Required CredentialsFinancial certifications (CFA, CPA) often preferredFinancial degrees, certifications like CFA common
Work EnvironmentTechnology-driven, client-focused wealth management firmsCorporate finance, investment banking, or asset management firms
Industry UsageUsed in wealth management, private banking, and family officesUsed across finance sectors including corporate finance and investment analysis

Experience With Addepar typically involves working with wealth management software in client-focused environments, whereas a Financial Analyst often works in broader finance roles analyzing data for investment decisions. While both roles require financial knowledge, familiarity with Addepar is more specific to wealth management technology, making the two roles distinct in their focus and application.

Infographic showing various Experience With Addepar job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 79% Full Time, and 20% Part Time. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $25,080 per year, or $12.1 per hour.
Data Solutions Consultant

Data Solutions Consultant

Addepar

New York, NY

$93K - $116K/yr

Other

Posted 5 days ago

Job description

The Role

A Data Solutions Consultant is responsible for integrating clients' portfolio data into Addepar and consulting clients on their most complex data challenges. As a Data Solutions Consultant, you will be responsible for executing on client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have exceptional analytical and communication skills, thrive in a fast-paced environment, and bring a solutions-oriented approach to all problems they encounter.

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $93,000 - $116,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You'll Do
  • Translate unique client requirements into flexible and scalable data solutions
  • Lead data conversion projects with Addepar clients to ETL historical portfolio data from their legacy system into Addepar 
  • Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
  • Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows
  • Effectively set, lead, and communicate expectations both internally and externally
  • Communicate with clients in a proactive, consultative, and professional manner 
  • Collaborate with internal Services, Sales, Product, and Engineering teams
Who You Are 
  • Minimum 2+ years of experience working in technology, finance, or consulting
  • Proficient in Python programming language 
  • Experience with financial products and securities modeling
  • Solution-oriented mentality and passion for problem-solving
  • Excellent communication, organizational, and time-management skills
  • Strong work ethic, proactive, and a high contributing teammate
  • Highly organized, close attention to detail, and driven to make processes more efficient
  • Independent, adaptable, and can thrive in a fast-paced environment 

Apply