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Experience With Addepar Jobs (NOW HIRING)

Addepar

Field Engineer

New York, NY · On-site

$95K - $149K/yr

Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh ... Hands-on experience with Databricks, Spark, and distributed data processing frameworks

Addepar

Sr. Account Executive - Strategic

$128K - $160K/yr

Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh ... Experience negotiating and closing multi-year SaaS contracts in regulated financial environments

Addepar

Sr. Software Engineer - Data Platform

New York, NY · On-site

$158K - $197K/yr

Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh ... Experience working with cloud infrastructure directly with infrastructure as code (e.g. Terraform ...

Addepar

Client Success Manager

$87K - $136K/yr

... Addepar's propositions to the partner community Who You Are * 5+ years of experience or (3 years + MBA) in working in a client facing role with proven track record an in-depth knowledge of our ...

IEQ Capital

Associate, Portfolio Analytics

Foster City, CA · Hybrid

$70K - $97K/yr

Financial Services experience working with private equity and hedge fund investments preferred but not required * Addepar experience preferred but not required Career Path Upward mobility aren't just ...

Addepar

Engineering Manager, Reference Data

$160K - $250K/yr

Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role We are seeking an experienced and highly motivated ...

Addepar

Sr. Staff Software Architect

$174K - $273K/yr

Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh ... Experience with CI/CD pipelines and DevOps practices Our Values * Act Like an Owner - Think and ...

Addepar

Product Enablement Trainer

$68K - $106K/yr

Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh ... Who You Are * 1 year of experience using the Addepar platform, OR 2+ years in a software education ...

Addepar

Client Support Analyst (SLC)

Salt Lake City, UT

$59K - $74K/yr

... with clients. 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 ...

Addepar

Services Sales Architect

$94K - $148K/yr

... experience/exposure in the GTM organization helping achieve Addepar's growth targets Our Values * Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. * Build ...

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Experience With Addepar information

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$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.
Field Engineer

Field Engineer

Addepar

New York, NY • On-site

$95K - $149K/yr

Full-time

Posted 13 days ago

Job description

Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
The Role
As a Field Engineer you will embed directly with clients to architect and build mission-critical integrations, automations, and data solutions. Operating at the intersection of engineering and client success, you will serve as Addepar's technical vanguard - translating complex business requirements into production-grade systems while driving onboarding efficiency and operational scale. You will be the technical expert across Addepar's full solution suite - from API integrations and automation frameworks to advanced data platforms (including our white-labeled Databricks offering, ADX) and AI-driven tooling - solving our clients' most challenging problems. This role combines a forward-deployed model with deep technical expertise in modern software engineering and financial data systems.
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 $95,000 - $149,000 (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
  • Deploy directly to client sites (virtual or in-person) to architect, build, and deliver custom integrations, automations, and data pipelines using Addepar's APIs, ADX (Databricks), and modern engineering tools
  • Design and implement production-grade solutions that dramatically improve client onboarding efficiency, reduce time-to-value, and enable operational scale
  • Build intelligent automation leveraging AI, LLMs, and machine learning to solve complex data transformation, validation, and reconciliation challenges
  • Serve as the technical owner for ADX implementations, designing robust data infrastructure within Databricks to streamline client data onboarding and analytics
  • Translate ambiguous client requirements into flexible, scalable technical solutions through deep discovery, prototyping, and iterative delivery
  • Write production-quality Python code for ETL pipelines, API integrations, data validation frameworks, and automation tooling
  • Lead technical workstreams end-to-end, from requirements gathering through production deployment, owning outcomes and client success
  • Collaborate with Product, Engineering, and Services teams to identify opportunities for productization and influence platform roadmap
  • Develop internal tools, frameworks, and best practices that accelerate delivery across the broader team
  • Effectively set, manage, and communicate technical expectations with both client stakeholders and internal cross-functional teams
  • Prioritize and context-switch effectively across simultaneous client engagements, seeing each through to successful completion
  • Act as a technical advisor and trusted partner to clients, proactively identifying opportunities to drive additional value
Who You Are
  • Minimum 3+ years of experience in software engineering, data engineering, or forward-deployed technical roles
  • Advanced proficiency in Python with experience building production-grade applications, APIs, and data pipelines
  • Strong understanding of REST APIs, authentication patterns, and integration architecture
  • Hands-on experience with Databricks, Spark, and distributed data processing frameworks
  • Proficiency in SQL and experience working with large-scale datasets across relational and NoSQL databases
  • Experience designing and implementing ETL/ELT pipelines for complex data transformations
  • Familiarity with AI/ML tools and experience implementing LLM-driven automation solutions
  • Strong understanding of financial data domains including portfolio management, performance analytics, and multi-asset class portfolios
  • Exceptional problem-solving abilities with a solutions-oriented mindset and bias for action
  • Outstanding communication skills with the ability to translate technical concepts for non-technical audiences
  • Proven ability to thrive in ambiguous, fast-paced environments while maintaining high-quality standards
  • Experience with version control (Git), CI/CD pipelines, and modern software development practices
  • Independent, adaptable, and entrepreneurial mindset with a passion for client impact
  • Strong work ethic, proactive approach, and high contributing teammate

Our Values
  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
  • Champion Our Clients - Exceed client expectations. Our clients' success is our success.
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote "interviews," and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.

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