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60 Addepar Jobs Hiring Near You

Addepar

Implementation Project Manager

New York, NY · On-site

$11K - $14K/mo

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 ...

Addepar

Sr. Account Executive - Institutions

New York, NY · On-site

$128K - $160K/yr

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 ...

Addepar

Sr. Sales Engineer

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. They are seeking a highly consultative and deeply ...

Addepar

Sr. Account Executive - Key Accounts

$128K - $160K/yr

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 ...

Addepar

Staff Software Engineer-Reference Data

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 ...

Addepar

Manager, Portfolio Data Feeds

New York, NY · On-site

$147K - $184K/yr

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 ...

Addepar

Staff AI Security Engineer

$159K - $249K/yr

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 ...

Addepar

Field Engineer

New York, NY · On-site

$119K - $149K/yr

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 ...

Addepar

Sr. Account Executive - Enterprise

$149K - $223K/yr

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 ...

Addepar

Workplace Operations Assistant

New York, NY · On-site

$40K - $62K/yr

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 ...

Addepar

Sr. Account Executive - Key Accounts

$128K - $160K/yr

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 ...

Addepar

Director, Engineering

New York, NY · On-site

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 ...

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What is it like to work at Addepar?

Addepar is a technology company that prioritizes innovation and collaboration, fostering a culture of open communication and teamwork among its employees. The company's mission-driven approach is reflected in its work environment, where employees are encouraged to contribute to the development of cutting-edge financial technology solutions that empower wealth management professionals. Working at Addepar may appeal to candidates who are passionate about technology and finance, and who are looking for a dynamic and challenging work environment that offers opportunities for growth and professional development.

What makes Addepar an attractive place to work?

Addepar is a leading fintech company that provides a comprehensive wealth management platform, positioning itself at the forefront of the industry's digital transformation. The company's workplace is characterized by a culture of innovation, collaboration, and stability, with a focus on delivering cutting-edge solutions and fostering a supportive team environment. Joining Addepar offers opportunities for professionals to make a meaningful impact, drive growth, and develop their skills in a dynamic and rapidly evolving field.

What are the most popular titles at Addepar?

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Infographic showing various job openings at Addepar in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% Physical, and 33% Remote job distribution.

Implementation Project Manager

Addepar

New York, NY • On-site

$11K - $14K/mo

Full-time

Re-posted 22 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, Singapore and São Paulo.
The Role
Addepar is looking for an experienced Enterprise SaaS Project Manager to help build the Global Project Management practice in the USA. The Implementation Project Manager (IPM) will be responsible for the implementation of Addepar's Enterprise & Strategic clients, supporting a Cross-Functional team of both internal & client customers to deliver the Addepar solution on time/budget, and help build our team's International/Global Implementation & Project Communication Processes as we continue to expand. The IPM has business and solutions foresight and is an authority at translating and documenting broad goals and objectives into detailed project plans and processes to drive execution. This is a strategic and highly visible role, with the IPM partnering with both external and internal teams, including Sales, Sales Engineering, Client Success & Account Management, Solutions Architecture, Data Solutions, Product, Engineering, and C-suites.
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 $118,00 - $148,00 (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
  • Lead project teams and run the project lifecycle (sales support/scoping, sales to services transition, initiating, planning, implementing, monitoring/controlling, closing)
  • Drive the use of project management principles, methodologies, tools, and internal policies and procedures
  • Establish and maintain relationships with internal/external executive sponsors, key customers, and project team members
  • Translate client requirements, objectives, and goals into a project plan
  • Definition & Management of Scope, Schedule, Budget, and Resources of sophisticated projects
  • Maintain project plan and other project documents
  • Assist with Implementation Process Definition for the growing EMEA/International Client base by adapting our current Business Processes to meet evolving international client needs
  • Partner closely with Solutions Architects & Solutions Consultants and specialist resources to drive the execution of project plan
  • Identify and propose changes; change orders, and budget updates & determine impact and drive mitigation plans
  • Lead Steering Committee meetings with C-level partners & handle "difficult conversations"
  • Document lessons learned and recommend process improvements

Who You Are
  • Minimum of 5 years of relevant experience, including 4 years of project management experience
  • Professional experience in enterprise-class SaaS software implementations
  • Experience with waterfall & agile required
  • Proven leadership ability (management not required)
  • Outstanding communication, organizational, and time-management skills
  • Prior external client-facing experience required
  • High-level familiarity with framework/operating models/goals of EMEA-based Wealth Management & Investment Advisory firms a plus
  • Understanding of project commercials including SOWs, budgeting, and resourcing
  • Professional experience in Financial Services, Technology Implementations, or Consulting preferred
  • PMP preferred
  • Independent, adaptable and can thrive in a fast-paced environment
  • Some travel required
  • [Bonus] Experience with Salesforce/FinancialForce, Monday.Com, Jira, Confluence
  • [Bonus] Previous experience in investment management software implementations

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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