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60 Addepar Client Services Associate Jobs Hiring Near You

Addepar

Sr. Account Executive - Enterprise

$149K - $223K/yr

... Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. Addepar takes a market-based approach to ...

Addepar

Sr. Account Executive - Key Accounts

$128K - $160K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services ...

Addepar

Product Enablement Trainer

$68K - $106K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Collaborate with the Sales, Marketing, Product, and Services teams to drive attendance at our ...

Addepar

Sr. Software Engineer - Data Platform

New York, NY · On-site

$158K - $197K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... You'll be hands-on building services, architecting systems, and working daily with a range of ...

Addepar

Portfolio Data Operations Analyst

Salt Lake City, UT · On-site

$86K - $107K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Collaborate with Client Support, Solution Architects, and other members of Services and Sales to ...

Addepar

Data Solutions Consultant

Salt Lake City, UT · On-site

$74K - $93K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Collaborate with internal Services, Sales, Product, and Engineering teams Who You Are * Minimum 2+ ...

Addepar

Sr. Account Executive - Strategic

$128K - $160K/yr

... help Addepar grow new annual recurring revenue and advise our mid-tier clients. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Success ...

Addepar

Head of Brand and Content

New York, NY · On-site

$168K - $262K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... services experience or experience marketing into the financial services vertical a plus * Proven ...

Addepar

Field Engineer

New York, NY · On-site

$95K - $149K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Collaborate with Product, Engineering, and Services teams to identify opportunities for ...

Addepar

Data Solutions Consultant

New York, NY

$93K - $116K/yr

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be ... Translate unique client requirements into flexible and scalable data solutions * Lead data ...

Addepar

Sr. Software Engineer - Data Platform

Manhattan, NY · On-site +1

$158K - $197K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... You'll be hands-on building services, architecting systems, and working daily with a range of ...

Addepar

Sr. Data Solutions Strategist

New York, NY · On-site

$132K - $171K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Services offering designed to reduce data validation cycles, manual investigations and cross-system ...

Addepar

Forward Deployed Engineer

$107K - $168K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... FDE operates as an extension of the platform rather than a services organization. This distinction ...

Addepar

Engineering Manager, Reference Data

$160K - $250K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... services, integration pipeline, analytics infrastructure, warehousing solutions, and operating ...

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Addepar Jobs Information

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.
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Infographic showing various Client Services Associate job openings at Addepar in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 68% Physical, and 32% Remote job distribution.
Sr. Enterprise Client Solutions Consultant (Investment Management)

Sr. Enterprise Client Solutions Consultant (Investment Management)

Addepar

Salt Lake City, UT

$90K - $140K/yr

Other

Posted 4 days ago

Job description

The Role

A Sr. Enterprise Solutions Consultant is responsible for playing the role of an implementation architect for our largest implementation projects. In this role you will lead the design and oversight for new clients onboarding to the Addepar platform ensuring that we're developing the best solutions to fit their unique and complex requirements. Additionally, you will be responsible for ensuring that the solutions we develop for our clients are compatible with the other products and services within the Addepar ecosystem as our offering continues to expand.

The ideal candidate has relevant experience in a related financial domain as well as consulting and technology. A Sr. Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities as well as the ability to collaborate with other Addepar teams including our Sales, Engineering, and Product teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success.

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 $90,000 - $140,000 (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
  • Onboard new clients to the Addepar platform leading the solution design and execution of the implementation project
  • Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
  • Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
  • Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand
  • Connect with clients in a proactive, consultative and professional manner
Who You Are 
  • Minimum 4+ years professional experience working in finance, technology and/or consulting
  • Solution-oriented approach and a passion for problem solving
  • Proven ability to research, design and implement solutions for complex problems
  • Strong work ethic, proactive and a high contributing teammate
  • Independent, adaptable and can thrive in a fast-paced environment
  • Excellent communication, organizational, and time-management skills
  • Experience programming in Python language and/or experience with project management is a plus

Apply