ZipRecruiter

Log In

Addepar
Addepar

60 Addepar Client Services Associate Jobs Hiring Near You

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

Sr. Solutions Engineer- Institutions

New York, NY · On-site +1

$146K - $182K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Professional Services, Data, Implementation, Support, Finance, and Legal, as well as internal ...

Addepar

Sr. Sales Engineer

Load prospective client data and design custom demo environments to demonstrate the future Addepar ... Required : • 7+ years of relevant demonstrated experience in the Financial Services space ...

Addepar

Sr. Software Engineer - Data Platform

Manhattan, 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

Business Development Representative

New York, NY · On-site

$75K - $105K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... financial services experience a plus!) * Knowledge of private banking, wealth management ...

Addepar

Field Engineer

New York, NY · On-site

$119K - $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

Manager, Portfolio Data Feeds

Manhattan, NY · On-site

$147K - $184K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Excel, VBA, SQL, Python, Databricks or other common financial services systems and applications Our ...

Addepar

Data Solutions Consultant

New York, NY · On-site

$85K - $105K/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

Data Solutions Consultant

New York, NY

$85K - $105K/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

Manager, Portfolio Data Feeds

New York, NY · On-site

$147K - $184K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Excel, VBA, SQL, Python, Databricks or other common financial services systems and applications Our ...

Addepar

Field Engineer

Manhattan, NY · On-site

... Addepar's offerings. Responsibilities : • Deploy directly to client sites (virtual or in-person ... Services teams to identify opportunities for productization and influence platform roadmap • ...

Addepar

Sr. Solutions Engineer- Institutions

Manhattan, NY · On-site

$146K - $182K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Professional Services, Data, Implementation, Support, Finance, and Legal, as well as internal ...

Addepar

Staff Software Engineer-Reference Data

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 ...

Addepar

Sr. Sales Engineer

New York, NY · On-site +1

$146K - $182K/yr

Load prospective client data and design custom demo environments to demonstrate the future Addepar ... Who You Are * 7+ years of relevant demonstrated experience in the Financial Services space ...

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

Sales Enablement Specialist

New York, NY · On-site

$68K - $106K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Work with Sales, Marketing, and Services teams to drive course attendance and content engagement

previous pagenext page

Showing results 21-40

All JobsAddepar JobsAddepar Client Services Associate Jobs

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.

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 other companies are hiring for Client Services Associate jobs?

What are the most popular jobs at Addepar?

What are the most popular categories at Addepar?

Infographic showing various Client Services Associate job openings at Addepar in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 70% Physical, and 30% Remote job distribution.

Sr. Account Executive - Strategic

Addepar

Remote

$128K - $160K/yr

Full-time

Re-posted 24 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
As a Strategic Account Executive, you will be managing consultative sales cycles with our large RIA's, Multi-Family Offices, and Family Offices. We are looking for a proven consultative account executive who exemplifies our values around client centricity and has a demonstrated track record of crafting and delivering exceptional client outcomes. In this role, you will have the opportunity to develop and implement strategies that 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, and R&D to deliver trusted and scalable solutions. The candidate will demonstrate strong selling skills coupled with a genuine curiosity to learn and a passion for being part of a world-class team. The Strategic Account Executive is empowered and responsible for leading efforts that result in quota achievement and multi-year
The current range for this role is $128,000 - $160,000 (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
  • Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM
  • Lead the full sales cycle end-to-end - from targeted prospecting and executive engagement through contract negotiation and close
  • Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners
  • Develop and execute multi-threaded account strategies that align Addepar's platform capabilities to each prospect's operational, regulatory, and growth priorities
  • Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address complex client requirements
  • Maintain rigorous pipeline hygiene and deliver accurate forecasts to senior leadership, using Salesforce as a system of record
  • Negotiate and close multi-year contracts, navigating legal, compliance, and procurement processes with sophisticated financial institutions
  • Represent Addepar at industry events, conferences, and executive forums (40-50% travel expected)
  • Contribute to the continuous improvement of Addepar's GTM strategy by bringing market intelligence and best practices from the field
Who You Are
You are a proven closer with deep roots in wealth management technology. You have earned your credibility through results, not tenure, and you bring both the strategic acumen and the operational discipline to win in a complex sales environment.
Requirements:
  • 8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology
  • Demonstrated track record of consistently meeting or exceeding quota
  • Deep familiarity with the RIA, Multi-Family Office, and Family Office market - including how these firms evaluate, buy, and implement technology
  • Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers
  • Experience negotiating and closing multi-year SaaS contracts in regulated financial environments
  • Exceptional executive presence - you are confident presenting to a CIO as you are whiteboarding with an operations team
  • Proficiency in Salesforce for pipeline management and forecasting
  • Bachelor's degree required; MBA or CFA a plus

You Will Also Bring:
  • A consultative, client-first mindset-you lead with insight, not pitch
  • Strong cross-functional instances, you know how to mobilize internal resources to support a deal
  • Intellectual curiosity about the evolving wealth management landscape and a genuine interest in how technology drives better outcomes for advisors and their clients
  • High accountability and self-direction - you set the pace, manage your own time, and do not require hand-holding to perform
  • A collaborative reputation; you win as part of a team and make those around you better

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.

Apply