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60 Addepar Client Services Associate Jobs Hiring Near You

Data Solutions Consultant

Salt Lake City, UT ยท On-site

$74K - $93K/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 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 ...

Data Solutions Consultant

New York, NY ยท On-site

$93K - $116K/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+ ...

IT Support Specialist

Salt Lake City, UT ยท On-site

$32 - $40/hr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... service and reduce support volume * Administer and optimize key SaaS platforms such as Google ...

Be a subject matter expert on all things Addepar Who You Are * Professional experience in Financial Services or Consulting in related fields. Prior client-facing experience is a plus * 2+ years of ...

Compliance Analyst

$69K - $107K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Services, Compliance, Engineering, Product, and Marketing teams in a fast-paced work environment

Portfolio Data Operations Analyst

New York, NY ยท On-site

$86K - $134K/yr

Part of the broader Addepar Engineering organization, the Portfolio Data Operations team is ... Collaborate with Client Support, Solution Architects, and other members of Services and Sales to ...

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Source and engage passive candidates across Sales, Account Management, Client Success, and Services ...

Sales Enablement Specialist

New York, NY ยท 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

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... financial services firms a plus * Experience building product marketing as a function and ...

... services within the Addepar ecosystem as our offering continues to expand. The ideal candidate has ... Work closely with cross-functional teams to ensure successful project delivery and client ...

Head of Demand Generation

New York, NY ยท On-site

$200K - $260K/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

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Take end-to-end ownership of service health. This includes participating in design docs ...

Field Engineer

New York, NY ยท On-site

$95K - $149K/yr

Operating at the intersection of engineering and client success, you will serve as Addepar ... Collaborate with Product, Engineering, and Services teams to identify opportunities for ...

Showing results 41-60

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 are the most popular categories at Addepar?
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.
Data Solutions Consultant

Data Solutions Consultant

Addepar

Salt Lake City, UT โ€ข On-site

$74K - $93K/yr

Other

Posted 4 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 $74,000 - $93,000 (base salary) + bonus + equity + benefits.ย 

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 Addeparย 
  • 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 mannerย 
  • Collaborate with internal Services, Sales, Product, and Engineering teams
Who You Areย 
  • Minimum 2+ years of experience working in technology, finance, or consulting
  • Proficient in Python programming languageย 
  • 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