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60 Addepar Client Services Associate Jobs Hiring Near You

Addepar

Director, Head of Demand Generation

New York, NY · On-site

$189K - $236K/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

Head of Product and Solutions Marketing

$200K - $280K/yr

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 ...

Addepar

Staff Software Engineer - Trading

New York, NY · On-site

$187K - $234K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Comfortable working in a cloud context, with automated infrastructure and service-oriented ...

Addepar

Sr. Solutions Engineer- Institutions

New York, NY · On-site +1

$146K - $182K/yr

The Role Addepar has experienced exponential growth in the Institutional market segment, which ... NYC has been the Institutional team's launchpad, and we are looking for a seasoned, client-focused ...

Addepar

Recruiting Coordinator (6-Month Project)

$53K - $83K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Collaborative and service-oriented, with a focus on enabling hiring success * Experience with ...

Addepar

Staff Software Engineer - Trading

Manhattan, NY · On-site

$187K - $234K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Comfortable working in a cloud context, with automated infrastructure and service-oriented ...

Addepar

Implementation Project Manager

New York, NY

$11K - $14K/mo

... client customers to deliver the Addepar solution on time/budget, and help build our team ... Lead project teams and run the project lifecycle (sales support/scoping, sales to services ...

Addepar

Field Engineer

New York, NY

$119K - $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 ...

Addepar

Ecosystem Marketing Manager

New York, NY · On-site

$94K - $148K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... services or financial technology industry, and a proven track record of developing a robust ...

Addepar

Account Executive - Core

$108K - $120K/yr

... and a strong client experience through onboarding * Represent Addepar at industry events ... Experience selling into the wealth management or financial services industry, with familiarity with ...

Addepar

Technical Solutions Architect

Manhattan, NY · On-site

Addepar is a global data and AI platform empowering investment professionals to turn complex ... client success • Collaborate with Product, Engineering, and Services teams to identify ...

Addepar

Senior Software Engineer-Trading

$125K - $165K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Services domains * [Preferred] Practical knowledge of the FIX protocol * [Preferred] Familiarity ...

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. 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 ...

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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.

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?

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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.

Director, Head of Demand Generation

Addepar

New York, NY • On-site

$189K - $236K/yr

Full-time

Re-posted 7 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
We are seeking a Head of Demand Generation to own our full revenue marketing engine and lead our demand generation and digital marketing initiatives globally. Reporting directly to the Chief Marketing Officer, you'll be an integral member of the marketing leadership team. You'll oversee our global demand programs (campaigns, paid/digital, field, ABM, email and more). You will collaborate closely with our cross-functional teams to create and execute high-impact strategies that drive pipeline growth, revenue, and brand equity within new and existing business.
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 $189,000 - $236,000 (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
  • Owning the comprehensive demand generation strategy, execution and results in alignment with company priorities, roadmap and target audience.
  • Leading, implementing and scaling demand generation programs across paid media and digital, field and events, webinars, ABM and more
  • Implementing a data-driven approach to identify and target high-quality leads and along with upsell opportunities, nurture them through the funnel, and drive sustainable conversions while increasing lifetime value
  • Creating and implementing multi-channel, multi-touch campaigns tailored to key segments, geographies, and personas, ensuring targeted approaches across each stage of the client journey-from awareness through to conversion
  • Expanding Addepar brand recognition across new and existing client segments, geographies, and personas
  • Creating, implementing, and overseeing events and conference strategy leading the strategy, planning, and execution of events and conferences, ensuring alignment with brand objectives and optimizing these platforms as critical channels for client engagement, lead generation, and brand building
  • Managing and allocating budgets across digital marketing and web channels, including paid search, social media, web/display advertising, email, content marketing, SEO/AEO, and on-site experiences. Drive cohesive strategies that enhance brand visibility, optimize user engagement, and support growth objectives
  • Measuring and analyzing performance with robust KPI tracking and analytics to measure campaign effectiveness, identify opportunities for optimization, and adjust strategies to ensure continued success
  • Building, leading and mentoring a team of talented marketing professionals, creating an environment that encourages both professional growth and excellence in execution
Who You Are
  • 10+ years of experience in demand generation role, with a proven track record of driving revenue growth in a B2B SaaS environment, financial services experience or experience marketing into the financial services vertical a plus
  • Experience building a demand generation function and team, not only implementing from an established playbook
  • Extensive experience with digital marketing channels, including paid search, social media, email marketing, content marketing, and display advertising
  • Strong ability to collaborate cross-functionally and manage multiple stakeholders and priorities
  • Strong experience in leading industry and hosted event and conference strategies as key components of the overall marketing and brand-building effort
  • Experience leading high-performing teams, with a demonstrated ability to build a culture that balances innovation with results-driven execution

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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