More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... Evaluate and drive strategic business and technology decisions for the company and for customers
60 Addepar Customer Success Manager Jobs Hiring Near You
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... Evaluate and drive strategic business and technology decisions for the company and for customers
Client Data Onboarding Specialist
Salt Lake City, UT ยท On-site
$106K - $132K/yr
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... Our clients' success is our success. * Drive Innovation - Be bold and unconstrained in problem ...
Client Data Onboarding Specialist
Salt Lake City, UT ยท On-site
$106K - $132K/yr
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... Our clients' success is our success. * Drive Innovation - Be bold and unconstrained in problem ...
Sr. Account Executive - Key Accounts
$128K - $160K/yr
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... Partner with Client Success and Services to identify upsell and cross-sell opportunities tied to ...
Sr. Account Executive - Key Accounts
$128K - $160K/yr
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... Partner with Client Success and Services to identify upsell and cross-sell opportunities tied to ...
Trading Support Analyst
Salt Lake City, UT ยท On-site
$22 - $28/hr
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... Our clients' success is our success. * Drive Innovation - Be bold and unconstrained in problem ...
Trading Support Analyst
Salt Lake City, UT ยท On-site
$22 - $28/hr
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... Our clients' success is our success. * Drive Innovation - Be bold and unconstrained in problem ...
The Role A Portfolio Analytics Lead manages a team of Portfolio Analytics Architects. A Portfolio ... Ensure the team has proper objectives, goals, and metrics to drive success by meeting Addepar ...
The Role A Portfolio Analytics Lead manages a team of Portfolio Analytics Architects. A Portfolio ... Ensure the team has proper objectives, goals, and metrics to drive success by meeting Addepar ...
Head of Brand and Content
New York, NY ยท On-site
$168K - $262K/yr
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... In this role, you'll partner closely with Performance Marketing, Product Marketing, Customer ...
Head of Brand and Content
New York, NY ยท On-site
$168K - $262K/yr
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... In this role, you'll partner closely with Performance Marketing, Product Marketing, Customer ...
Sr. Sales Engineer
New York, NY ยท On-site
$146K - $182K/yr
Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar ... success) at SaaS companies. * Bachelor's Degree. * Deep understanding of investment management.
Sr. Sales Engineer
New York, NY ยท On-site
$146K - $182K/yr
Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar ... success) at SaaS companies. * Bachelor's Degree. * Deep understanding of investment management.
Sr. Account Executive - Enterprise
$149K - $223K/yr
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... Operate as a cross-functional leader - Work closely with Sales Engineering, Client Success ...
Sr. Account Executive - Enterprise
$149K - $223K/yr
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... Operate as a cross-functional leader - Work closely with Sales Engineering, Client Success ...
Sr. Account Executive - Strategic
$128K - $160K/yr
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... Our clients' success is our success. * Drive Innovation - Be bold and unconstrained in problem ...
Sr. Account Executive - Strategic
$128K - $160K/yr
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... Our clients' success is our success. * Drive Innovation - Be bold and unconstrained in problem ...
... our clients success. Addepar takes a market-based approach to pay. A successful candidate ... management is a plus
... our clients success. Addepar takes a market-based approach to pay. A successful candidate ... management is a plus
Enterprise Solutions Consultant
$74K - $93K/yr
Addepar takes a market-based approach to pay. A successful candidate's starting pay will be ... management is a plus
Enterprise Solutions Consultant
$74K - $93K/yr
Addepar takes a market-based approach to pay. A successful candidate's starting pay will be ... management is a plus
Data Solutions Consultant
New York, NY ยท On-site
$85K - $105K/yr
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... Our clients' success is our success. * Drive Innovation - Be bold and unconstrained in problem ...
Data Solutions Consultant
New York, NY ยท On-site
$85K - $105K/yr
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... Our clients' success is our success. * Drive Innovation - Be bold and unconstrained in problem ...
Software Engineering Manager - Workflow Platform
New York, NY ยท On-site
$160K - $250K/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn ... Our clients' success is our success. * Drive Innovation - Be bold and unconstrained in problem ...
Software Engineering Manager - Workflow Platform
New York, NY ยท On-site
$160K - $250K/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn ... Our clients' success is our success. * Drive Innovation - Be bold and unconstrained in problem ...
Business Development Representative - Institutions (NYC or Remote)
New York, NY ยท On-site +1
$75K - $110K/yr
... managers such as private equity, venture capital, and fund-of-funds are choosing Addepar to power ... of success (Fintech or financial services experience a plus!) * Knowledge of private banking ...
Business Development Representative - Institutions (NYC or Remote)
New York, NY ยท On-site +1
$75K - $110K/yr
... managers such as private equity, venture capital, and fund-of-funds are choosing Addepar to power ... of success (Fintech or financial services experience a plus!) * Knowledge of private banking ...
Sr. Account Executive - Institutions
$128K - $160K/yr
... managers such as private equity, venture capital, and fund-of-funds are choosing Addepar to power ... Work closely with Solutions Engineering, Client Success, Services, Partnerships, Marketing, and R&D ...
Sr. Account Executive - Institutions
$128K - $160K/yr
... managers such as private equity, venture capital, and fund-of-funds are choosing Addepar to power ... Work closely with Solutions Engineering, Client Success, Services, Partnerships, Marketing, and R&D ...
You'll be responsible for managing and building relationships with recruiters, schools and ... Success will be defined by your amazing ability to help bring the worlds most talented employees to ...
You'll be responsible for managing and building relationships with recruiters, schools and ... Success will be defined by your amazing ability to help bring the worlds most talented employees to ...
Client Data Onboarding Specialist
$106K - $132K/yr
... customers , data providers, and personnel across the organization. Professional proficiency in ... Manage the data feed onboarding process for new Addepar clients, with a dedicated focus on complex ...
Client Data Onboarding Specialist
$106K - $132K/yr
... customers , data providers, and personnel across the organization. Professional proficiency in ... Manage the data feed onboarding process for new Addepar clients, with a dedicated focus on complex ...
Sales Enablement Specialist
$68K - $106K/yr
Scale customer education programs to enhance product adoption and usage across the Addepar ... Manage logistics to ensure an outstanding training experience * Partner with Sales and Account ...
Sales Enablement Specialist
$68K - $106K/yr
Scale customer education programs to enhance product adoption and usage across the Addepar ... Manage logistics to ensure an outstanding training experience * Partner with Sales and Account ...
Field Engineer
New York, NY ยท On-site
$119K - $149K/yr
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... Operating at the intersection of engineering and client success, you will serve as Addepar ...
Field Engineer
New York, NY ยท On-site
$119K - $149K/yr
More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion ... Operating at the intersection of engineering and client success, you will serve as Addepar ...
Sr. Technical Product Marketing Manager
New York, NY ยท On-site
$127K - $199K/yr
Addepar takes a market-based approach to pay. A successful candidate's starting pay will be ... technical features into customer benefits that resonate deeply with the intended audiences
Sr. Technical Product Marketing Manager
New York, NY ยท On-site
$127K - $199K/yr
Addepar takes a market-based approach to pay. A successful candidate's starting pay will be ... technical features into customer benefits that resonate deeply with the intended audiences
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 Customer Success Manager jobs?
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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 Sรฃo Paulo.
The Role
We are seeking an experienced and highly motivated Staff Software Engineer for the Reference Data Team in the US, a critical component of the Addepar Platform team. The Addepar Platform is a comprehensive data fabric that provides a single source of truth for our product set, encompassing a centralized and self-describing repository, API driven data services, integration pipeline, analytics infrastructure, warehousing solutions, and operating tools.
The Reference Data Team is responsible for the acquisition, conversion, cleansing, reconciliation, modelling, tooling, and infrastructure related to the integration of market and security master data from third-party data providers. The team is critical to our core business, enabling alignment across public and alternative investment data products and empowering clients to effectively manage their investment portfolios.
As the Staff Software Engineer, you will play a crucial role in architecting complex systems and implementing solutions to deliver on business outcomes using a modern and diverse technology stack, including PySpark, Python, AWS, Terraform, Java, Kubernetes, microservices, and more.
What You'll Do
Who You Are
Our Values
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.
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 Sรฃo Paulo.
The Role
We are seeking an experienced and highly motivated Staff Software Engineer for the Reference Data Team in the US, a critical component of the Addepar Platform team. The Addepar Platform is a comprehensive data fabric that provides a single source of truth for our product set, encompassing a centralized and self-describing repository, API driven data services, integration pipeline, analytics infrastructure, warehousing solutions, and operating tools.
The Reference Data Team is responsible for the acquisition, conversion, cleansing, reconciliation, modelling, tooling, and infrastructure related to the integration of market and security master data from third-party data providers. The team is critical to our core business, enabling alignment across public and alternative investment data products and empowering clients to effectively manage their investment portfolios.
As the Staff Software Engineer, you will play a crucial role in architecting complex systems and implementing solutions to deliver on business outcomes using a modern and diverse technology stack, including PySpark, Python, AWS, Terraform, Java, Kubernetes, microservices, and more.
What You'll Do
- Drive the technical direction for complex solutions in close alignment with your product counterparts, direct engineering peers in other regions and the wider engineering community
- Partner with multi-functional teams to design, develop, and deploy scalable data solutions that meet business requirements.
- Build frameworks that supports highly performant ingestion and distribution of financial data and build AI-native products, moving from initial prototype to scalable production services with high velocity.
- Evaluate and drive strategic business and technology decisions for the company and for customers
- Be a technical thought leader in multiple areas who educates and shares best practices. Your contributions deliver strategic and prescriptive guidance
- Working in a fast-paced, dynamic environment to deliver high-quality results and drive continuous improvement
Who You Are
- B.S., or M.S. in Computer Science or similar technical field of study (or equivalent practical experience)
- 7+ years of software engineering experience
- Prior experience with distributed systems, microservices and messaging queues
- Ability to own complex projects involving partners across multiple team
- Proven ability to collaborate with and mentor other engineers
- Working knowledge of at least one object oriented programming language (PySpark, Python, Java), relational databases, SQL, NoSQL, OLAP, and/or data lake architectures
- Knowledge of financial concepts (e.g., stocks, bonds, etc.) is helpful but not necessary
- Passion for the world of FinTech and solving previously intractable problems at the heart of investment management is a plus
- Strong problem-solving and decision-making skills
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.
About Addepar
Sourced by ZipRecruiter
Industry
Software development
Company size
501 - 1,000 Employees
Headquarters location
Mountain View, CA, US
Year founded
2008