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60 Addepar Business Development Jobs Hiring Near You

Addepar

Manager, Portfolio Data Feeds

New York, NY · On-site

$147K - $184K/yr

Manage the onboarding, mentorship, and career development of individuals on the team through timely ... Addepar's products and clients. Using these insights, work with counterparts within the business to ...

Addepar

Sr. Account Executive - Enterprise

$149K - $223K/yr

The Role Addepar's Enterprise Sales team partners with some of the largest wealth management firms ... You will act as the business owner for your accounts , setting strategy, leading execution, and ...

Addepar

Field Engineer

New York, NY · On-site

$119K - $149K/yr

... Addepar's technical vanguard - translating complex business requirements into production-grade ... Experience with version control (Git), CI/CD pipelines, and modern software development practices

Addepar

Sr. Account Executive - Strategic

$128K - $160K/yr

In this role, you will have the opportunity to develop and implement strategies that help Addepar ... D to deliver trusted and scalable solutions. The candidate will demonstrate strong selling skills ...

Addepar

Staff AI Security Engineer

$199K - $249K/yr

... to evolve Addepar's Internal AI Productivity initiatives by securely enabling our business to ... Build tools, guardrails, and automated workflows that empower development teams to ship secure code ...

Addepar

Staff Software Engineer - Trading

New York, NY · On-site

$187K - $234K/yr

... business challenges. * Mentor other engineers on the team. * Participate in the design and development of a strategic product for Addepar. * Write clean, efficient, and maintainable code that's also ...

Addepar

Sr. Talent Program Manager - Early Careers

$118K - $147K/yr

... business impact. * Design and facilitate interactive development workshops tailored specifically ... Addepar. University Partnerships & Campus Strategy * Build, nurture, and evaluate strategic ...

Addepar

Head of Brand and Content

New York, NY · On-site

$168K - $262K/yr

... R&D and more. This role will report directly to the Chief Marketing Officer. Addepar takes a ... B SaaS environment, with 3+ years of experience leading these functions; financial services ...

Addepar

Strategic Events Program Manager

New York, NY · On-site

$94K - $148K/yr

... business impact. You'll work closely with Account Management, GTM, R&D, Product Marketing, and ... Addepar takes a market-based approach to pay. A successful candidate's starting pay will be ...

Addepar

Head of Product and Solutions Marketing

$200K - $280K/yr

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be ... Partner closely with R&D and GTM to lead compelling launches that establishes strong market ...

Addepar

Senior Software Engineer-Trading

$125K - $165K/yr

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be ... Partner with cross-functional leaders to translate complex business requirements into actionable ...

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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 are the most popular job types at Addepar?

    What are the most popular jobs at Addepar?

    What are the most popular categories at Addepar?

    Infographic showing various Business Development 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.

    Manager, Portfolio Analytics Architect

    Addepar

    Salt Lake City, UT • On-site

    Full-time

    Re-posted 8 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
    A Portfolio Analytics Lead manages a team of Portfolio Analytics Architects. A Portfolio Analytics Architect is responsible for leading the data validation process end-to-end with clients for data conversion projects. As a Portfolio Analytics Lead, you will be responsible for ensuring that your team members complete client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have a strong understanding of financial portfolio data, a motivation to work on data problems, outstanding communication skills and the ability to deliver results in adherence with project deadlines while meeting high quality standards. 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 $114,000- $142,000 + 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
    • Lead a team of Portfolio Analytics Architects, in addition to performing projects as a "player/coach"
    • Ensure the team has proper objectives, goals, and metrics to drive success by meeting Addepar's expectations for productivity, quality, and goal accomplishment
    • Identify and drive opportunities to improve our current processes and tools to better streamline, scale, and automate workflows
    • Develop employees using a performance management process that provides an overall context and framework to encourage employee contribution
    • Provide effective performance feedback through consistent 1:1s, semi-annual performance reviews, and career development planning
    • Plan staffing levels and work with recruiting staff to recruit, interview, select, and hire an appropriate number of employees
    • Coach, mentor, and develop staff, including overseeing new employee onboarding
    • Delegate responsibility and expect accountability and regular feedback from your team
    • Lead the data validation process end-to-end with the client and internal projects teams
    • Develop scalable data analytics processes for validation in Databricks
    • Write custom Python logic to detect large-scale data anomalies and automate remediation
    • Identify and implement AI-driven automation and LLM integrations to streamline implementation
    Leadership and Execution
    • Lead internal management and strategic initiatives to grow the Data Analytics practice
    • Amplify the mandate of the team and help execute on the team strategy
    • Partner with other leads to optimize team and process efficiency
    • Lead and mentor the team. Drive prioritization, process, and execution consistency. Hone ability to drive results and manage team performance
    • Prioritize and context-switch effectively to ensure the completion of simultaneous projects
    • Contribute to, drive, and collaborate on best practices to ensure consistent and quality delivery of Data Solutions
    • Occasional travel required
    Who You Are
    • Demonstrated leadership and managerial ability with proven success leading client initiatives, teams, and projects.
    • B.S in Finance, Mathematics, Statistics, Business or Economics
    • 2+ years experience working in Technology, Finance, or Consulting
    • Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
    • Proficiency in Python, Spark, and/or SQL with familiarity of ETL fundamentals
    • Working knowledge of REST APIs
    • Experience with Databricks and/or a cloud-based distributed data platform
    • Solution-oriented approach and a passion for problem solving
    • Proven ability to research, design and implement solutions for complex problems
    • Positive attitude, strong work ethic, proactive and a high contributing team player
    • Independent, adaptable and can thrive in a fast-paced environment
    • Excellent communication and presentation skills, with proficiency in handling client objections
    • [Bonus] Previous experience in investment management software implementations
    • [Bonus] Previous experience with Salesforce

    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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