The Role

As an Enterprise Account Executive, you will be managing consultative sales cycles with our Enterprise Banks, National Wealth Managers, and Wirehouses, providing products to that vertical. 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 execute strategies that help Addepar grow new annual recurring revenue and advise our Institutional clients. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience & Success, Account Management, 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 Enterprise Account Executive is empowered and responsible to lead efforts that result in quota achievement and multi-year client contracts.

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 $149,000 - $186,000 (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.

What You’ll Do

The client relationships you build and expand during your tenure at Addepar will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management and Asset Management Sector. This role is for someone who has proven to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to expertise and expand our client engagement model. This role affords the candidate with an opportunity to be both a student and teacher as we work together to deliver a new paradigm across global wealth management.

The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team.

• Craft Enterprise Banks, National Wealth Managers, and Wirehouses and engagement strategies based on the Addepar GTM model and your experiences as a leader.
• Bring your best practices to Addepar and teach us what has made you wildly successful throughout your career. We are always looking to learn and improve the model that best serves our clients.
• Collaborate with your colleagues across Product, Engineering, Services, and more
• Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations
• Engagement at C-level in enterprise client organizations and within Addepar
• Develop required client relationships and executive engagement to support long-term success
• Build pipeline by prospecting and working closely with BDR team

Who You Are

As a proven account executive you will likely have at least 7+ years experience in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals that have a genuine passion and proven track record for building and delivering world-class client outcomes.

• Proven successful experience in leading sales cycles
• Excellent written and verbal communication skills
• Proven experience selling to Enterprise Banks, National Wealth Managers, and Wirehouses, and managing complex deals across all levels of a client’s organization
• Excellent presentation and executive engagement skills
• Excellent negotiation skills
• A self-starter who thrives in a fast-paced environment

Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:

• Deeply connected to our mission as an organization and to each other
• Experience and passion for driving successful client experiences
• Outcome driven mindset
• Strong communication skills
• Consultative selling approach
• Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy
• Reputation for being a trusted colleague and thought partner to colleagues and clients
• Strong intellectual horsepower
• Strong technical proficiency
• Desire to both teach and learn

The Role

As an Institutional Account Executive you will be managing consultative sales cycles with our Institutional Asset Allocator prospect’s such as Endowments, Foundations, OCIO’s as well as Alternative Investment Managers providing products to that vertical. 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 execute strategies that help Addepar grow new annual recurring revenue and advise our Institutional clients. This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services, Client Experience & Success, Account Management, 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 Institutional Account Executive is empowered and responsible to lead efforts that result in quota achievement and multi-year client contracts.

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.

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.

What You’ll Do

The client relationships you build and expand during your tenure at Addepar will have the opportunity to reshape the industry and usher in a new era of technological innovation across the Wealth Management and Asset Management Sector. This role is for someone who has proven to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to expertise and expand our client engagement model. This role allows the candidate to be both a student and teacher as we work together to deliver a new paradigm across global wealth management.

The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team.

• Craft Endowment, Foundation, OCIO, and PE/VC, FOF engagement strategies based on the Addepar GTM model and your experiences as a leader
• Bring your best practices to Addepar and teach us what has made you wildly successful throughout your career. We are always looking to learn and improve the model that best serves our clients
• Collaborate with your colleagues across Product, Engineering, Services, and more
• Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations
• Engagement at C-level in enterprise client organizations and within Addepar
• Develop required client relationships and executive engagement to support long-term success
• Build pipeline by prospecting and working closely with BDR team

Who You Are

As a proven account executive you will likely have at least 7+ years experience in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals that have a genuine passion and proven track record for building and delivering world-class client outcomes.

• Proven successful experience in leading sales cycles
• Excellent written and verbal communication skills
• Proven experience selling to Endowment, Foundation, OCIO, and PE/VC, FOF vertical and managing complex deals across all levels of a client’s organization
• Excellent presentation and executive engagement skills
• Excellent negotiation skills
• A self-starter who thrives in a fast-paced environment

Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:

• Deeply connected to our mission as an organization and to each other
• Experience and passion for driving successful client experiences
• Outcome driven mindset
• Strong communication skills
• Consultative selling approach
• Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy
• Reputation for being a trusted colleague and thought partner to colleagues and clients
• Strong intellectual horsepower
• Strong technical proficiency
• Desire to both teach and learn

The Role

Did you know? Alternative investing has the potential to generate higher returns compared to traditional investments over the long term. AI and Machine Learning are revolutionizing the way alternative investments are managed and analyzed. Investors are using these technologies to gain insights, see opportunities, and optimize their investment strategies.

Addepar is building solutions to support our clients' alternatives investment strategies. We’re using AI to automate and streamline ingestion and analysis of alternatives investment data. We're hiring a Software Engineering Manager to lead a team of talented engineers delivering these ground breaking software solutions. You will collaborate closely with cross-functional teams including data scientists and product managers to build intuitive solutions that revolutionize how clients experience AI and ML in the application and transform their experience of alternatives operations.

You will work closely with data scientists on document based workflow automation and peer engineering teams to define the tech stack. You will iterate quickly through cycles of testing a new product offering on Addepar. If you've crafted scalable systems, or worked with phenomenal teams on hard problems in financial data, or are just interested in solving really hard technical, critically important problems, come join us!

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 $125,000 - $195,000 + 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.

What You’ll Do

• Design, build and iterate on web based applications for alternatives data professionals
• Build responsive UIs that enable PDF annotations, tagging and navigation.
• Implement and maintain engineering solutions by writing well-designed, testable code.
• Lead individual project priorities, achievements, and software releases.
• Collaborate with machine learning engineers to bring ML models into the backend stack of the application in Python or other languages.
• Collaborate with product managers and client teams on product requirements iterations, design feasibility and user feedback.
• Document software functionality, system design, and project plans; this includes clean, readable code with comments.
• Learn and promote engineering standard methodologies and principles.

Who You Are

• Proficient with Python, Java or similar
• Experience with streaming data platforms and event driven architecture
• Ability to write software to process, aggregate, and compute on top of large amounts of data in an efficient way.
• Engage with all levels of collaborators on a technical level.
• A strong ownership mentality and strive to take on the most important problems.
• Experience with AWS is a strong plus.
• Knowledge of front end development a plus.

The Role

Addepar is seeking a Financial Planning Analyst to join our FP&A Team! You will build and own key analysis areas and dashboards to help the company measure and guide improved business execution. You will help implement the corporate planning systems and processes used to plan the budgets and spending across the company. The best analyst will be one who can analyze data, build models, and crisply communicate high-impact opportunities and trends to business partners.

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 $90,000 - $141,000 (base salary)  + bonus + equity + benefits.

What You’ll Do

• Responsible for supporting the close process and related reporting, including, but not limited to, ARR and Revenue reporting, variable client fee calculations, and sales commission reviews.
• Design, automate, and optimize flexible financial planning models, systems & processes to meet the needs of a dynamic and fast-growing business
• Lead a lane of company expenses or revenue and help build the rolling quarterly financial plan
• Seek insight and understanding to partner with business leaders across the organization to resolve competing business priorities
• Build dashboards and variance / operational reviews
• Provide ad-hoc financial analysis to support decision-making and,
• Interact with senior executives and board regarding financial matters as needed

Who You Are

• Numbers and outcome oriented mentality
• High attention to detail with a focus of understanding what is behind a number.
• Seek out precision in models but know when to cut the significant digits
• Proven experience in a financial analyst, consulting or investment banking role
• Proven expertise with Excel/Sheets; Helpful to know SQL, Looker/BI data.
• Ability to develop and manage financial models independently
• Ability to work effectively with all levels of an organization, from clerical staff to executives, and manage relationships with external parties

The Role

Addepar Design shapes wealth managers’ digital experiences. By designing and delivering intuitive, easy-to-use products, we help wealth managers grow their businesses and provide best-in-class services to their clients. We foster an agile, client-centered work environment with a focus on constructive feedback and collaboration. We’re passionate about delivering innovative, accessible, and premium products that redefine our clients’ day-to-day financial activities.

In this role, you'll shape the future of help and training at Addepar, reimagining how clients and employees learn about our products and services. You'll work alongside a small team of content designers, product designers, and user researchers to redesign our knowledge base and in-app experiences. You'll create a library of guides, courses, how-to articles, and more. You’ll develop templates and processes that scale.

Our ideal candidate is passionate about supporting our clients. You recognise make-or-break moments that shift perception from seamless to infuriating. You prioritise reusable, purposeful, and quality content. You know how to transform a help center into an award-winning knowledge base. You're innovative and think big. You also pay close attention to detail.

What You’ll Do

• Develop expert knowledge of our users and product challenges.
• Balance empathy, logic, and data to make informed content decisions.
• Develop a system of reusable content that streamlines product training and support.
• Craft and maintain clear, easy-to-follow help articles and guides.
• Collaborate with and influence cross–functional teams.
• Facilitate productive meetings, working sessions, and workshops.
• Regularly share and solicit feedback on your work.
• Mentor your fellow content designers and participate in content reviews.
• Improve design consistency and contribute to our content standards.
• Learn and gain expertise in design and operational tools at Addepar.

Who You Are

• 3+ years of owning/supporting the content strategy for a knowledge base or product area.
• An inspiring portfolio that showcases how you think about and approach help and training experiences. Must include writing samples.
• Experience developing and maintaining a content system or style guide.
• High emotional intelligence. People enjoy working with you!
• Exceptional writing, collaboration, communication, and presentation skills.
• Familiarity with Zendesk, Confluence, and Jira.
• Experience working with design and prototyping tools like Figma.
• Experience in finance isn’t required, but a huge plus.

The Role

Addepar Design shapes wealth managers’ digital experiences. By designing and delivering intuitive, easy-to-use products, we help wealth managers grow their businesses and provide best-in-class services to their clients. We foster an agile, client-centered work environment with a focus on constructive feedback and collaboration. We’re passionate about delivering innovative, accessible, and premium products that redefine our clients’ day-to-day financial activities.

We’re looking for a motivated, collaborative, and creative individual that’s excited to own content design projects and deliver results.

In this role, you’ll lead strategic content initiatives that make our Analysis and Dashboards products easier to learn. You’ll develop workflows that help our clients analyze financial data and share key insights. You’ll partner with product design, product management, and engineering to develop a library of reusable resources for firms. You’ll evolve and unify terminology, voice, and tone. You’ll create standards and processes that scale.

Our ideal candidate is passionate about crafting intuitive and innovative user experiences that people love. You enjoy simplifying complexity and making traditionally technical and overwhelming experiences easy and enjoyable.

What You’ll Do

• Develop expert knowledge of the users, workflows, and problems in your product space.
• Balance empathy, logic, and data to make informed content decisions.
• Develop content strategies that simplify complex workflows.
• Lead and prioritize content-first projects that directly impact business goals.
• Design UI copy for interactions, notifications, error messages, and more.
• Develop and maintain clear, easy-to-follow guidance for our clients.
• Collaborate with and influence cross-functional teams.
• Mentor your fellow content designers.
• Improve design consistency and contribute to our content standards.
• Learn and gain expertise in design and operational tools at Addepar.

Who You Are

• 3+ years of experience writing for software products, ideally in enterprise or B2B2C.
• An inspiring portfolio of case studies and writing samples that showcase how you craft outstanding experiences through content.
• High emotional intelligence. People enjoy working with you.
• Exceptional writing, collaboration, communication, and presentation skills.
• Experience working with design and prototyping tools like Figma.
• Experience in finance isn’t required, but a huge plus.

The Role

The Client Success Team (CSM) at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company!

You will become a trusted advisor to these clients, deeply understanding their business and their needs, and helping them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CSM will also cultivate cross-functional relationships in Product & Engineering and Services teams, to drive standard methodologies and utilization of the platform. You will be the client’s internal advocate! You will help to ensure an excellent experience and gather feedback to aid Addepar in building the next generation of solutions.

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 $67,000 - $105,000 (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 bonuses, equity, or benefits.

What You’ll Do

• Develop a deep understanding of the Addepar platform and be able to apply it to client’s requirements, industry challenges, and goals.
• Provide client support to senior members of the team during implementation, business reviews, instance reviews, and other BAU tasks to support an outstanding client experience.
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
• Provide continuing education and insights to clients relating to product updates on Addepar’s product roadmap, as well as, review product usage patterns
• Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists and participate in presentations to clients, including but not limited to new projects, additional Addepar products or partner solutions
• Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Who You Are

• 2+ years experience in a Registered Investment Advisor (RIA) or Single Family Office oriented business or environment, preferably, in a client-facing role for financial products or services for UHNW clients
• Strong analytical skills and a consistent framework or process approach to problem-solving.
• You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients
• Strong time management and prioritization skills, as well as verbal and written communication skills
• Experience building and improving client engagement strategies with a track record of success as proven by improved client health, reference-ability, and platform adoption.
• You have handled difficult customers or situations and can demonstrate resolutions
• Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization.
• Ability to navigate data and people to find answers
• Independent, adaptable, and can thrive in a fast-paced environment
• You are open to travel

The Role

The Client Engagement & Success Management (CESM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CESM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.

The CESM Enterprise Team manages some of Addepar’s largest and most sophisticated clients, including wirehouses, broker/dealers, banks, private banks, and trust companies. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.

This role works closely with the Account Manager, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.

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 $109,000 - $170,000 + 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.

What You’ll Do

• Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day in and day out.
• Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use their Addepar solutions to grow and meet their internal/end-client needs, and ensure account retention.
• Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate.
• Develop success plans with clients, including mutually agreed-to objectives, timelines, and metrics.
• Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software.
• Knowledgeably discuss opportunities for Addepar services, solutions, and standard methodologies in a way that influences internal and external partners to drive outcomes from pre-sales to post-sales engagement.
• Assist in the identification of new revenue opportunities for the Account Manager and participate in proposals to clients, including but not limited to:

1. Scoping of new projects that subsequently lead to additional service hours or a service package.
2. Introducing other Addepar products/partners for cross-selling.
3. Understanding contractual commitments and opportunities for additional revenue.

• Partner with the Account Manager to deliver business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights.
• Be the voice of the client to Product, R&D, Support, Services, Marketing, etc., building strong working relationships with each area to ensure client success and consistency of engagement.
• Build and maintain a high level of client happiness and reference-ability by successfully diagnosing a client's business operations and prescribing appropriate solutions and Services.
• Share Addepar client success stories as well as client success frameworks and processes.
• Develop/maintain technical and business knowledge of industry directions and trends.

Who You Are

• 10+ years in sales, client-facing, client success, and/or strategy roles working for or with financial or wealth management services firms such as wirehouses, broker/dealers, banks, private banks, bank trusts, or other types of large enterprise or consulting firms; Ideally, also worked with a technical product.
• Proven record of translating business needs into technical utilization of available product solutions.
• Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistencies, and a structured framework to processes and operations.
• Knowledge of technology that helps you engage and have credibility with the R&D teams within Addepar and clients up to MD/C-Suite level.
• History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent driving organizational change and adoption efforts.
• Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization.
• Track record of leading large, sophisticated projects and/or programs, preferably at a large enterprise firm.
• Experience handling difficult clients or situations and can demonstrate successful outcomes or resolutions.
• Strong verbal and written communication skills; Strong time management and prioritization skills.
• Must be collaborative and work effectively within a team environment and cross-functionally across Addepar.
• Ability to navigate data and people to find answers.
• Independent, adaptable, and can thrive in a fast-paced environment.
• Must be open to travel.
• The ability to communicate in Spanish, Portuguese, or other languages is a plus.

The Role

We are currently seeking a Sales Engineer to join our team. As the key consultative resource throughout our sales process, you will be leading presentations with C-Suite and other key operational resources. You bring a deep knowledge of financial software to help our prospects contextualize the Addepar solution fit.

You will work with our Account Executive teams to ensure our prospects are abreast of the product development, workflows, and use cases at Addepar. You are a creative problem solver, self-starter, and a thoughtful voice to motivate change as part of an outstanding sales organization!

Tactical objectives include: collaborating with a variety of prospects, to provide an in-depth understanding of Addepar's product advantages and capabilities. Strategically, you will assist in building out resources for the Sales team to institutionalize the knowledge for our current and future Account Executives. The successful candidate will be an outstanding communicator, consultative, and very well-organized with a deep understanding of investment management.

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 $93,000 - $116,000 (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.

What You’ll Do

• Support Account Executives and their prospects throughout the entire sales process by acting as the domain expert on the Addepar products
• Advise firms periodically on technical matters to optimize, upsell services and products; navigate product roadmap
• Coordinate appropriate internal product and technical resources for prospect calls and meetings
• Highlight and communicate the differentiating benefits of Addepar vs. the competition
• Support the sales effort with “Proof of Concepts”
• Understand prospective client key business requirements, load client data, and design custom demo environments to help clients conceptualize their future Addepar experience
• Assist with the creation of the Statement of Work (SOW) as needed, budgetary estimates, and work with key internal teams (Professional Services including Data, Implementation Project Managers, Support, Finance, and Legal)
• Assist our Account Executives with the completion of RFPs & RFIs.

Who You Are

• 3+ years of demonstrated experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms
• Bachelor's Degree
• Worked at prior SaaS companies in similar roles such as deployments, product, engineering, and/or client success
• Knowledge of modern software architecture and database concepts
• Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally
• Ability to multi-task and track processes and work for numerous prospective clients
• Ability to lead sophisticated projects, relationships, and timelines
• Flexible to travel on short notice (20%+)
• [Bonus] API exposure/knowledge is a plus!

The Role

We are looking for a dynamic and outcome-focused Senior Strategy and Marketing Programs Manager to join our team. This pivotal role is a unique blend of strategy, meticulous project management, and agile operational execution, all targeted towards influencing pivotal business results. We are particularly interested in individuals who are natural problem solvers with a pragmatic approach, ready to translate complex challenges into tangible outcomes.

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 $118,000 - $185,000 + 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.

What You’ll Do

• Partner closely with the CMO and key partners to craft, refine, and advance key initiatives, ensuring they are in lockstep with the company's overarching objectives.
• Lead and inspire cross-functional teams to bring strategic plans to fruition, guaranteeing timely and scope-compliant project completion.
• Convert strategies into specific, actionable, and quantifiable plans, smoothly integrating these into operations.
• Undertake analysis of market trends, industry shifts, and competitive landscapes to guide strategic decisions and uncover growth opportunities.
• Develop and institute efficient operational processes and frameworks to elevate organizational productivity and performance.
• Provide analysis and reports on project outcomes, offering insights and recommendations to the CMO and senior leadership team.
• Cultivate a culture of innovation and continuous enhancement, promoting process and system improvements.
• Build and maintain positive collaborations and vendors, ensuring alignment and efficient use of resources.

Who You Are

• A natural relationship builder with demonstrated experience forging connections across all levels and with partners.
• Exceptional ability to navigate and find opportunities within ambiguous situations, turning uncertainty into actionable strategy.
• Proven expertise in developing and implementing strategies that enhance business growth and operational efficiency.
• Advanced analytical and problem-solving skills, adept at distilling complex ideas into executable plans.
• Superior communication, presentation and interpersonal skills, capable of actively engaging and influencing various team members.
• In-depth knowledge of the financial services industry, with technological experience considered a substantial asset.
• Ability to thrive in fast-paced, ever-evolving environments, juggling multiple priorities with finesse.

The Role

As Addepar's Systems Engineer - FinOps engineer you will help analyze cloud Infrastructure, track and project cloud spending. Detect unnecessary cost spend, and identify cost savings and cost avoidance strategies making full use of AWS tools and other 3rd party tools. We’re looking for a teammate with excellent problem-solving skills who is a consensus builder, an excellent teammate, and works well within a fast-paced global enterprise support environment and play a key role in crafting and implementing Addepar's cloud-based platform infrastructure solutions, ensuring platform uptime, and responding to key business and technical needs across the platform.

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 $76,000 - $119,000 + 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.

What You’ll Do

• Support Addepar's production infrastructure in real time to ensure uptime and customer satisfaction.
• Investigate, Elaborate and Present budget forecasts for our AWS cloud Infrastructure
• Maintain / Improve existing tooling and automation to assist on Cost Optimization and Reporting
• Provide visibility over the usage of AWS Accounts and other vendor budgets at different levels, including top management.
• Provide short and long-term technical solutions.
• Coordinate various teams to identify and eliminate wasteful or unnecessary costs.
• Provide subject matter expertise to Core Platform Operation team to accurately cost implementations and help make cost efficient architectural choices based on AWS cost management capabilities and pricing models.

Who You Are

• Experience 5+ years in Infrastructure as Systems Engineer
• 4+ years in FinOps or Cloud Cost Management
• 5+ years experience running a large scale production environment including real time support and on-call responsibilities.
• 1-3 years experience in configuring one or more monitoring/observability tools like: Splunk/SumoLogic, Prometheus+Grafana, Cloudwatch
• Sophisticated knowledge of public cloud concepts and infrastructures (AWS)
• Experience in cost offset detection, rightsizing, tagging and automation
• Incident management experience
• Experience with Linux/UNIX administration.
• Proven experience with IaC solutions including Terraform, Salt, and Ansible.
• Solid Linux sysadmin skills including troubleshooting, issue resolution, and day to day operations.
• Experience troubleshooting AWS issues with base services such as EC2, S3, RDS and networking.

The Role

As a Corporate Tax Accountant, you will play a crucial role in ensuring compliance with tax regulations and optimizing our organization's tax strategy. Your primary responsibility will be to prepare and review sales tax returns, state annual reports, property tax, rent tax, VAT tax returns, and review income tax returns from our external tax advisors. Additionally, perform tax planning and provide tax-related guidance to management. You will work closely with internal teams, external tax advisors, external auditors, and tax authorities to ensure accurate and timely reporting. This position requires strong analytical skills, attention to detail, and up-to-date knowledge of tax laws and regulations.

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 $101,000 - $157,000 (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.

What You’ll Do

• Prepare and review sales tax and global VAT returns, ensuring compliance with international, federal, state, and local sales tax laws and regulations.
• Review international, federal, state, and local income tax returns prepared from our external tax advisors, ensuring compliance with applicable laws and regulations.
• Conduct sales tax research to interpret sophisticated tax laws, identify potential sales tax savings opportunities, and ensure sales tax compliance.
• Collaborate with cross-functional teams to gather vital financial data and information required for tax filings and audits.
• Assist in tax planning initiatives, including identifying tax optimization strategies, analyzing tax implications of business decisions, and recommending tax-efficient structures.
• Monitor tax laws, regulations, and rulings to assess their impact on the organization's tax position, particularly regarding R&D tax credits.
• Supervise and reconcile tax accounts, prepare tax accruals, and maintain tax-related documentation.
• Respond to domestic and international inquiries and correspondence from tax authorities, resolving any tax-related issues or disputes.
• Coordinate with external auditors, providing vital documentation and explanations.
• Collaborate with the finance and accounting teams to ensure accurate and timely recording of tax-related transactions and provisions.

Who You Are

• Bachelor's degree in Accounting, Finance, or a related field. A Master's degree in Taxation or CPA qualification is a plus.
• Confirmed experience working as a corporate tax accountant
• In-depth knowledge of federal, state, and local tax regulations and their application to corporate entities.
• Strong analytical and problem-solving skills, with the ability to interpret complex tax laws and apply them to business scenarios.
• Proficiency in tax preparation software and financial accounting systems.
• Excellent attention to detail and accuracy in tax calculations and reporting.
• Effective communication skills, both verbal and written, to interact with internal teams, external auditors, and tax authorities.
• Ability to balance multiple priorities and meet deadlines in a fast-paced environment.
• Continuous learning approach to stay updated with changes in tax laws and regulations.
• 4 - 10 years of professional tax experience.

The Role

The Client Engagement & Success Management (CESM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CESM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.

The CESM Enterprise Team manages some of Addepar’s largest and most sophisticated clients, including wirehouses, broker/dealers, banks, private banks, and trust companies. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.

This role works closely with the Account Manager, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.

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 $67,000 - $105,000 (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.

What You’ll Do

• Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day-in and day-out.
• Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use their Addepar solutions to grow and meet their internal/end-client needs, and ensure account retention.
• Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate.
• Develop success plans with clients, including mutually agreed-to objectives, timelines, and metrics.
• Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software.
• Knowledgeably discuss opportunities for Addepar services, solutions, and standard methodologies in a way that influences internal and external partners to drive outcomes from pre-sales to post-sales engagement.
• Assist in the identification of new revenue opportunities for the Account Manager and participate in proposals to clients, including but not limited to:

1. Scoping of new projects that subsequently lead to additional service hours or a service package.
2. Introducing other Addepar products/partners for cross-selling.
3. Understanding contractual commitments and opportunities for additional revenue.

• Partner with the Account Manager to deliver business reviews to align on business priorities, optimization opportunities, and Addepar’s product roadmap, and to review product usage and adoption patterns and/or insights.
• Be the voice of the client to Product, R&D, Support, Services, Marketing, etc., building strong working relationships with each area to ensure client success and consistency of engagement.
• Build and maintain a high level of client happiness and reference-ability by successfully diagnosing a client's business operations and prescribing appropriate solutions and Services.
• Share Addepar client success stories as well as client success frameworks and processes.
• Develop/maintain technical and business knowledge of industry directions and trends.

Who You Are

• 2+ years in client-facing, client success, or strategy roles working for or with financial or wealth management services firms such as wirehouses, broker/dealers, banks, private banks, bank trusts, consulting, or other types of large enterprise firms; Ideally, also worked with a technical product.
• Proven record of translating business needs into technical utilization of available product solutions.
• Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistencies, and a structured framework to processes and operations.
• Knowledge of technology that helps you engage and have credibility with the R&D teams within Addepar and clients up to MD/C-Suite level.
• History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent driving organizational change and adoption efforts.
• Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization.
• Track record of leading large, sophisticated projects and/or programs, preferably at a large enterprise firm.
• Experience handling difficult clients or situations and can demonstrate successful outcomes or resolutions.
• Strong verbal and written communication skills; Strong time management and prioritization skills.
• Must be collaborative and work effectively within a team environment and cross-functionally across Addepar.
• Ability to navigate data and people to find answers.
• Independent, adaptable, and can thrive in a fast-paced environment.
• Must be open to travel.
• The ability to communicate in Spanish, Portuguese, or other languages is a plus.

The Role

Did you know? Alternative investing has the potential to generate higher returns compared to traditional investments over the long term. AI and Machine Learning are revolutionizing the way alternative investments are managed and analyzed. Investors are using these technologies to gain insights, see opportunities, and optimize their investment strategies.

Addepar is building solutions to support our clients' alternatives investment strategies. We’re using AI to automate and streamline ingestion and analysis of alternatives investment data. We're hiring a Software Engineering Manager to lead a team of talented engineers delivering these ground breaking software solutions. You will collaborate closely with cross-functional teams including data scientists and product managers to build innovative solutions that revolutionize how we handle alternative investments data.

What You’ll Do

• Leverage AI & ML to build solutions that streamline our customers' management of their alternative investments
• Coach and mentor your team of software and machine learning engineers
• Deliver solutions for our clients, drive software delivery and improve engineering processes
• Collaborate with partner teams across Addepar to deliver impactful results for both internal and external clients

Who You Are

• Passionate about applying AI/ML to solve problems for users.
• You are a curious and hardworking engineer or data scientist with experience in shipping scalable solutions.
• A great communicator adept at working with cross-functional partners
• You value developing people and coaching engineers to succeed.
• Experience with AWS, Azure or GCP cloud deployment

The Role

As the key consultative resource throughout our sales process, you will be leading presentations with C-Suite and other key operational resources. You bring a deep knowledge of financial software to help our prospects contextualize the Addepar solution fit.

You will work with our Sales team to ensure our prospects are abreast of the product innovation at Addepar. You are a creative problem solver, self-starter, and a thoughtful voice to motivate change within an outstanding sales organization!

Tactical objectives include: collaborating with a variety of prospects, to provide an in-depth understanding of Addepar's product advantages and capabilities. The successful candidate will be an outstanding communicator, consultative, and very well-organized with a deep understanding of investment management.

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 $140,000 - $175,000(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.

What You’ll Do

• Technical sales point for highly strategic multimillion-dollar enterprise accounts.
• Partner with account executives in communicating the value proposition across multiple products throughout sophisticated sales cycles.
• Presentations, product demonstration, and detailed discovery with multiple client personas: technical team, operations team, front-office, executives, and end-clients.
• Coordinate large, cross-functional account teams driving initial implementation and growth opportunities.
• Initiate and lead sophisticated projects to completion with a high level of execution.

Who You Are

• 5+ years of experience in the Financial Services space including roles in FinTech deployment, sales engineering, solutions architecture, product experience, and financial platforms
• Worked at prior SaaS companies in similar roles such as deployments, product, engineering, and/or client success
• Domain expertise in wealth management, portfolio accounting/analysis, data integration, and software implementation.
• Effective oral and written communicator with the ability to work with members at all levels of an organization, both internally and externally
• Ability to multi-task and track processes and work for numerous prospective clients
• Flexible to travel on short notice (20%+)

Being a part of the AddeU Internship Program, you will be working on a meaningful project(s) that you can feel proud of and present back to the company at the end of the experience. In addition to having a supporting manager and mentor, we have a fantastic onboarding program to get you acclimated and ready for your time with us. Fun events and super cool swag are also included!

At the moment, our 12 week internship experience is remote. Dates are currently set for May - August 2024 but please advise your recruiter. Seeking US and Canadian students only.

The Role

We are currently seeking a Technical Program Manager (TPM) Intern! The TPM function at Addepar helps our Product and Engineering teams plan, coordinate, drive, and deliver large cross-function programs and projects. Additionally, the TPMs define and own the program management framework (including planning, kickoff, execution, reporting, review, etc.) and mentor teams on our standardize processes.

As a Technical Program Manager intern, you'll apply your technical insight and organizational skill to support our major programs and initiatives. This will require excellent communication to serve as the central point of communication between teams, and the ability to articulate complex topics in broadly understood terms to keep all stakeholders up to date. You will be paired with and mentored by Senior Technical Program Manager, and participate in brainstorming sessions, partner meetings, round tables and other cross-functional activities throughout your internship. You will walk away with an in-depth understanding of the Technical Program Management process at a Fintech startup and how program management can play a critical and meaningful role in the success of organizations.

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 $28 - $43.

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.

What You’ll Do

• Collaborate with product, engineering and business collaborators to understand the R&D solution and program requirements
• Secure cross-functional alignment on program goals, metrics, scope, and achievements.
• Develop strong partnerships with cross-functional teams to drive progress, facilitate collaborations, remove obstacles and address major risks and concerns.
• Participate in alignment discussions about technical solutions and business outcomes; influence strategy and trade-off decisions based to optimize impact and time-to-market.
• Provide visibility to program status and risks regularly to leadership and stakeholders.
• The TPM will play a visible role in defining the policies, procedures and operational models as Addepar expands globally.
• Gain solid understanding of program management tools such as Jira, Confluence, Monday.com and Smartsheets as well as the Software Development Life Cycle (SDLC)

Who You Are

• Must be currently enrolled in a post-secondary educational institution (university must be located in the US & Canada) & must be returning to school after internship
• Available to intern for the full 12 weeks
• 2+ years of experience or equivalent education covering project/program management
• Excellent communication (verbal, written and visual) and organizational skills
• Some experience with program management tools is a plus (Jira, Confluence, etc.)
• Light experience with cloud technology and software development is a plus.
• Familiarity with the financial industry is a plus
• You build strong relationships across teams to drive implementation and delivery.
• Readiness to learn new technologies and systems
• Interested in pursuing a career in product management, program management, operations preferred

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 Experience & Success, Account Management, 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 client contracts.

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 $108,000 - $161,000 (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.

What You’ll Do

The client relationships you build and expand during your tenure at Addepar will have the opportunity to reshape the industry and usher in a new era of technology innovation across the Wealth Management Sector for RIAs and Multi-Family and Family offices. This role is for someone who has proven to be both a thought leader and execution leader, partnering with the client and your Addepar colleagues to expertise and expand our client engagement model. This role affords the candidate with an opportunity to be both a student and teacher as we work together to deliver a new paradigm across global wealth management.

The Account Executive is expected to own and drive the strategy for this sector and lead the sales cycle with a cross-functional team.

• Craft RIA and Family office engagement strategies based on the Addepar GTM model and your experiences as a leader.
• Bring your best practices to Addepar and teach us what has made you wildly successful throughout your career. We are always looking to learn and improve the model that best serves our clients.
• Collaborate with your colleagues across Product, Engineering, Services, and more.
• Timely and accurate pipeline and forecast management to help drive cross-functional alignment and expectations.
• Engagement at C-level in enterprise client organizations and within Addepar.
• Develop required client relationships and executive engagement to support long-term success.

Who You Are

As a proven Account Executive, you will likely have demonstrated ability in sales or the equivalent degree of expertise in a similar environment. We are only interested in individuals who have a genuine passion and a consistent record for building and delivering extraordinary client outcomes.

• Proven successful experience in leading sales cycles
• Excellent written and verbal communication skills
• Proven experience selling complex technology products and solutions to RIAs and Multi-Family and Family offices, running complex deals across all levels of a client’s organization
• Excellent presentation and executive engagement skills
• Excellent negotiation skills
• A self-starter who thrives in a fast-paced environment

Our GTM team members come from a variety of different backgrounds, experiences, and cultures, yet all exemplify the following attributes:

• Deeply connected to our mission as an organization and to each other
• Experience and passion for driving successful client experiences
• Outcome driven mindset
• Strong communication skills
• Consultative selling approach
• Collaborative mentality with the ability to mold consensus through thought leadership and a data-driven strategy
• Reputation for being a trusted colleague and thought partner to colleagues and clients
• Strong intellectual horsepower
• Strong technical proficiency
• Desire to both teach and learn

The Role

As a People Tech Business Systems & Reporting Analyst at Addepar, you will play a pivotal role in a hybrid capacity, dedicating 70% of your time to Workday configuration and 30% to people reporting and analytics within the Addepar People team. Your responsibilities span across gathering and analyzing business requirements, designing and implementing solutions, maintaining user documentation, and providing technical support. Additionally, you will contribute to the development of tools and insights for our people and decision-makers, acting as an advisor, consultant, project manager, technology promoter, data analyst, and security/privacy advocate.

What You’ll Do

Workday Configuration (70%):

• Gather and analyze business requirements, recommending improvements to existing processes.
• Collaborate with multi-functional teams to design and implement solutions that align with business needs.
• Develop and maintain user documentation, including process maps, system configurations, and test plans.
• Provide technical support, troubleshooting, and problem resolution for systems.
• Stay abreast of new technologies and industry trends, offering recommendations for new solutions and improvements.
• Build and deliver reports and dashboards.

People Reporting & Analytics (30%):

• Collaborate with the People technology leader and stakeholders to develop tools and insights for our people and decision-makers.
• Coordinate and perform testing for new functionality and updates to configurations.
• Provide post-implementation/change support to client groups.
• Act as an advisor, consultant, and project manager in functional areas such as Workday HCM, talent & performance, absence management, security administration, process design, and reporting & analytics.

Who You Are

• Bachelor’s degree in Computer Science, Information Systems or equivalent
• 5+ years of experience of refining and re-designing business processes
• 3+ years of experience in end-to-end Workday HCM
• Demonstrable experience in Workday configuration and administration
• Experience managing full life cycle solution design
• Experience working with survey data, text analytics, and other forms of unstructured data
• Experience creating custom Workday HCM reports
• Experience with EIB's and ILoads to load the new data and change the existing data
• Experience with creating custom reports for Simple, Advanced reports, Matrix Reports, Composite reports in Workday
• Experience creating calculated fields to be used in custom reports to pull data into the Workday report
• Demonstrated expertise in creating complex spreadsheets, applying advanced formulas, functions, and data visualization tools within Google Sheets
• Demonstrable ability to design and implement efficient and scalable spreadsheet solutions for diverse reporting needs
• Proficient in data analysis techniques, with the ability to extract meaningful insights from large datasets within Google Sheets
• Experience in performing trend analysis, variance analysis, and other analytical methodologies to support informed decision-making
• Hands-on experience with Google Apps Script or other scripting languages to automate repetitive tasks and enhance the efficiency of reporting processes in Google Sheets.
• Track record of designing and developing dynamic and visually appealing dashboards using Google Sheets, providing clear and concise summaries of key performance indicators
• Ability to clean, validate, and transform raw data into usable formats, ensuring data accuracy and consistency for reporting purposes.
• Project management experience, partner management experience and very comfortable working with all levels of an organization
• Ability to work remotely in the UK and overlap at least 3 hours with Pacific Standard Time
• Excellent interpersonal, communication, and analytical skills

The Role

EST/CST location

Come join Addepar’s web platform group to build and improve the foundational architecture of our many web applications. Your contributions will directly impact the scalability, performance, security, and productivity of Addepar's stack.

Our team regularly works in TypeScript, JavaScript, and Rust codebases. On the client we use Ember, React, Next.js, TailwindCSS, and several other core libraries. Our hosting runs on a containerized AWS infrastructure with NGINX and on various edge network providers.

We’re looking for engineers ready to pick up new skills on the job, and who understand the web from the ground up. With a team of experienced peers, you’ll identify and tackle the challenges and opportunities inherent in Addepar’s commitment to building for the web.

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 $166,000 - $260,000 + 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.

What You’ll Do

• Partner with engineers and leadership across the product, platform, and infrastructure organizations to design and implement architectural changes to our in-browser, hosting, CI, and deployment systems.
• Build tooling that unlocks the productivity of your engineering, product, and design peers.
• Take on the challenge of building a global product with a distributed team.
• Advocate for best practices and process improvements.

Who You Are

• B.S. in Computer Science or similar technical field of study (or equivalent practical experience.)
• 5+ years experience as a professional software engineer
• Strong and demonstrable knowledge of web fundamentals (HTML, CSS, JavaScript, HTTP, TCP)
• An eagerness to learn new technologies
• A capacity for self-organization and direction
• Excellent written, verbal, and interpersonal communication skills
• Experience with TypeScript or JavaScript frameworks such as Ember.js, React, etc
• Experience with web server scaling, CDN configuration and scaling, or web deployment and hosting configuration

The Role

We are on the lookout for a forward-thinking Senior Manager of People Technology who embodies a consultative spirit and unwavering resourcefulness. In this role, your approach and technical expertise will be instrumental in shaping the design and development of Addepar's People technology strategy and roadmap. Collaborating with the People Team program owners and cross-functional peers, you will take charge of continually assessing and enhancing People technologies to empower the broader People Team's strategic initiatives. With a strong focus on client services and a technical mindset, you will be dedicated to crafting tools and systems that elevate both employee and manager experiences. Have the exposure and support to hone your strategic thinking chops with hands-on involvement, your critical role is paramount in ensuring the scalability of the People organization as we expand globally. As part of our hybrid work model, you can be situated anywhere in the US, but a willingness to travel to our Mountain View, CA, or New York City offices at least once quarterly is essential. Join us in shaping the future of Addepar's People Technology and be a driving force in our dynamic journey of expansion and innovation.

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 $139,000 - $218,000 + 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.

What You’ll Do

• Strategic Leadership:
• Collaborate with the VP of People Operations and senior leadership to develop and execute a strategic roadmap for people technology, aligning it with our business objectives.
• Provide insights on industry trends and emerging technologies to drive innovation within the People function.
• Operational Management:
• Oversee people technology, with a focus on optimizing the use and functionality of platforms like Workday.
• Lead a global team, fostering collaboration and high performance.
• Collaborate with cross-functional teams to integrate people technology solutions seamlessly across the People function.
• Compliance and Security:
• Establish and maintain compliance standards, with a particular emphasis on SOC compliance.
• Maturity and Optimization:
• Address evolving needs within the People function while considering our growth trajectory.
• Implement best practices and scalable solutions to support our expanding environment.
• Stakeholder Collaboration:
• Collaborate closely with key stakeholders, including the People function, IT, Finance, and other business units, to ensure alignment and integration of people technology initiatives.

Who You Are

• Possess a Bachelor’s degree in Information Technology or equivalent experience
• You have 8+ years of HCM technology experience
• You have 4+ years of HR Tech leadership experience in rapidly expanding global environments
• Deep domain expertise in people technology, with a focus on Workday
• Proven experience managing teams in a fast-paced, high-growth environment
• Strong understanding of compliance standards, particularly SOC compliance
• Ability to operate strategically and tactically, with a hands-on approach as needed
• You have a proven understanding of People team, Payroll, Finance, and IT business processes and how they impact People systems
• Ideally, you have a demonstrated track record of building successful global teams
• You have significant project/program management experience related to the implementation and optimization of new applications
• You are customer-obsessed and have a demonstrated track record of effective stakeholder management and influence
• You possess excellent verbal and written communication skills
• You are resourceful and willing to roll up your sleeves to get the job done