A natural match if you have prior client-facing experience in financial services and a technical inclination toward automation.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Addepar via Greenhouse
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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.
The Role
Preferred location: hybrid in SLC; will consider remote candidates
The Technical Success team at Addepar plays a critical role in helping clients maximize platform value well beyond initial implementation. We serve as an extension of our clients’ operational teams, embedding Addepar expertise directly into their day-to-day workflows to drive efficiency, scalability, and strategic insight.
In partnership with Account Executives, Client Success Managers, Support Analysts, and Product Managers, Technical Success Engineers optimize clients’ overall experience and identify areas for R&D investment that reduce over-reliance on premium services. We focus on unlocking significant value for clients’ businesses and regularly call on deep analytical skills to advise clients on how to model and examine their financial instruments and assets.
Technical Success Engineers combine a deep understanding of finance and technology with an unrelenting sense of urgency, meticulous attention to detail, and unrelenting appetite to work cross-functionally to solve broad issues or product gaps. They take full ownership of client outcomes, drive projects to completion with precision, and constantly push to learn more, build more, and deliver more.
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
Client Delivery & Technical Excellence
Apply technical and industry expertise to design and implement scalable, best-practice solutions within existing Addepar environments—delivering with speed, precision, and an unwavering commitment to quality
Deliver high-impact outcomes aligned to client goals, ensuring measurable value and satisfaction at every engagement milestone
Serve as a trusted advisor and subject matter expert across all aspects of the Addepar platform, bringing a consultative approach that clients rely on for their most complex challenges
Proactively identify and resolve technical risks before they escalate, demonstrating the urgency and ownership mindset that defines the team
Stakeholder Management & Communication
Drive proactive, transparent communication with stakeholders across internal and external teams—setting expectations clearly and following through relentlessly
Communicate project health, risks, and milestones to senior stakeholders with clarity and confidence, escalating decisively when required
Foster strong client relationships grounded in trust, consistent delivery, and a genuine commitment to their success—driving retention and referenceability
Cross-Functional Collaboration
Collaborate closely with Account Executives, Client Success Managers, and Support Leads to build sustainable, business-as-usual (BAU) success models for long-term client success
Partner with Product and R&D teams to surface client insights that inform scalable tooling, reduce client dependence on premium services, and accelerate self-sufficiency
Operate as a cross-functional warrior—bridging gaps between teams, breaking down silos, and ensuring the right people are connected to solve problems quickly
Process Improvement & Automation
Identify and implement opportunities to optimize internal processes, tools, and engagement models as the client base scales
Develop repeatable methodologies, pre-configured templates, and process improvements to reduce project complexity and compress timelines
Bring a technical inclination toward building tools, scripts, and automations that eliminate manual work and increase throughput—never satisfied with “good enough” when a better system can be built
Who You Are
Qualifications
Bachelor’s degree or equivalent practical experience
Professional experience in Project Management, Financial Services, Professional Services, or Consulting; prior client-facing and financial services experience strongly preferred
Outstanding communication, organizational, and time-management skills—you operate with urgency and hold yourself to the highest standard of follow-through
Understanding of historical data conversion methodologies and source systems, or related experience in professional services, client implementations, solution consulting, wealthtech, or prior Addepar platform exposure
Characteristics That Define You
Relentless sense of urgency: You don’t wait for permission to act. When something needs to happen, you make it happen—today, not next week
Meticulous attention to detail: You catch what others miss. Your work is precise, polished, and ready for scrutiny at every level
Cross-functional warrior: You thrive at the intersection of teams. You build relationships, break down barriers, and drive alignment across disciplines
Never satisfied, always learning: You ask “what’s next?” before the current project is even finished. You seek feedback, absorb new skills, and constantly raise your own bar
Technical builder at heart: You have a natural inclination toward tools, automation, and scripting. You see repetitive work as a problem to be engineered away, not accepted
Independent and adaptable: You thrive in fast-paced, ambiguous environments and take ownership without being told
Nice to Have
Previous experience in investment management software implementations
Experience using and implementing AI; specifically, Claude Cowork where you’re building skills and artifacts
Capability to program or script, particularly in Python
Experience with data architecture, ETL processes, or reporting infrastructure
Passion for technology and finance that extends beyond the day job
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 this role within the United States.
Compensation for this role includes 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.
Base Salary Range$69,000—$107,000 USDOur 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.
Source: Addepar careers (Greenhouse)