Addepar is a global data and AI company serving the financial services ecosystem. Powering more than 9T in assets across 1,400+ clients and 60+ countries.
About the role
The Advisor Experience team is a new engineering team within Addepar’s Core Product Engineering organization, focused on building the products and experiences that define how financial advisors and their clients interact on the Addepar platform. Initially this role will focus on our new Secure Message Center — a compliant messaging experience built into Addepar’s client portal — but the scope extends well beyond messaging.
What they're looking for
- You have 7+ years of professional software engineering experience, with at least 2 years in a people management or team leadership role
- You have a B.S. or M.S. in Computer Science or a related field, or equivalent practical experience
- You have a strong full-stack technical background — you're comfortable reviewing architecture across the stack, from Java or similar backend systems to modern frontend frameworks like React, Ember, or Svelte
- You're an effective technical leader who doesn't need to write every line of code but stays close enough to the work to guide design decisions, unblock engineers, and maintain high standards in code review
- You have experience building and growing engineering teams — whether that's hiring your first reports, structuring interview loops, or scaling a team through a period of growth
- You're a clear, direct communicator who can translate between technical details and business outcomes for stakeholders across product, design, and leadership
More about this role
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
The Advisor Experience team is a new engineering team within Addepar’s Core Product Engineering organization, focused on building the products and experiences that define how financial advisors and their clients interact on the Addepar platform. Initially this role will focus on our new Secure Message Center — a compliant messaging experience built into Addepar’s client portal — but the scope extends well beyond messaging. We’re building the connective...
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