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
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. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 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
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 1,500 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.
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,...
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