Addepar

Analyst

• Serve as a high-impact data specialist with project management skills
• Act as the primary point of contact for a diverse client base, ensuring their unique data needs are met
• Qualify new data transmissions and deliver them to build teams in a 'ready-to-build' status
• Manage 6–8 discovery projects concurrently
• Complete 80% of discovery projects within a three-month window
• Transition projects to the product build team for execution once discovery is complete

Portfolio Data Discovery Analyst

Operations

• Serve as a "player/mentor" for Portfolio Data Operations Analysts
• Oversee and manage daily operational workflows
• Develop and maintain process controls and metrics
• Partner with Product and Engineering teams
• Lead onboarding, mentorship, and career development of team members
• Collaborate on new data-related initiatives

Manager, Portfolio Data Operations

Product Designer

• Lead all design aspects of a project from start to finish, collaborating within cross-functional agile teams to deliver an elegant, delightful, and cohesive product experience for our users.
• Elevate Addepar’s product experience through outstanding displays of interaction design and data visualisation.
• Use user research and data to advise design concepts and influence product prioritisation, strategies, and roadmaps.
• Contribute to the expansion, evolution, and adoption of the Addepar Product Language design system.
• Seek out and embrace feedback from your peers and collaborators. Provide thoughtful feedback, empower, and mentor other designers on the team to do their best work.

Senior Product Designer – Data Management

• Lead all design aspects of a project from start to finish, collaborating within cross-functional agile teams to deliver an elegant, delightful, and cohesive product experience for our users
• Elevate Addepar’s product experience through outstanding displays of interaction design and data visualization
• Lead through ambiguity and 0-1 thinking, charting a clear course to take new, complex ideas from initial concept to successful execution
• Leverage user research and data to inform design concepts and influence product prioritization, strategies, and roadmaps
• Contribute to the expansion, evolution, and adoption of the Addepar Product Language design system
• Working with Investment Researchers, Product Managers, fellow Designers, UX Researchers, and Engineers to build best-in-class solutions that solve our customers' problems
• Seek out and embrace feedback from your peers and collaborators. Provide thoughtful feedback, empower, and mentor other designers on the team to do their best work

Senior Product Designer

Frontend Engineer

• Partner with designers and product owners to design and deliver significant features on our platform.
• Mentor junior engineers and contribute to our inclusive and dynamic engineering culture.
• Advocate for standard methodologies and process improvements.
• Help your team develop pragmatic solutions to sophisticated problems.

Senior Frontend Software Engineer

Recruitment

• Source and engage candidates for Product & Engineering roles across multiple teams and skill sets
• Flex between owning top-of-funnel sourcing for specific searches and supporting recruiters with targeted pipeline or screening support
• Build and maintain strong pipelines of diverse, high-quality technical candidates
• Partner with recruiters and hiring managers to clarify role requirements, candidate profiles, and sourcing priorities
• Conduct market research and talent mapping to identify competitive talent pools and emerging skill sets
• Execute outbound outreach using a variety of sourcing tools, platforms, and personalized messaging
• Conduct initial candidate screens or pre-qualification conversations to assess alignment and readiness
• Track sourcing activity and pipeline health using data and metrics to inform ongoing efforts
• Collaborate with the broader Talent Acquisition team to improve sourcing processes, tools, and candidate experience

Technical Sourcing Recruiter – 12-Month Project

Solutions Engineer

• Lead complex client implementations
• Design scalable data solutions
• Own a portfolio of high-impact projects
• Build or enhance internal tools and frameworks
• Serve as a subject-matter expert for investment-related data
• Provide guidance and technical mentorship to peers
• Identify and lead opportunities to streamline and improve processes

Senior Data Solutions Consultant

Customer Success Manager

• Develop a deep understanding of the Addepar platform and be able to apply it to clients’ 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, 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