Addepar

Business Development Rep

• Generate new business opportunities to fuel Addepar’s growth
• Create and prioritize strategic target account lists and account attack plans within a defined territory
• Research and build new accounts (i.e. strategic calling, sending personalized emails, and connecting through social media platforms)
• Conduct high level discovery conversations and meetings with prospect accounts.
• Collaborate with Go To Market teams (i.e. marketing, sales, and product, etc) to advance new business growth.
• Achieve quarterly quotas of qualified opportunities created

Business Development Representative – Institutions

Business Development Representative – Key Accounts

Data Scientist

• Define and own the product roadmap for Market Data Feeds — balancing feed quality, coverage, and commercial ROI — and set measurable success criteria that hold delivery teams accountable.
• Own feed builds end-to-end: from vendor sourcing and data modeling through to production delivery, driving outcomes that directly support client goals.
• Develop solutions to strengthen market data operations and deepen the integration of Market and Reference Data across Addepar's products and services.
• Identify and close gaps in market data coverage, partnering with clients, sales, and data operations to surface high-impact sourcing opportunities.
• Maintain working knowledge of vendor licensing terms and entitlement workflows, ensuring sourcing and onboarding decisions are made with clear visibility into contractual constraints and cost implications.
• Partner with the licensing and finance functions to evaluate new data sourcing decisions against profitability, and provide product-level oversight on key licensing transitions (e.g., direct licensing migrations).
• Contribute to the evolution of Addepar's Security Master, directly linking Market Data inputs into expanding the richness of information delivered to client and internal product teams.
• Work closely with GTM, Sales, and Support to communicate Market Data changes proactively and serve as a product-informed partner on dataset capabilities, feed status, and onboarding timelines.
• Understand Addepar's products and clients deeply, using those insights to drive new opportunities that improve client experience.

Senior Product Manager – Market Data Feeds

Account Executive

• Development of a strategic sales plan to effectively and efficiently cover the named accounts within the assigned territory
• Manage lead qualification and conversion from large financial firms
• Aggressively prospect and generate new relationships within named accounts
• Some travel, as required, to prospects, customers or marketing events within territory (40-50% travel) (COVID-19 era exempt)

Account Executive – Core

Sales Engineer

• Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle.
• Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors.
• Support sales efforts with 'Proof of Concepts' (POCs). Load prospective client data and design custom demo environments to demonstrate the future Addepar experience based on their specific business requirements.
• Coordinate internal product and technical resources for prospect meetings.
• Assist Account Executives with the completion of RFPs & RFIs, and help create Statements of Work (SOW), budgetary estimates, coordinating with key internal teams (Professional Services, Data, Implementation Project Managers, Support, Finance, and Legal).
• Contribute to the institutionalization of knowledge for current and future Account Executives by assisting in the creation of sales resources.
• Periodically advise existing customers on technical matters, product roadmap navigation, and opportunities for service or product upsells.

Senior Sales Engineer

Solutions Engineer

• Act as the lead domain authority for fund managers, institutional allocators, and OCIOs
• Partner with Account Executives to design complex deal structures and multi-year expansion roadmaps
• Guide prospects and clients through the modernization of their workflows
• Conduct executive-level discovery to identify systemic business inefficiencies
• Design and build tailored demo environments
• Lead technical executive reviews for our largest existing relationships
• Manage the technical portions of the sales cycle
• Work closely with product and engineering teams
• Mentor teammates and refine sales playbooks

Senior Solutions Engineer – Institutions

• Prospect and qualify new business opportunities across the Singapore and APAC region
• Create, manage, and prioritize a targeted list of strategic accounts aligned with our commercial strategy
• Conduct high-level discovery conversations and engage key stakeholders in private banks, family offices, RIAs, and investment management firms
• Build and maintain account intelligence: perform research, add contacts, track activity, and collaborate on territory planning with Account Executives
• Help shape outbound messaging, regional campaign strategies, and prospecting tactics that resonate in local markets
• Consistently meet or exceed quarterly quotas for qualified opportunities passed to the Sales team

Business Development Representative

Product Marketing

• Develop and execute a comprehensive product marketing strategy for the enterprise and institutional client segments
• Become the expert in your client segments
• Build deep working relationships
• Define product positioning and craft compelling messaging
• Collaborate with Product and GTM teams
• Manage the product and feature launch process
• Produce thought leadership and product educational content
• Research and monitor the market, industry, and competitive landscape

Senior Product Marketing Manager – Enterprise and Institutions

Performance Marketing

• Drive SFO Demand Generation & Pipeline Growth: Build and execute comprehensive marketing strategies across performance channels (digital, paid media, email, web, etc.) to drive brand awareness, high-value lead generation, and pipeline acceleration within the Single Family Office segment.
• Cross-Functional Collaboration: Partner closely with Product Marketing and Content teams to align on messaging and content strategy to ensure effective messaging in market.
• Optimize Campaigns through Data: Leverage marketing automation, CRM, and analytics platforms to efficiently monitor campaign performance, deliver clear data points, and provide strategic recommendations for improvement.
• Execute High-Touch Marketing Initiatives: Coordinate a high-impact portfolio of digital activations, content distribution, and boutique event/roundtable marketing activities tailored to ultra-high-net-worth (UHNW) networks.
• Serve as SFO Segment Subject Matter Expert (SME): Develop and maintain a deep understanding of family office market trends, integration requirements, and persona challenges, serving as the team's SME on how these can be leveraged across growth campaigns.

Performance Marketing Manager

Compliance

• Support the design and implementation of scalable, repeatable compliance and risk assessment workflows, including intake, escalation, documentation, and follow-up.
• Implement and maintain a broad range of compliance policies and procedures
• Proactively monitor and research relevant laws, regulations, and industry standards elevant to the fintech industry and the regulated sectors our clients operate in, including AI, data privacy, KYC/AML and international expansion, to continuously refine processes as the regulatory landscape evolves
• Conduct compliance risk assessments and audits
• Develop and deliver compliance training programs to employees to reinforce a strong culture of compliance and understanding of relevant regulations and internal policies
• Identify and implement opportunities to leverage AI and automation tools to streamline compliance tracking and reduce manual overhead
• Partner closely with cross-functional teams, including Product, Engineering, Sales, and Legal, so that compliance considerations are seamlessly integrated into all aspects of the business lifecycle
• Build dashboards and prepare recurring reports for leadership on program health and key initiatives.
• Collaborate with legal team members to update privacy policies, contractual terms, and data processing agreements as needed

Compliance Analyst

Recruitment

• Source and engage passive candidates across Sales, Account Management, Client Success, and Services functions using a mix of tools and channels.
• Conduct initial phone screens to assess baseline qualifications, interest, and fit before advancing candidates to hiring managers.
• Maintain organized, detailed notes and documentation in our ATS to ensure clean handoffs and pipeline visibility for the broader team.
• Manage high-volume outreach and candidate communication with consistency, timeliness, and professionalism.
• Partner with full-cycle recruiters and hiring managers to align on target profiles, calibrate on candidate quality, and refine search strategies based on market feedback.
• Build and maintain talent pipelines for recurring and hard-to-fill roles within the Sales and Services organizations.
• Track sourcing metrics and pipeline data to identify what's working and where to adjust.
• As opportunity allows, take ownership of select searches from intake through close.

Business Recruiter – 6-Month Project

• represent services in sales cycles
• collaborate with the sales organization on assigned opportunities
• understand the competitive landscape and customer/prospect needs
• present Addepar Services solutions to customers/prospects
• partner with Professional Services teams for required services scoping
• create and validate Professional Services Proposals
• lead/support Professional Services SOW and contracting process
• drive Service Sales organization to higher strategic engagement
• develop focus on post-implementation sales
• assist in refining methodologies and tools around Services sales execution
• maintain accurate sales status and pipeline in Salesforce
• optimize communication and ensure effective knowledge transfer

Services Sales Architect

• Serve as the primary domain expert supporting account executives throughout the entire sales lifecycle
• Guide existing clients through the modernization of their workflows
• Conduct deep-dive discovery sessions to understand prospect requirements
• Design and build tailored demo environments
• Lead technical executive reviews and expansion executions
• Manage the technical portions of the sales cycle