Addepar

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

Sales Engineer

• 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

Enterprise Sales Engineer

Engineering Manager

• Drive the technical direction in close alignment with your product counterparts, direct engineering peers in other regions and the wider engineering community
• Build and manage a team of exceptional engineers to design, develop, and deploy scalable solutions that meet client requirements on time
• Be a player-coach who leads the team to build frameworks that supports highly performant ingestion and distribution of financial data and build AI-native products, moving from initial prototype to scalable production services with high velocity.
• Advocate for standard methodologies, find opportunities for automation and optimizations in processes to increase throughput , latency and accuracy
• Develop and maintain efficient process controls and accurate metrics that improve data quality as well as increase operational efficiency
• Working in a fast-paced, dynamic environment to deliver high-quality results and drive continuous improvement

Engineering Manager, Reference Data

Full-stack Engineer

• Define technology roadmaps and architectural standards; drive adoption across Addepar
• Design and architect our SaaS applications as part of Addepar R&D
• Collaborate with product management and business stakeholders
• Spend time with clients to understand their requirements and influence the platform roadmap to meet those needs
• Proactively identify, prioritize, and propose remediation for tech debt
• Mentor and guide software engineers and architects on best practices
• Evaluate and select appropriate technologies and frameworks
• Ensure the security, scalability and efficiency of our SaaS solutions
• Conduct code reviews and ensure code quality
• Troubleshoot and resolve complex technical issues
• Partner with engineering teams to accelerate the delivery of key product capabilities

Senior Staff Software Architect

Security Analyst

• Provide operational support for IAM related administration tools
• Application onboarding and role definitions
• Recertification campaigns based on security and audit requirements
• Handling end user escalations and support requests
• Assist with improving the overall maturity of the internal IAM program
• Analyze, design, and implement improvements to data quality and role decisions across integrated systems
• Governance Initiatives, such as Entitlement Reviews and proper inventory management of identities
• Enhancing IAM posture including human and non-human identities
• Continually improve the IAM practice through platform enhancements, user process improvements and identity risk assessments
• Analyze access requirements, system flows, and security policies to enforce a strict Least Privilege access model while balancing user experience
• Design and implement scalable processes and/or technologies to improve the overall security posture of Addepar
• Assisting with the development and refinement of Information Security Policies & Standards
• Partner with the broader Security team to define the governance strategy and technical controls for Agentic AI Workflows, ensuring that autonomous agents and Non-Human Identities (NHIDs) operate within a secure, auditable, and least-privileged framework

Senior Information Security Analyst

Frontend Engineer

• Be part of a high-performing, cross-functional team
• Own features, work alongside and learn from senior engineers, and ship code
• Collaborate with product, design, engineering, and key clients to define and deliver solutions that support and streamline user workflows
• Work with and on our web platform and design system teams to ensure a seamless Addepar user experience
• Deliver key features that will be have a direct impact how our customers use our product

Frontend Software Engineer

Account Executive

• Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio.
• Lead consultative enterprise sales cycles - Own complex, multi-stakeholder deals across large financial institutions, often spanning regions, business lines, and senior decision-makers.
• Set account strategy and drive execution - Develop and execute thoughtful, multi-year account plans aligned to client priorities and Addepar’s broader GTM strategy.
• Operate as a cross-functional leader - Work closely with Sales Engineering, Client Success, Services, and Partnerships to deliver a coordinated, “one team” experience—minimizing friction and maximizing client impact.
• Engage at the executive level - Build trusted relationships with C-level stakeholders within client organizations and partner with Addepar’s leadership team when appropriate to advance strategic opportunities.
• Contribute to how we go to market - Bring perspective from your experience and from the field—sharing best practices, shaping engagement models, and helping evolve how we serve enterprise clients.
• Maintain strong pipeline and forecasting discipline - Ensure timely, accurate pipeline management and forecasting to support internal alignment and planning.

Senior Account Executive – Enterprise

• Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM
• Lead the full sales cycle end-to-end - from targeted prospecting and executive engagement through contract negotiation and close
• Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners
• Develop and execute multi-threaded account strategies that align Addepar’s platform capabilities to each prospect’s operational, regulatory, and growth priorities
• Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address complex client requirements
• Maintain rigorous pipeline hygiene and deliver accurate forecasts to senior leadership, using Salesforce as a system of record
• Negotiate and close multi-year contracts, navigating legal, compliance, and procurement processes with sophisticated financial institutions
• Represent Addepar at industry events, conferences, and executive forums (40-50% travel expected)
• Contribute to the continuous improvement of Addepar’s GTM strategy by bringing market intelligence and best practices from the field

Senior Account Executive – Strategic

• Managing consultative sales cycles with our largest RIA’s and Multi-Family Offices
• Developing and implementing strategies that help Addepar grow new annual recurring revenue
• Advising mid-tier clients while managing top existing client base
• Collaborating with Marketing, Pre-sales, Partnerships, Services, Client Success, Account Management, and R&D to deliver solutions
• Leading efforts that result in quota achievement and multi-year client contracts

Senior Account Executive – Key Accounts

Onboarding Specialist

• Manage the alternatives data onboarding process for new and existing Addepar clients, which includes but is not limited to:
• Guide Clients Through Template Completion: Provide clear guidance and support to clients in accurately completing necessary onboarding templates
• Manage LOA Generation and Signing: Oversee the Letter of Authorization (LOA) process, including generation, client follow-up for signatures, and ensuring timely completion
• Drive Asset Manager Outreach: Proactively engage with Asset Managers to facilitate data connectivity and resolve onboarding queries
• Coordinate Credential Management: Establish and securely store client credentials within LastPass, ensuring adherence to security protocols
• Facilitate ADM Connections: Coordinate the setup and connectivity for Addepar Data Management (ADM) integrations
• Maintain Workflow Tracking: Ensure accurate and up-to-date tracking of all onboarding workflows within our dashboards
• Update Salesforce and Track Milestones: Maintain accurate client information and track key onboarding milestones within Salesforce
• Working with AI initiatives: Drive the use of machine learning to reduce manual data entry and increase the productivity of our end-to-end project lifecycle