Jobs at Addepar

• Strategic Advisory: Act as the lead domain authority for global, multi-billion dollar opportunities, partner with account executives to design complex deal structures and multi-year expansion roadmaps
• Platform & AI Evolution: Guide existing clients through the modernization of their workflo...

• Requirements Gathering: Partner with stakeholders (like HR, Talent Acquisition, and Finance) to map current processes, translate needs into clear, testable technical requirements, and document them precisely
• Project Leadership: Run the end-to-end lifecycle across planning, execution, monitoring, risk ...

• Build a deep understanding of the Reporting & Dashboards platform in terms of its users, workflows, and business value, and how it connects to the broader Addepar platform.
• Own and evolve the Dashboards experience, enabling firms and individual users to customize views, surface real-time portfolio insights, and connect seamlessly into broader Addepar workflows.

• Align every partnership initiative directly with Addepar’s core product strategy, ensuring integrations and overall partnerships strengthen platform stickiness rather than creating disparate feature forks.
• Deliver skilled relationship management in navigating external political organizations and infl...

• Build and maintain framework-agnostic UI components that serve product teams working across multiple frontend technologies simultaneously
• Support adoption of the design system across the product engineering organization, helping teams integrate and migrate

• Architect, implement, and maintain engineering solutions to solve complex problems; write well-designed, testable code.
• Lead individual project priorities, deadlines, and solutions.

• + Innovation & Strategy - Keep up with the latest trends, models and innovations in all facets of AI Security and advise on proper architectures

Platform AI Security - Working with our Engineering and Application Security teams to ensure our products are leveraging AI in a secure manner across our platform.

AI Enablement -Partnering with our Architecture team to continue to evolve Addepar’s Internal AI Productivity initiatives by securely enabling our business to leverage AI to streamline processes and enhance productivity.

• Lead, mentor, and grow a high-performing engineering organization dedicated to the Institutional segment
• Establish clear engineering goals, operational metrics, and delivery standards aligned with company objectives and create a high-performing engineering culture

• Drive the annual and in-year GTM planning cycle, including revenue planning by market/geo/product, capacity and headcount planning, market segmentation, quota design, and margin planning
• Translate company targets into bottoms-up revenue plans with clear market, segment, and channel assumptions that align Sales, Finance, and executive leadership

• Build and scale a comprehensive platform, formalizing and optimizing data analytics across teams
• Collaborate with product managers and engineers to understand requirements, and architect solutions for sophisticated data and workflow challenges

• Own product strategy end-to-end for the Files Platform, from migration completion through next-generation search, metadata, sharing, workflow, and API capabilities
• Drive product discovery across user groups (advisors, operations, end clients, API consumers, internal teams) and translate findings into a prioritized roadmap

• Lead and mentor a team of Data Validation Specialists, supporting career development, delivering regular feedback, and helping individuals thrive in their role
• Manage a team’s work allocation, prioritization, and execution to ensure on-time, high-quality project delivery

• Sales Process Support: Serve as the product domain expert, supporting Account Executives and their prospects throughout the entire sales lifecycle.
• Technical Consultation: Provide in-depth product knowledge to customers and prospects, clearly highlighting Addepar's differentiating advantages and capabilities over competitors.

• Strategic advisory: 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.
• Platform and AI evolution: Guide prospects and clients through the modernization of their work...

• Collaborate multi-functionally with Product, Client Solution teams, and other engineering teams to deliver holistic client onboarding solutions
• Write well-designed and tested code to solve complex engineering problems

• Design and build distributed microservice components in Addepar’s calculation engine - a data intensive application
• Scale our Java-based calculation engine to 100x larger workloads using best-of-breed time series analytics database technologies

• Drive the end-to-end execution and delivery of AI-native products, moving from initial prototype to scalable production services with high velocity.
• Architect, build, and productionize core components of our AI platform – including: