Technology Transactions Counsel

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role

Addepar is seeking a Transactions Attorney to join its Legal team. The ideal candidate will have a strong background in technology transactions, excellent analytical skills, attention to detail, and the ability to work collaboratively with various stakeholders.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $146,000 - $227,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You Will Do

• Drafting, reviewing and negotiating a variety of contracts, including subscription/license (inbound and outbound) agreements, master services agreements, professional services agreements, vendor agreements, and alliance/partnership/reseller agreements;
• Collaborating with Sales, Partnerships, Procurement, and Services teams on technology and related transactions, including negotiating large, strategic client agreements;
• Assisting with enterprise client deals; and
• Advising on matters related to client and vendor contracts (e.g., Addepar’s rights and obligations).

Who You Are

• Three to five years advising on, negotiating and drafting complex technology and other agreements, including subscription/license (inbound and outbound) agreements, master services agreements, professional services agreements, vendor agreements, and alliance/partnership/reseller agreements;
• Highly collaborative and capable of working cross-functionally with Sales, Finance, Information Security, Services, Compliance, Engineering, Product, and Marketing teams in a fast-paced work environment;
• A risk-based mindset with the ability to succinctly identify critical areas of concern and construct legally-compliant, commercially-viable solutions;
• A demonstrated track record of building and maintaining credibility with internal stakeholders; and
• Bar admission (NY or CA preferred)

Preferred Knowledge, Skills, and Experience

• Experience in international transactions; and
• Familiarity with global privacy and data regulatory laws and frameworks, including GLBA, CCPA/CPRA, and GDPR.

Our Values

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].