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

The Managed Services team provides premium services that enable business-as-usual (BAU) clients to expand value and accelerate growth after initial implementation. Managed Services Consultants are responsible for delivering high-value outcomes that align with client expectations, ensuring firms are using Addepar’s most up-to-date best practices and gold standard operating models. 

In partnership with Account Managers, Support Analysts, and Product Managers, the Managed Services Consultants help optimize clients’ overall experience and identify areas for R&D investment that lessen reliance on premium services. They are focused on identifying how Addepar can unlock significant value for clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets. 

Managed Services Consultants have a deep understanding of both finance and technology, take ownership of our client's success and excel at project governance and cross-functional communication. 

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 $74,000 - $93,000 (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’ll Do Demonstrate technical and industry expertise to support clients as you implement scalable, best-practice solutions for existing Addepar environments Deliver high-value client outcomes aligned with client expectations Proactively handle expectations and communication both internally and externally  Ensure retention of clients driven by high client satisfaction and reference-ability Establish and drive progress throughout the life of a project to ensure client success  Prioritize and context-switch to complete simultaneous projects, seeing each through to the finish line Proactively communicate project health and status to internal and external senior leadership Partner with Account Managers and Support Leads to create a BAU model to ensure clients get the services that they need Partner with R&D on scalable tools that directly reduce client reliance on premium services and promote self-sufficiency in a BAU state Think critically about how to improve our current processes and tools both internally and externally as our client base expands Influence a reduction in project effort and timelines through the development of scalable processes, pre-configured templates, and improved methodologies Be a guide on all things Addepar Who You Are Professional experience in Project Management, Financial Services or Consulting is preferred. Prior client-facing experience is a plus Candidates must have outstanding communication, organizational, and time-management skills Understanding of historical data conversion methodologies and different source systems (or hunger and willingness to learn) Thorough with an eye toward continuous improvement The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment  Strong interpersonal skills to train and communicate effectively with partners via email, on the phone, and face-to-face Passion for technology and finance Occasional travel to visit clients may be necessary [Bonus] Previous experience in investment management software implementations [Bonus] Capability to program/script, specifically in python

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 TAinfo@addepar.com.