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

As a Technical Solution Architect you will play a crucial role in helping our clients build custom integrations using Addepar's suite of APIs. Additionally, you will have the opportunity to develop innovative internal tools to address client challenges, expedite implementations and unblock internal and external stakeholders. The ideal candidate will possess an eagerness to solve technical problems, experience in the wealth management domain, exceptional communication skills, thrives in a fast paced environment, and will bring a solutions oriented approach to all challenges they encounter.

What You’ll Do Collaborate with clients to design and build custom integrations using Addepar's APIs providing technical guidance and support throughout the project Build internal tools and design solutions to optimize client onboarding and enhance the overall client experience Work closely with cross-functional teams to ensure successful project delivery and client satisfaction Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line Stay up-to-date with industry trends and emerging technologies to find opportunities for innovation and improvement Effectively set, manage, and communicate expectations both internally and externally Establish and contribute to best practices for the team Communicate with clients in a proactive, consultative and professional manner Who You Are Minimum 3+ years experience working in technology, finance, or consulting Experience with designing and implementing custom integrations Intermediate or advanced proficiency in Python programming language Intermediate or advanced understanding of REST APIs Solution-oriented mentality and passion for problem solving Excellent verbal and written skills with the ability to present complex information in a clear and concise manner Strong work ethic, proactive and a high contributing teammate Independent, adaptable and can thrive in a fast-paced environment

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.