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 Client Services team is responsible for handling client health for all new and existing Addepar clients. A Technical Analyst plays a crucial role in helping the users of Addepar obtain the optimal value using the suite of technical resources the platform offers. A technical analyst will assist with day-to-day usage across the platform, consulting on APIs and third-party integrations, and collaborating with our R&D teams to troubleshoot and improve functionality in the application.

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 $66,000 - $83,000 + 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.

 

Our ideal candidate is tenacious about solving problems, has a proven understanding of API’s and enjoys working directly with clients and internal technical teams.

What You’ll Do Partner with our clients and third-party developers to troubleshoot issues on the Addepar Public API Troubleshoot SSO/SAML configurations Use Python scripts to help automate solutions for users Identify, respond, and resolve issues and questions raised by Addepar’s clients Work in sophisticated data sets to identify and resolve client issues Prioritize and context-switch effectively to complete simultaneous issues, seeing each through to the finish line Help identify, triage, and call out problems that arise within Addepar’s platform Act as primary contact for support with Product, Engineering and Client Advocacy teams to handle and maintain a high level of client satisfaction on technical issues Help clients use Addepar to the greatest extent possible through functional and conceptual instruction Be an authority on all things related to Addepar’s technical functionality and capabilities Who You Are  Bachelor’s Degree in Finance, Computer Science, Economics, Mathematics, or equivalent experience Proven experience with Python, SQL and relational databases Proven experience with API technologies Familiar with server monitoring softwares (SumoLogic, WaveFront, Periscope) Familiarity with software integrations Outstanding communication and organizational skills Proficiency in math Passion for problem-solving and continuous learning Passion for technology and finance 1+ years of relevant experience Familiarity with Wealth Advisor structures and all investment characteristics

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.