Addepar

Configure and implement Workday solutions, collaborate with teams, and develop documentation. | 8+ years of Workday Core HCM experience, advanced Compensation, strong communication skills. | 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 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 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 New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo. The Role As a Business Systems Analyst on Addepar’s People Technology team, your primary focus is designing, configuring, and validating People Tech solutions that meet clear business requirements. You will own high quality configuration, partner with stakeholders to refine needs, document what you build, and support releases and production. Workday is our core platform, and you will also work across our broader People Tech stack as well. You will play a key role in our additional module implementations, owning configuration from design through go live. 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 $111,000 - $174,000 + 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. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Configure Workday to meet clear business requirements and recommend improvements to existing processes. Collaborate with cross functional teams to design and implement solutions that align with business needs. Develop and maintain user documentation, including process maps, configuration notes, test plans, and user guides. Provide technical support, troubleshoot issues, and drive problem resolution for supported systems. Build and deliver actionable reports and dashboard Who You Are Bachelor’s degree in Computer Science, Information Systems, or a related field, or equivalent experience. 8+ years of Workday Core HCM experience covering Compensation, Security, Business Processes, Reporting, and Dashboards. Advanced Compensation experience is required. Benefits or Absence experience is a plus. Strong written communication skills with the ability to create clear, user ready documentation quickly. Excellent interpersonal, communication, and analytical skills. 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.

Lead, draft, and negotiate complex commercial and technology agreements while managing a team of contracting and legal professionals. Define and oversee global contracting frameworks and develop scalable contract operations practices. | Candidates should have 8+ years of experience negotiating complex technology and commercial agreements, ideally within SaaS, fintech, or financial services. A strong business orientation and the ability to work collaboratively across various teams are essential. | 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 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 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 New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo. The Role We are currently seeking an experienced commercial and technology transactions attorney to serve as Associate General Counsel, Contracts & Commercial Enablement. This role will be based in the United States but will have global functional oversight of the company’s contracting program and commercial enablement strategy. You will directly manage a team of contracting and legal professionals and own the end-to-end vision for how the company manages commercial agreements, builds scalable processes, and aligns go-to-market teams around efficient, risk-aligned deal execution. 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 $211,000 - $330,000 (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. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Lead, draft, and negotiate complex commercial and technology agreements, including enterprise subscription/license agreements, professional services agreements, reseller/partner arrangements, and vendor contracts Serve as the senior escalation point for high-value or complex deals, offering clear, business-aligned guidance Define and oversee global contracting frameworks, including templates, playbooks, fallback matrices, and approval pathways Develop scalable contract operations practices, including deal-intake governance, workflow optimization, and CLM enhancements Partner with Compliance, Security, Product, Engineering, and Finance to ensure commercial terms reflect regulatory and risk considerations Build and deliver training, guidance, and self-service resources to empower GTM teams Drive operational consistency and efficiency across commercial processes worldwide Identify opportunities for automation and continuous improvement through metrics and data-driven insights Who You Are 8+ years of experience negotiating complex technology and commercial agreements, ideally within SaaS, fintech, or financial services Demonstrated ability to build or scale contracting programs, including templates and structured negotiation frameworks Strong business orientation with the ability to propose commercially pragmatic solutions 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 Ability to operate with a global mindset Bar admission in good standing (NY or CA preferred) Prior leadership of commercial attorneys or contract managers [Preferred, but not required] Experience supporting global contracting programs. [Preferred, but not required] Familiarity with financial services, wealth management, or data-driven technology platforms [Preferred, but not required] Knowledge of privacy and data-use frameworks (GDPR, CCPA/CPRA, GLBA) 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.

Manage full-cycle recruiting for GTM roles, build talent pipelines, partner with leaders, and optimize hiring strategies. | 4+ years of GTM recruiting experience in tech or finance, strong communication skills, proactive and data-driven approach. | 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 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 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 New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo. The Role As Addepar continues to grow and evolve, we are expanding our Go-To-Market (GTM) Recruiting capabilities to support a broader range of commercial functions. We are seeking a Recruiter who can operate with agility and strategic insight as the talent profiles across Sales, Account Management, Client Success, and related teams continue to mature. In this role, you’ll support a dynamic mix of full-cycle searches and collaborative recruiting efforts. At times you will own a search end-to-end; at other times you may partner with another recruiter or provide targeted sourcing and top-of-funnel support for high-volume hiring needs. This flexible model allows us to meet the business where it is, while ensuring an exceptional candidate experience and high-quality outcomes. This is an opportunity to shape GTM hiring strategy, build pipelines for emerging and evolving roles, and play a pivotal part in ensuring Addepar scales thoughtfully and sustainably. 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 $90,000 - $140,000 (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. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Manage full-cycle recruiting for selected GTM roles; including Sales, Account Management, Sales Operations, Product Specialists, and select Client Success roles. Flex between owning searches outright and supporting other recruiters with sourcing, screening, or volume support as business needs fluctuate. Build and maintain strong talent pipelines for newly evolving roles across our commercial organization. Partner with hiring managers and GTM leaders to clarify role requirements, candidate profiles, interview structures, and market positioning. Deliver a consistent, high-quality candidate experience with timely and transparent communication. Use market insights and data to inform search strategies, identify competitive talent pools, and influence hiring decisions. Collaborate with Talent Acquisition teammates to enhance processes, optimize tools, and strengthen cross-functional alignment. Who You Are Experienced GTM recruiter with full-cycle expertise hiring across Sales, Account Management, Sales Ops, Client Success, and other commercial roles. 4+ years of sourcing or recruiting for finance, fintech, B2B SaaS, or high-growth tech companies. Comfortable recruiting for complex and high-context roles, including quota-carrying sales talent and GTM technical skill sets. Strong communicator who can influence and partner effectively with senior leaders. Passionate about employer branding, candidate experience, and telling Addepar’s story with clarity and authenticity. Highly proactive, organized, resourceful, and able to thrive in an environment experiencing rapid change. Analytical and data-informed; able to use metrics to adjust sourcing strategies and improve hiring outcomes. Works seamlessly across teams and values partnership, transparency, and elevating the overall recruiting function. Why Join Addepar Impactful Work: Be part of a company that's transforming the investment management industry on a global scale Growth Opportunities: Play a key role in our international expansion and grow your career alongside our company Vibrant Culture: Join a collaborative and inclusive team that values diversity and fosters a supportive work environment Competitive Benefits: Enjoy a comprehensive benefits package, including health insurance, retirement plans, and flexible working arrangements 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.

The Institutional Client Success Manager will manage complex institutional relationships and provide strategic guidance to ensure clients derive maximum value from the Addepar platform. Responsibilities include cultivating long-term client relationships, overseeing the client journey, and consulting on high-stakes reporting deliverables. | Candidates should have over 5 years of experience in client-facing roles, preferably within the Institutional Asset Management space. A bachelor's degree is required, and certifications like CFA or CAIA are a strong plus. | 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 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 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 New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption, retention, and renewal. Few roles provide such a direct impact on the growth of the company. This Institutional Client Success Manager (CSM) will manage some of Addepar’s most complex and strategic institutional relationships, including pension funds, foundations, endowments, OCIOs, and asset managers. As an Institutional CSM, you will not just manage accounts; you will act as a strategic consultant to large-scale asset owners and allocators. You will navigate complex portfolios with heavy alternative asset allocations, advising clients on how to leverage Addepar for investment decision-making, board-level reporting, and operational efficiency. As this segment is a strategic priority for the firm, you will play a pivotal role in shaping Addepar’s institutional playbook, acting as the primary feedback loop to R&D to build the next generation of institutional-grade solutions. The Institutional market is historically underserved by legacy technology. This is your chance to bring modern, transparent data infrastructure to the world’s largest asset pools. 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 $87,000 - $136,000 (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. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day in and day out Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they use their Addepar solutions to grow and meet their internal/end-client needs, and ensure account retention Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate Develop success plans with clients, including mutually agreed-upon objectives, timelines, and metrics Consult on the creation of high-stakes reporting deliverables, such as Quarterly Board Packages and Investment Committee reviews Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software Knowledgeably discuss opportunities for Addepar services, solutions, and standard methodologies in a way that influences internal and external partners to drive outcomes from pre-sales to post-sales engagement Assist in the identification of new revenue opportunities for the Account Manager and participate in proposals to clients Serve as the 'Institutional Voice' to Product and Engineering, translating complex requirements into roadmap features to allow for future success in the Institutional segment Who You Are 5+ years in client-facing, client success, or strategy roles. Experience specifically within the Institutional Asset Management space (OCIO, Endowment, Foundation, Pension, or Family Office) is a strong preference A minimum of a bachelor's degree or equivalent professional experience is required CFA, CAIA, or CIPM designation is a strong plus Proven record of translating business needs into technical utilization of available product solutions; Ideally, worked with a technical product Strong analytical skills and rigor around bringing discipline, rules, thoroughness, consistency, and a structured framework to processes and operations Knowledge of technology that helps you engage and have credibility with the R&D teams within Addepar and clients up to MD/C-Suite level Familiarity with institutional performance reporting standards, attribution analysis, and risk metrics Deep understanding of multi-asset class portfolio construction, with a specific focus on Alternative Investments (Private Equity, Venture Capital, Real Estate) and the data challenges associated with them History of success as a consultant, strategist, pre-sales, technical account manager, or equivalent, driving organizational change and adoption efforts Experience building and maintaining strong relationships with senior executives, key influencers, decision-makers, and power users; executive presence and ability to effectively navigate and persuade all levels of an organization Track record of leading large, sophisticated projects and/or programs, preferably at an institutional firm Experience handling difficult clients or situations, and can demonstrate successful outcomes or resolutions Strong verbal and written communication skills; Strong time management and prioritization skills Must be collaborative and work effectively within a team environment and cross-functionally across Addepar Ability to navigate data and people to find answers Independent, adaptable, and can thrive in a fast-paced environment Must be open to travel 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.

Lead and manage the Partner Platform engineering team to build scalable, efficient software solutions enabling third-party integrations and client implementations. | 5+ years engineering experience with 2+ years managing teams, strong problem-solving, ownership mentality, and experience with data processing or partner integrations. | 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 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 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 New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai. The Role We are seeking an experienced and highly motivated Senior Engineering Manager to lead the global Partner Platform Team, an emerging yet critical component of the Addepar Platform and client solution. The Addepar Platform couples a comprehensive data fabric that provides a single source of truth for our product set and open integrations with a deeply flexible and customizable product set, calculation engine and overall powerful experience tailored to our users needs. The Partner Platform team cuts across all aspects of The Addepar Platform to provide capabilities and workflows that enable third parties to simply and safely engage with Addepar at scale. Optimizing those interactions and providing the foundation for Addepar to foster a rich and thriving network of partners empowering our clients with everything from implementation services to align the platform to specific client needs, to technical integrations which expand our capabilities and seamlessly pair our capabilities with other market leading products. This team is passionate about handling large volumes of data, and the engineering challenges in building the distributed systems responsible for automated data ingestion and transformation. We craft guided, simple user and partner workflows that create maximum scale and efficiency for our Services Partners and hence our Clients, ensuring the quality they have come to expect. We build platforms to enable deep technical integrations that expand the Addepar offering. Partner Platform engineers are hard-working and care deeply about solving hard problems at high scale, delighting customers, and participating in the success of the whole company. They choose the best tools to solve for key partner enablers and are not limited in scope by the products or data workflows that exist today, cutting across the stack to deliver complete solutions. We look for dedicated engineers with real technical depth and a desire to understand the end business. If you've designed sophisticated scalable systems, or worked with great teams on hard problems in financial data, or are just interested in tackling complicated technical, critically important problems, join us! 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 $186,000 - $290,000 (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 • With the guidance of senior leadership and a dedicated Product Manager, execute a broad mandate that cuts across technology stacks to deliver a truly transformative Partner Platform, a key enabler for Addepar’s continued growth • Build a software product and platform to accelerate and improve the efficiency of Addepar led and 3rd party led client implementations • Collaborate effectively with product managers, designers, engineers and partners • Drive the technical direction in close alignment with your product counterparts, engineering peers and team members • Build and manage a team of exceptional engineers to design, develop, and deploy scalable solutions that meet internal, client and partner requirements on time • Lead the architecture, implementation, and maintenance of engineering solutions to solve complex problems; ensuring scalable solutions and low KTLO cost • Lead individual project priorities, deadlines, and solutions • Communicate technical ideas and set direction on projects with a focus on solving business challenges • Work with Product to develop and maintain efficient process controls and accurate metrics that inform our direction with respect to Partner scale and efficiency • Work in a fast-paced, dynamic environment to deliver high-quality results and drive continuous improvement Who You Are • 2+ years of proven experience leading engineering teams, 5+ years of professional engineering experience • A computer science degree or equivalent experience • Strong problem-solving and decision-making skills • A strong ownership mentality and drive to solve the most important problems • Passion for implementing standard processes with a bias toward smart automation • Proven ability to collaborate with and mentor other engineers • Experience in any of the following specific areas is a plus: • Data processing and analysis using SQL, PySpark, or similar frameworks • Orchestrating multi-part complex user workflows across products, interfaces or data management tools • Working with 3rd party partners / providers / consumers to understand challenges and identify solutions 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.

Provide first-line client support for Addepar’s trading and portfolio management products, troubleshoot issues, perform root cause analysis, and collaborate with internal teams to ensure client satisfaction. | 1+ years client-facing experience, familiarity with trading workflows or financial instruments, strong analytical and communication skills, and ability to work in a fast-paced environment. | 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 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 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 New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai. The Role Support Analysts are critical to empowering some of the world’s most sophisticated investors by helping them navigate and maximise the capabilities of Addepar's Trading, Order Management System (OMS), and Investment Book of Record (IBOR) products. They serve as the first point of contact for addressing client questions, troubleshooting issues, and ensuring optimal use of the platform in daily operations. Our ideal candidate is a proactive problem solver who delivers thoughtful solutions and exceptional client experiences. They excel in coordinating and collaborating with internal teams, possess strong technical and financial acumen, and thrive on building relationships through direct client interactions. What You’ll Do • Identify, respond to, and resolve issues and questions raised by Addepar’s clients • Provide hands-on support to our clients to ensure their ongoing happiness • Work in complex data sets to identify and resolve data and calculation discrepancies • Evaluate the criticality of client issues and collaborate with various parts of the organization to resolve • Work closely and conduct root-cause analysis with Engineering and Data teams to resolve issues • Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction • Help clients use Addepar to the greatest extent through both functional and conceptual instruction • Prioritise and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line • Become an expert on all things Addepar Who You Are • Familiarity with trading workflows, portfolio management, or financial instruments • Ideally you'll have a Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience • Superior communication, organisational, and time-management skills • Proficiency in math and strong analytical skills • Passion for problem-solving and continuous learning • Interest in leveraging technology to solve complex financial challenges • 1+ years of relevant experience in a client-facing role • Ability to thrive in a fast-paced, collaborative environment with changing priorities • [Plus] Previous experience in investment management or with Order Management Systems (OMS) 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.

Manage and support the Data Import Tool including researching and defining new features, providing last-resort support, and validating new enhancements. | 3+ years product management or relevant domain experience, strong communication skills, ability to partner with engineering on technical requirements, multitasking project management, problem solving, and passion for finance and technology. | 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 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 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 New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai. The Role In this role, you will be responsible for the Data Import Tool. This tool is the primary way clients and partners push data into Addepar. Clients work in a spreadsheet to manage the data, and then upload it to Addepar via the import Excel add-in. Data imports include transactions, positions, attributes, and even firm administrative tasks like creating users and groups. You will also play a supporting role in the development and roll out of the new notifications workflow, the new file management center and the workflow control pane. 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 $70,000 - $110,000 + 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. What You’ll Do • Possess a deep understanding of import tool in terms of its users, business value, technical landscape, and how it relates to other areas of the larger Addepar system. • Assist the lead product manager with researching, defining and scoping new functionality, including producing easy to understand examples to assist developers. • Run last-resort support for import tool questions and issues coming in from various go-to-market and support teams internally. Ensure understanding and drive updates to product content to help avoid the same issues being raised multiple times. • Perform correctness testing on new import tool enhancements, including thorough validation of different combinations of import options and layering intersecting functionality. Who You Are • 3+ years of product management experience or relevant domain-specific experience • Strong communication and interpersonal skills working with vendors, clients and internal stakeholders • Ability to partner with engineering to define the functional and technical implementation to solve a business problem. This includes understanding of high level data development concepts, and the ability to write and review technical requirements documents • Proven ability to plan, design, and manage numerous projects simultaneously • Track record of effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality • Passion for the finance and technology space • Experience working with financial data and concepts relevant to Addepar’s clients and products strongly preferred, but not required for consideration 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.

Manage and support the Data Import Tool by researching, defining new functionality, providing last-resort support, and validating enhancements. | 3+ years product management or relevant domain experience, strong communication skills, ability to partner with engineering on technical requirements, project management skills, and a passion for finance and technology. | 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 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 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 New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai. The Role In this role, you will be responsible for the Data Import Tool. This tool is the primary way clients and partners push data into Addepar. Clients work in a spreadsheet to manage the data, and then upload it to Addepar via the import Excel add-in. Data imports include transactions, positions, attributes, and even firm administrative tasks like creating users and groups. You will also play a supporting role in the development and roll out of the new notifications workflow, the new file management center and the workflow control pane. 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 $70,000 - $110,000 + 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. What You’ll Do • Possess a deep understanding of import tool in terms of its users, business value, technical landscape, and how it relates to other areas of the larger Addepar system. • Assist the lead product manager with researching, defining and scoping new functionality, including producing easy to understand examples to assist developers. • Run last-resort support for import tool questions and issues coming in from various go-to-market and support teams internally. Ensure understanding and drive updates to product content to help avoid the same issues being raised multiple times. • Perform correctness testing on new import tool enhancements, including thorough validation of different combinations of import options and layering intersecting functionality. Who You Are • 3+ years of product management experience or relevant domain-specific experience • Strong communication and interpersonal skills working with vendors, clients and internal stakeholders • Ability to partner with engineering to define the functional and technical implementation to solve a business problem. This includes understanding of high level data development concepts, and the ability to write and review technical requirements documents • Proven ability to plan, design, and manage numerous projects simultaneously • Track record of effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality • Passion for the finance and technology space • Experience working with financial data and concepts relevant to Addepar’s clients and products strongly preferred, but not required for consideration 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.