Addepar

7 Jobs

1,139 Employees

About the Company

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 $7 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.

Listed Jobs

Company Name: Addepar
Job Title: Sales Strategy & Operations Analyst
Job Description: **Job Title:** Sales Strategy & Operations Analyst **Role Summary:** Support revenue growth by combining business analytics, sales operations, and strategic design to optimize sales performance, market opportunities, and operational efficiency. Drive data-driven decision-making across global sales teams. **Expactations:** - Assist sales leadership in executing revenue growth strategies. - Design and implement scalable reporting infrastructure for sales performance analysis. - Analyze market opportunities, segment territories, and optimize sales team productivity. - Align strategies with product growth initiatives and evaluate pipeline health. - Provide actionable insights to refine GTM planning, quotas, incentives, and operational workflows. - Translate data into strategic recommendations for senior executives and cross-functional teams. **Key Responsibilities:** - Lead capacity planning, productivity reviews, and market segmentation for sales teams. - Develop sophisticated models and presentations to support sales strategy. - Identify process inefficiencies and implement data-centric solutions for scalability. - Collaborate with GTM teams to enhance sales productivity and forecast accuracy. - Troubleshoot operational bottlenecks and optimize systems for large-scale performance. - Provide analytical leadership on global initiatives, balancing analytics with innovation. - Uncover data trends to influence organizational strategies and refine workflows. **Required Skills:** - Advanced quantitative analysis and problem-solving abilities. - Expertise in data modeling, reporting, and visualization tools (BI platforms, SQL). - Strong proficiency in Excel; experience with R/Python/Tableau preferred. - Strategic thinking and synthesis of complex insights into actionable plans. - Exceptional communication skills for cross-functional collaboration and executive reporting. - Adaptability to fast-paced environments with demonstrated self-initiative. **Required Education & Certifications:** - Bachelor’s degree (or equivalent) in quantitative fields (Statistics, Finance, Engineering, etc.). - 4+ years in analytical roles (Sales Strategy, Consulting, Finance) or 2+ years with a Master’s degree. - Demonstrated track record in building high-quality models and analytical frameworks.

London, United kingdom

On site

Junior

14-10-2025

Company Name: Addepar
Job Title: Staff Backend Software Engineer - Partner Platform
Job Description: Job Title: Staff Backend Software Engineer – Partner Platform Role Summary: Design, build, and maintain scalable backend systems for data integration, transformation, and analytics on a lakehouse architecture. Lead end‑to‑end engineering projects, collaborate cross‑functionally, and support high‑impact initiatives such as account conversion and historical data migration. Expactations: Deliver robust, performant code; own feature ownership across the stack; provide technical leadership; mentor peers; ensure data integrity and system reliability; communicate progress with stakeholders; drive continuous improvement of tooling and processes. Key Responsibilities: - Build and optimize data ingestion pipelines that handle large, mission‑critical datasets. - Own end‑to‑end development of features within the data lakehouse ecosystem. - Collaborate with analytics, operations, and product teams to deliver solutions that impact clients. - Design and implement tools for account conversions, historical data imports, and embedded integrations. - Maintain and extend the foundational codebase supporting the lakehouse. - Participate in architecture reviews and performance tuning. - Mentor junior engineers and share best practices. Required Skills: - Strong programming experience in Python; familiarity with other backend stacks acceptable. - Deep knowledge of databases and big data frameworks (e.g., Spark, PySpark). - Experience with AWS services and Terraform infrastructure as code. - Proficiency in designing scalable, resilient data pipelines. - Excellent communication, cross‑functional collaboration, and problem‑solving skills. - Passion for building tools that empower other teams and systems. Required Education & Certifications: - Bachelor’s degree in Computer Science, Software Engineering, or related field (or equivalent practical experience). - Relevant certifications in cloud platforms (e.g., AWS Certified Solutions Architect) or big data technologies are a plus.

Edinburgh, United kingdom

Hybrid

14-10-2025

Company Name: Addepar
Job Title: Sr. Front End Software Engineer - Transaction Experience
Job Description: Job Title: Sr. Front End Software Engineer – Transaction Experience Role Summary: Lead the design, implementation, and evolution of high‑performance user interfaces and APIs that power the financial transaction platform. Drive architectural modernization, mentor junior developers, and collaborate closely with product, design, and finance stakeholders to deliver scalable, data‑rich experiences for global advisors and wealth managers. Expactations: • Deliver timely, high‑quality features at a senior engineering level. • Own end‑to‑end component performance and reliability. • Champion best practices in front‑end architecture and code quality. • Actively contribute to cross‑functional processes and continuous improvement. Key Responsibilities: • Partner with designers and product owners to translate requirements into robust, maintainable code. • Build and maintain critical services and UI components using Ember (or equivalent frameworks). • Resolve complex technical challenges, ensuring scalability across multiple regions. • Mentor team members, set coding standards, and drive process improvements. • Advocate for consistent methodologies and maintain strong collaboration across cross‑functional teams. Required Skills: • 4+ years of professional software engineering experience. • Strong proficiency in front‑end frameworks (Ember preferred; React, Angular, Svelte acceptable). • Deep understanding of component architecture, state management, and performance optimization. • Experience with public cloud environments and finance domain knowledge is a plus. • Excellent communication, collaboration, and problem‑solving skills. Required Education & Certifications: • Bachelor’s degree in Computer Science, Engineering, or related field (or equivalent practical experience).

United kingdom

Remote

14-10-2025

Company Name: Addepar
Job Title: Business Systems Analyst - Salesforce & GTM Systems
Job Description: Job title: Business Systems Analyst – Salesforce & GTM Systems Role Summary: Provide end‑to‑end analysis, optimization, and implementation of go‑to‑market (GTM) processes using Salesforce and related applications. Translate business requirements into functional specifications, user stories, and scalable technical solutions, working closely with Sales, Marketing, Client Success, and Support functions. Expectations: - 5+ years of business analysis experience supporting GTM organizations, preferably in financial services or SaaS. - Deep, hands‑on expertise with Salesforce (Sales Cloud, Service Cloud, CPQ, etc.) and experience configuring, administering, and integrating complementary GTM tools (Marketo, Ironclad, DocuSign, NetSuite, FinancialForce). - Proven track record of process mapping, data analysis, and driving measurable improvements that deliver business impact. - Strong communication, stakeholder management, and documentation skills, with the ability to bridge technical and business perspectives. Key Responsibilities: 1. Map, analyze, and optimize end‑to‑end GTM processes across Sales, Marketing, Client Success, and Support. 2. Gather and prioritize business requirements, translate them into clear user stories and functional specifications. 3. Design scalable solutions within Salesforce and partner applications, ensuring seamless integration across systems. 4. Analyze GTM data to identify trends, measure performance, and provide actionable insights. 5. Collaborate with Sales Ops, Marketing Ops, and Client Success Ops to align system designs with business strategy and outcomes. 6. Contribute to project planning and delivery, ensuring on‑time, on‑scope outcomes with measurable impact. Required Skills: - Salesforce administration/configuration (Sales Cloud, Service Cloud, CPQ). - Experience with complementary GTM tools: CPQ, CLM, FinancialForce, DocuSign, Ironclad, Marketo, NetSuite. - Business process mapping (flowcharts, swimlanes, RACI). - Data analysis and reporting (Salesforce reports, dashboards). - Requirement gathering, user story creation, and functional specification writing. - Stakeholder engagement and communication (technical and business). - Project coordination and delivery in an Agile environment. Required Education & Certifications: - Bachelor’s degree in Business, IT, Finance, or a related field (or equivalent experience). - Preferred certifications: Salesforce Administrator, Salesforce CPQ, Service Cloud, or Experience Cloud; SAFe, PMI‑ACP, or an equivalent Agile certification; IIBA ECBA/CCBA or PMI‑PBA.

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