Addepar

About the role

Addepar is shaping the future of financial information by transforming wealth operations with data and native AI. Join our global team to build innovative solutions that simplify complexity and drive the financial services industry forward.

Responsibilities

• Collaborate cross-functionally to develop intuitive, data-driven solutions for financial information management.
• Design and implement scalable systems that connect and activate financial data across firms.
• Work with AI and machine learning technologies to turn portfolio questions into trusted insights.
• Manage complex alternatives data with greater control and visibility.
• Project future outcomes using advanced scenario modeling and benchmarking tools.
• Contribute to a culture of innovation, ownership, and continuous learning.

Requirements

• Experience in financial technology, data management, or wealth operations.
• Proficiency in software engineering, product design, or client services within the financial sector.
• Strong problem-solving skills with a focus on simplifying complexity for end-users.
• Ability to work in a hybrid or remote global team environment.
• Commitment to Addepar’s core values: Act Like an Owner, Build Together, Champion Our Clients, Drive Innovation, and Embrace Learning.

Benefits

• Equity: Ownership stake in Addepar’s growth.
• Global Hybrid Workforce: Flexibility to work remotely or on-site with colleagues worldwide.
• Flexible Time Off: Unlimited time off to recharge, travel, or spend time with family and friends.
• Benefits Packages: Competitive medical, dental, and vision coverage, plus a monthly wellness allowance.
• Learning & Development: Access to professional development tools and resources.
• Dynamic Team: Work alongside top talent at the intersection of technology and finance.

Core Values

• Act Like an Owner: Operate with intention, purpose, and accountability.
• Build Together: Collaborate to create lasting, impactful solutions.
• Champion Our Clients: Exceed client expectations and ensure their success.
• Drive Innovation: Be bold and unconstrained in solving industry challenges.
• Embrace Learning: Engage with diverse perspectives and maintain a growth mindset.

How We Work: The Addepar Way

• Data is our Compass: Use data to guide decisions and drive outcomes.
• Decide with Confidence: Make informed, purposeful choices.
• Think Beyond Today: Innovate and evolve for long-term impact.
• Simplify to Amplify: Streamline processes to maximize efficiency and effectiveness.
• Trust is Our Bedrock: Earn and grow trust through communication, attention to detail, and integrity.