Job Description
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
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 and the Addepar Data Exchange. 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, thrive in a fast paced environment, and will bring a solutions oriented approach to all challenges they encounter.
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 $95,000 - $119,000 (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
Collaborate with clients to design and build custom integrations leveraging APIs, the Addepar Data Exchange and other technical tools
Work closely with Product and Engineering to shape the development of new technical solutions
Pioneer the technical implementation of the Addepar Data Exchange and establish and contribute to best practices for the team
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
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, SQL and Rest APIs
Hands-on experience with Databricks or similar data platforms
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 ta-operations@addepar.com.