Executive Operations And Client Engagement Associate Jobs

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are seeking a Senior Product Marketing Manager to join our growing Product Marketing team and help shape how Addepar goes to market across EMEA, LATAM and APAC. You will become a trusted expert on the buyers, segments, market dynamics, competitive landscapes and regional nuances that influence how we position Addepar and engage prospects and clients in each market. You’ll work closely with regional Sales, Relationship Management and Performance Marketing teams, along with Product and other go-to-market partners, to translate market insight into differentiated positioning, campaigns, enablement and launch strategies. This is a highly collaborative, hands-on role for a product marketer who can connect Addepar’s global platform narrative to the distinct needs, use cases and product availability of each region. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You’ll Do Develop and execute product marketing strategies for clients and prospects across EMEA, LATAM and APAC, aligned with company and platform priorities. Build deep market expertise by understanding regional buyers, buying committees, client need

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are seeking a Senior AI Engineer to join our AI Platform team. The AI Platform team is focused on enabling and building disruptive, innovative solutions to transform the wealth technology landscape with AI across our product suite and is growing quickly. As a Senior AI Engineer, you will be responsible for architecting, leading, and driving the execution of the core AI capabilities that power our platform. This is a high-impact role for an engineer who thrives on the frontier of applied AI and maintains a relentless focus on shipping. You will not just work with LLMs and agentic frameworks; you will own the end-to-end delivery of AI-native products, ensuring that cutting-edge AI systems are hardened into robust, scalable, and high-performance production systems. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You’ll Do Drive the end-to-end execution and delivery of AI-native products, moving from initial prototype to scalable production services with high velocity Architect, build, and productionize core components of our AI platform – including: LLMs and the surrounding ecosystem (e.g., vector DBs, pr

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar’s People Technology team is hiring a Business Solutions Analyst to lead cross-functional, systems-driven initiatives. You will own end-to-end delivery for defined projects, translate business needs into clear technical requirements, and ensure solutions are adopted by users. While Workday is our core platform, this role will flex across our entire People Technology stack, including our Talent Acquisition systems (like Greenhouse) and other HR tools. 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 Requirements Gathering : Partner with stakeholders (like HR, Talent Acquisition, and Finance) to map current processes, translate needs into clear, testable technical requirements, and document them precisely Project Leadership : Run the end-to-end lifecycle across planning, execution, monitoring, risk management, and closure to deliver on scope, time, and quality Technology Partnership : Proactively identify, troubleshoot, and resolve issues within our People Technology stack (e.

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are seeking a Senior AI Engineer to join our AI Platform team. The AI Platform team is focused on enabling and building disruptive, innovative solutions to transform the wealth technology landscape with AI across our product suite and is growing quickly. As a Senior AI Engineer, you will be responsible for architecting, leading, and driving the execution of the core AI capabilities that power our platform. This is a high-impact role for an engineer who thrives on the frontier of applied AI and maintains a relentless focus on shipping. You will not just work with LLMs and agentic frameworks; you will own the end-to-end delivery of AI-native products, ensuring that cutting-edge AI systems are hardened into robust, scalable, and high-performance production systems. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You’ll Do Drive the end-to-end execution and delivery of AI-native products, moving from initial prototype to scalable production services with high velocity Architect, build, and productionize core components of our AI platform – including: LLMs and the surrounding ecosystem (e.g., vector DBs, pr

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are currently seeking a Director of Engineering for our Institutions Engineering Team. You will assume engineering leadership over our investor solutions and research product suite and take ownership of technology delivery across our Institutional segment and sophisticated investor product offerings. You’ll lead a multi-disciplinary team of software engineers, platform architects, and engineering managers. The ideal candidate brings experience in Asset Management solutions, strong technical depth in scalable cloud-native systems and proven leadership in executing complex product roadmaps. 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 Strategic Leadership Lead, mentor, and grow a high-performing engineering organization dedicated to the Institutional segment Establish clear engineering goals, operational metrics, and delivery standards aligned with company objectives and create a high-performing engineering culture Collaborate with Engineering, Product and Design leaders

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are currently seeking a Sr. Software Engineer with an AI background to join our Reference Data team. The reference data team at Addepar is responsible to manage the data reconciliation and curation process for market data providers to build a single source of truth and provide alignment across public and alternative investment data products for the client to manage their investment portfolio. fAs an engineer on the team you will partner with product teams at Addepar to understand their business needs. The team is focused on enabling and building disruptive, innovative solutions to transform the wealth technology landscape with AI across our product suite and is growing quickly. You will be responsible for architecting, leading, and driving the execution of the core AI capabilities that power our platform. This is a high-impact role for an engineer who thrives on the frontier of applied AI and maintains a relentless focus on shipping. You will not just work with LLMs and agentic frameworks; you will own the end-to-end delivery of AI-native products, ensuring that cutting-edge AI systems are hardened into robust, scalable, and high-performance production systems. Applicants must have, and maintain, the right to work in the United King

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role The Head of Services, APAC owns the commercial performance and operational build-out of Addepar's services organization across the region. This leader is directly accountable for services revenue, SOW pricing, and margin — not just partnering with sales, but personally owning the number. A central part of this mandate is building and scaling the APAC services function itself: hiring, process design, partner delivery frameworks, and an operating model that doesn't yet fully exist in the region today. This leader will translate the global services strategy into local execution, ensuring Addepar's standards for implementation, partner solutions, and client support are met. Implementation depth matters — the candidate needs enough technical and data fluency to hold their own in engineering conversations and to understand where recurring feed enhancements and service escalations originate — but it is one input to the role, not the primary qualification. As a key leader in a matrixed organization, this role reports directly to the VP, Global Services & Delivery, while maintaining a strategic partnership with regional business leadership. The successful candidate w

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar is seeking a highly skilled and motivated Engineering Manager to join our world-class team.In this high-impact role, you won't just lead a group of engineers—you'll be the driving force behind scaling the Addepar Platform and architecting cross-cutting solutions that redefine how our products interact. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Your responsibilities will include: Driving the technical direction for cross cutting products across Addepar. Collaborating with teams from various departments to successfully implement platform strategies. Building and managing a team of exceptional engineers. Ensuring flawless and timely execution of deliverables. Developing and maintaining relationships with partners across Addepar. Who You Are Minimum 10+ years of experience in software engineering Proven experience in leading engineering teams in fintech space. Strong problem-solving and decision-making skills Good experience and knowledge in the below tech stack including : Java (Version 17 OR 21) , Kafka, Spring Boot, Quarkus, AWS , SQL/noSQL Databases Nice to have experience with

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are seeking a Head of Demand Generation to own our full revenue marketing engine and lead our demand generation and digital marketing initiatives globally. Reporting directly to the Chief Marketing Officer, you’ll be an integral member of the marketing leadership team. You’ll oversee our global demand programs (campaigns, paid/digital, field, ABM, email and more). You will collaborate closely with our cross-functional teams to create and execute high-impact strategies that drive pipeline growth, revenue, and brand equity within new and existing business. 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 Owning the comprehensive demand generation strategy, execution and results in alignment with company priorities, roadmap and target audience. Leading, implementing and scaling demand generation programs across paid media and digital, field and events, webinars, ABM and more Implementing a data-driven approach to identify and target high-quality leads and along with ups

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role A Data Solutions Consultant is responsible for integrating clients’ portfolio data into Addepar and consulting clients on their most complex data challenges. As a Data Solutions Consultant, you will be responsible for executing on client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have exceptional analytical and communication skills, thrive in a fast-paced environment, and bring a solutions-oriented approach to all problems they encounter. 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 Translate unique client requirements into flexible and scalable data solutions Lead data conversion projects with Addepar clients to ETL historical portfolio data from their legacy system into Addepar Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line Identify and drive opportunities to improve our current processes and tool

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role A Data Solutions Architect is responsible for integrating clients’ portfolio data into Addepar and consulting clients on their most complex data challenges. As a Data Solutions Architect, you will be responsible for executing on client deliverables in addition to continuous internal tooling and process improvements to help scale our growing business. The ideal candidate will have exceptional analytical and communication skills, thrive in a fast-paced environment, and bring a solutions-oriented approach to all problems they encounter. 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 Translate unique client requirements into flexible and scalable data solutions Lead data conversion projects with Addepar clients to ETL historical portfolio data from their legacy system into Addepar Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line Identify and drive opportunities to improve our current processes and tools

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are currently seeking a Staff Software Engineer with AI/ML background to join our Reference Data team. The reference data team at Addepar is responsible to manage the data reconciliation and curation process for market data providers to build a single source of truth and provide alignment across public and alternative investment data products for the client to manage their investment portfolio. As an engineer on the team you will partner with product teams at Addepar to understand their business needs. The team is focused on enabling and building disruptive, innovative solutions to transform the wealth technology landscape with AI across our product suite and is growing quickly. You will be responsible for architecting, leading, and driving the execution of the core AI capabilities that power our platform. This is a high-impact role for an engineer who thrives on the frontier of applied AI and maintains a relentless focus on shipping. You will not just work with LLMs and agentic frameworks; you will own the end-to-end delivery of AI-native products, ensuring that cutting-edge AI systems are hardened into robust, scalable, and high-performance production systems. Applicants must have, and maintain, the right to work in the United Kin

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are seeking a Senior AI Engineer to join our AI Platform team. The AI Platform team is focused on enabling and building disruptive, innovative solutions to transform the wealth technology landscape with AI across our product suite and is growing quickly. As a Senior AI Engineer, you will be responsible for architecting, leading, and driving the execution of the core AI capabilities that power our platform. This is a high-impact role for an engineer who thrives on the frontier of applied AI and maintains a relentless focus on shipping. You will not just work with LLMs and agentic frameworks; you will own the end-to-end delivery of AI-native products, ensuring that cutting-edge AI systems are hardened into robust, scalable, and high-performance production systems. What You’ll Do Drive the end-to-end execution and delivery of AI-native products, moving from initial prototype to scalable production services with high velocity. Architect, build, and productionize core components of our AI platform – including: LLMs and the surrounding ecosystem (e.g., vector DBs, prompt tuning, etc.) Agentic frameworks Core agent capabilities like MCP/ cross-platform tool use, web browsing, computer use Enforce technical discipline and operational excell

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, Singapore and São Paulo. The Role As a Historical Data Conversion Project Manager, you will serve as the essential link between our technical Data Solution Consultants (DSCs) and the client’s business stakeholders. While DSCs focus on the technical execution of data migration and complex analysis, your role is to translate that work into a clear narrative for the client while relaying client requirements back to the internal team. You will leverage a strong understanding of HDC processes, investment data, and technical frameworks to comfortably bridge the gap between technical execution and client expectations. By working side-by-side with the DSCs to identify data remediation strategies, you will translate technical requirements into actionable directives for the client and proactively secure necessary inputs. This role is for a subject matter expert who can navigate technical language and investment complexities to drive project progress and maintain high-impact communication regarding status, gaps, and timelines. You’ll also be among the first members of the Data Solutions team based in India, helping establish our presence in the region while working closely with colleagues across the U.S., U.K., and other global offices. This is a collaborative role offering the

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are currently seeking a visionary and hands-on Senior Software Engineer with deep expertise in Java and distributed systems to lead technical initiatives within our Order Management System (OMS) team in Trading! We are building a high-performance Trading Order Lifecycle Management system designed to bridge the gap between investment intent and market execution. Our platform serves as the mission-critical link between our portfolio managers and executing brokers, ensuring every trade is executed, allocated, and reported with absolute precision, low latency, and high fault tolerance. We’re looking for a strategic technical leader who remains deeply hands-on and is passionate about solving highly complex, ambiguous engineering challenges. You will drive the architectural vision, establish high-quality engineering standards, and work closely with product and design leadership to deliver impactful business outcomes. You will champion Agile methodologies and the adoption of AI-assisted development tools across the organization to amplify engineering delivery. This role requires someone to work Eastern working hours. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa