Financial Consultant Jobs

Job Title Contract Strategy- Corporate Accounts (Colorado Springs or Nashville TN) Job Description Contracts Specialist – Corporate Accounts (Colorado Springs, CO or Nashville, TN) The Contracts Specialist – Corporate Accounts leads the negotiation and management of complex sales contracts, partnering with cross-functional teams to mitigate risk, optimize contract performance, and ensure alignment with business, financial, and legal objectives. This role serves as a trusted advisor to senior leadership, driving best practices and strategic decision-making throughout the contract lifecycle. Your role: Lead end‑to‑end contract management for highly complex sales agreements, ensuring all obligations are met and fully aligned with organizational, financial, and legal requirements. Provides expert advice and strategic insights to senior management and other internal stakeholders on contractual matters, risk assessments, and mitigation strategies, ensuring alignment with organizational objectives and legal requirements. Enhance and optimize contract management processes, implementing best practices, improving systems, and strengthening operational efficiency and risk controls. You're the right fit if: Minimum 2 years of experience with a Bachelor’s Degree in areas such as Healthcare Consulting, Clinical Education and Training, MRI Clinical Practice, Pediatric MRI, or equivalent; Experience working in pediatric MRI departments, children’s hospitals, or academic medical centers. Familiarity with pediatric sedation workflows, anesthesia coordination, and family-centered care models. Bachelors Degree in addition to 5+ years of experience in contract strategy, national accounts, pricing, or commercial operations within healthcare, med‑tech, pharma, or a similarly complex

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 We are seeking a Staff Full Stack Software Engineer to join the Advisor Experience team as our Technical Lead. Our team is focused on building tools for financial advisors to grow and sustain their business. We oversee bespoke products for advisors and develop advisor-focused capabilities throughout the Addepar platform. In this role, you will be the primary technical anchor for new capabilities including Secure Message Center — a compliant messaging experience built into Addepar's client portal that allows advisors and their clients to communicate directly within the platform. You will partner directly with Engineering Leadership and Product Management to build a modern, scalable architecture from the ground up. Beyond system design, you will act as a true engineering multiplier: setting technical standards, mentoring junior and mid-level engineers, and working alongside other senior engineers and AI specialists to deliver high-impact advisor 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 employme

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 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 success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

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 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 success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

About Groww: We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, every algorithm down to the tiniest detail is executed keeping the customers’ needs and convenience in mind. Our people are our greatest strength. Everyone at Groww is driven by ownership, customer-centricity, integrity and the passion to constantly challenge the status quo. Are you as passionate about defying conventions and creating something extraordinary as we are? Let’s chat. Our Vision Every individual deserves the knowledge, tools, and confidence to make informed financial decisions. At Groww, we are making sure every Indian feels empowered to do so through a cutting-edge multi-product platform offering a variety of financial services. Our long-term vision is to become the trusted financial partner for millions of Indians. Our Values Our culture enables us to be what we are — India’s fastest-growing financial services company. It fosters an environment where collaboration, transparency, and open communication take center-stage and hierarchies fade away. There is space for every individual to be themselves and feel motivated to bring their best to the table, as well as craft a promising career for themselves. The values that form our foundation are: Radical customer centricity Ownership-driven culture Keeping everything simple Long-term thinking Complete transparency Summary: This role is designed for seasoned portfolio advisors with deep expertise in multi-asset solutions and HNI-specific needs. You will be responsible for providing sophisticated portfolio construction and advisory, including complex structures like succession, tax optimisation, and multi-entity strategies. Key Responsibilities: Advise on bespoke portfolios inte

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 The Analytics team is seeking a Director to join and lead the team. The Analytics team is a globally distributed team core to Addepar's transition to next-generation data and analytics with a scalable global operating model. Its mission is to empower analysts, researchers, and internal teams to create and share data and insights - driving data driven decision making at scale. The Director will define and execute the strategic vision for the function, while driving operationalisation, governance, and platform maturity across regions. 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 Define and execute a unified analytics strategy in partnership with key stakeholders, with a published roadmap reviewed quarterly Serve as a culture carrier and visible leader for the APAC region, bridging local teams with global priorities Lead BI and platform strategy, including persona-driven architecture and enablement paths for power users, consumers, executives, and producers Lead global expansion of the analytics platform - hardening existing regional implementations and validating a repeatable architecture for ne

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 Addepar has just launched an Alternatives Product offering that gives Addepar clients the option to have their Private Funds data extracted, processed, validated, and ingested directly from Private Fund documents for a more automated end-to-end solution for handling Alternatives on the platform. This white-glove solution combines proprietary machine learning technology that automatically extracts data from Private Funds documents and human-in-loop review to validate any documents that fail to pass confidence and data quality checks. As a Senior Lead of the Alternatives Data Operations, you will lead the operations function that is responsible for the human-in-loop review of Private Funds documents, ensuring clients' Alternatives data is processed, validated, and available in Addepar in a timely manner. You will manage a team of Alternatives Data Ops analysts who review Private Fund statements, modify data that has been incorrectly extracted by our machine learning models, and reprocess data within SLAs. In this role, you'll own the operational strategy, team performance, and continuous improvement of the Alternatives Data Ops function—a critical component of Addepar's Alternatives offering success. Your responsibilities will include b

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 We are currently seeking a highly experienced Staff Software Engineer with a strong Java background to join our Letter of Authorisation (LOA) team! We’re building a system that can self-service onboarding of held-away accounts for enterprise clients. This new system will be built on our application framework with cloud-native architecture principles. We’re looking for an experienced, detail-oriented Engineering Leader who will build an inclusive team culture, empower engineers to succeed and foster an environment that creates high quality engineering processes and product delivery. You are passionate about technology and can amplify your technical knowledge via your team. You’ll work closely with our product and design teams to deliver great products for our clients. Our engineering team primarily works in Java, Python and React, a strong Java experience with any of the additional skills would help succeed in the role. We use Agile methodologies to deliver impactful business outcomes. What You’ll Do Architect, implement, and maintain engineering solutions to solve complex problems; write well-designed, testable code. Lead individual project priorities, deadlines, and solutions. Collaborate effectively with product manager

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 We are currently seeking a Staff Software Engineer, Infrastructure to join the AI Platform team that powers seamless insights and interaction through natural language and data intelligence across our AI products. As a Staff Software Engineer, you’ll architect, build, and operate the backend and platform systems that power AI Platform. You’ll work across service design, distributed systems, cloud infrastructure, event-driven processing, observability, CI/CD, and production reliability, helping shape the technical direction of a platform that supports scalable, client-facing AI experiences. This role requires a strong software engineering foundation combined with deep infrastructure and systems thinking. We are looking for an engineer who can write high-quality production code, make sound architectural tradeoffs, and own platform capabilities end-to-end — not someone focused only on scripting, cloud configuration, or infrastructure tooling in isolation. You will collaborate closely with frontend, product, and AI/ML engineers to deliver reliable, secure, and scalable systems that align with Addepar’s standards of performance, resilience, and trust. Applicants must have legal authorization to work in the country where this role is based o

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 The Portfolio Services team is at the core processing Addepar’s client data. We play a pivotal role in enabling data to flow across our data platforms into our client’s instances. Working at the critical intersection of application, analyst, and operations teams, we promote developer velocity and robust process automation. Working with a healthy mix of new technologies and existing core applications, the team thrives on solving complex challenges to deliver high-impact solutions. If you're passionate about creating true engineering leverage, this is the team for you. 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 Work with teams across the organisation to: Develop resilient distributed services and high quality tooling to support product operations and engineering. Investigate and debug complex issues that span across teams and applications. Drive software delivery and improve the engineering processes we use to develop and release software. Who You Are Comfortable working independently, with a bias for action. Thrives in ambiguous spaces where there isn’t a clear solution. Enjoys digging into n

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 Did you know? Alternative investing has the potential to generate higher returns compared to traditional investments over the long term. AI and Machine Learning are revolutionizing the way alternative investments are managed and analyzed. Investors are using these technologies to gain insights, see opportunities, and optimize their investment strategies. Addepar is building solutions to support our clients' alternatives investment strategies. The alternatives data management product is a serverless, modular and terraformed stack. We're hiring a Senior Software Engineer to design, implement and deliver modern software solutions that ingest and process ML-extracted data. You will collaborate closely with cross-functional teams including data scientists and product managers to build intuitive solutions that revolutionize how clients experience alternatives operations. You will work closely with operations engineering on document-based workflow automation and peer engineering teams to define the tech stack. You will iterate quickly through cycles of testing a new product offering on Addepar. If you've crafted scalable systems, or worked with phenomenal teams on hard problems in financial data, or are just interested in solving reall

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 Addepar has just launched an Alternatives Product offering that gives Addepar clients the option to have their Private Funds data extracted, processed, validated, and ingested directly from Private Fund documents for a more automated end-to-end solution for handling Alternatives on the platform. This white-glove solution combines proprietary machine learning technology that automatically extracts data from Private Funds documents and human-in-loop review to validate any documents that fail to pass confidence and data quality checks. As part of the broader Addepar Data organization, the Alternatives Data Ops team is responsible for the human-in-loop review of Private Funds documents, ensuring clients' Alternatives data is processed, validated, and available in Addepar in a timely manner. This role will include managing a team and reviewing Private Fund statements, modifying data that has been incorrectly extracted by our machine learning models, and reprocessing the data within SLAs. The Alternatives Data Ops team plays a critical role in the success of Addepar's Alternatives offering and requires daily communications with the Alternatives Product Team, Machine Learning Operations, clients, data providers (GPs and Fund Admins), and add

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 The Client Success Management (CSM) team at Addepar oversees the complete post-sales lifecycle, ensuring clients achieve maximum value from our platform. As a strategic client advisor, you’ll build a deep understanding of each client’s business — including corporate strategy, business model, services offering, and technology — to help them achieve their goals and fully leverage Addepar’s solutions. As part of the Enterprise CSM Team , you will manage Addepar’s largest and most sophisticated clients, including global, private, and regional banks, wirehouses, and broker-dealers. By providing strategic guidance, fostering strong partnerships, and leading engagement initiatives, you will drive adoption, retention, renewals, and revenue growth — playing a pivotal role in Addepar’s expansion. In this role, you will utilize your selling skills and technical knowledge to lead impactful client presentations and demonstrations, clearly articulating Addepar’s value proposition and aligning its capabilities with client needs and business objectives. Working cross-functionally, you will identify opportunities to deepen engagement, expand adoption, and develop and execute data-driven strategies to help Addepar grow new annual recurring revenu

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 We are seeking a talented Sales Executive to join our expanding Sales Team in Singapore. As an experienced, quota-carrying sales professional, you will play a critical role in establishing Addepar as the platform of choice within Singapore’s wealth management sector. You’ll focus on driving new ARR (Annual Recurring Revenue) by engaging with financial institutions, including Registered Investment Advisors (RIAs), Single and Multi-Family Offices, and Private Banks in the region. This is a unique opportunity to contribute to our growth in the APAC region, helping to shape Addepar’s presence in Singapore. You will collaborate with global sales, marketing, and product teams to build relationships with key financial institutions and accelerate the adoption of Addepar’s platform. Candidates must have valid authorization to work in Singapore. Visa sponsorship is not available for this role. What You’ll Do Reshape the wealth management industry by delivering innovative technology solutions. Develop and execute a strategic sales plan to cover key accounts within your territory, focusing on APAC and Singapore-based Private Banks, Family Offices, and Wealth Managers. Lead the sales cycle from prospecting to closing, working closely with a cross-

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 part of the broader Addepar Data Management & Quality organization, the Data Client Support team is responsible for ensuring our customers receive first-class support experience and are able get the most value out of their data in Addepar. The Data Client Support team sits at the nexus of Addepar's activity and requires daily communications with clients, data providers, and other personnel across the company. Important : This role requires for you to be in office 3 days per week in Pune. 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 Address client inquiries related to Addepar’s portfolio data feeds and on general data product functionalities within established SLAs. Manage and complete requests from internal Data teams that require client outreach and/or action to resolve data verification issues. Investigate client reported bugs and data processing issues, and triage with Engineering & Product when needed. Partner with Account Managers, Solutions Architects, and other members of GTM to drive alignment on data related escalations and ensure positive outcomes for clients.