Account Associate. The primary function of an Account Associate is to provide client satisfaction by optimizing revenue and encouraging account growth. The position encompasses administration, project management, and research. Associates speak with clients regularly, providing them with product updates, marketing ideas, user adoption support, and other account-related reports.. Knowledge & Skill Requirements. To be successful in this role, an Account Associate must be detail-oriented, creative, possess excellent written and verbal communication skills, interpersonal skills, organizational and ... view job details
As an Administrative Assistant, you’ll work closely with our EA to the CEO on traditional administrative duties, project assistance and facilitating communication both internally and externally. Our perfect candidate is proactive, extremely organized, thrives in a fast-paced environment, can problem solve while under pressure and can anticipate the needs of company leaders. Responsibilities. Provide administrative support, in partnership with EA to the CEO - extensive calendaring, point-to-point business travel, expenses and special projects. Assistance with personal matters as needed.. Assist... view job details
As an Administrative Assistant, you’ll work closely with a variety of key leaders on traditional administrative duties, project assistance and facilitating communication both internally and externally. Our perfect candidate is proactive, extremely organized, thrives in a fast-paced environment, can problem solve while under pressure and can anticipate the needs of company leaders. Responsibilities. Provide administrative support for several Product & Engineering leaders - calendaring, business travel, expenses and special projects.. Cultivate cross-functional relationships between teams and he... view job details
Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key stakeholders, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance a... view job details
We are growing our Addepar People Operations team with the addition of a Compensation Analyst. This key member of the People team will be responsible for supporting our total rewards strategy and practices, including job pricing, survey participation, data management, as well as supporting compensation programs. The role will be responsible for working cross-functionally with our Business Partners, Recruiters, and finance teams to maintain company compensation programs. Responsibilities. Oversee company compensation and total rewards programs and policies and recommend improvements. Serve as t... view job details
The Client Data Onboarding Specialist runs the data entitlement process for our clients’ custodial data. This individual will coordinate with clients, custodial banks, and other data providers to obtain authorization for client data in a seamless and comprehensive manner. The individual is also responsible for determining and validating the custodial profile of prospects, collaborating with clients to submit the proper Letters of Authorization with custodians, and working with custodians to ensure newly-authorized data is flowing into Addepar’s systems. In addition to the daily operational re... view job details
The Role. Part of the broader Addepar Product organization, the Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm.. What You’ll Do. Perform... view job details
Responsibilities:. Lead, develop and mentor the team responsible for all aspects of the revenue accounting and operations, including but not limited:. Deals review and advising on the deal structure. Revenue and Annual Recurring Revenue (ARR) recognition. Invoicing cycle. Major contributor into the Infrastructure design – SFDC, Netsuite, including the Netsuite design for ASC 606 adoption. Thought Leadership and process design for Quote-to-Cash cycle. Analyze and assess new product and service offerings for proper revenue recognition. Major contributor to the pricing models. Research / technica... view job details
We are growing our Addepar People team with the addition of an HR Generalist to support our team. This hands-on position will be responsible for providing the full spectrum of People Operations (HR) services and support across all of our offices. This key member of the People Operations team will be responsible for supporting a variety of programs and practices, including employee onboarding, shared services, compensation, benefits, systems, and compliance. The successful candidate will have an enthusiasm for challenge, problem-solving, and a passion for process improvement. This role will req... view job details
Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. As a Product Manager focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal stakeholders and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that se... view job details