The Compliance Analyst is responsible for researching and maintaining compliance programs, policies, and procedures. They will design scalable risk assessment workflows and partner with cross-functional teams to integrate compliance into the business lifecycle.
Addepar
28 Remote Job Openings at Addepar
Generate new business opportunities and build a pipeline across Southeast Asia and the APAC wealth management ecosystem. This involves prospecting, qualifying target accounts, and collaborating with Sales and Marketing to execute regional campaign strategies.
Lead the technical architecture and infrastructure of the marketing stack, acting as the Technical Product Owner. Manage marketing data in Databricks to build strategic roadmaps and optimize the full-lifecycle lead management process.
Drive growth and pipeline success for the Single Family Office segment through data-driven performance marketing and targeted acquisition campaigns. Manage multi-channel demand generation and ABM efforts while collaborating with product and content teams.
Sr. Product Marketing Manager - Enterprise and Institutions
Addepar
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Full Time
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6 days ago
Addepar
Develop and execute a comprehensive product marketing strategy for enterprise and institutional client segments to drive acquisition and retention. Collaborate with product and sales teams to create positioning, messaging, and GTM programs that articulate the platform's value proposition.
The role involves building and owning key reporting areas and financial planning models in Pigment to guide business execution. Responsibilities include supporting the close process, designing automated dashboards, and providing ad-hoc financial analysis to optimize ROI.
The Account Executive is responsible for growing new ARR by targeting large RIAs, Multi-Family Offices, and Private Banks. This includes developing strategic sales plans, managing lead conversion, and aggressively prospecting within named accounts.
Lead and scale a high-performing product marketing team to craft compelling narratives and drive product adoption. Partner with R&D and GTM teams to execute launches and empower the sales organization with competitive intelligence and collateral.
Provide dedicated sourcing and top-of-funnel recruiting support for Sales and Services organizations. Manage high-volume outreach, conduct initial screens, and maintain detailed candidate documentation in the ATS.
Drive the measurement of platform health, adoption, and effectiveness by bridging the gap between user behavior and data insights. Develop and operationalize metric frameworks to optimize user journeys and inform product and design decisions.
Lead and mentor a team of Custodial Data Onboarding Specialists to ensure high-quality delivery of data migration and validation projects. Drive operational excellence by managing work allocation and collaborating cross-functionally to improve automation and workflows.
Lead end-to-end project management for technology and software implementations, focusing on planning, execution, and monitoring. Act as the primary liaison for third-party vendors and internal stakeholders to ensure deliverables meet quality standards and timelines.
The role involves designing implementation journeys and professional services strategies for clients to ensure successful adoption of the Addepar platform. You will collaborate with sales teams to create proposals, Statements of Work, and manage the services contracting process.
Manage the post-sales lifecycle for large, sophisticated financial clients to ensure platform adoption, retention, and renewal. Act as a strategic partner and internal advocate, collaborating with cross-functional teams to align product roadmaps with client business goals.
Manage the data feed onboarding process for new clients by guiding them through authorization requirements and provisioning accounts. Collaborate with data providers and internal teams to resolve onboarding issues and improve operational workflows.
Deliver instructor-led courses and webinars to clients and employees while building new training content to drive product adoption. Collaborate with cross-functional teams to scale education programs and incorporate product updates based on client feedback.
Lead the Reference Data Team in the UK to manage the acquisition, cleansing, and modeling of market and security master data. Drive technical direction and build scalable AI-native products and frameworks for financial data ingestion.
Translate product vision into production-ready code to evolve the Workflow Platform into a self-service model. You will integrate Agentic AI and manage the reliability of distributed systems handling high-concurrency financial workflows.
You will maintain and evolve the core product user interface while collaborating with cross-functional teams to deliver scalable solutions. Your work will involve owning features and implementing robust workflows that directly impact how global clients interact with financial data.
The Senior Account Executive will lead complex, consultative sales efforts and manage strategic relationships with large global financial institutions. They are responsible for driving new business, renewals, and multi-year expansion opportunities while aligning internal cross-functional teams to deliver client outcomes.
Lead the evolution of the design system by developing a strategic roadmap and integrating AI-driven workflows to optimize the development lifecycle. Partner with engineering and product teams to ensure UI consistency and technical excellence across the platform.
The Sr. Data Solutions Strategist will serve as a technical expert to drive revenue by architecting data strategies and modernizing infrastructure for large-scale financial institutions. They will collaborate with sales and product teams to manage the full sales lifecycle, provide technical support, and influence product roadmaps.
The Account Executive will manage consultative sales cycles with large RIAs and Multi-Family Offices to drive new annual recurring revenue. They will lead cross-functional teams to develop engagement strategies and maintain long-term relationships with enterprise-level clients.
You will lead high-stakes technical sales engagements with C-suite executives, architecting solutions that integrate Addepar's AI-powered platform into complex legacy environments. Additionally, you will drive enterprise account growth by designing tailored demos, managing technical sales cycles, and mentoring internal teams on sales standards.
Architect, implement, and maintain scalable engineering solutions for the Order Management System while leading project priorities and deadlines. Collaborate with cross-functional teams and mentor engineers to ensure high-quality product delivery and effective business communication.
Lead all design aspects of a project from start to finish, collaborating within cross-functional agile teams. Elevate Addeparβs product experience through outstanding displays of interaction design and data visualization.
Forward Deployed Engineers partner with key technical and strategic counterparts at Addepar's largest enterprise engagements to drive change for customers. They are responsible for the end-to-end delivery of projects, collaborating with teams across engineering and product organizations.
Architect, implement, and maintain engineering solutions to solve complex problems while collaborating with product managers and engineers. Mentor other engineers and participate in the design and development of strategic products for Addepar.