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Addepar is a global data and AI platform that helps investment professionals turn complex financial information into actionable intelligence. The company unifies portfolio, market, and client data to deliver AI-powered insights within investment workflows. More than 1,400 firms across nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
As a Technical Success Engineer, you will be a highly visible, client-facing consultant responsible for delivering premium services to business-as-usual clients including RIAs, MFOs, Enterprises, SFOs, and Institutions. You will work to expand client value and accelerate growth after initial implementation, ensuring firms leverage Addepar's best practices and gold standard operating models.
Key responsibilities include: architecting and implementing scalable, best-practice solutions for existing Addepar environments; owning and delivering high-value client outcomes aligned with expectations; proactively managing communication internally and externally; ensuring client retention through high satisfaction; establishing and driving project progress; prioritizing and context-switching across simultaneous projects; communicating project health to senior leadership; partnering with Account Executives and Support Leads on service models; collaborating with R&D on scalable tools that reduce client reliance on premium services; and thinking critically about process improvements as the client base expands.
You will demonstrate deep technical and industry expertise, advise clients directly on complex financial workflows, and serve as a consultant and guide on all things Addepar. The role requires balancing multiple concurrent engagements while maintaining high-quality delivery and client satisfaction.
Required qualifications: 2+ years of professional experience in Project Management, Financial Services, or Consulting; outstanding communication, organizational, and time-management skills; understanding of historical data conversion methodologies and different source systems; thoroughness with a focus on continuous improvement; fierce independence, adaptability, and creativity; strong interpersonal skills for training and communication; and passion for technology and finance. Occasional travel to visit clients may be necessary.
Bonus qualifications include previous experience with investment management software implementations, capability to program/script in Python, and experience with Databricks and Claude.
