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 and São Paulo. The Role The Managed Services team at Addepar plays a critical role in helping clients maximize platform value well beyond initial implementation.

We serve as an extension of our clients’ operational teams, embedding Addepar expertise into their day-to-day workflows to drive efficiency, scalability, and strategic insight. In partnership with Account Managers, Support Analysts, and Product Managers, the Managed Services Consultants help optimize clients’ overall experience and identify areas for R D investment that lessen reliance on premium services. We are focused on identifying how Addepar can unlock significant value for clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets.

Managed Services Consultants have a deep understanding of both finance and technology, take ownership of our client's success and excel at project governance and cross-functional communication. Addepar takes a market-based approach to pay.

Qualifications

, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

Benefits

Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

S. on their first day of employment.

What You’Ll Do

Apply technical and industry expertise to design and implement scalable, best-practice solutions within existing Addepar environments Deliver high-impact outcomes that align with client goals, ensuring measurable value and satisfaction Proactively manage stakeholder communication and expectations across internal and external teams Drive client retention by fostering strong relationships, delivering consistent value, and ensuring referenceability Lead projects with clear milestones and accountability, ensuring successful execution from kickoff through completion Communicate project health, risks, and milestones regularly to internal and client-side senior stakeholders Collaborate with Account Managers and Support Leads to build sustainable, business-as-usual (BAU) service models for long-term client success Partner with Product and R D teams to inform scalable tooling that reduces client dependence on premium services and encourages self-sufficiency Identify and implement opportunities to optimize internal processes, tools, and engagement models as the client base grows Develop repeatable methodologies, pre-configured templates, and process improvements to reduce project complexity and accelerate timelines Serve as a trusted advisor and subject matter expert across all aspects of the Addepar pl