Addepar

Addepar

Client Success Architect

Salt Lake City, UT

No sponsorship$110k-$137kDetected 13 days ago
PythonData StructuresSQLData AnalysisData VisualizationProduct StrategyFinancial ModelingExcelResearchLeadershipCommunicationCollaborationPublic SpeakingAdaptability

About the role

  • Addepar takes a market-based approach to pay.
  • A successful candidate's starting pay will be determined based on the role, job-related skills, experience, 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.

Responsibilities

  • Design scalable instance architectures that position clients to adopt advanced platform capabilities (Addison, agentic workflows, ADX, etc.) while eliminating unused or redundant elements
  • Create remediation and optimization plans that address data quality issues, streamline report ecosystems, consolidate duplicate configurations, and improve overall instance efficiency and performance
  • Collaborate within the success triad as the Designer role-partnering with Strategists (CSMs) to align technical plans with business strategy and with Builders (Success Engineers) to validate technical feasibility and implementation priorities
  • Lead client workshops and strategy sessions to educate clients on platform capabilities, optimization strategies, and value realization opportunities specific to their environment
  • Manage multiple concurrent engagements while maintaining deep focus and seeing each diagnostic and remediation plan through to successful adoption
  • Demonstrated ability to research, evaluate options, and design solutions for complex, ambiguous problems
  • Consultative mindset; genuine passion for understanding client needs and designing solutions that drive real value
  • 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.

Requirements

  • Experience & Background
  • 5+ years of professional experience in financial services, fintech, enterprise software, or technology consulting
  • 2+ years of hands-on experience supporting or designing financial data platforms, portfolio management systems, or related investment technology
  • Experience with financial modeling, alternative assets, and/or asset management concepts and mathematics
  • Ability to read and interpret system logs, configuration exports, and technical documentation
  • Experience with Microsoft Excel for financial modeling, data analysis, and scenario planning
  • Solution-oriented problem solver with ability to see interdependencies across complex systems and identify root causes
  • Ability to translate technical findings into clear business value and strategic recommendations
  • Experience presenting to C-suite and executive stakeholders

Nice to have

  • Experience in solution architecture, implementation leadership, or enterprise consulting roles
  • Background in financial planning & analysis, wealth management, or multi-asset class portfolio management
  • Hands-on experience with Addepar platform (as user or team member)
  • Familiarity with alternative asset management, reporting, and analytics
  • Experience with reporting tools or business intelligence platforms (Tableau, Looker, etc.)
  • "Minor" expertise in Addepar adjacent products (Navigator, ADM, etc.)
  • Clients understand their current state, including technical debt and inefficiencies, through comprehensive diagnostic assessments
  • Clear, prioritized, and achievable remediation roadmaps exist for each major client account, with executive alignment on value and sequencing

Compensation

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

Benefits

  • The current range for this role is $110,000 - $137,000 (base salary) + bonus + equity + benefits.

Company info

  • 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 Success Architect is a strategic advisory role within the Technical Success team responsible for partnering with our mature and complex client base to optimize their Addepar instances for scale, efficiency, and future growth. This is a non-implementation role that focuses on diagnostic assessment, technical debt remediation planning, and architectural design-enabling clients to unlock new capabilities including Addison, agentic workflows, ADX, and other advanced platform elements.
  • Success Architects work as the "Designer" within our success model, collaborating closely with Client Success Managers (Strategists) to understand business objectives and Success Engineers (Builders) to translate those objectives into scalable technical solutions. Rather than building configurations themselves, Success Architects assess current state, identify inefficiencies and tech debt, and create comprehensive remediation roadmaps that position clients for growth and innovation.
  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

Visa & Work Authorization

  • 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 begi
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This listing is sourced directly from Addepar's careers page and normalized into a canonical job model.