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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

The Role

Preferred location: hybrid in SLC; will consider remote candidates

The Technical Success 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 directly into their day-to-day workflows to drive efficiency, scalability, and strategic insight.

In partnership with Account Executives, Client Success Managers, Support Analysts, and Product Managers, Technical Success Engineers optimize clients’ overall experience and identify areas for R&D investment that reduce over-reliance on premium services. We focus on unlocking significant value for clients’ businesses and regularly call on deep analytical skills to advise clients on how to model and examine their financial instruments and assets.

Technical Success Engineers combine a deep understanding of finance and technology with an unrelenting sense of urgency, meticulous attention to detail, and unrelenting appetite to work cross-functionally to solve broad issues or product gaps. They take full ownership of client outcomes, drive projects to completion with precision, and constantly push to learn more, build more, and deliver more.

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 begin work in the U.S. on their first day of employment.

What You’ll Do

Client Delivery & Technical Excellence

Apply technical and industry expertise to design and implement scalable, best-practice solutions within existing Addepar environments—delivering with speed, precision, and an unwavering commitment to quality
Deliver high-impact outcomes aligned to client goals, ensuring measurable value and satisfaction at every engagement milestone
Serve as a trusted advisor and subject matter expert across all aspects of the Addepar platform, bringing a consultative approach that clients rely on for their most complex challenges
Proactively identify and resolve technical risks before they escalate, demonstrating the urgency and ownership mindset that defines the team

Stakeholder Management & Communication

Drive proactive, transparent communication with stakeholders across internal and external teams—setting expectations clearly and following through relentlessly
Communicate project health, risks, and milestones to senior stakeholders with clarity and confidence, escalating decisively when required
Foster strong client relationships grounded in trust, consistent delivery, and a genuine commitment to their success—driving retention and referenceability

Cross-Functional Collaboration

Collaborate closely with Account Executives, Client Success Managers, and Support Leads to build sustainable, business-as-usual (BAU) success models for long-term client success
Partner with Product and R&D teams to surface client insights that inform scalable tooling, reduce client dependence on premium services, and accelerate self-sufficiency
Operate as a cross-functional warrior—bridging gaps between teams, breaking down silos, and ensuring the right people are connected to solve problems quickly