Technical Solutions Architect, Addepar
$95-149k
+ Bonus and equity
More information about location
Investment portfolio management platform
Open for applications
Investment portfolio management platform
1001+ employees
Open for applications
$95-149k
+ Bonus and equity
More information about location
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- Minimum 3+ years of experience in software engineering, data engineering, or forward-deployed technical roles
- Advanced proficiency in Python with experience building production-grade applications, APIs, and data pipelines
- Strong understanding of REST APIs, authentication patterns, and integration architecture
- Hands-on experience with Databricks, Spark, and distributed data processing frameworks
- Proficiency in SQL and experience working with large-scale datasets across relational and NoSQL databases
- Experience designing and implementing ETL/ELT pipelines for complex data transformations
- Familiarity with AI/ML tools and experience implementing LLM-driven automation solutions
- Strong understanding of financial data domains including portfolio management, performance analytics, and multi-asset class portfolios
- Exceptional problem-solving abilities with a solutions-oriented mindset and bias for action
- Outstanding communication skills with the ability to translate technical concepts for non-technical audiences
- Proven ability to thrive in ambiguous, fast-paced environments while maintaining high-quality standards
- Experience with version control (Git), CI/CD pipelines, and modern software development practices
- Independent, adaptable, and entrepreneurial mindset with a passion for client impact
- Strong work ethic, proactive approach, and high contributing teammate
What the job involves
- As a Technical Solutions Architect you will embed directly with clients to design and build mission-critical integrations, automations, and data solutions
- Operating at the intersection of engineering and client success, you will serve as Addepar's technical vanguard - translating complex business requirements into production-grade systems while driving onboarding efficiency and operational scale
- You will be the technical expert across Addepar's full solution suite - from API integrations and automation frameworks to advanced data platforms (including our white-labeled Databricks offering, ADX) and AI-driven tooling - solving our clients' most challenging problems
- This role combines a forward-deployed model with deep technical expertise in modern software engineering and financial data systems
- Deploy directly to client sites (virtual or in-person) to architect, build, and deliver custom integrations, automations, and data pipelines using Addepar's APIs, ADX (Databricks), and modern engineering tools
- Design and implement production-grade solutions that dramatically improve client onboarding efficiency, reduce time-to-value, and enable operational scale
- Build intelligent automation leveraging AI, LLMs, and machine learning to solve complex data transformation, validation, and reconciliation challenges
- Serve as the technical owner for ADX implementations, designing robust data infrastructure within Databricks to streamline client data onboarding and analytics
- Translate ambiguous client requirements into flexible, scalable technical solutions through deep discovery, prototyping, and iterative delivery
- Write production-quality Python code for ETL pipelines, API integrations, data validation frameworks, and automation tooling
- Lead technical workstreams end-to-end, from requirements gathering through production deployment, owning outcomes and client success
- Collaborate with Product, Engineering, and Services teams to identify opportunities for productization and influence platform roadmap
- Develop internal tools, frameworks, and best practices that accelerate delivery across the broader team
- Effectively set, manage, and communicate technical expectations with both client stakeholders and internal cross-functional teams
- Prioritize and context-switch effectively across simultaneous client engagements, seeing each through to successful completion
- Act as a technical advisor and trusted partner to clients, proactively identifying opportunities to drive additional value
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.
Addepar currently tracks around $9 trillion of assets serving over 1,400 clients, including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 is helping further accelerate its momentum as it continues to innovate its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2025
$230m
SERIES G
Nov 2021
$130m
LATE VC
Total funding: $872.8m
Company benefits
- Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance: Your continued growth and development are important to us
- Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
Company HQ
Midtown East, New York, NY
Leadership
Eric Poirier
(CEO)Prior to joining Addepar in 2013, Eric spent over 6 years at Palantir Technologies as a Director. They also spent over 3 years at Lehman Brothers working in Fixed Income Analytics.
Bob Pisani
(CTO)Bob joined Addepar in 2020 as a VP of Engineering, moving into the role of Senior VP of Engineering in 2023 and CTO in 2024. Previously, they were a Solutions Architecture for Private Equity at Amazon Web Services and also spent 13 years at Schonfeld Strategic Advisors in various roles, including Head of Development and CTO.
Eric Daniels
(CFO/COO)Prior to joining Addepar in 2022, Eric was the CFO at Real Capital Analytics and NRC National Response Corporation as well as the CFO/COO at AutomativeMastermind.
Janeen A. France
(Chief Client Officer)Janeen joined Addepar in 2020 as a Director/Co-Head of Account Management, since then, they have held several VP/SVP roles and moved into the role of Chief Client Officer in 2025. Previously, they were an Independent Consultant and worked in Trading Operations & Client Service Strategy at J.P. Morgan Private Bank.
Peter O'Brien
(CRO)Peter joined Addepar in 2014 as a Senior Sales Executive, since then, they have held a number of Director/Senior Director, VP/SVP roles, and moved into the role of CRO in 2025.
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