Senior Staff Transformation Team, Addepar
Data Operations
$142-223k
+ Bonus + Equity
More information about location
Investment portfolio management platform
Job no longer available
Investment portfolio management platform
1001+ employees
Job no longer available
$142-223k
+ Bonus + 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
- Bachelor’s degree or equivalent experience
- At least 8–10 years of progressive experience in data operations, financial services technology, or consulting, with a proven track record of leading complex operational improvements
- Deep functional knowledge of specified data operations domains
- Hands on experience leveraging AI/ML tools, Prompt Engineering, or LLMs to optimize data workflows and automate repetitive operational tasks
- Ability to look at complex data ecosystems, identify systemic bottlenecks and anticipate future capacity constraints
- Strong understanding of the regulatory and control landscapes surrounding financial data, ensuring transformation efforts preserve data integrity and security
- Skilled at constructively challenging the status quo and distilling complex technical architecture into clear, business oriented value propositions for stakeholders at all levels
- Demonstrated ability to navigate ambiguity, work independently, and drive results without constant supervision in a fast-paced environment
What the job involves
- We are currently seeking a Sr. Staff member for the Transformation Team within Data Operations
- This is a pivotal role as we are at a key inflection point of finding and driving scale into our operator function
- You will drive the transformation of Addepar’s Data Operations, scaling efficiency and performance across all core domains: Market Data, Portfolio Data, Custodial Feeds Onboarding, IBOR, and Alternative Investments
- Finding value and opportunity is critical, requiring an ability to work autonomously while collaborating with team partners
- Candidates who aspire to have autonomy and significant influence in the direction of the business are highly encouraged to apply
- Drive and oversee complex transformation projects across all Data Operations domains, moving the organization from manual, reactive processes to proactive, exception-based workflows
- Design and implement process improvements, scalable workflows, and automation to enhance operational efficiency
- Evaluate, pilot, and deploy AI tooling, LLMs, and modern data management platforms to drastically reduce operational friction and cycle times
- Partner closely with Data Engineering, Client Services and Product teams to translate operational transformation requirements into scalable technical roadmaps
- Formulate KPIs and metrics to measure the success, impact, and ROI of transformation initiatives
- Lead the cultural and operational shifts required to adopt new tools, ensuring seamless transitions and high adoption across traditional operational teams
- Act as a force multiplier by mentoring team members, fostering a continuous-improvement mindset, and serving as a subject matter expert for operational excellence
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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