Head of Product Adoption Solution Specialists, Addepar
$185-289k
+ bonus + equity
Addepar is a software and data platform for even the most complex investment portfolios.
Be an early applicant
Addepar is a software and data platform for even the most complex investment portfolios.
1001+ employees
Be an early applicant
$185-289k
+ bonus + equity
1001+ employees
Company mission
Be the tech and data platform that connects the global investment ecosystem.
Role
Who you are
- 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
- Experienced Leader: 10+ years of applicable experience in financial services or the fintech industry, with a proven track record of leading sales or specialist teams
- Subject Matter Expert: Deep understanding of Alternatives, financial data lakehouses, and portfolio management concepts
- Strategically Minded: Ability to take an entrepreneurial, data-based approach to solving complex problems and identifying market opportunities
- Exceptional Communicator: Demonstrated ability to present to and influence key stakeholders, both internally (Product, Engineering, Sales) and externally
- Client-Centric: A genuine interest in delivering results for customers and a passion for the intersection of technology and finance
- Highly Qualified: Bachelor’s degree or equivalent required
What the job involves
- As the Head of Solution Specialists, you will lead a high-performing team of Solution Sales and Adoption Specialists across our core solution sets, including Alternatives Data (ADM), Addepar Data Exchange (ADX), Navigator, Private Fund Benchmarks (PFB) and Trading
- You will be responsible for the overarching strategy that connects initial sales growth with long-term product adoption and client retention
- This leadership role sits at the intersection of sales and customer success, requiring a leader who can scale a team of experts to act as trusted advisors for single-family offices, RIAs, and large financial institutions across all Addepar Solution sets
- 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
- Team Leadership & Strategy: Hire, mentor, and lead a diverse team of solution-specific specialists. Develop and execute a unified strategy to acquire new customers and expand existing relationships
- Sales Execution: Partner with GTM sales leaders to identify opportunities and ensure the team carries and meets quotas for specialized solutions. Refine the sales cycle by ensuring prospects align with our Ideal Client Profile (ICP) and receive unified messaging from the start
- Adoption & Retention: Oversee initiatives to increase product usage, develop technical solutions for clients, and drive results in client transactions and revenues
- Cross-Functional Alignment: Collaborate with Marketing, Sales, and Product teams to align go-to-market strategies with business objectives and inform product roadmaps based on client feedback
- Operational Excellence: Manage and forecast sales activity using Salesforce. Educate GTM teams on successful use cases, market trends, and upcoming product functionality
- Thought Leadership: Build strategic relationships with key stakeholders and influence industry trends by articulating compelling value propositions for complex financial data solutions
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 analyse and visualise the data they need.
Addepar currently tracks around $6 trillion of assets serving over 800 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 will 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
- Remote Office Setup Allowance For New Hires & Connectivity Reimbursement
- Pension with Employer Contributions
- Wellness and VDU Wallets
- Bi-Annual Hackathons
Company HQ
Midtown East, New York, NY
Leadership
Joe Lonsdale
(Founder & Chairman)Currently Founder of 8VC and Palantir Technologies and Chairman of ONEHope Wine.
Salary benchmarks
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