Senior Executive Assistant, Addepar
$106-166k
+ bonus + equity
More information about location
Investment portfolio management platform
Be an early applicant
Investment portfolio management platform
1001+ employees
Be an early applicant
$106-166k
+ 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
- Experienced: 6+ years of experience supporting C-suite leaders, preferably in a high-growth, late-stage startup, finance, or client-facing environment
- Adaptable: Proven ability to operate effectively in fast-paced, ambiguous, and constantly changing environments with a calm, solutions-oriented approach
- Communication Pro: Exceptional written and verbal communication skills; adept at working with various personality types and leadership styles
- Organized & Detail-Oriented: Meticulous attention to detail with the ability to prioritize multiple assignments and change direction quickly
- Tech-Savvy: Advanced proficiency with Google Workspace (Docs, Sheets, Slides), Slack, Zoom, and ideally Salesforce or similar CRM tools
- Strategically Minded: Demonstrated sound judgment and executive presence, with the ability to influence and "push back" thoughtfully when necessary
- Collaborative: A team player who enjoys building community and working across international time zones to support a global mission
What the job involves
- The Executive Assistant to the Chief Client Officer (CCO) provides high-impact, strategic administrative support at a late-stage, pre-IPO company
- As the CCO’s primary partner, you will play a critical role in managing executive priorities, coordinating complex client-facing schedules, and ensuring effective communication across a rapidly evolving global organization
- This role requires a proactive professional who thrives in a fast-paced environment and can balance technical administrative excellence with a high degree of "client-first" emotional intelligence
- You will serve as a trusted liaison between the CCO and internal teams, global clients, and external partners, acting as a force multiplier for the CCO’s leadership and impact
- Addepar takes a market-based approach to pay
- Strategic Calendar & Travel Management: Provide comprehensive support, including complex internal/external calendaring across international time zones. Coordinate domestic and international travel (via tools like TripActions/Concur) with detailed itineraries and real-time adjustments
- Client Relations & Liaison: Act as a strategic gatekeeper and primary liaison for the Executive Office. Contribute to the company’s reputation through professional, friendly, and respectful interactions with clients, board members, and investors
- Meeting & Event Coordination: Plan and support executive-level meetings, leadership offsites, and client events. Attend select meetings to capture notes, identify follow-up items, and ensure deliverables are met
- Cross-Functional Collaboration: Partner with the US-based leadership team and administrative community to improve communication, streamline processes, and drive office culture
- Communications & Materials: Draft and prepare executive communications, presentations, and briefing documents. Use Google Slides/PowerPoint to refine and integrate existing presentations for client or board meetings
- Project Management: Support high-priority initiatives by tracking action items, managing special projects, and ensuring alignment across the client-facing organization
- Discretion & Efficiency: Handle highly sensitive, confidential information with absolute professionalism. Proactively identify solutions to challenges before they escalate
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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