Technical Success Engineer, Addepar
Investment portfolio management platform
Posted today
Investment portfolio management platform
1001+ employees
Posted today
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- 2+ years of professional experience in Project Management, Financial Services or Consulting is preferred. Prior client-facing experience is a plus
- Candidates must have outstanding communication, organisational, and time-management skills
- Understanding of historical data conversion methodologies and different source systems (or hunger and willingness to learn)
- Thorough with an eye toward continuous improvement
- The ideal candidate must be fiercely independent, adaptable, and highly creative. You must thrive in a fast-paced environment, possess a solution-oriented mindset, and be comfortable navigating ambiguity
- Strong interpersonal skills to train and communicate effectively with partners via email, on the phone, and face-to-face
- Passion for technology and finance
- Occasional travel to visit clients may be necessary
- [Bonus] Previous experience in investment management software implementations
- [Bonus] Capability to program/script, specifically in python
- [Bonus] Databricks and Claude experience
What the job involves
- This is not a behind-the-scenes support role—it is a highly visible, client-facing mandate designed for creative problem solvers
- The Technical Success team provides premium services that enable business-as-usual (BAU) clients (RIAs, MFOs, Enterprises, SFOs, and Institutions) to expand value and accelerate growth after initial implementation
- Technical Success Engineers are responsible for delivering high-value outcomes that align with client expectations, ensuring firms are using Addepar’s most up-to-date best practices and gold standard operating models
- In partnership with Client Success Managers, Account Executives, Support Analysts, and Product Managers, the Technical Success Engineer helps optimize clients’ overall experience and identify areas for R&D investment that lessen reliance on premium services
- They are focused on identifying how Addepar can unlock significant value for clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets
- Technical Success Engineers have a deep understanding of both finance and technology, take ownership of our client's success and thrive when tasked with designing creative, out-of-the-box workflows for complex financial workflows
- Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment
- Please note that visa sponsorship is not available for this role
- Demonstrate technical and industry expertise to advise and consult directly with clients as you architect & implement scalable, best-practice solutions for existing Addepar environments
- Own and deliver high-value client outcomes aligned with client expectations, often requiring you to creatively navigate roadblocks and technical limitations
- Proactively handle expectations and communication both internally and externally
- Ensure retention of clients driven by high client satisfaction and reference-ability
- Establish and drive progress throughout the life of a project to ensure client success
- Prioritise and context-switch to complete simultaneous projects, seeing each through to the finish line
- Proactively communicate project health and status to internal and external senior leadership
- Partner with Account Executives and Support Leads to create a BAU model to ensure clients get the services that they need
- Partner with R&D on scalable tools that directly reduce client reliance on premium services and promote self-sufficiency in a BAU state
- Think critically about how to improve our current processes and tools both internally and externally as our client base expands
- Influence a reduction in project effort and timelines through the development of scalable processes, pre-configured templates, and improved methodologies
- Be a consultant and guide on all things Addepar
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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