Senior Data Solutions Strategist, Addepar
$126-196k
+ Bonus + Equity
More information about location
Investment portfolio management platform
Open for applications
Investment portfolio management platform
1001+ employees
Open for applications
$126-196k
+ 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
- 10+ years of experience in Fintech or Financial Services, with a background in individual quota-carrying roles across Enterprise Data or Infrastructure Sales
- Technical-Commercial Fluency: Expert at navigating the financial data landscape; able to translate data workflows and integration requirements into Data Lakehouse architecture solutions for business, operations, and technical stakeholders that enable high-velocity decisions
- Commercial Ownership: Proven ability to lead the "Technical Win" and hit revenue targets within complex, multi-stakeholder institutional sales cycles
- Infrastructure Displacement: Experienced in transitioning firms from fragmented legacy silos to modern, managed infrastructure (ADX)
- Data Integrity Advocate: Focused on solving data challenges by positioning Automated Validation as a mission-critical tool for operational efficiency
- Migration Strategist: Skilled at using Sandbox and Testing environments as commercial levers to de-risk enterprise-scale migrations and neutralize technical objections
- Product Contributor: Ability to synthesize market intelligence to directly influence Product and Engineering roadmaps
- High-Stakes Communicator: Exceptional ability to translate complex technical "plumbing" into a compelling commercial ROI for C-suite stakeholders
- Strong collaboration and interpersonal skills: Ability to quickly build trust and strong relationships with internal stakeholders- sales, deployments, CSMs, PMs, designers, and engineers
- Client-centric: a genuine interest in delivering results for customers
- Self-starter that can both identify and solve problems
- Analytical ability - Be entrepreneurial by taking a data-based approach
What the job involves
- Addepar is scaling the Addepar Data Exchange (ADX)—our managed Data Lakehouse designed to modernize the global investment landscape—alongside our Premier Data Validation and Sandbox suites. We are seeking a quota-carrying commercial expert to serve as the technical spearhead for this ecosystem.
- You will own the 'Technical Win' and carry a dedicated revenue target, architecting data strategies that transition large-scale financial institutions from fragmented legacy silos to a unified, scalable infrastructure.
- Your goal is to solve the industry’s most expensive problem: data integrity. By leveraging automated validation to ensure high-fidelity reporting and Sandbox environments to de-risk complex migrations, you aren't just selling software; you are re-engineering the data backbone of global wealth management
- ADX is a state-of-the-art, fully managed Data Lakehouse that provides clients with a modern data platform. ADX gives clients control of the entire data lifecycle from management, storage, processing, analysis and the deployment of data in a mature way
- Sandbox is a dedicated environment for safe testing of workflows and integrations
- Premier Validation Offering: Services offering designed to reduce data validation cycles, manual investigations and cross-system inconsistencies to help clients build a durable data foundation
- Product Expertise: Develop in-depth, technical knowledge of product features, benefits, and applications to serve as the go-to expert
- Market & Product Analysis: Monitor market trends, competitor activity, and customer feedback to guide product improvements and GTM strategy with marketing, sales, and product team
- Sales & Marketing Support:
- Collaborate with sales/marketing teams to create promotional materials, deliver product presentations, and assist with sales closures
- Work closely with GTM sales to identify opportunities with both new and existing clients; Drive technical strategy for complex data migrations and Lakehouse adoption
- Create & articulate compelling value propositions that address our clients' specific needs
- Manage and forecast sales activity and opportunities using Salesforce
- Training & Enablement: Create training materials and conduct sessions for internal teams (sales, customer service) and external partners. Help educate the GTM teams on successful use cases, wins and losses, and upcoming product features and functionality
- Customer Engagement: Interact with customers to understand needs, provide technical support, and resolve issues, directly impacting customer experience. Support existing clients deriving value from the product and ensuring their use cases are captured
- Product Lifecycle Management: Work with design and engineering teams to oversee product development, enhancements, and launch activities
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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