Technical Success Engineer

About the company

Addepar is a cloud-based wealth-management platform that aggregates portfolio, market and client data, providing analytics, customizable reporting, APIs and integrations for advisors, family offices and institutional investors.

About this role

<div class="content-intro"><p><span style="text-decoration: underline;"><strong>Who We Are</strong></span></p> <p>Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.&nbsp;</p></div><h4><span style="text-decoration: underline;"><strong>The Role</strong></span></h4> <p>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.&nbsp;</p> <p>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&amp;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.&nbsp;</p> <p>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.<br><br>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.</p> <h4><span style="text-decoration: underline;"><strong>What You’ll Do</strong></span></h4> <ul> <li>Demonstrate technical and industry expertise to advise and consult directly with clients as you architect &amp; implement scalable, best-practice solutions for existing Addepar environments</li> <li>Own and deliver high-value client outcomes aligned with client expectations, often requiring you to creatively navigate roadblocks and technical limitations.</li> <li>Proactively handle expectations and communication both internally and externally&nbsp;</li> <li>Ensure retention of clients driven by high client satisfaction and reference-ability</li> <li>Establish and drive progress throughout the life of a project to ensure client success&nbsp;</li> <li>Prioritise and context-switch to complete simultaneous projects, seeing each through to the finish line</li> <li>Proactively communicate project health and status to internal and external senior leadership</li> <li>Partner with Account Executives and Support Leads to create a BAU model to ensure clients get the services that they need</li> <li>Partner with R&amp;D on scalable tools that directly reduce client reliance on premium services and promote self-sufficiency in a BAU state</li> <li>Think critically about how to improve our current processes and tools both internally and externally as our client base expands</li> <li>Influence a reduction in project effort and timelines through the development of scalable processes, pre-configured templates, and improved methodologies</li> <li>Be a consultant and guide on all things Addepar</li> </ul> <h4><span style="text-decoration: underline;"><strong>Who You Are</strong></span></h4> <ul> <li>2+ years of professional experience in Project Management, Financial Services or Consulting is preferred. Prior client-facing experience is a plus</li> <li>Candidates must have outstanding communication, organisational, and time-management skills</li> <li>Understanding of historical data conversion methodologies and different source systems (or hunger and willingness to learn)</li> <li>Thorough with an eye toward continuous improvement</li> <li>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.</li> <li>Strong interpersonal skills to train and communicate effectively with partners via email, on the phone, and face-to-face</li> <li>Passion for technology and finance</li> <li>Occasional travel to visit clients may be necessary</li> <li>[Bonus] Previous experience in investment management software implementations</li> <li>[Bonus] Capability to program/script, specifically in python</li> <li>[Bonus] Databricks and Claude experience</li> </ul><div class="content-conclusion"><p><span style="text-decoration: underline;"><strong>Our Values&nbsp;</strong></span></p> <ul> <li><strong>Act Like an Owner - </strong><span style="font-weight: 400;">Think and operate with intention, purpose and care. Own outcomes.</span></li> <li><strong>Build Together - </strong><span style="font-weight: 400;">Collaborate to unlock the best solutions. Deliver lasting value.&nbsp;</span></li> <li><strong>Champion Our Clients - </strong><span style="font-weight: 400;">Exceed client expectations. Our clients’ success is our success.&nbsp;</span></li> <li><strong>Drive Innovation - </strong><span style="font-weight: 400;">Be bold and unconstrained in problem solving. Transform the industry.&nbsp;</sp