Addepar - Technical Success Engineer

• Bachelor’s degree or equivalent practical experience • Professional experience in Project Management, Financial Services, Professional Services, or Consulting; prior client-facing and financial services experience strongly preferred • Outstanding communication, organizational, and time-management skills—you operate with urgency and hold yourself to the highest standard of follow-through • Understanding of historical data conversion methodologies and source systems, or related experience in professional services, client implementations, solution consulting, wealthtech, or prior Addepar platform exposure • Characteristics That Define You • Relentless sense of urgency: You don’t wait for permission to act. When something needs to happen, you make it happen—today, not next week • Meticulous attention to detail: You catch what others miss. Your work is precise, polished, and ready for scrutiny at every level • Cross-functional warrior: You thrive at the intersection of teams. You build relationships, break down barriers, and drive alignment across disciplines • Never satisfied, always learning: You ask “what’s next?” before the current project is even finished. You seek feedback, absorb new skills, and constantly raise your own bar • Technical builder at heart: You have a natural inclination toward tools, automation, and scripting. You see repetitive work as a problem to be engineered away, not accepted • Independent and adaptable: You thrive in fast-paced, ambiguous environments and take ownership without being told • Previous experience in investment management software implementations • Experience using and implementing AI; specifically, Claude Cowork where you’re building skills and artifacts • Capability to program or script, particularly in Python • Experience with data architecture, ETL processes, or reporting infrastructure • Passion for technology and finance that extends beyond the day job • 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 this role within the United States. • Compensation for this role includes base salary + bonus + equity + benefits. • Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.