Addepar

Forward Deployed Engineer

United States

$107,000 – $168,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Technology, Data Services, Investment ManagementIndustries

Position Overview

  • Location Type: Hybrid (Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune)
  • Job Type: Full-time
  • Salary: $107,000 - $168,000 (base salary) + bonus + equity + benefits

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role: Forward Deployed Engineer (FDE)

Forward Deployed Engineers (FDEs) partner directly with key technical & strategic counterparts at Addepar’s largest enterprise engagements. From building custom data integrations to extending platform capabilities; an FDE operates with the autonomy and ownership to drive ground-breaking change for Addepar's customers. As an FDE, you will work in small teams with minimal supervision to set priorities, lead client interactions, and be responsible for the end-to-end delivery of critically important projects.

Each engagement will take on a slightly different shape, providing a wide breadth of opportunities to solve complex technical challenges, explore new and emerging technologies, and most importantly deliver high value customer outcomes. As an FDE, you will be responsible for taking lessons learned and value gathered in the field and turning it into scalable and repeatable long term solutions. You will spend time collaborating with teams across Addepar's engineering and product organization; providing valuable insight to inform design strategy and contributing directly to the core product code base.

FDE operates as an extension of the platform rather than a services organization. This distinction allows FDE to partner with customers in a highly collaborative fashion with a focus on measurable outcomes, rather than billable hours. You will partner with other members of the FDE team to continuously evaluate the dynamic landscape of opportunities, strategic priorities, and commitments - ensuring that the team is always focused on solving the most important & impactful problems.

Requirements

  • (Details are missing in the provided text)

Responsibilities

  • Partner directly with key technical & strategic counterparts at Addepar’s largest enterprise engagements.
  • Build custom data integrations.
  • Extend platform capabilities.
  • Lead client interactions.
  • Be responsible for the end-to-end delivery of critically important projects.
  • Take lessons learned and value gathered in the field and turn it into scalable and repeatable long term solutions.
  • Collaborate with teams across Addepar's engineering and product organization.
  • Provide valuable insight to inform design strategy.
  • Contribute directly to the core product code base.

Application Instructions

  • (Details are missing in the provided text)

Company Information & Compensation

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 roles in Colorado, California, and New York.

The current range for this role is $107,000 - $168,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

Skills

Data Integration
Platform Development
Client Interaction
Technical Problem Solving
Emerging Technologies
Customer-Focused Solutions

Addepar

Investment management software for financial professionals

About Addepar

Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Mountain View, CaliforniaHeadquarters
2009Year Founded
$625.3MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees

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

Risks

Addepar's trading platform faces competition from established trading solutions.
Generative AI integration may introduce risks of AI biases affecting investment decisions.
Reliance on partnerships could pose risks if expected growth is not achieved.

Differentiation

Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.
The platform integrates with over 100 partners, offering a comprehensive wealth management solution.
Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

Upsides

Addepar's new trading platform enhances advisor workflows and client insights.
Partnerships with firms like Corient expand Addepar's client base and market reach.
Generative AI integration offers innovative solutions for managing tech disruption risks.

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