Addepar

• Collaborate multi-functionally with product owners, designers, GTM teams, program managers and other Engineering team members to deliver for our clients • Conceive of, develop, and deliver novel solutions within a sophisticated and rich domain area. Learn and develop your career within a particularly challenging and growing part of the financial industry • Build both within the primary Navigator application and in other parts of Addepar's product ecosystem, bridging shared concerns for our clients across multiple product areas, with an investor-focused viewpoint

• Collaborate multi-functionally with product owners, designers, GTM teams, program managers and other Engineering team members to deliver for our clients • Conceive of, develop, and deliver novel solutions within a sophisticated and rich domain area. Learn and develop your career within a particularly challenging and growing part of the financial industry • Build both within the primary Navigator application and in other parts of Addepar's product ecosystem, bridging shared concerns for our clients across multiple product areas, with an investor-focused viewpoint

• Build, lead, and develop a high-performing team of engineers, fostering a culture of accountability, growth, and technical excellence. • Work in partnership with global product managers and technical partners to translate business requirements into actionable technical roadmaps, ensuring predictable delivery of complex data workflows. • Drive the team’s output by staying active in the codebase—writing production code and performing deep code reviews. • Actively coach and mentor junior and senior engineers, helping them navigate technical challenges and advance their professional careers. • Conceive of, develop, and deliver novel solutions within a sophisticated and rich domain area. Learn and develop your career within a particularly challenging and growing part of the financial industry • Build both within the primary Navigator application and in other parts of Addepar's product ecosystem, bridging shared concerns for our clients across multiple product areas, with an investor-focused viewpoint.

Role Description For the Product Training Consultant role, we are looking for an operational expert and dedicated teacher who will own the end-to-end education experience from marketing to delivery, driving delight for the learners throughout. Additionally, as a member of a small team, you’ll be trusted to contribute to the overall vision of Addepar Academy and flex your skills to meet the needs of our rapidly iterating organization. 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 current range for this role is: - $68,000 - $106,000 (base salary) + bonus + equity + benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do - Deliver outstanding instructor-led courses and webinars for Addepar clients, prospects, partners, and employees, both virtually and in-person. - Build and collaborate on new training content to equip a variety of different types of Addepar users and employees for success. - Scale the delivery of customer education programs to drive product adoption and usage across the Addepar user community. - Collaborate with the Sales, Marketing, Product, and Services teams to drive attendance at our courses and interaction with our content. - Rapidly incorporate both product updates and client feedback into our course content and course experience. - Manage the logistics required to deliver a top-notch training experience. Qualifications - 1 year of experience using the Addepar platform, OR 2+ years in a software education services role, support, professional services, sales, marketing, or relationship management at a financial services or SAAS Technology company. - Exceptional presentation and facilitation skills. - Strong demonstrated knowledge of the Wealth Management industry. - Ability to tailor messaging about a product’s value proposition to varied audiences. - Capable of working across multiple organizations and fostering cross functional relationships. - Outstanding logistical planning and organizational skills. - Experience managing projects from start to finish. - Excitement to continually learn and grow your knowledge. - Travel required. Our Values - Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. - Build Together - Collaborate to unlock the best solutions. Deliver lasting value. - Champion Our Clients - Exceed client expectations. Our clients’ success is our success. - Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. - Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. Company Description Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.

• Drive the technical direction in close alignment with your product counterparts, direct engineering peers in other regions and the wider engineering community • Build and manage a team of exceptional engineers to design, develop, and deploy scalable solutions that meet client requirements on time • Be a player-coach who leads the team to build frameworks that supports highly performant ingestion and distribution of financial data and build AI-native products, moving from initial prototype to scalable production services with high velocity. • Advocate for standard methodologies, find opportunities for automation and optimizations in processes to increase throughput , latency and accuracy • Develop and maintain efficient process controls and accurate metrics that improve data quality as well as increase operational efficiency • Working in a fast-paced, dynamic environment to deliver high-quality results and drive continuous improvement

Address client inquiries regarding data feeds, manage requests requiring client outreach, investigate reported issues, and collaborate with various teams to ensure positive client outcomes and improve internal processes.

Role Description We are seeking an Enablement professional with extensive experience in building onboarding programs and being in charge of tech stack at a major sales organization. At Addepar, you will play a key role in ensuring the success of our Sales and Customer Success teams, while developing and implementing new processes that will make our reps more efficient at their daily roles. Ideal candidates will have a background in Sales, Sales Enablement, Customer Education, or Instructional Design, with experience in crafting learning content and guided programs for onboarding, training, and sales acceleration. We are looking for a dedicated and organized individual who can deliver a comprehensive education experience, driving satisfaction for learners and contributing to the overall vision of our GTM Enablement team. What You’ll Do - Run the GTM onboarding program from end to end - Be in charge of major tech stack platforms, such as Gong, Workramp, and Allego - Deliver exceptional instructor-led courses and webinars, both virtually and in-person, for clients, prospects, partners, employees, and enthusiasts - Scale customer education programs to enhance product adoption and usage across the Addepar community - Work with BDR, Sales, Marketing, and Services teams to drive course attendance and content engagement - Quickly integrate feedback to improve course content and experience - Manage logistics to ensure an outstanding training experience - Partner with Sales & CS, coordinating with Marketing, Services, and Support to build impactful onboarding and continuing education programs - Design and implement high-value training content for Sales - Review recorded calls from closed opportunities to ensure effective material is used and implement training to increase win rates - Facilitate cross-team collaboration to establish a central content center for managing sales lifecycle content - Ensure GTM content is accurate and relevant from a Sales perspective Qualifications - Experience with Gong, Workramp, or other LMS & CMS platforms - Experience in implementing AI into all aspects of a customer facing reps daily processes - 3+ years in a software education services role, support, professional services, BDR, sales, marketing, or relationship management at financial services or SAAS Technology Company - Outstanding presentation skills - Strong demonstrated knowledge of the Wealth Management industry - Ability to tailor messaging about a product’s value proposition to varied audiences - Capable of working across multiple organizations - Outstanding logistical planning and organizational skills - Experience managing projects from start to finish - Excitement to continually learn and grow your knowledge - Recent experience with LMS tools such as Articulate 360, Workramp, Lessonly, or similar platforms preferred - Experience in learning analytics and the ability to glean insights from enablement tools and create actionable, outcome-based learning solutions - Experience with Revenue Intelligence platforms such as Gong or Chorus is a plus Our Values - Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. - Build Together - Collaborate to unlock the best solutions. Deliver lasting value. - Champion Our Clients - Exceed client expectations. Our clients’ success is our success. - Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. - Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

• Support the design and implementation of scalable, repeatable compliance and risk assessment workflows, including intake, escalation, documentation, and follow-up. • Implement and maintain a broad range of compliance policies and procedures • Proactively monitor and research relevant laws, regulations, and industry standards relevant to the fintech industry and the regulated sectors our clients operate in, including AI, data privacy, KYC/AML and international expansion, to continuously refine processes as the regulatory landscape evolves • Conduct compliance risk assessments and audits • Develop and deliver compliance training programs to employees to reinforce a strong culture of compliance and understanding of relevant regulations and internal policies • Identify and implement opportunities to leverage AI and automation tools to streamline compliance tracking and reduce manual overhead • Partner closely with cross-functional teams, including Product, Engineering, Sales, and Legal, so that compliance considerations are seamlessly integrated into all aspects of the business lifecycle • Build dashboards and prepare recurring reports for leadership on program health and key initiatives. • Collaborate with legal team members to update privacy policies, contractual terms, and data processing agreements as needed

• translate product vision into production-ready code • help drive the transition to a self-service model • work at the intersection of workflow orchestration and Agentic AI • take end-to-end ownership of service health • engage in deep technical reviews and pair programming sessions

• Define technology roadmaps and architectural standards; drive adoption across Addepar • Design and architect our SaaS applications as part of Addepar R&D • Collaborate with product management and business stakeholders • Spend time with clients to understand their requirements and influence the platform roadmap to meet those needs • Proactively identify, prioritize, and propose remediation for tech debt • Mentor and guide software engineers and architects on best practices • Evaluate and select appropriate technologies and frameworks • Ensure the security, scalability and efficiency of our SaaS solutions • Conduct code reviews and ensure code quality • Troubleshoot and resolve complex technical issues • Partner with engineering teams to accelerate the delivery of key product capabilities