• Play a lead role across one or more multi-disciplinary agile delivery teams • Own the end-to-end backlog for a product, responsible for its overall quality and maturity • Lead the business analysts and product consultants on the project • Ensure that processes for requirements-gathering and prioritisation are operating effectively • Work with delivery managers and solution architects to shape the approach for the work undertaken • Proactively seek commercial opportunities and take a lead role in product-level commercial negotiations • Actively support engagement with product or programme-level business stakeholders • Act as a visible leader within the consulting capability, owning the delivery of consulting initiatives • Manage, coach and develop a small number of staff, focusing on managing employee performance

• Lead end-to-end financial integration activities for mergers, acquisitions, system transitions, or organizational changes • Develop project plans, timelines, and integration strategies across Finance, Accounting, Operations, and IT • Identify, assess, and mitigate integration risks and dependencies • Drive continuous improvement of financial processes and workflows during and after integration efforts • Own the overall strategy, roadmap, and lifecycle management of the NetSuite ERP platform • Serve as the primary business contact for NetSuite functionality, enhancements, upgrades, and configurations • Gather, document, and prioritize business requirements, transforming them into clear user stories and acceptance criteria • Collaborate with technical teams, administrators, and external partners to deliver high-quality solutions • Oversee testing, deployment, and change management processes for all NetSuite releases and enhancements • Align financial processes with system capabilities, ensuring consistency, scalability, and accuracy • Lead data migration, validation, and reconciliation efforts across integrated financial systems • Drive standardization and automation initiatives within NetSuite and related financial applications • Ensure adherence to internal controls, compliance standards, and audit requirements • Partner closely with Finance, Accounting, Operations, IT, and other stakeholders to support strategic and operational initiatives • Communicate integration progress, risks, and system updates to leadership and project stakeholders • Facilitate user training, documentation, and ongoing support for NetSuite and related tools

• Translate feature requests, business strategy, and market opportunities into product priorities • Participate in the definition of product strategy and roadmap to deliver value iteratively • Write highly customer-focused specifications and user stories • Create, maintain and prioritize the backlog for AI product items • Assist development teams throughout sprints and manage testing activities with QA engineers • Create and maintain user documentation (offline and online, with a focus on online contextual help) • Collaborate with cross-functional teams to ensure alignment and successful product delivery • Share knowledge with your team • Accountable for the entire lifecycle of the product, from specifications to Production

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.