• Lead software development teams and other engineering leaders • Plan and propose new solutions together with the team • Collaborate with product and design teams on the definition of new features • Create and maintain service documentation • Improve the team's delivery maturity and capacity

Role Description The Professional Development External Programs Coordinator is a key member of the firm’s Learning and Development team, responsible for managing client-facing Continuing Legal Education (CLE) and Continuing Education (CE) accreditation programs for attorneys, adjusters, and other professionals. This role ensures compliance with jurisdictional regulations, supports the planning and execution of client-facing educational programs, and assists attorneys with their ongoing professional development and accreditation needs. - Client-Facing Program Coordination: - Coordinate the planning, administration, and execution of client-facing CLE and CE programs. - Program Communications and Delivery: - Serve as a primary point of contact for external CLE and CE programs, managing program logistics, accreditation coordination, communications, and virtual or in-person program support. - CLE and CE Accreditation Management: - Prepare, submit, and manage CLE and CE accreditation applications across multiple jurisdictions, ensuring full compliance with applicable regulations, reporting requirements, and deadlines. - Cross-Functional Collaboration: - Partner with Marketing and other internal stakeholders to execute educational programming that aligns with firm objectives and client needs. - Vendor and Partner Relations: - Build and maintain relationships with CLE, CE, and learning vendors to support current and future educational initiatives and enhance the firm’s professional development offerings. - Attorney Support with PLI; PLI Roster Maintenance and New Hire Support: - Maintain and update the firm’s Practicing Law Institute (PLI) membership roster, including tracking attorney onboarding and departures to ensure accurate records and continued compliance. - Orient and support new and existing attorneys with the effective use of the PLI platform and other CLE resources to support compliance tracking and reporting requirements. - CLE Database and MCLE Board Oversight: - Assist with the management and maintenance of the firm’s CLE database and MCLE reporting systems and filings, ensuring accurate tracking, reporting, and record retention. - Attendance Tracking and Compliance Monitoring: - Monitor attendance records and participation for client training sessions and accredited programs, ensuring proper documentation and compliance with jurisdictional standards. - Regulatory Guidance and Inquiry Response: - Respond to CLE and CE-related inquiries from attorneys and internal stakeholders, providing guidance on state-specific accreditation and compliance requirements as needed. - Program Audits and File Maintenance: - Audit and maintain CLE and CE program files to ensure completeness, accuracy, and compliance with both firm policies and jurisdictional guidelines. Qualifications - 2+ years’ experience in a professional services environment, law firm experience preferred. - Bachelor's degree or equivalent required, ideally in HR or related field. - Demonstrate strong organizational, analytical, and problem-solving skills, with the ability to effectively prioritize competing responsibilities and deadlines. - Strong attention to detail and refined, polished written work product. - Exercise autonomy as needed. - Use sound independent judgment in decision-making. - Suggest innovations and improvements to elevate learning programs and enhance client service. - Exhibit well-developed interpersonal and communication skills to interact effectively with team, peers, external clients, and cross-functional departments. - Proficiency in MS Office, and experience with Workday and CE Manager preferred. Benefits - Outstanding benefits package, including 401k match and generous PTO plan. - Ample opportunities for professional development and advancement. - Access to corporate discount plans and other benefits.

• Lead and develop a team of approximately 10 engineers focused on scaling Upstart’s Cash Line product and platform capabilities • Establish execution frameworks, operating rhythms, and prioritization systems that improve delivery quality and predictability across the team • Partner closely with Product and Design leaders to execute against a complex roadmap spanning monetization, user retention, credit expansion, and platform scalability • Drive cross-functional alignment across engineering, product, design, and leadership stakeholders to deliver high-impact customer experiences • Support the team through the transition from MVP to scaled product by balancing structure with team autonomy and ownership • Guide technical and organizational decision-making across multiple concurrent roadmap initiatives with competing business and engineering trade-offs • Foster an inclusive, collaborative engineering culture focused on growth, accountability, and continuous improvement • Help shape the future growth of the Cash Line organization as the business and engineering scope expands over time

• 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.