🛠 Tech Stack

💼 About This Role

You'll join Addepar's Managed Services team to deliver premium services that enable clients to expand value and accelerate growth. You'll partner with Account Managers and Product teams to optimize client experience and identify areas for investment. This role offers exposure to both finance and technology in a global fintech environment.

🎯 What You'll Do

• Implement scalable best-practice solutions for existing Addepar environments
• Deliver high-value client outcomes aligned with expectations
• Manage project life cycle and communicate health to senior leadership
• Partner with R&D to develop scalable tools reducing reliance on premium services

📋 Requirements

• Professional experience in Project Management, Financial Services, or Consulting
• Understanding of historical data conversion methodologies and source systems
• Outstanding communication and organizational skills
• Passion for technology and finance

✨ Nice to Have

• Client-facing experience
• Experience in investment management software implementations
• Ability to program/script in Python

🎁 Benefits & Perks

• 🏖️ Unlimited PTO
• 💡 Growth mindset culture
• 🌍 Global team with offices in 8 countries
• 🏡 Flexible work arrangements
• 📈 Opportunity to work with top investment firms

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter screen· 30 min
2. 2Hiring manager interview· 45 min
3. 3Technical/behavioral interview· 60 min