Addepar
Finance • Fintech • SaaS
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
Chief of Staff - R&D
August 18
🇺🇸 United States – Remote
💵 $143k - $224k / year
⏰ Full Time
🔴 Lead
👩🏽✈️ Chief of Staff
🦅 H1B Visa Sponsor
Addepar
Finance • Fintech • SaaS
Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.
501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
📋 Description
• Act as a Strategic Partner to the CTO • Drive Forward Critical Initiatives • Connect Technical Strategy to Execution • Craft Executive-Ready Communication • Structure Ambiguity into Action • Translate abstract ideas into structured workstreams, with clear owners and timelines • Identify gaps, risks, or fragmentation—and work to bring clarity and cohesion
🎯 Requirements
• A strategic operator with 10+ years of experience across fintech, SaaS, product strategy, technical program management, or executive advisory roles • Comfortable navigating both technical concepts (e.g. system architecture) and business priorities (e.g. product roadmap, client value, org design) • A crisp communicator who can write and speak with clarity, precision, and impact • Experienced in working with senior executives—able to balance discretion, influence, and independence • Adept at bringing structure to complexity, driving progress without authority, and operating at multiple levels of detail • Familiar with the landscape of wealth, asset, or investment management, or excited to ramp quickly in the fintech domain • Prior experience in a Chief of Staff, Strategic Programs, or BizOps role supporting a C-level executive • MBA or equivalent strategic/business training • Experience in high-growth, product- or platform-led organizations with technical depth and client complexity
🏖️ Benefits
• bonus • equity • benefits
Apply NowSimilar Jobs
August 8
Join the engineering team as Technical Chief of Staff, overseeing operations and project coordination for web-scale AI data infrastructure.
August 8
Join LearnLux as Chief of Staff, driving alignment and operational efficiency for a financial wellbeing leader.
July 4
Experienced Technical Chief of Staff to oversee engineering operations, enhancing AI access and equity.
May 31
Work directly with the CEO to drive strategic growth initiatives for COVU, an AI insurance company.
February 27
Join Talent Hackers as a remote Chief of Staff / Marketing Ops Manager to enhance team support and operations.