
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
September 27

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
• Lead architect of the internal Identity & Access Management (IAM) function to increase the overall security posture of the organization. • Provide strategic direction on the overall maturity of the internal IAM program, including data quality, lifecycle management, governance, NHID monitoring, and IGA platform enhancements. • Assist with the Production Readiness process to address IAM related queries and ensure proper identity controls for new systems and applications. • Analyze and understand access requirements, internal process & systems flows, client expectations, and security policies to enforce a least privileged access model. • Design solutions (processes and/or technologies) to improve the overall security posture of Addepar. • Assist with the development and refinement of Information Security Policies & Standards. • Work closely with the Data Governance team to ensure appropriate access controls are in place. • Provide secondary operational support for IAM related administration tools.
• 8+ years of general Information Security experience with at least 5 years focused on Identity & Access Management. • Bachelor’s degree/equivalent or higher. Computer Science or Engineering related education preferred. • In-Depth Experience with Identity & Access Management tools. • Familiar with IT Governance and Compliance functions, including SOC2 and Data Governance. • Familiar with Security Operations Center(SOC) and Vulnerability management functions. • Skilled at developing process maps, and translating processes to technical / system requirements. • Attention to details and analytical skills. • Ability to build strong relationships and work collaboratively with internal and external partners. • Excellent verbal and written communication and organisational skills, along with the ability to deliver to time-sensitive guidelines. • Curious, always learning and deeply interested in Information Security. • Desired Technical Skills: IGA tools such as Sailpoint, Saviynt; Experience working with IAM related systems such as Identity Providers(IDP), Multi-Factor Authentication(MFA), Zero Trust Access(ZTA) and Privileged Access Management(PAM) platforms; Experience working with HRIS systems such as Workday, PeopleSoft; Basic understanding of SQL database querying and leveraging API’s; Hands-on experience with Amazon Web Services (AWS) or similar cloud platform and strong understanding of IAM related policies and configurations; Experience with Okta and Google Workspace environments.
• $137,000 - $214,000 base range listed (base only shown separately from bonus, equity, benefits) • bonus • equity • benefits • Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai • Remote - United States (remote work options) • Reasonable accommodation for individuals with disabilities to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment
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