
501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
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.
🔥 2 minutes ago
🇺🇸 United States – Remote
💵 $188k - $235k / year
⏰ Full Time
🟠 Senior
🛠️ Implementation Specialist
🦅 H1B Visa Sponsor
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501 - 1000 employees
Founded 2013
💸 Finance
💳 Fintech
☁️ SaaS
💰 $130M Corporate Round on 2021-11
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.
• Identify problems and opportunities with clients and domain experts • Build AI-powered agents and tools end-to-end, from prototyping and evaluation through production • Design and implement LLM integrations, including prompt engineering, function calling, structured outputs, and retrieval-augmented workflows • Define evaluation criteria and build test harnesses for AI systems • Work directly with clients to understand workflows, validate AI behavior, and iterate toward production quality • Partner with core engineering teams to generalize client-specific work into product features • Contribute to shared AI infrastructure, including agent frameworks, tool integrations, and deployment pipelines • Monitor and maintain production AI systems for reliability, cost, and performance • Work outside standard business hours occasionally to accommodate client time zones • Travel up to 15% to client sites, including occasional overnight and multi-day engagements
• 3+ years of professional software engineering experience • Professional experience with Python • Experience with LLM APIs (Claude, GPT, or similar), including function calling and structured outputs • Comfort with SQL for data exploration and building data-grounded AI workflows • Experience with AI-assisted development tools (Claude Code, Codex, or similar) • Experience building something from zero to one • Ability to ship quickly, learn from feedback, and iterate • Ability to see projects through from prototype to production and care about the client experience • BS/MS in Computer Science, Mathematics, or another quantitative field, or equivalent experience • Nice to have: experience building agentic systems • Nice to have: experience with additional backend languages, especially Java • Nice to have: familiarity with financial data • Nice to have: exposure to AWS and container-based deployments • Nice to have: experience with AI evaluation frameworks or methodologies
• Bonus • Equity • Benefits • Reasonable accommodation for individuals with disabilities • Up to 15% travel to client sites, including occasional overnight and multi-day engagements • Remote work arrangement
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