
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
💵 $158k - $248k / year
⏰ Full Time
🔴 Lead
🛠️ 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.
• Set the technical direction for AI engineering across the team, including agent architecture patterns, evaluation methodology, deployment, and monitoring strategies • Design the AI platform layer, including shared agent frameworks, tool integrations, and evaluation infrastructure • Work directly with clients on complex engagements to identify problem domains and design AI capabilities for previously unautomated workflows • Make high-judgment decisions on AI production readiness, balancing speed and reliability • Drive the handoff from prototype to product with core engineering teams • Lead production quality for AI systems by designing observability, establishing SLOs, and building operational practices • Mentor and grow AI and full stack engineers • Shape product direction by translating client engagement insights into roadmap priorities
• 6+ years of professional software engineering experience • Professional experience with Python • Deep experience building and operating AI/LLM-powered systems in production, including agent architectures, multi-model orchestration, and evaluation at scale • Track record of designing technical systems that other engineers build on • Experience with AI-assisted development tools such as Claude Code, Codex, or similar • Repeated experience taking products or capabilities from zero to one • Experience working directly with customers or external stakeholders to scope and deliver technical work • Strong judgment in ambiguous, high-stakes environments • Ability to lead technical direction without formal authority • Excellent communication skills • BS/MS in Computer Science, Mathematics, or another quantitative field, or equivalent experience • Nice to have: experience designing multi-service AI platform architectures • Nice to have: experience with additional backend languages, especially Java • Nice to have: financial services domain knowledge • Nice to have: production observability and SaaS operational excellence at scale • Nice to have: developer experience or internal platform work
• Base salary plus bonus and equity • Benefits • Reasonable accommodation for individuals with disabilities • Equal opportunity and inclusive workplace
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