Technical Success Engineer - Addepar

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.

The Role

This is not a behind-the-scenes support role—it is a highly visible, client-facing mandate designed for creative problem solvers. The Technical Success team provides premium services that enable business-as-usual (BAU) clients (RIAs, MFOs, Enterprises, SFOs, and Institutions) to expand value and accelerate growth after initial implementation. Technical Success Engineers are responsible for delivering high-value outcomes that align with client expectations, ensuring firms are using Addepar’s most up-to-date best practices and gold standard operating models.

In partnership with Client Success Managers, Account Executives, Support Analysts, and Product Managers, the Technical Success Engineer helps optimize clients’ overall experience and identify areas for R&D investment that lessen reliance on premium services. They are focused on identifying how Addepar can unlock significant value for clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets.

Technical Success Engineers have a deep understanding of both finance and technology, take ownership of our client's success and thrive when tasked with designing creative, out-of-the-box workflows for complex financial workflows. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Demonstrate technical and industry expertise to advise and consult directly with clients as you architect & implement scalable, best-practice solutions for existing Addepar environments
• Own and deliver high-value client outcomes aligned with client expectations, often requiring you to creatively navigate roadblocks and technical limitations.
• Proactively handle expectations and communication both internally and externally
• Ensure retention of clients driven by high client satisfaction and reference-ability
• Establish and drive progress throughout the life of a project to ensure client success