Addepar
Technical Success Engineer
$69K–$107K
Remote, USA +1 · Remote · Full-time · Posted Sep 30, 2026
- Location
- Remote, USA
Remote - United States - Education
- Bachelor’s degree or equivalent practical experience.
- Visa sponsorship
- Must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship, and authorized to begin work in the U.S. on the first day of employment.
About the job
Helps clients maximize Addepar’s value by implementing scalable platform solutions, advising on complex financial workflows, and improving processes through collaboration and automation.
What you'll do
- Design and implement solutions in existing Addepar environments, delivering outcomes aligned with client goals.
- Advise clients, communicate project status and risks, and resolve technical issues while coordinating with internal teams.
- Improve processes and build repeatable tools, templates, scripts, and automations; share client insights with Product and R&D.
What they ask for
- Bachelor’s degree or equivalent practical experience.
- Professional experience in Project Management, Financial Services, Professional Services, or Consulting.
- Strong communication, organizational, and time-management skills.
- Understanding of historical data conversion methodologies and source systems, or related experience in professional services, client implementations, solution consulting, wealthtech, or Addepar platform exposure.
Nice to have
- Prior client-facing and financial services experience.
- Investment management software implementations; AI implementation, particularly Claude Cowork; Python; or data architecture, ETL, or reporting infrastructure.
Pay
$69,000—$107,000 USD (base salary)
Tools
Addepar, Claude Cowork, Python
AI focus
Nice-to-have experience using and implementing AI, specifically Claude Cowork, including building skills and artifacts.
Model-written summary · the original posting is authoritative