Client Success Architect

Who We Are 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 The Success Architect is a strategic advisory role within the Technical Success team responsible for partnering with our mature and complex client base to optimize their Addepar instances for scale, efficiency, and future growth. This is a non-implementation role that focuses on diagnostic assessment, technical debt remediation planning, and architectural design—enabling clients to unlock new capabilities including Addison, agentic workflows, ADX, and other advanced platform elements. Success Architects work as the "Designer" within our success model, collaborating closely with Client Success Managers (Strategists) to understand business objectives and Success Engineers (Builders) to translate those objectives into scalable technical solutions. Rather than building configurations themselves, Success Architects assess current state, identify inefficiencies and tech debt, and create comprehensive remediation roadmaps that position clients for growth and innovation. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $110,000 - $137,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You'll Do Conduct diagnostic reviews and health assessments on Addepar instances for our most tenured clients, analyzing system architecture, data flows, report libraries, and configurations to identify technical debt, inefficiencies, and optimization opportunities Design scalable instance architectures that position clients to adopt advanced platform capabilities (Addison, agentic workflows, ADX, etc.) while eliminating unused or redundant elements Create remediation and optimization plans that address data quality issues, streamline report ecosystems, consolidate duplicate configurations, and improve overall instance efficiency and performance Collaborate within the success triad as the Designer role—partnering with Strategists (CSMs) to align technical plans with business strategy and with Builders (Success Engineers) to validate technical feasibility and implementation priorities Synthesize learnings and establish best practices across the client base, contributing thought leadership to the broader Technical Success team on what constitutes a "scalable instance" and how to guide clients toward platform maturity Provide market and technical feedback to Product and Engineering teams based on patterns observed across client instances, informing product strategy and roadmap prioritization Lead client workshops and strategy sessions to educate clients on platform capabilities, optimization strategies, and value realization opportunities specific to their environment Manage multiple concurrent engagements while maintaining deep focus and seeing each diagnostic and remediation plan through to successful adoption Who You Are Experience & Background 5+ years of professional experience in financial services, fintech, enterprise software, or technology consulting 2+ years of hands-on experience supporting or designing financial data platforms, portfolio management systems, or related investment technology Demonstrated experience conducting technical assessments, audits, or optimization reviews of complex software implementations Strong background in identifying and remediating technical debt, process inefficiencies, and data quality issues Technical Capabilities Understanding of data architecture, data modeling, and relational database concepts as they apply to portfolio and financial data Hands-on familiarity with SQL or scripting languages (Python preferred) to analyze data structures and query patterns Experience with financial modeling, alternative assets, and/or asset management concepts and mathematics Comfortable navigating complex Addepar instances and understanding multi-asset class configurations, FX handling, performance attribution, and related concepts Ability to read and interpret system logs, configuration exports, and technical documentation Experience with Microsoft Excel for financial modeling, data analysis, and scenario planning Analytical & Strategic Thinking Solution-oriented problem solver with ability to see interdependencies across complex systems and identify root causes Strong analytical capability—data-driven approach to identifying priorities and validating recommendations Ability to translate technical findings into clear business value and strategic recommendations Demonstrated ability to research, evaluate options, and design solutions for complex, ambiguous problems Collaboration & Communication Strong written and verbal communication skills; able to explain technical concepts to non-technical audiences Experience presenting to C-suite and executive stakeholders; comfortable in high-ambiguity, client-facing advisory situations Strong collaboration skills with ability to work effectively across product, engineering, sales, and service teams Self-starter with high degree of initiative; able to identify problems and drive solutions with minimal hand-holding Team player with strong work ethic, coachability, and commitment to shared success Personal Attributes Consultative mindset; genuine passion for understanding client needs and designing solutions that drive real value Intellectual curiosity and growth mindset; excited to deepen expertise across the Addepar platform and investment technology landscape Independent, adaptable, and able to thrive in fast-paced, evolving environment with complex projects and stakeholder dynamics Strong sense of ownership; you take accountability for client outcomes and team success Nice to Have Experience in solution architecture, implementation leadership, or enterprise consulting roles Background in financial planning & analysis, wealth management, or multi-asset class portfolio management Hands-on experience with Addepar platform (as user or team member) Familiarity with alternative asset management, reporting, and analytics Experience with reporting tools or business intelligence platforms (Tableau, Looker, etc.) "Minor" expertise in Addepar adjacent products (Navigator, ADM, etc.) What Success Looks Like Clients understand their current state, including technical debt and inefficiencies, through comprehensive diagnostic assessments Clear, prioritized, and achievable remediation roadmaps exist for each major client account, with executive alignment on value and sequencing Clients successfully adopt advanced platform capabilities (Addison, agentic workflows, ADX) because their instances have been optimized and prepared through Success Architect guidance The Technical Success team continuously improves its approach to client optimization based on patterns and learnings you identify and share Your recommendations have measurable impact on client platform efficiency, performance, and readiness for growth Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.