Job Description
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 and São Paulo.
The Role
The Executive Assistant to the Chief Client Officer (CCO) provides high-impact, strategic administrative support at a late-stage, pre-IPO company. As the CCO’s primary partner, you will play a critical role in managing executive priorities, coordinating complex client-facing schedules, and ensuring effective communication across a rapidly evolving global organization.
This role requires a proactive professional who thrives in a fast-paced environment and can balance technical administrative excellence with a high degree of "client-first" emotional intelligence. You will serve as a trusted liaison between the CCO and internal teams, global clients, and external partners, acting as a force multiplier for the CCO’s leadership and impact.
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 $80,000 - $132,000 + 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
● Strategic Calendar & Travel Management: Provide comprehensive support, including complex internal/external calendaring across international time zones. Coordinate domestic and international travel (via tools like TripActions/Concur) with detailed itineraries and real-time adjustments.
● Client Relations & Liaison: Act as a strategic gatekeeper and primary liaison for the Executive Office. Contribute to the company’s reputation through professional, friendly, and respectful interactions with clients, board members, and investors.
● Meeting & Event Coordination: Plan and support executive-level meetings, leadership offsites, and client events. Attend select meetings to capture notes, identify follow-up items, and ensure deliverables are met.
● Cross-Functional Collaboration: Partner with the US-based leadership team and administrative community to improve communication, streamline processes, and drive office culture.
● Communications & Materials: Draft and prepare executive communications, presentations, and briefing documents. Use Google Slides/PowerPoint to refine and integrate existing presentations for client or board meetings.
● Project Management: Support high-priority initiatives by tracking action items, managing special projects, and ensuring alignment across the client-facing organization.
● Discretion & Efficiency: Handle highly sensitive, confidential information with absolute professionalism. Proactively identify solutions to challenges before they escalate.
Who You Are
● Experienced: 6+ years of experience supporting C-suite leaders, preferably in a high-growth, late-stage startup, finance, or client-facing environment.
● Adaptable: Proven ability to operate effectively in fast-paced, ambiguous, and constantly changing environments with a calm, solutions-oriented approach.
● Communication Pro: Exceptional written and verbal communication skills; adept at working with various personality types and leadership styles.
● Organized & Detail-Oriented: Meticulous attention to detail with the ability to prioritize multiple assignments and change direction quickly.
● Tech-Savvy: Advanced proficiency with Google Workspace (Docs, Sheets, Slides), Slack, Zoom, and ideally Salesforce or similar CRM tools.
● Strategically Minded: Demonstrated sound judgment and executive presence, with the ability to influence and "push back" thoughtfully when necessary.
● Collaborative: A team player who enjoys building community and working across international time zones to support a global mission.
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.