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
As the Head of Solution Specialists, you will lead a high-performing team of Solution Sales and Adoption Specialists across our core solution sets, including Alternatives Data (ADM), Addepar Data Exchange (ADX), Navigator, Private Fund Benchmarks (PFB) and Trading. You will be responsible for the overarching strategy that connects initial sales growth with long-term product adoption and client retention.
This leadership role sits at the intersection of sales and customer success, requiring a leader who can scale a team of experts to act as trusted advisors for single-family offices, RIAs, and large financial institutions across all Addepar Solution sets.
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 $185,000 - $289,000 + 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
Team Leadership & Strategy: Hire, mentor, and lead a diverse team of solution-specific specialists. Develop and execute a unified strategy to acquire new customers and expand existing relationships.
Sales Execution: Partner with GTM sales leaders to identify opportunities and ensure the team carries and meets quotas for specialized solutions. Refine the sales cycle by ensuring prospects align with our Ideal Client Profile (ICP) and receive unified messaging from the start.
Adoption & Retention: Oversee initiatives to increase product usage, develop technical solutions for clients, and drive results in client transactions and revenues.
Cross-Functional Alignment: Collaborate with Marketing, Sales, and Product teams to align go-to-market strategies with business objectives and inform product roadmaps based on client feedback.
Operational Excellence: Manage and forecast sales activity using Salesforce. Educate GTM teams on successful use cases, market trends, and upcoming product functionality.
Thought Leadership: Build strategic relationships with key stakeholders and influence industry trends by articulating compelling value propositions for complex financial data solutions.
Who You Are
Experienced Leader: 10+ years of applicable experience in financial services or the fintech industry, with a proven track record of leading sales or specialist teams.
Subject Matter Expert: Deep understanding of Alternatives, financial data lakehouses, and portfolio management concepts.
Strategically Minded: Ability to take an entrepreneurial, data-based approach to solving complex problems and identifying market opportunities.
Exceptional Communicator: Demonstrated ability to present to and influence key stakeholders, both internally (Product, Engineering, Sales) and externally.
Client-Centric: A genuine interest in delivering results for customers and a passion for the intersection of technology and finance.
Highly Qualified: Bachelor’s degree or equivalent required.
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.