Who We Are

Addepar’s mission is to bring data, technology and people together to help investors make more informed and timely investment decisions. Our wealth management platform is transforming the fintech industry by providing data aggregation, analytics and reporting for even the most complex investment portfolios. Here, your voice matters. We believe that portfolio, market and client insights can make a significant and sustainable impact, one person and one community at a time. Working at the intersection of groundbreaking technology and limitless financial services industry growth, we are optimizing how capital is put to work.

The Role

We are seeking a Principal Business Partner to join our people team!  In this critical role, you will be a trusted resource and the go-to partner for employees, managers, and leaders to support and align the business’s vision, mission, and overall objectives with our talent strategies. You will need to quickly understand Addepar's business strategy to ensure you are providing dynamic solutions using data analyses and organizational agility to guide their decision-making. If you are someone who thrives in a fast-paced team environment and you have the skills to help us scale, then this is a great role for you!

What You’ll Do

  • Be a thought leader and the point of contact for strategic consultation with the business. You will be accountable for leading programs at scale, from needs identification to implementation, considering the unique needs of our internal clients, and in close partnership with our Talent Programs, People Operations, Talent Acquisition and Workplace teams. 
  • Be responsible for helping to strengthen the effectiveness of our people leaders by providing coaching, counsel, and guidance to leaders to further develop their leadership capability, impact, and influence. 
  • You will need to have proven leadership and consulting experience on matters such as  , organizational development, employee coaching and development, as well as performance and talent management, organizational realignment, talent acquisition, retention and reward strategies, and People team program implementation and execution with internal clients.
  • Create a metrics-driven approach to solutions and leverage analytics and insights to create compelling narratives for change and to gain sponsorship to drive informed decision-making. 
  • Incorporate complex situations into a digestible, actionable format for business leaders and their teams.
  • Establish yourself as a partner with the business on talent management and initiatives to support dynamic change, org evolution, and employee engagement.
  • Consult on organization design and structure, team development, and building a culture/employee experience that inspires and motivates employees.

Who You Are

  • 15+ years of experience in a progressive Business Partner role, with a broad depth of experience in management coaching, organizational design, compensation, employee relations, strategic workforce planning, training, and HR policy and compliance, change/transition management processes, and talent program implementation. 
  • An analytical and critical thinking mindset to determine root cause and synthesize issues and problem statements.
  • Demonstrated success in achieving buy-in from diverse constituencies.
  • Highly skilled in relationship building.
  • Ability to flourish and navigate in a rapidly changing organization and operate comfortably with ambiguity and complexity.
  • Previous experience supporting geographically dispersed organizations.
  • A high degree of flexibility and creativity, extremely organized and detail-oriented, and excellent interface, communication, and presentation skills.
  • Bachelor's degree in Business, HR, or other related discipline; MA/MS/MBA preferred.

About Addepar

Addepar was founded in 2009 by Palantir co-founder Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $3 trillion of assets on the company's platform. Addepar was named a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City,  Salt Lake City and Edinburgh, Scotland.

At Addepar, we are driven by our core values:

  • Take Action - We believe in empowering each other to make decisions that elevate our colleagues and our communities.
  • Build Together - We celebrate success by recognizing the value of collaborating with each other, our clients and partners.
  • Best Ideas Win - We welcome new ideas that inspire change.
  • Demand Transparency - We encourage open discussion and information-sharing to strengthen communication across organizations.
  • Solve Problems that Matter - We put our community of clients and partners first by creating technology that meets their needs today

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.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

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