Who We Are

Addepar’s purpose is to maximize the positive impact of the world’s capital. More than 700 of the world’s leading financial services firms trust Addepar to unlock the power and possibility of informed, data driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar’s purpose-built SaaS platform and associated Marketplace to deliver exceptional value to their clients in a modern, scalable and secure way. 

Our clients use Addepar to manage and advise on more than $3.5 trillion in assets, and we’ve been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds. 

We’re now expanding Addepar’s business around the globe, with clients in more than 25 countries. We’re constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together. 

Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City and Edinburgh, Scotland.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

Addepar is looking for a proven leader in financial services to build our RIA Channel Partnerships. As The Director of RIA Channel Partnerships, you would be responsible for acquiring new RIA channel partners and building executive-level relationships with new and existing partners. This leader will drive highly integrated solutions that enable a strong referral pipeline through existing and new RIA Aggregators.

This leader must facilitate the development of joint solutions and corresponding business plans to drive towards Addepar’s broader goal of creating a global application and services ecosystem. As part of the Partnerships leadership team, this individual will play an instrumental role in defining our GTM roadmap, priorities, and platform surface area. Qualifications include both deep industry relationships as well as a strategic approach as we enter new markets, including sectors and geographies. We are looking for someone who has a builder mentality and is seeking an opportunity to join us as we re-imagine the entire technology ecosystem serving wealth management, all with a genuine passion for client centricity. This role reports directly to the Head of Strategic Partnerships role at Addepar.

What You’ll Do

  • Establish and maintain connectivity with senior executives to enable timely innovation.
  • Negotiate agreements with partners.
  • Establish trusted relationships with senior executives to cement critical issue channels in long-term partnerships.
  • Build and lead a team to manage efforts to research and identify the best RIA Aggregator partners, and to establish mutually beneficial senior relationships.
  • Collaborate with R&D, CESM, Sales, Services, and Marketing teams to facilitate new product offerings within existing and new use cases.
  • Act as an Executive Sponsor for our most strategic partnerships.
  • Measure and report on contributions as well as opportunities to expand current partnerships, where we focus on what best serves our clients and enhances revenue opportunities for Addepar and our partners.
  • Design, develop and implement engagement plans with partner executives including the implementation and management of Key Performance Indicators.

Who You Are

  • Key to the position is strong leadership capabilities which include building, cultivating and maintaining a high-performance team, establishing team objectives, coaching for success, and managing joint-selling initiatives. This leader must have a successful track record of: collaborating with multiple cross-functional team members, including sales, marketing, R&D, Finance and Legal; interacting regularly with senior level leaders and C-level management to ensure GTM objectives are met. They must maintain a deep understanding of Addepar technology and be able to articulate Addepar’s propositions to the partner community.

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.

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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