Technical Success Engineer
Core
Technical Success Engineer who designs and implements scalable solutions for investment firms using Addepar's data and AI platform to maximize platform value and drive efficiency.
Role type
Senior IC Technical Success Engineer (Financial Services)
Builds
Scalable, best-practice solutions within Addepar environments for investment professionals
Domain
Financial Services / WealthTech / Investment Management
Required skills
Financial services domain expertise, Project management, Client implementation experience, Data conversion methodologies, Cross-functional collaboration, Process automation, Technical scripting, Stakeholder management
Preferred skills
Addepar platform exposure, Wealthtech experience, Solution consulting background
Technologies
Addepar platform, Data conversion tools, Scripting languages
Responsibilities
Design and implement scalable solutions within existing Addepar environments, Serve as a trusted advisor for complex client challenges, Proactively identify and resolve technical risks, Partner with Product and R&D to surface client insights, Develop repeatable methodologies and process improvements, Build tools and automations to eliminate manual work