Client Associate
, Wealthscape, Seismic, and Addepar a plus Compensation Range: The anticipated base salary range for this role...
Lugar: Boston, MA | 09/07/2026 19:07:37 PM | Salario: S/. No Especificado | Empresa: Rockefeller Capital Management
Family Offices Services Manager
management and analytics tools (Addepar, Black Diamond, Orion, Masttro, or equivalents);ability to operate effectively without...
Lugar: Maryland | 09/07/2026 17:07:17 PM | Salario: S/. No Especificado | Empresa: FinStrat Management
Client Service Associate - Senior
improvement initiatives to enhance operational efficiency. Assist with maintaining Addepar platform for family wealth insights...
Lugar: Tewksbury, MA | 01/07/2026 00:07:27 AM | Salario: S/. $80200 - 105000 per year | Empresa: Baker Tilly
UMA Program/Advisory Project Management Sr Specialist
of Addepar, SQL, Thomson/BETA, Vestmark, and SmartSheets About Stifel: Stifel is more than 130 years old and still thinking...
Lugar: Saint Louis, MO | 29/06/2026 00:06:24 AM | Salario: S/. No Especificado | Empresa: Stifel
Sr. Sales Engineer
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...
Lugar: New York City, NY | 24/06/2026 20:06:20 PM | Salario: S/. $146000 - 182000 per year | Empresa: Addepar
Sr. Solutions Engineer- Institutions
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...
Lugar: New York City, NY | 23/06/2026 19:06:36 PM | Salario: S/. $146000 - 182000 per year | Empresa: Addepar
Sr. Account Executive - Institutions
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...
Lugar: New York City, NY | 20/06/2026 02:06:16 AM | Salario: S/. $128000 - 160000 per year | Empresa: Addepar
Manager, Marketing Operations
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...
Lugar: New York City, NY | 19/06/2026 23:06:51 PM | Salario: S/. $102000 - 160000 per year | Empresa: Addepar
Family Office Accountant
accounting workflows across QBO, Addepar, eMoney, and BILL, ensuring data accuracy and system alignment across all entities... in QBO, Addepar, BILL, and eMoney is strongly preferred. Solid understanding of trust, LLC, and partnership structures...
Lugar: Coral Gables, FL | 19/06/2026 19:06:15 PM | Salario: S/. No Especificado | Empresa: Suncap Technology
Ecosystem Marketing Manager
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...
Lugar: New York City, NY | 19/06/2026 00:06:12 AM | Salario: S/. $94000 - 148000 per year | Empresa: Addepar