AddeGrad Program (2027) - Client Solutions Analyst

addepar1; Salt Lake City (UT); On-site; USD 61,000 - 75,000; Full time

Benefits offered by this job

Cool swag

Job summary

Addepar seeks a Client Solutions Analyst to join our Services Team in Salt Lake City. You will design and implement Addepar for new clients, helping model and examine financial instruments and assets to unlock value for clients.

This 18-month post-graduate program provides onboarding and exposure to Go-To-Market and R&D teams, with potential career growth into Client Success or other areas after completion.

Qualifications

• Client Solutions Analysts design and implement Addepar for new clients, advising on modeling financial instruments and assets.
• Strong understanding of finance and technology, ownership of client success, self-reliance and collaboration.
• Ability to lead design and oversight for onboarding new clients and ensure compatibility within the Addepar ecosystem.
• Engagement in a post-graduate 18-month program with exposure to Go-To-Market and R&D teams and direct client exposure.

Responsibilities

• Provide hands-on support to identify, respond to, and resolve client issues and questions.
• Work with complex data sets to identify and resolve problems and optimize client deployments.

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, Singapore and São Paulo.

The Program

Being a part of the AddeGrad Program, you will be working on meaningful projects that you can feel proud of while building your career for future advancement. In addition to having a supportive manager and collaborative teams, we provide an in-depth onboarding and enablement program to get you acclimated and ready for each path of your career growth journey in the program. A strong corporate culture and cool swag are also included!

This 18-month step program will provide exposure to key functions of the Client Services team and in-depth knowledge of the Addepar platform - integral to unlocking further career growth and development within the company. You'll have the ability to partner with key stakeholders across our Go-To-Market and R&D teams. Upon completion of the program, you'll be prepared to continue growing your career in other parts of the business, such as Client Success, or continue within Client Services. The start date for the program will be July 2027, and based from our SLC office.

Onboarding dates are currently set for the summer season, but please consult with your recruiter. Seeking US candidates only. Specific to US candidates, this program is being hosted out of our Salt Lake City location.

The Role

We are currently seeking a Client Solutions Analyst to join our Services Team! Client Solutions Analysts are responsible for designing and implementing Addepar for new clients. They are passionate about identifying how Addepar can unlock significant value for clients' businesses and regularly call upon their analytical and consulting skills in order to advise clients on how to model and examine their financial instruments and assets. Client Solutions Analysts have a deep understanding of both finance and technology and take ownership of clients' success.

Our ideal candidate has a strong desire to provide an outstanding client experience directly in investment management or in software deployments of a related domain; they are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must have a deep understanding of our target markets (or a hunger and willingness to learn). Ideal candidates are passionate about understanding our client's needs and taking a hands‑on approach to solving problems.

In this role, you will lead the design and oversight for new clients onboarding to the Addepar platform, ensuring that we're developing the best solutions to fit their unique and complex requirements. Additionally, you will be responsible for ensuring that the solutions we develop for our clients are compatible with the other products and services within the Addepar ecosystem as our offering continues to expand.

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 starting salary for this role is $68,000 (base salary) + 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.

Wha t You'll Do

You'll be joining a post-graduate cohort, growing and developing your career in an 18-month program with direct exposure and access to our most valuable asset - our clients.

You will begin your journey on the Client Support team where you'll gain in-depth product knowledge as you become an Addepar platform expert working to:

• Provide hands‑on support to identify, respond to, and resolve issues and questions raised by Addepar's clients
• Work in complex data sets to identify and resol