Lead, Enterprise Solutions Consultant
Addepar
About this role
This role is a manager and player/coach for Enterprise Solutions Consultants at Addepar, combining team leadership with hands-on solution architecture. It focuses on developing the practice, aligning objectives and metrics, and collaborating across sales, product, data, and client teams to deliver enterprise solutions.
Skills
About Addepar
addepar.comAddepar is an investment portfolio management platform that aggregates complex, multi-custodial and alternative-asset data to give advisors, family offices, and institutions a consolidated view of holdings and performance. It provides normalization, analytics, customizable dashboards, and investor-ready reporting to simplify portfolio oversight and client communication. The platform also offers APIs and integrations, scenario modeling, and tools designed to improve data accuracy and decision-making at scale.
Recent company news
WealthBriefingWealth Management Ferment Is Music To Addepar's Ears
Dec 16, 2025
ThinkAdvisorAddepar Deploys New AI in Platform
1 week ago
Family Wealth ReportAddepar Makes Senior Hires
Nov 24, 2025
Pulse 2.0Addepar: Wealth Management Technology Platform Launches Addison AI For Natural Language Portfolio Analysis
1 week ago
TradingViewAddepar Unveils Addison, a Native AI Experience Built to Deliver Actionable Intelligence Across Investment Workflows
1 week ago
About Addepar
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Addepar.
Salary
$118k – $148k
per year
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