Job Description
What You’ll Do:
- Develop a deep understanding of the Addepar platform
- Provide client support to senior members of the team
- Provide continuing education and insights to clients
Who You Are:
- 3+ years of experience in a RIA, Single Family Office, or Multi Family Office
- Strong analytical skills and a consistent framework
- Ability to establish relationships with key influencers
About Addepar
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.