Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role

We are seeking a creative, organized, and sales-focused Enablement Specialist with strong technical skills and a passion for world-class education. At Addepar, you will play a key role in ensuring the success of our newly hired team members while developing and implementing ongoing sales education and go-to-market strategies. Ideal candidates will have a background in Sales, Sales Enablement, Customer Education, or Instructional Design, with experience in crafting learning content and guided programs for onboarding, training, and sales acceleration. We are looking for a dedicated and organized individual who can deliver a comprehensive education experience, driving satisfaction for learners and contributing to the overall vision of our GTM Enablement team.

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 current range for this role is $66,000 - $99,000 (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.

What You’ll Do

Develop and collaborate on training content to equip Addepar GTM employees for success.
Deliver exceptional instructor-led courses and webinars, both virtually and in-person, for clients, prospects, partners, employees, and enthusiasts.
Scale customer education programs to enhance product adoption and usage across the Addepar community.
Work with Sales, Marketing, and Services teams to drive course attendance and content engagement.
Quickly integrate feedback to improve course content and experience.
Manage logistics to ensure an outstanding training experience.
Partner with Sales and Account Management, coordinating with Marketing, Services, and Support to build impactful onboarding and continuing education programs.
Design and implement high-value training content for Sales.
Review recorded calls from closed opportunities to ensure effective material is used and implement training to increase win rates.
Facilitate cross-team collaboration to establish a central content center for managing sales lifecycle content.
Ensure GTM content is accurate and relevant from a Sales perspective.
Develop and Manage Enablement Dashboard Metrics: Create and maintain a comprehensive dashboard to report on the impact and outcomes of enablement initiatives, providing valuable insights to drive strategic decisions and continuous improvement.
Collaborate on Tech Stack Strategy: Partner with the Head of Sales Enablement to develop and implement a comprehensive tech stack strategy, including content management systems, sales enablement platforms, and learning management systems, ensuring alignment with business goals and ease of use for the sales team.

Who You Are

Two years of experience using the Addepar platform, OR 3+ years in a software education services role, support, professional services, sales, marketing, or relationship management at financial services or SAAS Technology Company
Outstanding presentation skills.
Strong demonstrated knowledge of the Wealth Management industry.
Ability to tailor messaging about a product’s value proposition to varied audiences.
Capable of working across multiple organizations.
Outstanding logistical planning and organizational skills.
Experience managing projects from start to finish.
Excitement to continually learn and grow your knowledge
Recent experience with LMS tools such as Articulate 360, Workramp, Lessonly, or similar platforms preferred.
Experience in learning analytics and the ability to glean insights from enablement tools and create actionable, outcome-based learning solutions.
Experience with Revenue Intelligence platforms such as Gong or Chorus is a plus.
Experience with Data Analysis and Reporting: Proven ability to analyze data and generate actionable insights, with experience in creating and managing dashboards to track performance metrics.
Technical Savvy with Enablement Tools: Strong understanding of sales enablement tools and platforms, with experience in selecting, implementing, and managing a range of technologies, including content management and learning management systems.

Our Values

Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.

Addepar jobs

Enablement Specialist