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 and São Paulo.
The Role
The Executive Assistant to the Chief Revenue Officer (CRO) provides high-impact, strategic administrative support at a late-stage, pre-IPO company. As the CRO’s primary partner, you will play a critical role in managing executive priorities, coordinating complex client-facing schedules, and ensuring effective communication across a rapidly evolving global organisation.
This role requires a proactive professional who thrives in a fast-paced environment and can balance technical administrative excellence with a high degree of "client-first" emotional intelligence. You will serve as a trusted liaison between the CRO and internal teams, global clients, and external partners, acting as a force multiplier for the CRO’s leadership and impact.
You will maximise the effectiveness, leverage, and operating cadence of the CRO by managing priorities, orchestrating global stakeholder engagement, and ensuring flawless execution across internal and external commitments.
This is far more than a traditional Executive Assistant role. It is an opportunity to operate at the heart of a high-growth global revenue organisation spanning enterprise clients, board-level stakeholders, and cross-functional executive leadership.
You will combine exceptional organisation, sound judgment, commercial awareness, and calm execution under pressure.
What You’ll Own
Executive Leverage & Prioritisation
Global Stakeholder Management
Revenue Operating Rhythm
Executive Communications
Travel & Global Execution
Special Projects
Confidentiality & Judgment
Who You Are
Our Values
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 ta-operations@addepar.com.

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