Job Description

Chief of Staff - R&D at Addepar

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. The platform aggregates portfolio, market and client data for trillions in assets and integrates with more than 100 software, data and services partners. Addepar embraces a global flexible workforce with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai.

The Role

Were looking for a Chief of Staff to the CTO a strategic operator, trusted thought partner, and execution-focused leader who will amplify the CTOs impact across the company. This is a highly visible role for someone who thrives at the intersection of technology, business, and execution. Youll work closely with the CTO to drive forward strategic initiatives, shape high-stakes communication, and ensure the right priorities are moving with momentum. This role suits someone who combines sharp strategic thinking, technical fluency, and operational follow-throughand who is energized by working alongside a senior executive in a fast-paced, high-leverage environment.

Pay

Addepar takes a market-based approach to pay. The current range for this role is $143,000 - $224,000 (base salary) + bonus + equity + benefits. Salary ranges are location-dependent and may vary. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

What Youll Do

• Act as a Strategic Partner to the CTO : Work closely with the CTO to prioritize focus, synthesize input across stakeholders, and accelerate decision-making. Serve as a high-trust advisor, helping the CTO stay ahead of key conversations, risks, and opportunities.
• Drive Forward Critical Initiatives : Lead or incubate high-impact projects that span functions, lack a clear owner, or are in early stages of development. Ensure progress, accountability, and clarity across efforts where the CTO is a key stakeholder or sponsor.
• Connect Technical Strategy to Execution : Work across R&D, product, data, design, and go-to-market teams to ensure that key technical priorities are advancing in alignment with business goals. Track follow-ups, unblock dependencies, and surface issues early.
• Craft Executive-Ready Communication : Collaborate on strategy documents, board materials, and internal updates that clearly communicate technical direction, platform strategy, and organizational priorities. Help prepare for and follow up on key meetings with executives, clients, partners, and the board.
• Structure Ambiguity into Action : Translate abstract ideas into structured workstreams, with clear owners and timelines. Identify gaps, risks, or fragmentationand work to bring clarity and cohesion.

Who You Are

• A strategic operator with 10+ years of experience across fintech, SaaS, product strategy, technical program management, or executive advisory roles.
• Comfortable navigating both technical concepts (e.g., system architecture, platform design) and business priorities (e.g., product roadmap, client value, org design).
• A crisp communicator who can write and speak with clarity, precision, and impact.
• Experienced in working with senior executivesable to balance discretion, influence, and independence.
• Adept at bringing structure to complexity, driving progress without authority, and operating at multiple levels of detail.
• Familiar with the landscape of wealth, asset, or investment management, or excited to ramp quickly in the fintech domain.

Preferred Requirements

• Prior experience in a Chief of Staff, Strategic Programs, or BizOps role supporting a C-level executive.
• MBA or equivalent strategic/business training.
• Experience in high-growth, product- or platform-led organizations with technical depth and client complexity.

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.

EEO statement: Addepar is an equal opportunity employer and strives to foster an inclusive environment. We provide reasonable accommodations for applicants with disabilities; contact [email protected] to request accommodation.

Phishing Scam Warning : Addepar is aware of phishing scams; no job offers will be made without a formal interview process. Do not share personal information or make payments to onboarding providers. For questions, contact [email protected].

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