Platform Engineer; Addepar

About Us

AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth manager, facilitating investment solutions and legacy planning for high net worth. The firm manages $77 billion in assets across 400 professionals worldwide.

The Platform Engineer (VP) will design, develop, and enhance our core portfolio reporting and wealth‑management systems, focusing on Addepar integration into the advisor and client experience ecosystem. The role combines technical expertise with business insight to deliver user‑centric solutions for advisors and UHNW clients.

• Design, develop, and optimize Addepar configurations, data models, and platform workflows to support portfolio reporting, billing, and alternative‑investment transparency.
• Automate and simplify operational processes across wealth platforms.
• Lead and contribute to projects improving the advisor and client experience, including intuitive reporting, dashboards, and digital touchpoints.
• Collaborate with business stakeholders to gather requirements and translate them into scalable, maintainable designs.
• Ensure data quality, security, and consistency across platforms, especially during post‑M&A onboarding.
• Partner with data and reporting teams to resolve data‑operations issues such as UVF errors, FX validation, offline transactions, and benchmark setup.
• Serve as SME in wealth‑management data flows, product capabilities, and advisor/client experience use cases.
• Serve as platform engineer for all U.S.‑based M&A systems and data integrations.

• Minimum 6 years of experience in wealth‑management technology focused on platform engineering, solution design, or systems integration.
• Hands‑on experience with Addepar configuration and engineering, including architecture, data feed setup, reporting schema, and integrations.
• Experience implementing advisor and client‑facing platform solutions and optimizing end‑user experience.
• Strong understanding of portfolio data, asset classes (including alternatives), and billing/reporting methodologies.
• Ability to manage ambiguity and break down complex problems into actionable steps.
• Familiarity with client portals, CRM systems (Salesforce preferred), and financial/estate‑planning platforms.
• Cross‑functional collaboration skills with business, operations, and engineering teams.
• Experience in wealth‑management financial services or asset management required; strongly preferred.
• Post‑M&A technology integration experience considered a bonus.
• Exposure to agile or hybrid project delivery models required.
• Strong problem‑solving, documentation, and project execution skills.
• Data‑engineering or data‑analysis experience desirable.

Salary: $155,000 – $180,000 per year, plus discretionary bonus and a comprehensive benefits package.

Wilmington, DE (hybrid) – United States.

Global Technology Solutions.

Permanent, full time, hybrid remote working model.

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.

Email: ste
Phone: 212‑396‑5900