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Full-Time

Director – Global Workplace & Real Estate

Confirmed live in the last 24 hours

Addepar

Addepar

501-1,000 employees

Investment management software for financial professionals

Data & Analytics
Fintech
Financial Services

Expert

Edinburgh, UK

Category
Real Estate
Real Estate Property Management
Required Skills
Communications
Management
Requirements
  • Bachelor’s degree or equivalent with an emphasis in Institute of Workplace and Facilities Management.
  • 10+ years of proven experience in corporate workplace operations, property management & real estate, particularly showcased through the impact of the physical workplace on workplace culture.
  • Strong collaborative skills with a natural ability to build bridges by prioritising clear and open communication and an atmosphere in which information flows smoothly and timely through the organisation.
  • Ability to work in a matrix organisation collaborating with C-Suite and senior business leaders to influence decisions and achieve results, while breaking down company-level strategic plans into actionable goals at the team level.
  • Direct experience globally sourcing new offices and negotiating advantageous commercial leases.
  • Excellent communication and planning, with the ability to promote building services and events that are easily attended, while providing change management leadership for large initiatives.
Responsibilities
  • Own all facilities management operations, including maintenance, engineering, mail, conference services, vendor management and asset/transaction management, hospitality, and corporate security.
  • Establish and manage annual strategic facility and capital plan budgets that elevate property value, proactively identify cost savings and efficiencies, and contribute to a positive work environment.
  • Manage global 3rd party real estate support to service level agreements, employee food and beverage, workplace technology and key performance indicators, while consistently identifying service gaps and collaborating with local teams for effective resolution.
  • Manage Addepar’s physical security policies in partnership with the Information Security team; ensure compliance with employee health and safety policies in a growing number of jurisdictions.
  • Develop and implement strategy to achieve the highest building tenancy levels through programming that provides stellar in-office employee experiences aligned with local and global programs.
  • Establish and maintain critical relationships with cross functional collaborators, while serving as liaison and consultant to on-site senior leaders for facility and workplace requirements.

Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, allowing users to make informed investment decisions. It enables users to align portfolios with specific targets, model asset allocations, and test hypothetical performance across various scenarios, including managing illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model and includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Company Stage

Series F

Total Funding

$1.6B

Headquarters

Mountain View, California

Founded

2009

Growth & Insights
Headcount

6 month growth

3%

1 year growth

8%

2 year growth

27%
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Simplify's Take

What believers are saying

  • Addepar's strong Q1 2024 performance and continuous product updates indicate robust growth and innovation.
  • The appointment of Bob Pisani as CTO and the opening of a new office in Pune, India, highlight Addepar's commitment to global expansion and technological advancement.
  • Partnerships with firms like Corient and Baker Tilly demonstrate Addepar's ability to attract and retain high-profile clients, enhancing its market reputation.

What critics are saying

  • The financial technology sector is highly competitive, with constant pressure to innovate and differentiate from other players.
  • Managing and integrating new technologies and partnerships can pose operational challenges and potential disruptions.

What makes Addepar unique

  • Addepar's platform uniquely handles illiquid assets, providing a comprehensive view of portfolios that many competitors lack.
  • The company's focus on data-driven insights and billing transparency sets it apart in the financial technology sector.
  • Addepar's strategic partnerships and integrations, such as with Asset-Map and WealthHub, enhance its platform's functionality and client value.

Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance