Full-Time

Regional Manager

People Operations

Posted on 11/15/2024

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

Data & Analytics
Fintech
Financial Services

Compensation Overview

$106k - $133kAnnually

+ Bonus + Equity

Senior

Remote in USA

Category
Human Resources
People & HR
Required Skills
Data Analysis
Requirements
  • 6+ years in People Operations or HR roles, with at least 3 years of people management. Experience at a global organization is preferred.
  • Deep expertise in managing employment compliance (e.g., I-9, EEO-1, SOC2 audits), ensuring adherence to regional labor laws.
  • Strong ability to think strategically and implement solutions that improve operational efficiencies in a growing, fast-paced organization.
  • Proficient with HRIS systems (e.g., Workday) and skilled in using data and analytics to drive decisions and optimize operations.
  • Ability to thrive in a high-growth, fast-paced environment and approach challenges with curiosity and a solutions-oriented mindset.
  • Possess a keen eye for detail, ensuring accuracy in documents and processes.
  • Excellent organizational and project management skills, with the ability to manage multiple priorities simultaneously.
Responsibilities
  • Lead the People Operations function for the Americas region, managing processes and practices and focusing on scalability in a growing organization.
  • Oversee all aspects of the employee lifecycle, including onboarding, offboarding, data management, travel, benefits, and retirement administration.
  • Work cross-functionally with teams such as Legal, Talent Acquisition, Compensation, Finance, and People Partners to deliver effective and compliant People solutions.
  • Utilize data and analytics to identify trends, address operational gaps, and create streamlined solutions that enhance overall effectiveness.
  • Continuously seek ways to enhance the efficiency and effectiveness of people-related systems and processes, including Workday HRIS, to ensure they support Addepeeps in doing their best work.
  • Drive process optimization across People Operations to improve speed, accuracy, and scalability. Ensure that workflows and SOPs are well-defined and documented.
  • Manage our People ticketing system and direct the team in responding to and resolving employee inquiries and issues.
  • Lead the regular review and updates of employee handbooks and policies, keeping them current with local laws and best practices.
  • Manage the distribution of employment law posters and required notices to ensure legal compliance.
  • Oversee, deliver, and track completion of compliance training (e.g., harassment prevention, GDPR) as required.
  • Serve as a subject matter expert for compliance-related issues such as I-9s, employment practices, and more.
  • Coordinate and complete governmental and audit compliance reporting, including EEO1, SOC 2, and client requests.
  • Oversee contingent workforce management and ensure all relevant compliance requirements are met.
  • Manage regional immigration and visa compliance, ensuring seamless global employee transfers and legal compliance.
  • Partner with global People Operations teams to ensure consistency and balance of People policies, practices, and processes across regions, while accommodating local nuances.
  • Support the global expansion of Addepar by ensuring that processes, systems, and compliance are effectively managed as the company grows into new geographies within the Americas region.
  • Drive the execution of initiatives that balance short-term needs with long-term growth, ensuring People operations scale efficiently as the organization expands.
  • Lead, mentor, and develop a local high-performing People Operations team, setting clear goals and ensuring alignment with Addepar’s global People strategy.
  • Foster a collaborative, growth-oriented environment that empowers your team to deliver operational excellence and continuous improvement.
  • Encourage open communication and provide regular feedback, coaching team members to develop their skills and advance their careers.

Addepar provides investment management software designed for financial professionals, including asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of 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, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a user base in the hundreds of thousands, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Company Stage

N/A

Total Funding

$625.3M

Headquarters

Mountain View, California

Founded

2009

Growth & Insights
Headcount

6 month growth

10%

1 year growth

15%

2 year growth

32%
Simplify Jobs

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.

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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