TIG Advisors, LLC
Overview
The Platform Engineer (Addepar) will be responsible for the implementation (where applicable), design and enhancement of our core portfolio reporting and wealth management systems, with a focus on Addepar and its integration into the broader advisor and client experience ecosystem. This role requires strong technical capabilities, paired with business acumen to deliver user-centric solutions for advisors and UHNW clients. The ideal candidate has experience building and scaling wealth tech platforms, with a deep understanding of portfolio data structures, reporting workflows, and platform usability.
Responsibilities
Design, develop, and optimize Addepar configurations, data models, and platform workflows to support portfolio reporting, billing, and alternative investment transparency
Support automation and simplification of operational processes across wealth platforms
Lead and contribute to projects aimed at improving the advisor and client experience, including the design of intuitive reporting, dashboards, and digital touchpoints
Collaborate with business stakeholders to gather requirements and translate them into scalable, maintainable system designs
Ensure data quality, security, and consistency across platforms, especially in post-M&A onboarding scenarios
Partner with the data and reporting teams to build solutions for managing data operations issues e.g. UVF errors, FX validation, offline transactions, and benchmark setup
Serve as a subject matter expert in wealth management data flows, product capabilities, and advisor/client experience use cases
Serve as platform engineer for all US-based M&A systems and data integrations
Qualifications
Minimum 6 years of experience in wealth management technology, with a focus on platform engineering, solution design, or systems integration
Proven hands-on experience with Addepar configuration and engineering, including system-level 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 and estate planning platforms
Ability to work cross-functionally with business, operations, and engineering teams to deliver technology solutions that support the advisor workflow
Experience in wealth management financial services or asset management required, within wealth management strongly preferred
Experience supporting technology integration efforts post-M&A is a bonus
Exposure to agile or hybrid project delivery models is required
Strong problem-solving, documentation, and project execution skills
Experience with data engineering or data analysis desirable
Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.
Location Wilmington, DE, United States of America
Department Information Technology
Employment Type Permanent
Working Pattern Full time
Remote Working Hybrid
Contact Email:
stewart.mitchell@alti-global.com
Contact Number:
212-396-5900
Seniority level Mid-Senior level
Job function
Engineering and Information Technology
Industries
Investment Management
About the Company AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $77 billion in combined assets and has an expansive network of c.400 professionals across three continents.
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Responsibilities
Design, develop, and optimize Addepar configurations, data models, and platform workflows to support portfolio reporting, billing, and alternative investment transparency
Support automation and simplification of operational processes across wealth platforms
Lead and contribute to projects aimed at improving the advisor and client experience, including the design of intuitive reporting, dashboards, and digital touchpoints
Collaborate with business stakeholders to gather requirements and translate them into scalable, maintainable system designs
Ensure data quality, security, and consistency across platforms, especially in post-M&A onboarding scenarios
Partner with the data and reporting teams to build solutions for managing data operations issues e.g. UVF errors, FX validation, offline transactions, and benchmark setup
Serve as a subject matter expert in wealth management data flows, product capabilities, and advisor/client experience use cases
Serve as platform engineer for all US-based M&A systems and data integrations
Qualifications
Minimum 6 years of experience in wealth management technology, with a focus on platform engineering, solution design, or systems integration
Proven hands-on experience with Addepar configuration and engineering, including system-level 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 and estate planning platforms
Ability to work cross-functionally with business, operations, and engineering teams to deliver technology solutions that support the advisor workflow
Experience in wealth management financial services or asset management required, within wealth management strongly preferred
Experience supporting technology integration efforts post-M&A is a bonus
Exposure to agile or hybrid project delivery models is required
Strong problem-solving, documentation, and project execution skills
Experience with data engineering or data analysis desirable
Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.
Location Wilmington, DE, United States of America
Department Information Technology
Employment Type Permanent
Working Pattern Full time
Remote Working Hybrid
Contact Email:
stewart.mitchell@alti-global.com
Contact Number:
212-396-5900
Seniority level Mid-Senior level
Job function
Engineering and Information Technology
Industries
Investment Management
About the Company AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $77 billion in combined assets and has an expansive network of c.400 professionals across three continents.
#J-18808-Ljbffr