Chief of Staff - R&D jobs in United States
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Addepar · 4 hours ago

Chief of Staff - R&D

positionNew York, NY
timeFull-time
remoteOnsite
seniorityDirector/Executive
money$143K/yr - $224K/yr
date10+ years exp

Addepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The Chief of Staff will work closely with the CTO to drive strategic initiatives, facilitate communication, and ensure alignment between technical priorities and business goals.

Financial ServicesFinTechSaaSSoftware
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Comp. & BenefitsbadNo H1Bnote

Responsibilities

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 fragmentation—and work to bring clarity and cohesion

Qualification

Technical program managementExecutive communicationStrategic thinkingFintech experienceSaaS experienceCollaborationProblem solvingAdaptability

Required

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 executives—able 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

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

Benefits

Bonus
Equity
Benefits

Company

Addepar

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Addepar is a software and data platform for even the most complex investment portfolios.
dateFounded in 2009
location
Mountain View, California, USA
people-size1001-5000 employees
web-link
https://addepar.com

Funding

Current Stage
Late Stage
Total Funding
$761.36M
Key Investors
D1 Capital PartnersWestCapLaurence A. Tosi
2025-05-13Series G· $230M
2021-06-15Series F· $166.26M
2020-11-18Series E· $117M

Leadership Team

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Eric Poirier
CEO
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Bob Pisani
Chief Technology Officer
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Recent News

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Company data provided by crunchbase