The Workday Financials Architect will lead the design and optimization of Workday Financials, manage requirements gathering, and oversee project delivery within an Agile framework.

Provide comprehensive administration and client service for high-net-worth families and family offices, managing accounts, trust and fiduciary matters, client communications, customized reporting and analyses, meeting coordination, cash processing oversight, and collaboration with portfolio managers and outside advisors to resolve inquiries and support complex multi-entity client relationships.

The Operations Analyst will manage processes within Addepar, onboard clients, generate reports, analyze investment data, and troubleshoot operational issues.