Client Success Manager - Strategic

March 13

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Addepar

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Addepar is a comprehensive technology and data platform designed to streamline wealth management for investment professionals globally. It empowers firms with sophisticated tools to manage complex investment portfolios, offering features like data aggregation, portfolio trading, portfolio modeling, and fee tracking. With over $6 trillion in assets managed, Addepar serves a variety of financial services including wealth managers, family offices, private banks, and broker-dealers. It supports more than 45 markets worldwide and provides customizable reporting and integration solutions, facilitating better decision-making and client satisfaction.

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

☁️ SaaS

💰 $130M Corporate Round on 2021-11

📋 Description

• Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune. • The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, CSM will ensure clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company! • You will become a trusted advisor to these clients, deeply understanding their business and their needs, and help them improve the value they get from Addepar. This role involves working closely with colleagues to identify and reveal opportunities. CSM will also cultivate cross-functional relationships in Product & Engineering and Services teams, to drive standard methodologies and utilization of the platform. You will be the client’s internal advocate! You will help to ensure an excellent experience, and gather feedback to aid Addepar in building the next generation of solutions.

🎯 Requirements

• A minimum of 7 years experience in a Registered Investment Advisor (RIA) or Single Family Office oriented business or environment, preferably, in a client-facing role for financial products or services for ultra-high net worth clients (UHNW) clients • Strong analytical skills and a consistent framework or process approach to problem-solving • You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients • Strong time management and prioritization skills, as well as verbal and written communication skills • Experience building and improving client engagement strategies with a track record of success as proven by improved client health, reference-ability, and platform adoption • You have handled difficult customers or situations and can demonstrate resolutions • Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization • Ability to navigate data and people to find answers • Independent, adaptable, and can thrive in a fast-paced environment • You are open to traveling as needed

🏖️ Benefits

• Bonus • Equity • Benefits