Who We Are

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 $6 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 Role

The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client. Through strategic guidance and partnership, The Client Success Manager (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 adviser to these clients, deeply understanding their business and needs, and helping improve the value they receive 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 utilisation of the platform. You will be the client’s internal advocate! You will help to ensure an excellent experience and capture feedback to aid Addepar in building the next generation of solutions.

What You’ll Do

  • Develop a deep understanding of the Addepar platform and be able to apply it to client requirements, industry challenges, and goals.
  • Build success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimisation and cross-selling opportunities.
  • Provide continuing education and insights to clients relating to new feature releases, Addepar’s product roadmap, and reviewing product usage trends across clients in your pool
  • Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists and participate in presentations to clients, including but not limited to: new projects, additional Addepar products, or partner and integration solutions.
  • Be a vocal advocate for your clients internally, building strong working relationships with cross-functional teams to ensure long term client success

Who You Are

  • Several years experience in a financial industry role, such as Wealth Management, Capital Markets, FinTech, preferably in a client-facing role.
  • Experience building and improving client relationships with a track record of success as validated by improved client health, reference-ability and platform adoption.
  • Strong time management and analytical skills, with a consistent framework or process approach to problem solving and handling difficult client conversations
  • Ability to establish relationships with key influencers (internal and client); executive presence and the ability to optimally navigate and persuade all levels of an organisation.
  • Independent, adaptable, and can thrive in a fast-paced environment
  • You are open to travel

Our Values 

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.

Apply for this Job

* Required

resume chosen  
(File types: pdf, doc, docx, txt, rtf)
cover_letter chosen  
(File types: pdf, doc, docx, txt, rtf)


Enter the verification code sent to to confirm you are not a robot, then submit your application.

This application was flagged as potential bot traffic. To resubmit your application, turn off any VPNs, clear the browser's cache and cookies, or try another browser. If you still can't submit it, contact our support team through the help center.