Addepar
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 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 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 New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.
The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post‑sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption, retention, and renewal. Few roles provide such a direct impact on the growth of the company.
Institutional Client Success Manager As an Institutional CSM, you will manage some of Addepar’s most complex and strategic institutional relationships, including pension funds, foundations, endowments, OCIOs, and asset managers. You will act as a strategic consultant to large‑scale asset owners and allocators, navigating complex portfolios with heavy alternative asset allocations, advising on leveraging Addepar for investment decision‑making, board‑level reporting, and operational efficiency. You will play a pivotal role in shaping Addepar’s institutional playbook and serve as the primary feedback loop to R&D to build the next generation of institutional‑grade solutions.
What You’ll Do
Cultivate long‑term relationships with your portfolio of assigned clients, connecting with key business executives, support teams, power users, and end‑users using the platform day in and day out.
Develop a deep understanding of each client’s goals, business requirements and industry challenges, and ensure account retention.
Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal, and ensure a seamless handover of knowledge and responsibilities where appropriate.
Develop success plans with clients, including mutually agreed‑upon objectives, timelines and metrics.
Consult on the creation of high‑stakes reporting deliverables, such as quarterly board packages and investment committee reviews.
Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software.
Knowledgeably discuss opportunities for Addepar services, solutions and standard methodologies to influence internal and external partners from pre‑sales to post‑sales engagement.
Assist in identifying new revenue opportunities for the Account Manager and participate in proposals to clients.
Serve as the “Institutional Voice” to Product and Engineering, translating complex requirements into roadmap features to enable future success in the Institutional segment.
Who You Are
5+ years in client‑facing, client‑success or strategy roles, preferably within the Institutional Asset Management space (OCIO, Endowment, Foundation, Pension or Family Office).
A minimum of a bachelor’s degree or equivalent professional experience.
CFA, CAIA or CIPM designation is a strong plus.
Proven record of translating business needs into technical utilization of product solutions; ideally worked with a technical product.
Strong analytical skills and rigor around structured frameworks, discipline and consistency in processes and operations.
Knowledge that allows you to engage and have credibility with R&D teams within Addepar and clients up to MD/C‑Suite level.
Familiarity with institutional performance reporting standards, attribution analysis and risk metrics.
Deep understanding of multi‑asset class portfolio construction, especially alternative investments (private equity, venture capital, real estate) and associated data challenges.
History of success as a consultant, strategist, pre‑sales, technical account manager or equivalent, driving organizational change and adoption efforts.
Experience building and maintaining strong relationships with senior executives, key influencers, decision‑makers and power users; executive presence and ability to navigate and persuade all levels of an organization.
Track record of leading large, sophisticated projects and/or programs, preferably at an institutional firm.
Experience handling difficult clients or situations and can demonstrate successful outcomes or resolutions.
Strong verbal and written communication skills, and strong time‑management and prioritization skills.
Must be collaborative and work effectively within a team environment and cross‑functionally across Addepar.
Ability to navigate data and people to find answers.
Independent, adaptable and able to thrive in a fast‑paced environment.
Must be 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.
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The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post‑sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption, retention, and renewal. Few roles provide such a direct impact on the growth of the company.
Institutional Client Success Manager As an Institutional CSM, you will manage some of Addepar’s most complex and strategic institutional relationships, including pension funds, foundations, endowments, OCIOs, and asset managers. You will act as a strategic consultant to large‑scale asset owners and allocators, navigating complex portfolios with heavy alternative asset allocations, advising on leveraging Addepar for investment decision‑making, board‑level reporting, and operational efficiency. You will play a pivotal role in shaping Addepar’s institutional playbook and serve as the primary feedback loop to R&D to build the next generation of institutional‑grade solutions.
What You’ll Do
Cultivate long‑term relationships with your portfolio of assigned clients, connecting with key business executives, support teams, power users, and end‑users using the platform day in and day out.
Develop a deep understanding of each client’s goals, business requirements and industry challenges, and ensure account retention.
Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal, and ensure a seamless handover of knowledge and responsibilities where appropriate.
Develop success plans with clients, including mutually agreed‑upon objectives, timelines and metrics.
Consult on the creation of high‑stakes reporting deliverables, such as quarterly board packages and investment committee reviews.
Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software.
Knowledgeably discuss opportunities for Addepar services, solutions and standard methodologies to influence internal and external partners from pre‑sales to post‑sales engagement.
Assist in identifying new revenue opportunities for the Account Manager and participate in proposals to clients.
Serve as the “Institutional Voice” to Product and Engineering, translating complex requirements into roadmap features to enable future success in the Institutional segment.
Who You Are
5+ years in client‑facing, client‑success or strategy roles, preferably within the Institutional Asset Management space (OCIO, Endowment, Foundation, Pension or Family Office).
A minimum of a bachelor’s degree or equivalent professional experience.
CFA, CAIA or CIPM designation is a strong plus.
Proven record of translating business needs into technical utilization of product solutions; ideally worked with a technical product.
Strong analytical skills and rigor around structured frameworks, discipline and consistency in processes and operations.
Knowledge that allows you to engage and have credibility with R&D teams within Addepar and clients up to MD/C‑Suite level.
Familiarity with institutional performance reporting standards, attribution analysis and risk metrics.
Deep understanding of multi‑asset class portfolio construction, especially alternative investments (private equity, venture capital, real estate) and associated data challenges.
History of success as a consultant, strategist, pre‑sales, technical account manager or equivalent, driving organizational change and adoption efforts.
Experience building and maintaining strong relationships with senior executives, key influencers, decision‑makers and power users; executive presence and ability to navigate and persuade all levels of an organization.
Track record of leading large, sophisticated projects and/or programs, preferably at an institutional firm.
Experience handling difficult clients or situations and can demonstrate successful outcomes or resolutions.
Strong verbal and written communication skills, and strong time‑management and prioritization skills.
Must be collaborative and work effectively within a team environment and cross‑functionally across Addepar.
Ability to navigate data and people to find answers.
Independent, adaptable and able to thrive in a fast‑paced environment.
Must be 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.
#J-18808-Ljbffr