Head of Client Success Core & Strategic

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 Addepars platform aggregates portfolio market and client data for over $8 trillion in assets. Addepars 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 andSão Paulo.

The Role

Addepar is seeking a strategic leader to spearhead our Core and Strategic clients. This is a high-visibility leadership position responsible for the post-sales health of our most vital clients. You will oversee a multi-tiered organization managing the leaders who drive success for Registered Investment Advisors (RIAs) and Family Offices.

Few roles have such a direct impact on Addepars growth. You will be the architect of a trusted advisor culture ensuring our clients drive measurable ROI from the platform. By partnering with Sales Product and Engineering you will help shape the next generation of wealth management technology while ensuring an excellent experience for our clients.

Addepar takes a market-based approach to pay. A successful candidates starting pay will be determined based on the role job-related skills experience qualifications work location and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado California and New York.

The current range for this role is $177000 - $276000 bonus equity benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally these ranges reflect the base salary only and do not include bonus equity or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example employment-based visas such as H-1B F-1/OPT or similar) and must be authorized to begin work in the U.S. on their first day of employment.

What Youll Do

• Lead Leaders - Direct and develop a multi-layer Client Success organization including managers of managers. You will own leadership development succession planning capacity planning and hiring.
• Drive Retention & Growth - Own adoption retention renewal and net revenue retention (NRR) outcomes across Core and Strategic clients partnering with Sales and Services to drive long-term client growth and optimization.
• SaaS & Lifecycle Leadership - Provide strategic oversight across the full client lifecyclefrom implementation through renewalpartnering cross-functionally with Sales Product Engineering Services and Support.
• AI-Forward Operating Model - Leverage data and AI-enabled tools to improve team efficiency surface insights and proactively identify client risks and growth opportunities.
• Architect Success at Scale -Drive consistent success planning and clear KPIs. You will ensure your organization is proactively consulting on best practices to maximize platform utilization.
• Executive Stewardship & Client Voice -Act as the primary escalation point for complex issues and lead high-stakes executive-level conversations including QBRs and strategic renewals.

Who You Are

• Experienced Leader - 12 years in client-facing roles (CSM Account Management or Consulting) with experience managing other people managers.
• FinTech/SaaS Fluent -You have experience working with complex or technical products. Background in Wealth Management Financial Services or FinTech is a significant advantage.
• Strategic & Resilient -You are comfortable operating in a high-growth evolving environment and have a proven ability to lead teams through change and ambiguity.
• Executive Presence -You are a strong communicator with the sound judgment required to sit across from C-suite executives at major financial institutions.
• Mission-Driven -You use your expertise to consult on best practices and refuse to give up until our clients succeed.
• Willingness to Travel - You are ready to meet clients where they are to build stronger partnerships (as needed).

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 .