United States · Remote OK
$69k–$107k/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Client Success Management, Strategic Planning, Account Management, Relationship Management, Financial Services
United States · Remote OK
$118k–$147k/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Talent Development, Program Management, Early Careers, University Partnerships, Workshop Facilitation
Poland · On-site
$310k–$372k/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Backend Software Engineering, Java, Linux, CI/CD, Kubernetes
New York, New York, United States · On-site
$214k–$335k/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Engineering Leadership, Cloud-native Systems, Scalable Architecture, Microservices, API Design
United States · Remote OK
$53k–$83k/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Scheduling, Communication, Greenhouse, Problem-solving, Attention to detail
New York, New York, United States · On-site
$199k–$249k/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Security Engineering, Infrastructure Security, Data Security, Cloud Security, Security Architecture
New York, New York, United States · On-site
$178k–$223k/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Product Management, Developer Tools, Platform Products, API Development, Product-led Growth
Warsaw, Masovian Voivodeship, Poland · On-site
$167k–$200k/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: People Operations, HRIS, Workday, Google Suite, Polish Labour Law
New York, New York, United States · On-site
$104k–$130k/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Macos, Windows, Google Workspace, Okta, Slack
pune, Maharashtra, India · On-site
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Java, Backend Development, Database Management, Cloud Computing, AWS
United States · Remote OK
$214k–$335k/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Engineering leadership, Cloud-native systems, Scalable architecture, Microservices, API design
City of Edinburgh, Scotland, United Kingdom · On-site
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Engineering Management, Cloud Infrastructure, Terraform, AWS, Java
pune, Maharashtra, India · Hybrid
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Data validation, Financial valuation, Private funds, Capital markets, Machine learning
United States · Remote OK
$94k–$148k/yr
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Performance Marketing, Demand Generation, Account-Based Marketing, B2B Marketing, Data Analysis
London, England, United Kingdom · On-site
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Enterprise Sales, Consultative Selling, Account Management, Financial Services, Wealth Management
Geneva, Geneva, Switzerland · On-site
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Enterprise Sales, Wealth Management, Financial Services, Consultative Selling, Account Management
City of Edinburgh, Scotland, United Kingdom · On-site
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Data validation, Financial data, Data entry, Data quality assurance, Spreadsheets
London, England, United Kingdom · On-site
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Sales Engineering, Solutions Architecture, AI Strategy, Financial Software, Enterprise Procurement
City of Edinburgh, Scotland, United Kingdom · On-site
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Data validation, Financial operations, Team leadership, Data quality assurance, Project management
pune, Maharashtra, India · On-site
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total por…
Skills: Svelte, Ember, React, Java, API Design
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The Client Success Manager is responsible for the complete post-sales lifecycle, ensuring clients derive maximum value from the platform through strategic guidance and partnership. They act as an internal advocate for clients while collaborating with cross-functional teams to drive adoption, retention, and growth.
Candidates must have 8+ years of experience in a client-facing role or 5 years with an MBA, along with a deep understanding of the strategic client segment. A minimum of a Bachelor's degree is required, and applicants must be legally authorized to work in the U.S. without sponsorship.
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
The Key & Strategic 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 success, retention, and renewal. Few roles provide such a direct impact on the growth of the company.
The Key & Strategic CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar.
This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions.
Addepar takes a market-based approach to pay. A successful candidate’s 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 $69,000 - $107,000 (base salary) + 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.
Our Values
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 [email protected].
Addepar is a global data and AI platform helping investment professionals turn complexity into clarity.
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on $9 trillion in assets. Its open platform integrates with 700 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, São Paulo and Singapore.
Offices: 335 Madison Avenue, New York, New York 10017, US · 787 Castro St, Mountain View, California 94041, US · 460 West 50 North, Salt Lake City, Utah 84101, US · 167 N Green St, Chicago, Illinois 60607, US · Level 3, Quartermile One, 15 Lauriston Place, Edinburgh, EH3 9EP, GB
Addepar is a global data and AI platform helping investment professionals turn complexity into clarity.
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on $9 trillion in assets. Its open platform integrates with 700 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, São Paulo and Singapore.
Offices: 335 Madison Avenue, New York, New York 10017, US · 787 Castro St, Mountain View, California 94041, US · 460 West 50 North, Salt Lake City, Utah 84101, US · 167 N Green St, Chicago, Illinois 60607, US · Level 3, Quartermile One, 15 Lauriston Place, Edinburgh, EH3 9EP, GB
