Senior Client Success Manager, Addepar
Enterprise
$110-171k
+ Bonus + equity
More information about location
Investment portfolio management platform
Open for applications
Investment portfolio management platform
1001+ employees
Open for applications
$110-171k
+ Bonus + equity
More information about location
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- 12+ years of experience in client-facing roles (i.e. sales, client management, client success) and/or strategy positions within financial or wealth management services firms (e.g., wirehouses, broker/dealers, banks, private banks) or similar large enterprises or consulting firms
- Proven success in consultant, strategist, sales, and technical account manager roles, driving revenue growth, organizational change and adoption, resolving complex client situations, and translating business needs into impactful technical solutions
- Demonstrated track record in leading large, sophisticated enterprise projects and managing complex relationships, with experience developing strategies for deep engagement at scale; exposure to technical products preferred
- Strong executive presence with exceptional communication and presentation skills, adept at building relationships and engaging effectively with C-level executives, decision-makers, and key influencers, while navigating complex, matrixed organizations
- Extensive knowledge of front, middle, and back office operations in wealth management firms, including portfolio management, client reporting, compliance workflows, and operational efficiency tools
- Strong analytical skills, focusing on introducing discipline, consistency, and structured frameworks to processes and operations
- Excellent time management and prioritization skills, with the ability to collaborate effectively across teams at Addepar and independently navigate data and people to find solutions
- Highly adaptable, thriving in fast-paced, dynamic, and rapidly evolving environments
- Willingness to travel occasionally
- A minimum of a bachelor's degree or equivalent professional experience is required
What the job involves
- The Client Success Management (CSM) team at Addepar oversees the complete post-sales lifecycle, ensuring clients achieve maximum value from our platform. As a trusted client advisor, you’ll build a deep understanding of each client’s business — including strategy, services, team dynamics, and technology — to help them achieve their goals and fully leverage Addepar’s solutions
- As part of the CESM Enterprise Team, you will manage Addepar’s largest and most sophisticated clients, including global, private, and regional banks, wirehouses, and broker-dealers. By providing strategic guidance, fostering strong partnerships, and leading engagement initiatives, you will drive adoption, retention, renewals, and revenue growth — playing a pivotal role in Addepar’s expansion
- In this role, you will utilize your selling skills and technical knowledge to lead impactful client presentations and demonstrations, clearly articulating Addepar’s value proposition and aligning its capabilities with client needs and business objectives. Working cross-functionally, you will identify opportunities to deepen engagement, expand adoption, and develop and execute data-driven strategies to help Addepar grow new annual recurring revenue
- Additionally, you will facilitate change management, implement best practices, and optimize platform utilization. Acting as the client’s advocate, you will ensure a superior experience while gathering insights to shape the next generation of client-focused solutions at Addepar
- Lead Strategic Client Oversight and Planning: Oversee the full client lifecycle — from implementation and go-live to growth and renewal — ensuring seamless transitions and sustained engagement. Gain a deep understanding of client goals, business needs, and challenges to drive product adoption, retention, and growth
- Design and execute engagement plans with clear objectives, timelines, and KPIs. Analyze operations to deliver tailored solutions and services, enhancing satisfaction and fostering long-term relationships and advocacy
- Build Meaningful Relationships: Forge deep, enduring relationships with clients, connecting with stakeholders at all levels — from C-suite executives to daily platform users — to drive long-term success
- Drive Revenue Growth: Partner with the Executive Relationship Officer/Account Manager to develop Account Plans and craft targeted strategies for driving expansion and achieving sales and retention goals. Report progress weekly to support forecasting efforts
- Leverage frequent touchpoints, such as meetings and business reviews, to align with clients on priorities, maximize product utilization, and uncover additional revenue opportunities, including cross-selling, new project scoping, and services offering expansion
- Deliver Engaging Presentations: Lead impactful presentations and product demonstrations tailored to diverse audiences — from leadership to end-users — driving broader usage, new assets, and revenue growth
- Champion Adoption, Education, and Knowledge Sharing: Promote feature adoption, continuously educate clients on software enhancements, and share success stories and best practices to promote client success frameworks
- Foster Client Alignment: Build strong cross-functional relationships and represent client needs across Product, R&D, Support, and other teams to ensure consistent, meaningful engagement and successful outcomes
- Overcome Challenges and Problem-Solve: Partner with Addepar teams and clients to identify and resolve key functional or workflow obstacles, enabling increased adoption and driving long-term growth
- Maintain Industry Expertise: Maintain deep industry knowledge and stay updated on trends and directions
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.
Addepar currently tracks around $9 trillion of assets serving over 1,400 clients, including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 is helping further accelerate its momentum as it continues to innovate its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2025
$230m
SERIES G
Nov 2021
$130m
LATE VC
Total funding: $872.8m
Company benefits
- Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance: Your continued growth and development are important to us
- Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
Company HQ
Midtown East, New York, NY
Leadership
Eric Poirier
(CEO)Prior to joining Addepar in 2013, Eric spent over 6 years at Palantir Technologies as a Director. They also spent over 3 years at Lehman Brothers working in Fixed Income Analytics.
Bob Pisani
(CTO)Bob joined Addepar in 2020 as a VP of Engineering, moving into the role of Senior VP of Engineering in 2023 and CTO in 2024. Previously, they were a Solutions Architecture for Private Equity at Amazon Web Services and also spent 13 years at Schonfeld Strategic Advisors in various roles, including Head of Development and CTO.
Eric Daniels
(CFO/COO)Prior to joining Addepar in 2022, Eric was the CFO at Real Capital Analytics and NRC National Response Corporation as well as the CFO/COO at AutomativeMastermind.
Janeen A. France
(Chief Client Officer)Janeen joined Addepar in 2020 as a Director/Co-Head of Account Management, since then, they have held several VP/SVP roles and moved into the role of Chief Client Officer in 2025. Previously, they were an Independent Consultant and worked in Trading Operations & Client Service Strategy at J.P. Morgan Private Bank.
Peter O'Brien
(CRO)Peter joined Addepar in 2014 as a Senior Sales Executive, since then, they have held a number of Director/Senior Director, VP/SVP roles, and moved into the role of CRO in 2025.
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