Head of Partner Solutions, Addepar
$182-285k
+ Equity + Bonus
More information about location
Investment portfolio management platform
Open for applications
Investment portfolio management platform
1001+ employees
Open for applications
$182-285k
+ Equity + Bonus
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
- Experience: 10+ years in Strategic Partnerships or Channel Management within the B2B SaaS or Fintech space
- Ecosystem Expert: You have a deep background managing technical delivery partners for a high-growth platform
- Influence & Negotiation: Proven ability to navigate complex organizational structures and win over executive stakeholders
- Growth Mindset: A track record of taking a partnership program from idea to a predictable revenue engine
- Fintech-Literate: You understand the complexity of institutional data, ownership structures, and the reporting needs of the world's most sophisticated investors
- Communication: Exceptional storytelling skills- you can take a complex technical product and make it a must-have for a partner’s own success
- Travel: Ability to travel 20-30% to represent the company at industry events and lead face-to-face partner summits
What the job involves
- As the Head of Partnership Solutions, you are the external architect of our delivery ecosystem
- Your goal is to ensure that our global partners, from Global System Integrators (GSI) to boutique wealth-tech consultants, have the technical mastery and operational structure to implement Addepar independently and successfully
- Revenue Ownership & Partner-Led Growth: Own and deliver against a defined partner-sourced revenue target by leading co-sell strategy, joint business planning, and expansion across alliances, with forecast accountability
- Ecosystem Delivery Strategy: Define the technical and operational requirements for our external partners. You will architect the "connective tissue" that allows partners to act as a seamless extension of our internal delivery teams
- Partner Enablement & Certification: Build and manage the global "Addepar Standard" for external implementations. You are responsible for the technical proficiency of our partners, ensuring they are enabled on our most advanced platform features
- Operational Governance: Own the "Partner Scorecard." You will monitor partner-led implementation quality, stabilization speed, and client satisfaction to ensure our brand promise is met externally
- Strategic Alliance Management: Serve as the primary operational lead for Tier-1 global partnerships. You will move these alliances from high-level agreements to active, high-performing co-delivery motions in the field
- GTM & Product Bridge: Act as the technical voice of the ecosystem. Feed partner insights back to R&D to improve the "implementability" of our products and work with Sales to bake partner strategy into our largest enterprise pursuits
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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