Client Success Manager, Addepar
Strategic
$87-136k
The range displayed on each job posting reflects the minimum and maximum target base salary for roles in CO, CA, and NY + Bonus + Equity
Investment portfolio management platform
Job no longer available
Investment portfolio management platform
1001+ employees
Job no longer available
$87-136k
The range displayed on each job posting reflects the minimum and maximum target base salary for roles in CO, CA, and NY + Bonus + Equity
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- 5+ years of experience in a RIA or Single Family Office oriented business or environment, preferably, in a client-facing role for financial products or services for UHNW clients
- Strong analytical skills and a consistent framework or process approach to problem solving
- You have technology knowledge that helps you engage and have credibility with product groups within Addepar and clients
- Strong time management and prioritization skills, as well as verbal and written communication skills
- Experience building and improving client engagement strategies with a track record of success as proven by improved client health, reference-ability, and platform adoption
- You have handled difficult customers or situations and can demonstrate resolutions
- Ability to establish relationships with key influencers (internal and client); executive presence and ability to effectively navigate and persuade all levels of an organization
- Ability to navigate data and people to find answers
- Independent, adaptable, and can thrive in a fast-paced environment
- You are open to travel
What the job involves
- The Client Success Team at Addepar drives client success for the complete post-sales lifecycle of an Addepar client
- Through strategic guidance and partnership, CSM will ensure 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!
- You will become a trusted advisor to these clients, deeply understanding their business and their needs, and help them improve the value they get from Addepar
- This role involves working closely with colleagues to identify and reveal opportunities
- CSM will also cultivate cross-functional relationships in Product & Engineering and Services teams, to drive standard methodologies and utilization of the platform
- You will be the client’s internal advocate
- You will help to ensure an excellent experience and gather feedback to aid Addepar in building the next generation of 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
- Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals
- Provide client support to senior members of the team during implementation, business reviews, instance reviews and other BAU tasks to support an outstanding client experience
- Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities
- Provide continuing education and insights to clients relating to product updates Addepar’s product roadmap, as well as, review product usage patterns
- Assist in the identification of new revenue opportunities for the Account Manager and Product Specialists and participate in presentations to clients, including but not limited to: new projects, additional Addepar products or partner solutions
- Advocate for clients, building strong working relationship with cross-functional teams to ensure client success
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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