Addepar - United States, New York, IT - Administration

Lead a high-performing team of Solution Specialists at the intersection of sales and customer success in New York. Drive strategy for client acquisition, product adoption, and retention across Addepar's core financial solutions. Requires 10+ years in fintech/financial services leadership and deep...

Lead client operations and partner solutions for a leading fintech firm in New York. This strategic role requires 10+ years of operational leadership and wealth management expertise. You will scale processes and teams to drive client value using tools like Salesforce and Looker.

Lead our Core & Strategic client success as a key leader at Addepar. You will oversee a multi-tiered team, driving retention, growth, and ROI for top RIAs and Family Offices. Requires 12+ years in client-facing leadership within Wealth Management or FinTech. This high-impact role is based in New ...

Join Addepar's Core Client Success Team in New York or Salt Lake City. As a Client Success Manager, you will be a trusted advisor, driving platform adoption and value for UHNW clients. This role requires 3+ years in an RIA or Family Office environment and offers direct impact on company growth. B...

Lead strategic implementations for enterprise clients as an Implementation Project Manager at Addepar in New York. Utilize your SaaS project management expertise to translate client goals into detailed plans, managing scope, schedule, and budget. This high-visibility role partners with cross-func...