CrawlJobs Logo
Addepar Logo Addepar · IT - Administration

Head of Client Operations and Partner Solutions

United States, New York · Job Posted January 19, 2026
Apply Position
Job Link Share

Job Description

We are seeking a highly experienced and strategic Head of Client Operations and Partner Solutions to lead the operational functions supporting our client delivery and external services partnership ecosystem. This leader will be responsible for defining and scaling the processes, systems, and teams that ensure exceptional service delivery, maximize client lifetime value, and drive efficiency in our partner programs. This role sits at the intersection of Strategy, Sales, Delivery, and Technology, acting as the primary operational architect for our external commercial relationships. Success in this role requires a blend of strategic thinking, deep operational rigor, team leadership, and a relentless focus on process automation and quality. S/he is driven to identify and dig into both technical and client challenges, and work to develop potential solutions to ultimately improve the client experience.

Job Responsibility

  • Strategic Operational Execution: Define and execute the operational strategy for client and partner management, aligning with the company’s overall commercial objectives while maintaining Addepar’s status as a disruptive leader in Financial Technology
  • Relationship & Alliance Programs: Develop key account alliances and relationship programs designed to produce sales opportunities, drive revenue, and amplify Addepar’s brand in the community
  • Go-To-Market (GTM) Oversight: Serve as a key stakeholder for partnership messaging, positioning, and packaging , while defining business requirements and overseeing the GTM strategy and release plans
  • Relationship Management: Serve as the lead relationship manager with partners throughout their lifecycle, defining engagement handoffs to internal business stakeholders to ensure seamless transitions
  • Performance Metrics & Monitoring: Establish and report on key operational metrics like Time-to-Value and CSAT, while simultaneously monitoring programs to assess real-world sales impact and the overall success of the alliance
  • Process Standardization & Documentation: Develop and optimize standardized delivery processes (SOPs) for internal and partner engagements while curating internal documentation and stakeholder communication throughout the project lifecycle
  • Systems & Automation: Identify bottlenecks and champion process re-engineering , utilizing PRM tools to facilitate collaboration and working with R&D to build an AI-native onboarding experience
  • Team Leadership & Cross-Functional Collaboration: Lead a team of analysts and relationship managers while establishing stellar relationships with cross-functional teams in sales, product, and marketing to operate successful programs

Requirements

  • 10+ years of progressive experience in Operations, Business Process Management, or Program Management, with at least 4 years in a senior leadership role
  • Specialized knowledge of the wealth management industry to ensure operational strategies align with the needs of leading financial advisors and institutions
  • Proven track record of building and scaling high-volume operations teams in a B2B SaaS or fintech environment
  • Exceptional analytical skills with the ability to use data-driven insights from tools like Looker to identify trends and translate them into executable plans
  • Direct experience leading system migrations and proficiency in managing a tech stack that includes Salesforce, Showpad, and Workramp
  • Entrepreneurial mindset with the ability to define and oversee go-to-market release plans while maintaining Addepar’s status as a disruptive leader
  • Excellent communication and probing skills, with the ability to simplify complex partner needs and overcome objections
  • Willingness to travel approximately 15-20% to manage international partner networks and maintain key account alliances
Addepar - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Head of Client Operations and Partner Solutions

8 matching positions

Managing Director- Head of Trade and Working Capital Solutions Japan, Asia North, and Australia Cluster

The Head of Trade and Working Capital Solutions Japan, Asia North, and Australia...
Location
Location
Hong Kong , Hong Kong
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ years in Trade Finance, with proven track record in management
  • Proven experience driving significant parent/subsidiary client revenue growth, pipeline, wins, and revenue conversion, achieving aggressive growth targets, and executing strategic agendas across the business
  • Strong credit skills and knowledge of Citi (or equivalent) credit processes
  • Demonstrated experience driving growth in a controlled risk environment and senior client management
  • Exceptional leadership, influencing, and execution in a complex organization
  • Superior strategic and analytical skills to translate insights into actionable business and product strategies
  • Outstanding execution and prioritization, delivering strategic agenda
  • Excellent client management, deal negotiation, and communication (written/verbal) skills at all senior levels
  • Superior organizational skills, managing competing priorities and complex portfolios and technologies
  • Commitment to Diversity, Inclusion, and Representation
Job Responsibility
Job Responsibility
  • Develop and execute an integrated strategic vision for the JANA Trade and Working Capital Solutions Cluster, focusing on client revenue growth and capturing additional share of client wallet
  • Lead key initiatives to drive inbound and outbound client revenue, increase pipeline, generate new wins, ramp up revenue recognition, market share expansion, and operational efficiency across the Cluster
  • Design and execute corridor strategy to maximize cross-border opportunities and drive client engagement across network
  • Lead the delivery of global products locally, overseeing business development in JANA and ensuring global product offerings address the Cluster/local country nuances and regulations, with strong alignment with global product development priorities
  • Ensure effective capital optimization and returns maximization for regional responsibilities
  • Directly engage with clients in JANA to strengthen relationships, increase share of client wallet, drive deal execution, and ensure robust client revenue growth
  • Cultivate strong strategic partnerships with Banking client coverage, industry specialists, banking heads, and product teams, actively leveraging the network to drive business outcomes
  • Apply superior client management and deal negotiation skills across diverse segments
  • Foster a "one team" mentality, maximizing collaboration and cross-sell opportunities within JANA
  • Partner closely with Trade Operations and Technology to enhance client experience and process efficiency
  • Fulltime
Read More
Arrow Right

Head of Client Sales and Partnerships

We are looking for a highly connected commercial salesperson with a proven track...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
telegraph.co.uk Logo
The Telegraph
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A well-established network of senior marketing relationships across UK finance, wealth management, asset management, banking, fintech, B2B technology and business services brands
  • Proven experience building and maintaining relationships with CMOs, Marketing Directors, Heads of Media and senior marketing leaders
  • Strong commercial lead with experience developing complex digital, editorial and partnership-led pitches that convert into high-value revenue
  • A strategic thinker who can understand broader business challenges and translate them into compelling commercial solutions
  • Highly commercially minded, able to identify and unlock high-value opportunities and build strategies to convert them
  • Confident presenter with a strong track record of leading and winning major pitches
  • Exceptional relationship builder with the ability to operate credibly at senior executive level
  • Ability to manage multiple stakeholders and projects simultaneously in a fast-paced commercial environment
  • Excellent communication and leadership skills with a strong ability to work cross-functionally with internal teams and external partners
Job Responsibility
Job Responsibility
  • Leverage your established network of senior marketing relationships across UK finance, banking, asset management, fintech, B2B technology and business services brands to drive new commercial opportunities
  • Develop and maintain direct relationships with CMOs, Marketing Directors and Heads of Media across priority accounts to generate sustainable revenue growth
  • Lead proactive sales efforts within the category, identifying high-value partnership opportunities across Telegraph Media Group’s commercial platforms
  • Deliver revenue directly through proactive client engagement while supporting internal Digital and Editorially Integrated Partnerships (EIP) teams on key briefs and pitches
  • Identify mid- to long-term partnership opportunities ahead of formal agency briefings through strong client and agency relationships
  • Collaborate with internal specialists across Digital, Editorial Partnerships, Innovation and Creative teams to develop best-in-market commercial solutions
  • Play a leading role in building long-term strategic partnerships with priority brands across the sector
  • Transfer opportunities effectively into internal specialist teams while ensuring best-in-class client service throughout the commercial process
  • Maintain a strong understanding of sector dynamics across finance, banking and technology to identify emerging commercial opportunities
What we offer
What we offer
  • Dynamic working opportunities
  • Medical cover
  • Parental leave (six months fully paid maternity leave and enhanced paternity/partner leave)
  • Life assurance
  • Season ticket loans
  • Flexible benefits designed to support lifestyle and help achieve a healthy work-life balance
  • Access to a variety of training and development opportunities through The Academy
Read More
Arrow Right

Managing Director- Head of Trade and Working Capital Solutions Asia South Cluster

The Head of Trade and Working Capital Solutions Asia South Cluster is a Managing...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ years in Trade Finance, with proven track record in management
  • Proven experience driving significant parent/subsidiary client revenue growth, pipeline, wins, and revenue conversion, achieving aggressive growth targets, and executing strategic agendas across the business
  • Strong credit skills and knowledge of Citi (or equivalent) credit processes
  • Demonstrated experience driving growth in a controlled risk environment and senior client management
  • Exceptional leadership, influencing, and execution in a complex organization
  • Superior strategic and analytical skills to translate insights into actionable business and product strategies
  • Outstanding execution and prioritization, delivering strategic agenda
  • Excellent client management, deal negotiation, and communication (written/verbal) skills at all senior levels
  • Superior organizational skills, managing competing priorities and complex portfolios and technologies
  • Commitment to Diversity, Inclusion, and Representation
Job Responsibility
Job Responsibility
  • Develop and execute an integrated strategic vision for the Asia South Trade and Working Capital Solutions Cluster, focusing on client revenue growth and capturing additional share of client wallet
  • Lead key initiatives to drive inbound and outbound client revenue, increase pipeline, generate new wins, ramp up revenue recognition, market share expansion, and operational efficiency across the Cluster
  • Design and execute corridor strategy to maximize cross-border opportunities and drive client engagement across network
  • Lead the delivery of global products locally, overseeing business development in Asia South and ensuring global product offerings address the Cluster/local country nuances and regulations, with strong alignment with global product development priorities
  • Ensure effective capital optimization and returns maximization for regional responsibilities
  • Directly engage with clients in Asia South to strengthen relationships, increase share of client wallet, drive deal execution, and ensure robust client revenue growth
  • Cultivate strong strategic partnerships with Banking client coverage, industry specialists, banking heads, and product teams, actively leveraging the network to drive business outcomes
  • Apply superior client management and deal negotiation skills across diverse segments
  • Foster a "one team" mentality, maximizing collaboration and cross-sell opportunities within Asia South
  • Partner closely with Trade Operations and Technology to enhance client experience and process efficiency
  • Fulltime
Read More
Arrow Right

Director for APAC and EMEA Head of Middle Office and Fund Accounting Shared Services

This Director-level role leads the EMEA and APAC Middle Office and Fund Accounti...
Location
Location
Poland , Warsaw
Salary
Salary:
510000.00 PLN / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of progressive experience in a senior Middle Office or Investment Operations role
  • 10+ years of people management experience, including leading manager-of-manager teams or similarly sized large teams
  • Proven stakeholder management skills with a demonstrated ability to build and nurture long-term relationships
  • Deep knowledge of pre-NAV functions and the essential inputs for publishing IBOR and ABOR records for complex assets
  • Demonstrated track record of implementing process standardization and efficiency initiatives
  • Possess a continuous improvement and transformation mindset, utilizing data-driven insights to identify opportunities and develop innovative solutions
  • Extensive experience working on complex projects, leveraging agile methodologies and rapid development to deliver quick-to-market, client-focused solutions that achieve quantifiable commercial and operational objectives
  • Excellent communication skills (oral & written) and demonstrated executive presence
  • Proven experience in direct, senior-level client and vendor engagement
  • Bachelor's/University degree required
Job Responsibility
Job Responsibility
  • Provide functional leadership for global Transaction Control, Corporate Action, and Product Reference Data teams
  • Deliver day-to-day leadership across APAC and EMEA regions, ensuring timely and accurate data provision to Middle Office and Fund Accounting teams for IBOR and ABOR NAV generation
  • Serve as a primary escalation point for the operations team, ensuring transparent and consistent communication across all operational groups
  • Monitor service level standards and provide senior management with comprehensive compliance reporting
  • Maintain an environment where processes and controls are rigorously monitored, and potential risks are escalated promptly
  • Drive productivity and scale across teams, developing and leading strategic plans, and securing necessary budgetary and resourcing support
  • Collaborate with implementation teams to ensure smooth client onboarding and seamless integration into fully automated, scalable operating models
  • Partner with Product, Technology, and Change teams to define and execute the roadmap for platform investment initiatives
  • Coordinate, execute, and report on initiatives designed to understand cost drivers and evaluate client profitability
  • Engage with Operations partners in Enterprise Reference Data teams to develop an end-to-end global target state operating model that maximizes efficiency, ensures resilience, and aligns with downstream NAV producing teams
What we offer
What we offer
  • Employer paid Defined Contribution Pension Plan contribution of 6% of employee's pensionable earnings (PPE Program)
  • Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
  • Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
  • Employee Assistance Program financed by Employer
  • Paid Parental Leave Program (maternity and paternity leave
  • statutory and 2 weeks additional paid paternity leave)
  • Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
  • Additional benefits from Company's Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
  • Additional day off for volunteering
  • Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform
  • Fulltime
Read More
Arrow Right

Head Of Operations

Head of Operations £95,000 - £100,000 + Bonus + Benefits London  Lead the Fut...
Location
Location
United Kingdom , London
Salary
Salary:
95000.00 - 100000.00 GBP / Year
14forty.co.uk Logo
14forty
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven leadership experience within high-end contract catering, premium restaurants, luxury hospitality, or elevated employee dining is essential
  • Strong commercial and financial acumen
  • A deep understanding of what exceptional food looks like and how to deliver it at scale
  • Agile, adaptable, and comfortable operating in a constantly evolving environment
  • Outstanding client relationship and stakeholder management skills
  • Confident leading through change with clarity and influence
  • Innovative mindset with a passion for quality and creativity
Job Responsibility
Job Responsibility
  • Provide strategic and operational leadership across 9 sites, ensuring seamless delivery at scale
  • Rapidly develop and execute clear, actionable plans — bringing strategy to life with pace and precision
  • Drive innovation across food concepts, responding to frequent bespoke menu requests
  • Act as a trusted partner to the client, confidently pivoting in line with evolving direction
  • Lead change management initiatives across a complex, fast-moving contract
  • Maintain strong financial oversight, ensuring commercial performance and sustainable growth
  • Remain calm, decisive, and solutions-focused under pressure
What we offer
What we offer
  • Contributory pension scheme
  • Grow your career with our Career Pathways and MyLearning programmes
  • Quick access for you and your immediate family to a Digital GP, and wider healthcare benefits
  • Exclusive travel discounts with TUI, Expedia, Booking.com and many more
  • Save money on your food shop with discounts on Tesco, Sainsbury's, Morrisons and many more
  • Up to 44% off cinema tickets to enjoy your favourite blockbuster
  • Receive cash rewards every time you spend and use them on a wide range of brands
  • Un-wind with us with free wellness, mindfulness and exercise classes
  • You can share all discounts and offers with your friends and families
  • Fulltime
Read More
Arrow Right

Head of Client Partnerships - Food

As the Head of Client Partnerships - Food, you will play a pivotal role in drivi...
Location
Location
Australia , New South Wales
Salary
Salary:
Not provided
woolworths.com.au Logo
Woolworths Supermarkets
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • FMCG and/or Retail Media Expertise: Significant experience in sales or client partnerships, specifically within the FMCG, retail, or retail media sectors (Food vertical experience preferred)
  • Managing Managers & Coaching: Senior leadership experience with a proven track record of managing and mentoring other people managers. Must possess high emotional intelligence to effectively coach and develop high performing teams
  • C-Suite Presence & Communication: Exceptional communication and presentation skills, with the executive presence required to personally engage, influence, and build strategic relationships with C-suite clients
  • Data-Driven Sales Performance: A fierce, bottom-line focus with a demonstrated ability to drive client growth, exceed ambitious revenue targets, and deliver tangible results in a high-stakes sales environment
Job Responsibility
Job Responsibility
  • Team Leadership: Lead the leaders
  • build, mentor, and inspire a diverse sales team, fostering a high-performance culture and strong operational compliance
  • Revenue & P&L Ownership: Exceed revenue targets for the Food vertical while managing full P&L responsibilities and balancing short- and long-term goals. Rigorous process management and accountability focus
  • Commercial Growth: Protect and scale the existing trade-spend revenue base while aggressively capturing new client marketing budgets
  • Client Engagement: Spearhead strategic relationships with key accounts, driving impactful pitches and structured call plans to maximize retention
  • Go-to-Market Strategy: Design and execute growth strategies and new product launches to elevate the wider Cartology sales portfolio
  • Cross-Functional Collaboration: Partner with internal Centers of Excellence to deliver integrated solutions and drive excellence
What we offer
What we offer
  • A global business with endless career possibilities around every corner and across every discipline – with valuable exposure to a vast and exciting network
  • Access to Sonder. Sonder provides free confidential 24/7 personalised financial, medical safety, psychological or physical support for team members and their families
  • A progressive and competitive leave policy that gives you more space for what matters to you
  • Team discounts across our range of Woolworths Group brands you know and love and a robust rewards program that celebrates and incentivises purpose-driven work
  • Opportunity to Salary Sacrifice, enabling team members to purchase selected eligible items or services from pre-tax salary. Can be used for novated leases, superannuation contributions, Qantas Club membership, computing devices etc
  • Fulltime
Read More
Arrow Right

Vice President and Head of Information Technology

The Vice President and Head of Information Technology will be responsible for de...
Location
Location
United States , Philadelphia
Salary
Salary:
Not provided
cabalettabio.com Logo
Cabaletta Bio Inc
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s or Master’s degree in Computer Science, Information Systems, or related field
  • 10+ years of progressive IT leadership experience, with at least 3 years in biotech, pharma, or life sciences
  • Proven success in building IT infrastructure and teams from the ground up in a high-growth environment with preference for direct experience in supporting autologous cell therapy launch and commercialization
  • Expertise in SaaS and cloud platforms (e.g., AWS, Azure), cybersecurity, and enterprise applications
  • Experience with GxP systems, 21 CFR Part 11, GAMP 5, EU Annex 9, ICH Q9 and other regulatory compliance systems in a commercial biotech or clinical setting
  • Strong leadership, communication, and cross-functional collaboration skills with a client focused, partnering approach
  • Strong team orientation and passion for continuous self-development
Job Responsibility
Job Responsibility
  • Develop and execute a forward-looking IT strategy aligned with business priorities and regulatory requirements
  • Partner closely with executive leadership to identify and implement technology solutions that drive efficiency and innovation
  • Build and lead a high-performing IT team, fostering a culture of service, agility, and continuous improvement
  • Architect and deploy scalable infrastructure across cloud, network, and on-premise environments
  • Collaborate with functional leads to guide the selection and implementation of reliable and efficient enterprise systems (e.g., ERP, LIMS, QMS, HRIS, CRM) to support scientific, clinical, technical operations, commercial and corporate functions
  • Ensure system interoperability, data integrity, and performance across the organization
  • Establish and maintain robust cybersecurity frameworks and data protection protocols
  • Ensure IT systems and practices comply with GxP, HIPAA, GDPR, and other relevant regulations, where applicable
  • Lead IT audits, risk assessments, and incident response planning, maintaining clear traceability
  • Provide responsive and proactive IT support to all departments, including R&D, clinical, regulatory, and finance
What we offer
What we offer
  • health and retirement, PTO, and stock option plans
Read More
Arrow Right

Head of Operations, EMEA

The Head of Operations is a senior leadership role responsible for driving opera...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
everseen.ai Logo
Everseen
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10–12+ years in regional operations, program management, or solutions delivery
  • 5+ years in senior leadership roles
  • Proven ability to lead and scale diverse, distributed teams across multiple countries within a region
  • Strong capability in shaping and executing operational strategy at the regional level
  • Keen interest in Everseen's technology solutions
  • Familiarity with enterprise software deployments, networking, containerization (Linux, Docker/Podman), and automation (Ansible)
  • Expertise in governance, capacity planning, and process optimization
  • Proficiency with project management software, including Microsoft 365, Jira, and Teamwork
  • Strong track record of cross-functional alignment with Product, Engineering, and Sales
  • Exceptional communication and stakeholder management skills
Job Responsibility
Job Responsibility
  • Own the operational strategy for the region, aligning local execution with global priorities
  • Lead and manage Senior Operations Managers and their teams, ensuring project success, customer satisfaction, and operational excellence
  • Define regional KPIs and performance metrics, ensuring consistent tracking, reporting, and accountability
  • Partner with the VP of Operations to translate company-wide strategic goals into actionable regional initiatives
  • Oversee all capacity and resource planning within the region
  • Act as the ultimate point of escalation for regional operational and customer challenges
  • Ensure consistency of operational standards, processes, and documentation across the region
  • Drive continuous improvement and innovation in regional operations
  • Work closely with Sales, Engineering, and Product leadership to ensure seamless regional delivery of customer solutions
  • Represent regional operational needs in global planning discussions
  • Fulltime
Read More
Arrow Right