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Addepar is seeking a strategic leader to spearhead our Core and Strategic clients. This is a high-visibility leadership position responsible for the post-sales health of our most vital clients. You will oversee a multi-tiered organization, managing the leaders who drive success for Registered Investment Advisors (RIAs) and Family Offices. Few roles have such a direct impact on Addepar’s growth. You will be the architect of a "trusted advisor" culture, ensuring our clients drive measurable ROI from the platform. By partnering with Sales, Product, and Engineering, you will help shape the next generation of wealth management technology while ensuring an excellent experience for our clients.
Job Responsibility:
Lead and develop a multi-layer Client Success organization, including managers of managers
Own leadership development, succession planning, capacity planning, and hiring
Own adoption, retention, renewal, and net revenue retention (NRR) outcomes across Core and Strategic clients
Partner with Sales and Services to drive long-term client growth and optimization
Provide strategic oversight across the full client lifecycle—from implementation through renewal
Partner cross-functionally with Sales, Product, Engineering, Services, and Support
Leverage data and AI-enabled tools to improve team efficiency, surface insights, and proactively identify client risks and growth opportunities
Drive consistent success planning and clear KPIs
Ensure organization is proactively consulting on best practices to maximize platform utilization
Act as the primary escalation point for complex issues
Lead high-stakes, executive-level conversations, including QBRs and strategic renewals
Requirements:
12+ years in client-facing roles (CSM, Account Management, or Consulting) with experience managing other people managers
Experience working with complex or technical products
Background in Wealth Management, Financial Services, or FinTech is a significant advantage
Comfortable operating in a high-growth, evolving environment
Proven ability to lead teams through change and ambiguity
Strong communicator with sound judgment required to sit across from C-suite executives at major financial institutions
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