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Head of Client Success - Core & Strategic
Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo. The Role 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. 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. The current range for this role is $177,000 - $276,000 + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only and do not include bonus, equity, or benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do • Lead Leaders - Direct and develop a multi-layer Client Success organization, including managers of managers. You will own leadership development, succession planning, capacity planning, and hiring. • Drive Retention & Growth - Own adoption, retention, renewal, and net revenue retention (NRR) outcomes across Core and Strategic clients, partnering with Sales and Services to drive long-term client growth and optimization. • SaaS & Lifecycle Leadership - Provide strategic oversight across the full client lifecycle—from implementation through renewal—partnering cross-functionally with Sales, Product, Engineering, Services, and Support. • AI-Forward Operating Model - Leverage data and AI-enabled tools to improve team efficiency, surface insights, and proactively identify client risks and growth opportunities. • Architect Success at Scale - Drive consistent success planning and clear KPIs. You will ensure your organization is proactively consulting on best practices to maximize platform utilization. • Executive Stewardship & Client Voice - Act as the primary escalation point for complex issues and lead high-stakes, executive-level conversations, including QBRs and strategic renewals. Who You Are • Experienced Leader - 12+ years in client-facing roles (CSM, Account Management, or Consulting) with experience managing other people managers. • FinTech/SaaS Fluent - You have experience working with complex or technical products. Background in Wealth Management, Financial Services, or FinTech is a significant advantage. • Strategic & Resilient - You are comfortable operating in a high-growth, evolving environment and have a proven ability to lead teams through change and ambiguity. • Executive Presence - You are a strong communicator with the sound judgment required to sit across from C-suite executives at major financial institutions. • Mission-Driven - You use your expertise to consult on best practices and refuse to give up until our clients succeed. • Willingness to Travel - You are ready to meet clients where they are to build stronger partnerships (as needed). Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values,
