Sr. Client Success Manager - Enterprise

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. 

The Role

The Client Success Management (CSM) team at Addepar oversees the complete post-sales lifecycle, ensuring clients achieve maximum value from our platform. As a strategic client advisor, you’ll build a deep understanding of each client’s business — including corporate strategy, business model, services offering, and technology — to help them achieve their goals and fully leverage Addepar’s solutions.

As part of the Enterprise CSM Team , you will manage Addepar’s largest and most sophisticated clients, including global, private, and regional banks, wirehouses, and broker-dealers. By providing strategic guidance, fostering strong partnerships, and leading engagement initiatives, you will drive adoption, retention, renewals, and revenue growth — playing a pivotal role in Addepar’s expansion. 

In this role, you will utilize your selling skills and technical knowledge to lead impactful client presentations and demonstrations, clearly articulating Addepar’s value proposition and aligning its capabilities with client needs and business objectives. Working cross-functionally, you will identify opportunities to deepen engagement, expand adoption, and develop and execute data-driven strategies to help Addepar grow new annual recurring revenue.

Additionally, you will facilitate change management, implement best practices, and optimize platform utilization. Acting as the client’s advocate, you will ensure a superior experience while gathering insights to shape the next generation of client-focused solutions at Addepar.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

Lead Strategic Client Oversight and Planning : Oversee the full client lifecycle —  from implementation and go-live to growth and renewal — ensuring seamless transitions and sustained engagement. Gain a deep understanding of client goals, business needs, and challenges to drive product adoption, retention, and growth. Design and execute engagement plans with clear objectives, timelines, and KPIs. Analyze operations to deliver tailored solutions and services, enhancing satisfaction and fostering long-term relationships and advocacy

Build Meaningful Relationships : Forge deep, enduring relationships with clients, connecting with stakeholders at all levels — from C-suite executives to daily platform users — to drive long-term success

Drive Revenue Growth: Partner with the Account Executive to develop Account Plans and craft targeted strategies for driving expansion and achieving sales and retention goals. Report progress weekly to support forecasting efforts. Leverage frequent touchpoints, such as meetings and business reviews, to align with clients on priorities, maximize product utilization, and uncover additional revenue opportunities, including cross-selling, new project scoping, and services offering expansion

Deliver Engaging Presentations : Lead impactful presentations and product demonstrations tailored to diverse audiences —  from leadership to end-users — driving broader usage, new assets, and revenue growth

Champion Adoption, Education, and Knowledge Sharing : Promote feature adoption, continuously educate clients on software enhancements, and share success stories and best practices to promote client success frameworks

Foster Client Alignment: Build strong cross-functional relationships and represent client needs across Product, R&D, Support, and other teams to ensure consistent, meaningful engagement and successful outcomes

Overcome Challenges and Problem-Solve : Partner with Addepar teams and clients to identify and resolve key functional or workflow obstacles, enabling increased adoption and driving long-term growth

Maintain Industry Expertise : Maintain deep industry knowledge and stay updated on trends and directions

Who You Are 

Extensive years of experience in client-facing roles (i.e. sales, client management, client success) and/or strategy positions within financial or wealth management services firms (e.g., wirehouses, broker/dealers, banks, private banks) or similar large enterprises or consulting firms

Proven success in consultant, strategist, sales, and technical account manager roles, driving revenue growth, organizational change and adoption, resolving complex client situations, and translating business needs into impactful technical solutions

Demonstrated track record in leading large, sophisticated enterprise projects and managing complex relationships, with experience developing strategies for deep engagement at scale; exposure to technical products preferred

Strong executive presence with exceptional communication and presentation skills, adept at building relationships and engaging effectively with C-level executives, decision-makers, and key influencers, while navigating complex, matrixed organisations

Extensive knowledge of front, middle, and back office operations in wealth management firms, including portfolio management, client reporting, compliance workflows, and operational efficiency tools

Strong analytical skills, focusing on introducing discipline, consistency, and structured frameworks to processes and operations

Excellent time management and prioritisation skills, with the ability to collaborate effectively across teams at Addepar and independently navigate data and people to find solutions

Highly adaptable, thriving in fast-paced, dynamic, and rapidly evolving environments

Willingness to travel occasionally

A minimum of a bachelor's degree or equivalent professional experience is required

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, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com .