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, Chicago, London, Edinburgh, Pune and Dubai.

THE ROLE

We are seeking an experienced Client Success Manager (CSM) to join our growing team in Singapore. In this role, you will support key wealth and asset management clients across Southeast Asia and greater APAC. You will work closely with clients post-sale to ensure they derive lasting value from the Addepar platform, leading to strong adoption, retention, and long-term client success.
You will serve as a trusted advisor to our clients, guiding them through onboarding, optimization, and ongoing engagement. As one of our early CSMs in the region, you will also play a pivotal role in shaping local client success practices, building cross-functional relationships, and helping influence the future of Addepar’s APAC service model.

WHAT YOU’LL DO

• Develop deep expertise in the Addepar platform and apply it to your clients’ needs, workflows, and strategic goals.
• Build and execute tailored client success plans, identifying opportunities to drive adoption, product expansion, and long-term partnership growth.
• Lead regular touchpoints and strategic business reviews to ensure clients stay informed on platform capabilities, roadmap updates, and usage insights.
• Partner with Account Managers and Product Specialists to identify new commercial opportunities, including product cross-sells, new integrations, or advisory support.
• Serve as the voice of the client internally, advocating for regional feature needs, surfacing product feedback, and collaborating across Product, Engineering, and Services teams.
• Help design scalable client success processes for the Singapore and broader APAC market, supporting our growing regional footprint.
• Ensure awareness of and adherence to regulatory requirements and local norms, including MAS guidelines and Singapore’s Personal Data Protection Act (PDPA), particularly in areas like data privacy, client reporting, and cross-border engagement.