Head of Client Operations and Partner Solutions at ADDEPAR UK LTD

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Apr, 26

Salary

0.0

Posted On

15 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Operations, Business Process Management, Program Management, Wealth Management, B2B SaaS, Fintech, Analytical Skills, Data-Driven Insights, System Migrations, Salesforce, Showpad, Workramp, Go-To-Market Strategy, Relationship Management, Process Automation, Team Leadership, Cross-Functional Collaboration

Industry

Software Development

Description

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 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. What You'll Do 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. Who You Are 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. 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.

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Responsibilities

The Head of Client Operations and Partner Solutions will define and execute the operational strategy for client and partner management, ensuring exceptional service delivery and maximizing client lifetime value. This role involves leading a team and collaborating with various departments to optimize processes and drive efficiency in partner programs.