Head of Client Success - Core & Strategic at ADDEPAR UK LTD

Salt Lake City, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

19 Mar, 26

Salary

276000.0

Posted On

19 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Success Management, Leadership, Strategic Planning, Cross-Functional Collaboration, Wealth Management, Financial Services, Communication, Problem Solving, Change Management, Client Relationship Management, Technical Product Knowledge, KPI Development, Feedback Synthesis, Team Development, Consulting, Travel

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 Addepar is seeking a strategic leader to spearhead our Core and Strategic client verticals. This is a high-visibility leadership position responsible for the post-sales health of our most vital market segments. 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 global partners. 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 a team of managers and Client Success Managers supporting a diverse portfolio. You are responsible for developing leadership bench strength, capacity planning, and hiring in partnership with Talent. Vertical Strategy - Drive strong adoption, satisfaction, and renewal outcomes across Core and Strategic segments. You will define the differentiated playbooks required for each. Cross-Functional Partnership - Collaborate with Sales, Services, Product, and Support to deliver a seamless "One-Addepar" experience across the entire client lifecycle. 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 - Act as the primary escalation point for complex issues and lead high-stakes, executive-level conversations, including QBRs and strategic renewals. Voice of the Client - Gather and synthesize feedback from your verticals to provide actionable insights to our Product and Engineering teams, helping to improve the platform and client experience. 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, 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 TAinfo@addepar.com.

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Responsibilities

Lead a team of managers and Client Success Managers to ensure client success across Core and Strategic segments. Collaborate with various departments to enhance the client experience and drive measurable ROI from the platform.