Addepar's Enterprise Relationship Management team is responsible for ensuring that our clients are continuously receiving and recognizing value from Addepar. The Relationship Manager is the ultimate owner of client success, leading our client facing team to ensure each client's experience with Addepar exceeds expectations.
The Associate Relationship Manager will partner with senior members of the team to understand our client's business objectives and execute on success plans that enable Addepar to meet those objectives
Partner with Enterprise RMs and other members of client deal team to support Enterprise relationships, driving success towards meeting business goals for Addepar's most complex and strategic clients
Work across multiple Addepar organizations (Business, Product, and Engineering) to share client feedback, resolve escalations, and deliver outstanding client experiences
Participate in regular business reviews to highlight major value-add initiatives and enable a deeper understanding of client goals
Help develop and drive initiatives to further drive engagement and accelerate adoption across our enterprise clients
Set, manage, and communicate client expectations, both internally and externally
Grow and sustain the broader Addepar user community
Create an experience for clients that transcends the standard client-vendor relationship
Turn Addepar clients into life-long Addepar advocates
2 years' experience in a client-facing / relationship management role at a complex organization, with a preference for wealth management expertise
Experience in building relationships and garnering trust with clients
A deep understanding of the wealth management industry & financial service technologies
Capable of working collaboratively across multiple organizations
Proven presentation skills
Periodic Travel required
Addepar is the financial operating system that brings common sense and data-driven investing to our financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage over $1 trillion of assets on the Addepar platform. Addepar has offices in Mountain View, New York City, Salt Lake City, and Chicago.
At Addepar, we rely on a range of backgrounds, experiences, and ideas. We value diversity, and we're proud to be an inclusive, equal opportunity workplace.