Enterprise Relationship Manager

Addepar New York , NY 10007

Posted 2 months ago

Addepar's 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.

As a member of the larger team, Relationship Managers will work closely with clients to understand their business objectives and develop success plans that enable Addepar to meet those objectives. As the primary driver of client intelligence within Addepar, Relationship Managers will be responsible for distributing relevant client context across the company specifically to product development and leadership and managing expectations accordingly.


  • Manage select Enterprise relationships, driving success towards meeting business goals for Addepar's most complex and strategic clients

  • Interface with C-suite executives and work closely with decision makers at each Enterprise client to understand their unique business profile and identify their goals with Addepar

  • Design and execute success plans to optimize client relationships, adoption, and satisfaction with Addepar

  • Conduct regular business reviews to highlight major value-add initiatives and enable a deeper understanding of client goals

  • Work across multiple Addepar organizations (Business, Product, and Engineering) to share client feedback, resolve escalations, and deliver outstanding client experiences

  • Develop initiatives to further drive engagement and value-recognition across Addepar's entire client-base

  • 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


  • 5 years' experience in a client-facing Wealth Management / Advisory role, or as a Customer Success / Relationship Manager at a Financial Services SaaS company

  • Ability to understand and translate business goals into actionable and measurable initiatives

  • Experience in building relationships and garnering trust with executive decision makers and influencers

  • A deep understanding of the wealth management industry & financial service technologies

  • Capable of working collaboratively across multiple organizations

  • Comfortable with managing escalations and executing on success plans

  • 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.

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