Job details

Client Success Manager - RIA & SFO

Addepar is a global technology company that empowers investment professionals. They are looking for a Client Success Manager to drive client success and enhance the value clients derive from the platform.

Skills

Strong analytical skills
Technology knowledge
Time management
Client engagement strategy experience
Effective communication skills

Responsibilities

Develop a deep understanding of the Addepar platform
Provide client support and ensure outstanding client experience
Develop success plans for clients to drive adoption
Assist in the identification of new revenue opportunities
Advocate for clients and build strong relationships with teams

Benefits

To read the complete job description, please click on the ‘Apply’ button

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CEO of Addepar

Eric Poirier

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By Addepar

Addepar is a wealth management platform headquartered in Mountain View, California. We specialize in offering services for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.

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