Director, Custodian Partnerships

The Role

Addepar is looking for a proven leader in Financial Services to build our Custodian and Data Partnerships Team. As the Director of Custodian and Data Partnerships, you would be responsible for acquiring new custodian partnerships and building meaningful executive-level relationships. The Director of Custodian and Data Partnerships will work with custodians to build highly integrated solutions with Addepar. This senior partnership manager will be responsible for leading a team to develop, implement and maintain partnerships that drive an expansive client pipeline.

This leader must be able to facilitate the development of joint solutions and corresponding business plans to drive towards Addepar's broader goal of creating a global application and services ecosystem. As part of the Partnerships leadership team, this individual will play an instrumental role in defining our GTM roadmap, priorities, and platform surface area. Qualifications include both deep custodian knowledge and industry relationships as well as a strategic approach as we enter new markets, including sectors and geographies. We are looking for someone who has a builder mentality and is seeking an opportunity to join us as we re-imagine the entire technology ecosystem serving wealth management, all with a genuine passion for client centricity. This role reports directly to the Head of Strategic Partnerships role at Addepar.

What You'll Do

• Establish and maintain connectivity with senior executives, to enable timely innovation.
• Establish trusted relationships with senior custodian executives to cement critical issue channels within long-term partnerships.
• Build and lead a team to manage efforts to research and identify the best partners, and to establish mutually beneficial senior custodian relationships.
• Collaborate with R&D, CESM/AM, Sales, Services, and Marketing teams to facilitate new product offerings within existing and new use cases.
• Act as an executive sponsor for our most strategic custodian partnerships.
• Measure and report on contributions as well as opportunities to expand current custodian partnerships, where we focus on what best serves our clients and enhances revenue opportunities for Addepar and our partners.
• Design, develop and implement engagement plans with custodian partner executives including the implementation and management of Key Performance Indicators.

Who You Are

Key to the position is strong leadership capabilities which include building, cultivating and maintaining a high-performance team, establishing team objectives, coaching for success, and managing joint-selling initiatives.

This leader must have a successful track record of: collaborating with multiple cross-functional team members, including sales, marketing, R&D, Finance and Legal; interacting regularly with senior level leaders and C-level management to ensure GTM objectives are met.

They must maintain a deep understanding of Addepar technology and be able to articulate Addepar's propositions to the partner community.