Client Success Manager - Institutional

Addepar(1 month ago)

HybridFull TimeSenior$87,000 - $136,000Client Success

About this role

The Institutional Client Success Manager at Addepar partners with large institutional clients (pension funds, endowments, foundations, OCIOs, and asset managers) to ensure they derive maximum value from the platform and to support adoption, retention, and renewal. The role serves as a strategic consultant and institutional subject-matter expert, shaping Addepar’s institutional playbook and acting as the primary feedback loop to product and engineering. This position focuses on supporting complex multi-asset portfolios with significant alternative allocations and advancing modern data infrastructure for large asset owners.

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Required Skills

Client Management
Relationship Building
Strategic Consulting
Implementation
Adoption
Account Retention
Success Planning
Reporting
Board Reporting
Training

+15 more

Qualifications

Bachelor's Degree
CFA
CAIA
CIPM
Authorized to Work in the U.S.

About Addepar

addepar.com

Addepar is an investment portfolio management platform that aggregates complex, multi-custodial and alternative-asset data to give advisors, family offices, and institutions a consolidated view of holdings and performance. It provides normalization, analytics, customizable dashboards, and investor-ready reporting to simplify portfolio oversight and client communication. The platform also offers APIs and integrations, scenario modeling, and tools designed to improve data accuracy and decision-making at scale.