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Client Success Manager - Institutional at Addepar - ApplyBlast

Client Success Manager - Institutional

Addepar

10 months ago

3.9 on Glassdoor

New York, NY

Hybrid

Full Time

Senior

1 applicant

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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.

Skills

Qualifications

Bachelor's DegreeCFACAIACIPMAuthorized to Work in the U.S.

About Addepar

addepar.com

Headquarters

New York, New York, United States

Company Size

501-1000 employees

Founded

2009

View Profile

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Its platform aggregates and normalizes multi-custodial and alternative-asset data, offering portfolio analytics, customizable reporting, and investor-ready dashboards for wealth managers, family offices, private banks, and institutions. Addepar's Data Exchange (ADX) further enables enterprise-wide data governance, AI and machine learning workflows, and seamless integration with warehouses, CRMs, and operational systems to drive data-driven decision-making at scale.