Client Success Manager - Institutional

Addepar

3 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

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.