Head of Client Operations and Partner Solutions
Addepar(1 month ago)
About this role
Addepar is looking for a Head of Client Operations and Partner Solutions to lead operational functions that support client delivery and external services partnership. The role involves defining and scaling processes, systems, and teams to maximize client lifetime value and improve service delivery within a cutting-edge technology environment.
Required Skills
- Client Management
- Operational Strategy
- Team Leadership
- Process Automation
- Data Analysis
Qualifications
- 10+ Years Experience
- Wealth Management Knowledge
- B2B SaaS Experience
About Addepar
addepar.comAddepar 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.
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