Head of Product Adoption Solution Specialists

Addepar

1 month ago

3.9 on Glassdoor

New York, NY

Hybrid

Full Time

Director

11 applicants

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About this role

The Head of Solution Specialists will lead a team of Solution Sales and Adoption Specialists across Addepar’s core products to drive new customer acquisition, product adoption, and long-term client retention. This senior leadership role sits at the intersection of sales and customer success and focuses on scaling a team of trusted advisors for single-family offices, RIAs, and large financial institutions. The role requires partnering with GTM leaders and cross-functional teams to align go-to-market strategy with product roadmaps and market needs.

Skills

Qualifications

Bachelor’s Degree

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.