Sr. Client Success Manager
Addepar(19 days ago)
About this role
Addepar is looking for an experienced Client Success Manager (CSM) to support key wealth and asset management clients in Dubai. In this role, you will ensure clients derive lasting value from the Addepar platform, leading to enhanced adoption, retention, and overall client success while shaping local client practices.
Required Skills
- Client Success
- Wealth Management
- Relationship Building
- Adoption Strategies
Qualifications
- Bachelor’s Degree
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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