Source Job

• Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
• Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.

In this role, you will play a crucial part in driving revenue growth while managing relationships with institutional clients. Leverage your expertise to acquire new business as well as service existing clients. Promote the full range of asset management capabilities.

This position is posted by Jobgether on behalf of a partner company and they use an AI-powered matching process to ensure your application is reviewed quickly.

• Lead implementations for new institutional clients and tailor configurations to complex diligence use cases.
• Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes.
• Become a subject-matter expert on platform capabilities, including workflow automation.

Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

In this role, you will lead the investment services area, oversee project planning and execution. You will also drive revenue growth through developing sales strategies and managing key client relationships. Your strategic thinking and proven sales leadership will significantly impact their mission of providing exceptional financial services to their members.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

• Act as the lead Subject Matter Expert, handling sensitive, high-stakes relationships.
• Mentor junior associates, refining service standards.
• Partner strategically with Wealth Advisors to ensure a world-class Wealth Management client experience.

Wealthsimple aims to help everyone achieve financial freedom by reimagining how people manage finances. They are the largest fintech company in Canada, with over 3 million users and more than $100 billion in assets, fostering inclusive and high-performing teams.

• Support the Onboarding team by making scheduled/incoming calls to new clients.
• Deliver an exceptional client experience by meeting each client where they are.
• Share feedback to identify opportunities for the business and support product improvements.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They’re the largest fintech company in Canada, with over 3+ million users who trust them with more than $100 billion in assets.

• Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts.
• Develop and implement comprehensive account service strategies tailored to each client’s needs.
• Manage client engagement, including renewals, negotiations, policy audits, and claims advocacy.

Trucordia is a new insurance brokerage built on wildly successful businesses. With over 5,000 team members across 200 offices across the country, they offer an unrivaled combination of people, tools and solutions in order to deliver exceptional experiences and opportunities for their employees, clients and stakeholders.

• Cultivate and nurture relationships with key clients, addressing inquiries and requests effectively.
• Develop a deep understanding of client industries to anticipate needs and provide proactive solutions.
• Identify opportunities for account expansion and revenue growth within existing client portfolios.

Jobgether is a company that uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates to share directly with the hiring company.

• Oversee lead qualification-to-close processes from direct and affiliate marketing channels.
• Manage and grow the Client Development team, including business development reps qualifying leads and inside sellers quarterbacking close.
• Partner with the Wealth Advisory team to execute winning sales motions and introduce prospects to advisors.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Their team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing their clients’ values, goals, motivations, and priorities at the heart of everything they do.

• Lead Client Relationship & Delivery Success, oversee transition from implementation to PPS, and serve as primary point of contact.
• Drive Client Adoption, Value and Growth by monitoring adoption trends, leading business reviews, and identifying upsell opportunities.
• Enable Operational Excellence by maintaining client documentation in Salesforce, collaborating with teams, and contributing to best practices.

CrossCountry Consulting is an advisory firm that provides solutions spanning accounting and risk, technology-enabled transformation, and transactions. They partner with clients to solve challenges and deliver present and future value, and have earned awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work.

• Present wealth management solutions to high-net-worth prospects.
• Engage with prospects to evaluate their financial situation and provide solutions.
• Educate prospective clients on the variety of Fisher Investment’s offerings.

Fisher Investments is a global investment firm that puts clients first. They are a privately held, multi-billion-dollar company focused on bettering the investment universe, and pride themselves in their inclusive culture.

• Support day-to-day relationships with a defined set of client accounts, partnering with Account Management and other CE colleagues.
• Educate customers to ensure adoption and optimal usage of CE’s offerings.
• Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems.

Consumer Edge (CE) is a leading data and insights-as-a-service (IaaS) company specializing in the global consumer, B2B, and healthcare economies. They deliver real-time, transaction-based intelligence enriched by deep industry expertise, equipping corporate and investment leaders with tools for strategic decision-making.

• Develop healthy client relationships with Figure’s clients by building trust and transparency
• Act as a client advocate, enhance client training/product education and promote client loyalty
• Drive prioritization of client requests and execute them as they are prioritized

Figure is transforming capital markets through blockchain, proving that blockchain isn’t just theory. They combine blockchain’s transparency and efficiency with AI-driven automation to reimagine how loans are originated, funded, and traded, with over 170 partners and originating over $17 billion in home equity loans. Figure is recognized as one of Forbes’ Most Innovative Fintech Startups in 2025 and Fast Company’s Most Innovative Companies in Finance and Personal Finance.

• Manages portfolio through knowledge of client’s financial condition.
• Ensures all advances and loans comply with loan policy.
• Resolves factoring and asset-based lending service problems.

Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives make them stronger and well-positioned for success.

• Drive outcomes of global client projects across the Clinical Delivery service lines.
• Develop project plans and strategies for successful delivery of results for client projects.
• Serve as primary operational point of contact for client and build strong rapport with them.

Care Access aims to improve the future of health for everyone. They achieve this by offering access to research sites, mobile clinics, and clinicians globally, bringing health services to communities facing barriers to care. They have hundreds of employees worldwide and foster an inclusive culture.

• Manage day-to-day operations and ensure timely delivery of periodic processing events
• Apply operational best practices to meet specific client needs
• Enhance service delivery while managing risk and improving quality

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

• Own and lead a strategic book of business.
• Develop and execute long-term growth strategies.
• Serve as a trusted advisor to clients.

Jobgether is a platform utilizing AI-powered matching to quickly, fairly, matching candidates to roles. They value inclusivity and growth-oriented workplace culture.

• Act as the primary owner for national-scale residential solar financiers and O&M providers.
• Lead, mentor, and scale the Residential Client Success Management (CSM) team.
• Collaborate with internal technical and financial teams to ensure client portfolios meet performance guarantees.

Omnidian, Inc. is a fast-growing tech-enabled service company revolutionizing performance assurance for the distributed solar and energy storage industries. With passionate teams and innovative technology, they are building a more sustainable future and creating an amazing customer experience.

• Own the long-term success and commercial growth of a portfolio of enterprise clients.
• Develop and execute tailored account success plans that align Later’s capabilities to each client’s strategic business objectives.
• Collaborate cross-functionally with Sales, Product, Marketing, Data, and Delivery teams to design solutions that solve real client problems.

Later is the enterprise leader in social media and influencer marketing software, services, and data, trusted by leading brands and agencies worldwide. Following their acquisition of Mavely, Later enables brands to scale creator partnerships from nano to premium influencers while managing social media content and campaigns across all major social and affiliate networks.

• Develop and maintain strong client rapport, acting as a trusted advisor.
• Lead communications and team operations to deliver effective strategy towards client goals.
• Identify upsell opportunities and collaborate with leaders to effectively sell more business.

DEPT® is a Growth Invention company that helps ambitious brands grow faster. With over 4,000 specialists, they operate at the intersection of technology and marketing, delivering growth invention across various areas and partnering with clients like Google and eBay.