Job Description
Responsibilities:
- Cultivate long-term relationships with clients, connecting with key executives, support teams, and end-users.
- Develop success plans with clients, including objectives, timelines, and metrics.
- Knowledgeably discuss opportunities for Addepar services, influencing internal and external partners.
Requirements:
- 5+ years in client-facing, client success, or strategy roles in Institutional Asset Management.
- Strong analytical skills and knowledge of technology.
- Experience building strong relationships with senior executives.
Role:
- Act as strategic consultant to asset owners, navigating complex portfolios.
- Play a pivotal role in shaping Addepar’s institutional playbook.
- Serve as the 'Institutional Voice' to Product and Engineering.
About Addepar
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.