Addepar · 5 hours ago
Head of Client Operations and Partner Solutions
New York, NY
Full-time
Hybrid
Director/Executive
10+ years expAddepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. They are seeking a highly experienced Head of Client Operations and Partner Solutions to lead operational functions supporting client delivery and partnership ecosystems, focusing on strategic execution, relationship management, and team leadership.
Financial ServicesFinTechSaaSSoftware
Responsibilities
Define and execute the operational strategy for client and partner management, aligning with the company’s overall commercial objectives while maintaining Addepar’s status as a disruptive leader in Financial Technology
Develop key account alliances and relationship programs designed to produce sales opportunities, drive revenue, and amplify Addepar’s brand in the community
Serve as a key stakeholder for partnership messaging, positioning, and packaging, while defining business requirements and overseeing the GTM strategy and release plans
Serve as the lead relationship manager with partners throughout their lifecycle, defining engagement handoffs to internal business stakeholders to ensure seamless transitions
Establish and report on key operational metrics like Time-to-Value and CSAT, while simultaneously monitoring programs to assess real-world sales impact and the overall success of the alliance
Develop and optimize standardized delivery processes (SOPs) for internal and partner engagements while curating internal documentation and stakeholder communication throughout the project lifecycle
Identify bottlenecks and champion process re-engineering, utilizing PRM tools to facilitate collaboration and working with R&D to build an AI-native onboarding experience
Lead a team of analysts and relationship managers while establishing stellar relationships with cross-functional teams in sales, product, and marketing to operate successful programs
Qualification
Required
10+ years of progressive experience in Operations, Business Process Management, or Program Management, with at least 4 years in a senior leadership role
Specialized knowledge of the wealth management industry to ensure operational strategies align with the needs of leading financial advisors and institutions
Proven track record of building and scaling high-volume operations teams in a B2B SaaS or fintech environment
Exceptional analytical skills with the ability to use data-driven insights from tools like Looker to identify trends and translate them into executable plans
Direct experience leading system migrations and proficiency in managing a tech stack that includes Salesforce, Showpad, and Workramp
Entrepreneurial mindset with the ability to define and oversee go-to-market release plans while maintaining Addepar's status as a disruptive leader
Excellent communication and probing skills, with the ability to simplify complex partner needs and overcome objections
Willingness to travel approximately 15-20% to manage international partner networks and maintain key account alliances
Company
Addepar
Addepar is a software and data platform for even the most complex investment portfolios.
1001-5000 employees
H1B Sponsorship
Addepar has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (37)
2024 (25)
2023 (25)
2022 (26)
2021 (19)
2020 (25)
Funding
Current Stage
Late StageTotal Funding
$761.36MKey Investors
D1 Capital PartnersWestCapLaurence A. Tosi
2025-05-13Series G· $230M
2021-06-15Series F· $166.26M
2020-11-18Series E· $117M
Leadership Team
Eric Poirier
CEO
Bob Pisani
Chief Technology Officer
Recent News
2025-11-19
201 Created
2025-11-17
Company data provided by crunchbase