Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. As a leader in CS Enablement, you will own Client Success needs and develop and deliver learning opportunities through educational content and coordinated enablement programs. We're looking for someone who is creative, organized, and Client Success-focused with a strong technical proficiency and has a burning passion for best-in-class education. At Addepar, you will be empowered to lead the success of newly hired teammates while crafting and implementing ongoing Client Success education and GTM strategy. Preferred backgrounds include Client Success, Sales Enablement, Customer Education or Instructional Design, or other fields combining learning, content creation to generate guided programs for onboarding, training and Client Success acceleration. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $117,000 - $183,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.
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Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed