Head of Client Strategy and Operations

Job description

Who We Are 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. The Role: As Addepar continues to scale globally and evolve its platform, the complexity of delivering consistent, high-quality client outcomes continues to grow. We are hiring a Head of Client Strategy & Operations to help ensure that client strategy translates into execution across teams, systems, and operating rhythms — particularly as new capabilities, automation, and platform intelligence become more embedded in how work gets done. This role sits at the intersection of c...