Head of Client Strategy and Operations

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 client leadership, product, technology, and delivery. You will not own the global services organization or manage large execution teams directly. Instead, you will act as a senior partner to Client Leadership, helping shape how the client organization operates as Addepar grows. This leader will be responsible for defining and scaling the processes, systems, and teams that ensure exceptional service delivery, maximize client lifetime value, and drive efficiency in our partner programs. Success in this role is measured by clarity, alignment, and forward momentum — not by owning every decision or process. 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 $171,000 - $268,000 (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. What You’ll Do Strategy to Execution Bridge Partner with Client Leadership to translate evolving client strategy into clear operating priorities, sequencing, and decision frameworks Turn high-level vision into actionable plans across onboarding, implementation, service delivery, and client experience — without owning every function directly Act as a trusted thought partner to senior leaders, helping shape how the client organization evolves as Addepar scales Own and maintain the operating calendar, decision logs, and priority sequencing artifacts that keep the client organization aligned and moving Metrics, Insights & Decision Support Define and monitor client-facing and operational metrics (e.g., Adoption, utilization, time-to-value, health, delivery capacity signals) Own the client operations data model — define what gets measured, how it is captured, and how it flows into leadership reporting Synthesize insights into clear narratives that support executive decision-making Help leadership anticipate potential constraints before they become bottlenecks Client Operating Model & Scale (Process, Systems & Workflow Management) Define and evolve the client operating model, including handoffs, accountability, and cross-functional dependencies across Sales, Services, Product, and Technology Identify friction points in the client lifecycle and drive alignment on solutions — whether process, system, or organizational Support the transition to a more AI-enabled client model, ensuring changes are intentional, sequenced, and adopted (not just launched) Own the documentation and continuous improvement of core operational processes — onboarding, implementation, renewals, and escalation paths Establish process governance standards so that operational changes are tested, documented, and adopted — not just launched Partner with CRM/Technology owners to improve system workflows that support the client lifecycle; ensure tooling reflects how work actually gets done Lead the operational strategy and planning for Addepar’s partner programs by establishing standardized lifecycle processes and managing cross-functional execution for onboarding, performance tracking, and pipeline reporting AI & Automation Strategy Partner with Client Leadership to define the strategic role of AI and automation within the client operating model Translate that vision into prioritized initiatives, roadmaps, and adoption plans across teams Work cross-functionally to ensure AI-driven capabilities improve time-to-value, scalability, and client experience — without compromising trust or delivery quality Ensure AI-enabled workflow changes are operationalized with process documentation, training, and adoption tracking — not just deployed Cross-Functional Leadership Serve as a senior integrator across Client Services, Product, Engineering, Data, RevOps, and Finance Establish guardrails that ensure what is sold, built, and delivered is aligned and executable Lead through influence, structure, and clarity rather than formal authority Partner with Sales and RevOps on GTM planning, capacity inputs, and operational readiness for growth, new segments, and/or products Who You Are Experience 12+ years in strategy, operations, transformation, or client-facing leadership roles within complex B2B SaaS, fintech, or data platforms Experience operating inside organizations with long, multi-stakeholder client implementations Proven exposure to companies scaling up from 1,000+ employees (or similar complexity) Hands-on leader experienced in deploying complex operating models and technologies where success is defined by seamless execution and organizational buy-in, not just design Profile Signals (any combination) Chief of Staff to CRO, COO, GM, or CEO Strategy & Operations leader embedded in a commercial or client organization Operating model or transformation leader inside a product-driven company Capabilities Comfortable operating in ambiguity and change, helping organizations evolve while continuing to deliver while scaling structure in fast-moving environments Able to balance strategic thinking with hands-on execution Strong cross-functional credibility - senior enough to influence executives, pragmatic enough to build and iterate Strong analytical skills; ability to build and maintain data models, define metrics, and translate data into executive-ready narratives Strong communicator — equally effective in a strategic planning session and a process documentation review Our Values Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. Build Together - Collaborate to unlock the best solutions. Deliver lasting value. Champion Our Clients - Exceed client expectations. Our clients’ success is our success. Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.