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 handoff ... (truncated, view full listing at source)