Sr. Client Success Strategy and Operations Analyst
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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.
The Role
We are currently seeking a Client Success Strategy and Operations Senior Analyst.
Addepar is looking for a driven and adaptable professional to join our Client Success Strategy & Operations team. In this role, you'll help define and optimize how our Client Success and Services organization operates. You'll develop recommendations and solutions that bridge the gap between our client success visio
