Client Success Manager
AddeparSingapore, Singapore • New York, New York, United States • Salt Lake City, Utah, United States • Chicago, Illinois, United States • London, England, United Kingdom • City of Edinburgh, Scotland, United Kingdom • Pune, Maharashtra, India • Dubai, United Arab Emirates
Posted August 22, 2025
Full Time
About the Company
Addepar is a global technology and data company that empowers investment professionals by providing comprehensive portfolio management solutions. With a platform that aggregates over $7 trillion in assets across 50 countries, Addepar offers an open integration ecosystem with over 100 partners to deliver tailored advice. The company's flexible workforce model spans offices worldwide, ensuring clients receive informed and precise guidance.
Job Description
Addepar is seeking an experienced Client Success Manager to support key wealth and asset management clients in Southeast Asia and the APAC region. This role focuses on ensuring long-term client success through onboarding, optimization, and ongoing engagement. The CSM will act as a trusted advisor, building client relationships, and contributing to the team's growth, shaping the APAC service model.
Requirements
- 3+ years of experience in financial services, fintech, or SaaS
- Strong understanding of the investment and wealth management landscape in Southeast Asia
- Proven ability to build and deepen client relationships
- Confident communicator with the ability to engage stakeholders
- Analytical mindset with the ability to distill problems into action plans
- Familiarity with MAS regulations and PDPA
Benefits
- Competitive salary
- Comprehensive benefits package