Client Success Manager at Addepar

São Paulo, State of São Paulo, Brazil

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

NoVisa

Financial Services, Wealth Management, Asset Management, FinTechIndustries

Requirements

3+ years of experience in financial services, fintech, or SaaS, ideally in a client-facing function such as Client Success, Relationship Management, or Implementation
Solid understanding of Brazil’s wealth and asset management ecosystem, including common workflows, market dynamics, and client expectations
Proven track record of building strong client relationships and driving measurable outcomes in adoption, retention, and satisfaction
Excellent communicator, comfortable engaging senior stakeholders and influencing across technical and business audiences
Self-starter with strong organizational skills and the ability to work effectively in a fast-paced, entrepreneurial environment
Analytical thinker with the ability to diagnose client challenges and develop clear, actionable solutions
Familiarity with CVM and Bacen regulations or financial data management standards in Brazil is highly valued
Bachelor’s degree required; studies in Finance, Economics, Business Administration, or Technology are a plus
Fluency (inferred as Portuguese and/or English based on context)
Legal authorization to work in Brazil on the first day of employment (visa sponsorship not available)

Responsibilities

Develop deep expertise in the Addepar platform and apply it to clients’ needs, workflows, and strategic goals
Build and execute tailored client success plans, identifying opportunities to drive adoption, product expansion, and long-term partnership growth
Lead regular touchpoints and strategic business reviews to ensure clients stay informed on platform capabilities, roadmap updates, and usage insights
Partner with Account Managers and Product Specialists to identify new commercial opportunities, including product cross-sells, new integrations, or advisory support
Serve as the voice of the client internally, advocating for regional feature needs, surfacing product feedback, and collaborating across Product, Engineering, and Services teams
Help design and scale client success processes suited to Brazil and Latin America, aligning with Addepar’s global standards while adapting to regional expectations
Ensure compliance with local regulations and data privacy norms, including LGPD (Lei Geral de Proteção de Dados), especially in areas related to financial data handling, client reporting, and cross-border collaboration

Skills

Client Success

Account Management

Wealth Management

Asset Management

Onboarding

Client Engagement

Financial Analysis

Platform Optimization

Relationship Management

Strategic Planning

Addepar

Investment management software for financial professionals

About Addepar

Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Mountain View, CaliforniaHeadquarters

2009Year Founded

$625.3MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance

Risks

Addepar's trading platform faces competition from established trading solutions.

Generative AI integration may introduce risks of AI biases affecting investment decisions.

Reliance on partnerships could pose risks if expected growth is not achieved.

Differentiation

Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.

The platform integrates with over 100 partners, offering a comprehensive wealth management solution.

Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

Upsides

Addepar's new trading platform enhances advisor workflows and client insights.

Partnerships with firms like Corient expand Addepar's client base and market reach.

Generative AI integration offers innovative solutions for managing tech disruption risks.

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