Client Partner Jobs

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, Singapore and São Paulo. The Role We are seeking an experienced and highly motivated Data Engineering Manager to lead Portfolio Data Engineering in Poland, a critical component of the Addepar Platform team. The overall Addepar Platform provides a single source of truth “data fabric” used by the Addepar product set, including a centralised and self-describing repository (a.k.a Data Lake), a set of API-driven data services, an integration pipeline, analytics infrastructure, warehousing solutions, and operating tools. The team has responsibility for all data acquisition, conversion, cleansing, disambiguation, modelling, tooling and infrastructure related to the integration of client portfolio data. Addepar’s core business relies on the ability to quickly and accurately ingest data from a variety of sources, including 3rd party data providers, custodial banks, data APIs, and even direct user input. Portfolio Data integrations and feeds are a highly critical cross-section of this set, allowing our users to get automatically updated and reconciled information on their latest holdings onto the platform. As a Data Engineering Manager, you will play a crucial role in leading and managing our engineering efforts, collaborating closely with product counterparts in an agile envir

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, Singapore and São Paulo. The Role As a Historical Data Conversion Project Manager, you will serve as the essential link between our technical Data Solution Consultants (DSCs) and the client’s business stakeholders. While DSCs focus on the technical execution of data migration and complex analysis, your role is to translate that work into a clear narrative for the client while relaying client requirements back to the internal team. You will leverage a strong understanding of HDC processes, investment data, and technical frameworks to comfortably bridge the gap between technical execution and client expectations. By working side-by-side with the DSCs to identify data remediation strategies, you will translate technical requirements into actionable directives for the client and proactively secure necessary inputs. This role is for a subject matter expert who can navigate technical language and investment complexities to drive project progress and maintain high-impact communication regarding status, gaps, and timelines. You’ll also be among the first members of the Data Solutions team based in India, helping establish our presence in the region while working closely with colleagues across the U.S., U.K., and other global offices. This is a collaborative role offering the

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, Singapore and São Paulo. The Role Did you know? Alternative investing has the potential to generate higher returns compared to traditional investments over the long term. AI and Machine Learning are revolutionizing the way alternative investments are managed and analyzed. Investors are using these technologies to gain insights, see opportunities, and optimize their investment strategies. Addepar is building solutions to support our clients' alternatives investment strategies. The alternatives data management product is a serverless, modular and terraformed stack. We're hiring a Senior Software Engineer to design, implement and deliver modern software solutions that ingest and process ML-extracted data. You will collaborate closely with cross-functional teams including data scientists and product managers to build intuitive solutions that revolutionize how clients experience alternatives operations. You will work closely with operations engineering on document-based workflow automation and peer engineering teams to define the tech stack. You will iterate quickly through cycles of testing a new product offering on Addepar. If you've crafted scalable systems, or worked with phenomenal teams on hard problems in financial data, or are just interested in solving reall

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, Singapore and São Paulo. The Role We are currently seeking a Portfolio Data Analyst to join our Portfolio Data Feeds Team! Addepar provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. As a Portfolio Data Analyst focusing on our portfolio data platform, you will be responsible for integrating client portfolio data into Addepar’s leading portfolio management products. You will work closely with data providers, internal partners and engineering to expand Addepar’s capabilities and coverage to meet client needs. You will partner closely with leaders across the business to build the preeminent data solutions and services that serve investment teams in wealth management and beyond. In addition, you work with other partners within the product management team on a variety of initiatives to improve overall data management and integration across Addepar. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Analyse and onboard portfolio data content from a variety of sources using industry standard analysis tools (such as SQL and Jupyter Notebooks) int

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, Singapore and São Paulo. The Role We are seeking an Engineering Manager (Warsaw, Poland) with a strong technical background in full-stack development to lead our Identity and Access engineering staff. In this leadership role, you will manage, mentor, and grow a team of full-stack engineers responsible for building and maintaining the systems and interfaces that authenticate users, allow agents to scale on our public APIs, and enable self-service product configuration. You will guide your team in leveraging Addepar’s enterprise identity platform to create responsive, frictionless user journeys. These range from the “front door” of our products (such as login and MFA) to the administrative tools our customers use to configure experiences for their internal teams and end-clients. Collaborating closely with product managers, designers, and engineering partners, you will ensure our delivery aligns with our clients' complex regional, compliance, and privacy needs. Ultimately, you will foster an environment of engineering excellence, empowering your team to build the next generation of features that prepare Addepar for the demands of modern, AI-driven users. Applicants must have legal authorization to work in the country where this role is based on the first day of employmen

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, Singapore and São Paulo. The Role We are currently seeking a software engineering manager to join the Alternatives Data Management (ADM) team. Our team is building AI-powered data products and workflow solutions that unlock transparency, efficiency, and insight in private market investments. You’ll lead a full-stack team of engineers and collaborate closely with Product and Design to deliver client-facing features that will set us apart from our competitors. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Manage a small team of frontend and backend engineers that will grow as you do Own technical design and implementation for some of your projects to set a good example for the ICs Work with platform teams to deliver features with consistent capabilities Drive the career growth of your direct reports Stay up to date on industry trends, such as AI tooling, that can make the team more effective Collaborate with ADM engineering and product leads in the US, UK and India to drive team-wide process improvements and best practices Who you are B

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, Singapore and São Paulo. The Role We are establishing a Procure-to-Pay (P2P) team in India to support our global Finance organization. As the P2P Operations Lead, you will build and lead our new P2P Shared Services function in India, overseeing the operational execution of supplier onboarding, purchase order administration, invoice processing, and governance activities while partnering with Procurement and Accounts Payable to deliver a scalable, world-class Procure-to-Pay operation. This role requires someone with deep Coupa and NetSuite experience, a strong command of P2P end-to-end process flows, and the maturity to operate independently with limited in-person oversight. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What you'll own Procurement Operations Own the end-to-end supplier onboarding process, including reviewing complete documentation and adhesion to internal policies. Maintain supplier records to ensure up-to-date supplier details and status Administer procurement workflows within Coupa and NetSuite. Manage Purchase Order (PO) lifecycle, including maintaining accurate PO billing and purchase details, monitoring open POs, and

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, Singapore and São Paulo. The Role As a Field Engineer, Team Lead you will serve as a player-coach — guiding a team of field engineers while personally executing the most complex, mission-critical technical work yourself. Operating at the intersection of engineering and client success, you are both the technical anchor for your team and Addepar's technical vanguard in the field, translating complex business requirements into production-grade integrations, automations, and data solutions. You will be the technical expert across Addepar's full solution suite — from API integrations and automation frameworks to advanced data platforms (including our white-labeled Databricks offering, ADX) and AI-driven tooling. At the same time, you will develop your people-management skills: providing daily guidance, coordinating work allocation, and turning the vision set by leadership into reality while keeping your team aligned to our core processes. This role combines a forward-deployed delivery model with hands-on technical depth and functional leadership of a high-performing engineering team. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. Important Note: Th

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, Singapore and São Paulo. The Role Addepar’s Enterprise Sales team partners with some of the largest wealth management firms in the globally, including many listed on the Barron’s Top 40. As an Enterprise Account Executive, you will lead complex, consultative sales efforts with a small set of highly strategic clients. This is a senior role with responsibility for both driving new business and expanding long-term partnerships across global financial institutions. You will act as the business owner for your accounts , setting strategy, leading execution, and aligning internal teams to deliver meaningful outcomes for clients. This role goes beyond traditional sales; you’ll help shape how leading firms evolve their advisor and client experience through technology. You’ll operate in a highly cross-functional environment, partnering with teams across Sales Engineering, Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. What You’ll Do Own and grow strategic relationships - Build, expand, and deepen relationships with key enterprise clients. Drive new business, renewals, and multi-year expansion opportunities across your portfolio. Lead consultative enterprise sales c

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, Singapore and São Paulo. The Role Part of the broader Addepar Data Management organisation, the Portfolio Data Operations team is responsible for ensuring Addepar's clients have timely and high quality data. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Portfolio Data Operations team sits at the nexus of Addepar's activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs Investigate and troubleshoot data pipeline issues and data feed processing exceptions, and triage with Engineering Support when needed Complete and maintain operational workflows, and identify and implement opportunities for optimisation Collaborate with Client Support, Solution Architects, and other members of Sales and Services to address client data inqu

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, Singapore and São Paulo. The Role We are seeking a Senior Software Engineer (Warsaw, Poland) with expertise in Java and frontend technologies to join our Identity and Authentication team. In this full-stack role, you will build and maintain the systems and interfaces that authenticate users and enable self-service product configuration. You will leverage Addepar’s enterprise identity platform to create responsive, frictionless user journeys. These range from the “front door” of our products (such as login and MFA) to the administrative tools our customers use to configure experiences for their internal teams and end-clients. Collaborating closely with product, design, and engineering partners, you will ensure our identity and authentication capabilities meet our clients' complex regional, compliance, and privacy needs. Ultimately, you will build the next generation of features that prepare Addepar for the demands of modern, AI-driven users. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Author, in Java APIs and web UIs, user and customer configuration tools which expose the capabilities of Addepar’s identity platform. Migrate Ad

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, Singapore and São Paulo. The Role The Portfolio Services team is at the core processing Addepar’s client data. We play a pivotal role in enabling data to flow across our data platforms into our client’s instances. Working at the critical intersection of application, analyst, and operations teams, we promote developer velocity and robust process automation. Working with a healthy mix of new technologies and existing core applications, the team thrives on solving complex challenges to deliver high-impact solutions. If you're passionate about creating true engineering leverage, this is the team for you. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Work with teams across the organisation to: Develop resilient distributed services and high quality tooling to support product operations and engineering Investigate and debug complex issues that span across teams and applications Drive software delivery and improve the engineering processes we use to develop and release software Who You Are Comfortable working independently, with a bias for action Thrives in ambiguous spaces where there isn’t a clear solution Enjoys digging into new pr

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, Singapore and São Paulo. The Role The Platform Services team is at the core of accelerating Addepar’s platform scalability, elasticity, and global expansion. We play a pivotal role in driving innovation and standards for building distributed services and on-demand environments to meet the rapid scale of Addepar’s growth. Working at the critical intersection of application, infrastructure, and operations teams, we promote developer velocity and robust process automation. Working with a healthy mix of new technologies and existing core applications, the team thrives on solving complex challenges to deliver high-impact solutions. If you're passionate about creating true engineering leverage, this is the team for you. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Work with teams across the organisation to: Develop resilient distributed services and high quality tooling to support product operations and engineering Investigate and debug complex issues that span across teams and applications Drive software delivery and improve the engineering processes we use to develop and release software Who You Are Comfortable working independent

ROLE: Account Director TEAM: Accounts LOCATION: Toronto (Hybrid) COMPANY OVERVIEW Salt is a North American marketing agency that creates connected experiences through creative, digital, and media innovation. Our mission is to help clients, and their brands earn the world’s attention through our core philosophy of Connected Creativity - a cross-disciplinary, collaborative approach to ideation and planning that unlocks the power of different perspectives. This approach enables us to deliver new and effective solutions. Because the best results start with different ideas. ROLE OVERVIEW As an Account Director, you’ll lead a portfolio of integrated campaigns from strategy through execution, acting as the central driver of both client relationships and internal team performance. You’ll serve as the general manager of your business—owning delivery, growth, and team alignment across every touchpoint. You’ll oversee cross-functional teams, guiding the development of programs that are insight-led, creatively sharp, and built to perform. From setting the vision to briefing creative, managing timelines, and owning the budget, you’ll keep the work on track and the client confident in every step. This role is for a strategic thinker and hands-on leader. You know how to turn complexity into clarity and move ideas into action. You’re a strong communicator, a collaborative partner, and a steady force in a fast-moving environment. CORE RESPONSIBILITIES Client Relations • Develop and deepen trusted client relationships, acting as a strategic advisor aligned to business goals and brand objectives. • Lead the development and execution of integrated marketing (IMC) programs, ensuring excellence from concept to delivery. • Maintain a strong understanding of the client’s business, industry landscape, and growth drivers. • Identify and pursue opportunities for organic account growth by proposing incremental programs and value-added services. • Provide strategic brand and business guidance t

Role Title: Key Account Manager Job Description As a Key Account Manager , we are looking for passionate individuals who can maintain and enhance existing client relationships through cross-selling and up-selling our services, while also creating new business opportunities wherever possible. Key Responsibilities The Key Account Manager should be able to: Develop a good understanding of customers' needs, their industry, competitors, and market pressures, and incorporate these insights into compelling value propositions. Communicate effectively and build strong relationships with decision-makers at every level, earning their trust and becoming a valued advisor on business, technology, and operational challenges. Open new buyer relationships and create new revenue streams within customer organizations by identifying contacts and initiating discussions. Conduct Quarterly Business Reviews (QBRs), understand customer challenges, ensure customer satisfaction (CSAT), and partner with delivery managers and technical teams to maintain a seamless client relationship. Forecast revenue and resource requirements for customer engagements in a timely manner to ensure a superior customer experience. Spearhead pitches and new business development initiatives within the assigned portfolio. Write proposals and manage deals through to contract closure. Maintain close oversight of all work in progress. Manage and grow Fortune 1000 (F1000) accounts. Exposure to the BFSI (Banking, Financial Services, and Insurance) domain would be an added advantage. Skills and Qualifications Positive attitude, quick thinker, and strong problem-solver with the flexibility and resilience to operate independently in high-pressure situations. Strong interpersonal skills and excellent written and verbal communication in English. Prior successful experience in sales/account management within enterprise software services. Experience in Analytics & Big Data services would be an added advantage. Strong solutio