Client Partner Manager 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 The Advisor Experience team builds bespoke solutions for financial advisors to grow and sustain their business, starting with a new secure messaging experience. As a Senior Software Engineer with a frontend emphasis, you will be the primary owner of the team’s user interface layer — crafting modern, performant, and intuitive experiences that financial advisors rely on daily. You will lead frontend architecture decisions, build and maintain component systems, and collaborate closely with Product Design to translate complex advisor workflows into elegant, accessible interfaces. While your primary impact will be on the frontend, you will work across the full stack as needed to deliver complete features and integrate with backend services and APIs. 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 Lead frontend development for the Advisor Experience Secure Messaging product, building rich, performant user interfaces using modern web frameworks. Design and maintain scalable frontend a

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 an Account Executive to join our Sales Team! We are looking for a superstar to add to our ever expanding team. We are seeking an experienced, quota carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for growing new ARR for large RIAs’, Multi-Family Offices and Private Banks. 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 $108,000 - $135,000 (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-base

Agency Securities Lending Trader – Securities Finance - New York Securities Finance encompasses the Agency Securities Lending (ASL), Directed Agent Investment Services (DAIS), and Collateral products within the Execution Services division of Investor Services. The business partners with institutional investors to enhance their portfolio returns through intrinsic value securities lending, liquidity management, and collateral optimization. Citi's key strengths include unsurpassed global branch network, robust risk management, real-time controls, product innovation, dynamic reporting, and market thought leadership. The business is seeking a securities lending trader to work in New York. Citi provides 24-hour trading coverage and client services through its business locations in Sydney, Hong Kong, Singapore, London, Dublin, New York, and Tampa. Citi’s strategic presence in these locations is designed to align our business with our client base and provide a platform to target new client mandates. Our traders execute transactions for leading global institutional investors including Sovereign Wealth Funds, Pension Funds, Insurance Companies, ETF Issuers, and Mutual Funds. Leveraging our market-leading combination of securities lending expertise, local branch network, and breadth and depth of supply enables us to create mutually beneficial opportunities for both lenders and borrowers alike. RESPONSIBILITIES: Develop and maintain relationships with borrowers to optimize our clients’ securities lending portfolio performance. Adhere to risk & control guidelines specifically as it relates to counterparty credit limits, best execution, and fiduciary obligations. Identify and present trading opportunities to capitalize on special situations and latent holdings. This includes the assessment of voluntary corporate action events such as Rights, Tenders, Buybacks, and Scrip/DRP options.

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 Analytics team is seeking a Director to join and lead the team. The Analytics team is a globally distributed team core to Addepar's transition to next-generation data and analytics with a scalable global operating model. Its mission is to empower analysts, researchers, and internal teams to create and share data and insights - driving data driven decision making at scale. The Director will define and execute the strategic vision for the function, while driving operationalisation, governance, and platform maturity across regions. 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 Define and execute a unified analytics strategy in partnership with key stakeholders, with a published roadmap reviewed quarterly Serve as a culture carrier and visible leader for the APAC region, bridging local teams with global priorities Lead BI and platform strategy, including persona-driven architecture and enablement paths for power users, consumers, executives, and producers Lead global expansion of the analytics platform - hardening existing regional implementations and validating a repeatable architecture for ne

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 Data Solutions Consultant, you will support some of Addepar’s complex and high-touch client data implementation projects. You’ll design scalable solutions to transform and integrate clients’ portfolio data into Addepar, and build expertise across both technical and business domains. 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 opportunity to shape our operating model locally and strengthen how our global teams deliver together. Beyond client delivery, you’ll also have the opportunity to participate in internal innovation; contributing to automation, tooling, and best practices that enable scale and elevate how we operate globally. This is an individual contributor position for someone who thrives at the intersection of finance, data, and technology, and is excited to make a global impact from India. 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 Support compl

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 n

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 has just launched an Alternatives Product offering that gives Addepar clients the option to have their Private Funds data extracted, processed, validated, and ingested directly from Private Fund documents for a more automated end-to-end solution for handling Alternatives on the platform. This white-glove solution combines proprietary machine learning technology that automatically extracts data from Private Funds documents and human-in-loop review to validate any documents that fail to pass confidence and data quality checks. As part of the broader Addepar Data organization, the Alternatives Data Ops team is responsible for the human-in-loop review of Private Funds documents, ensuring clients' Alternatives data is processed, validated, and available in Addepar in a timely manner. This role will include managing a team and reviewing Private Fund statements, modifying data that has been incorrectly extracted by our machine learning models, and reprocessing the data within SLAs. The Alternatives Data Ops team plays a critical role in the success of Addepar's Alternatives offering and requires daily communications with the Alternatives Product Team, Machine Learning Operations, clients, data providers (GPs and Fund Admins), and add

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 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

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. Smartsheet is empowering ambitious sales professionals to join our team as Account Executives. In this role, you'll transcend traditional sales, becoming a trusted advisor and strategic partner to our customers. You'll be at the forefront of driving significant revenue growth by managing and expanding relationships within a portfolio of accounts. This is your chance to leverage your strategic thinking and sales acumen to navigate complex deals and deliver transformative solutions that directly impact our clients' success. At Smartsheet, we provide a leading cloud-based platform for work execution, enabling organizations to plan, capture, track, automate, and report on work at scale. We are committed to fostering a culture of trust and innovation, empowering our team to deliver exceptional value to our clients. This role is eligible for remote work within Costa Rica. You must reside in Costa Rica. You will: Drive Strategic Growth: Exceed software and services sales targets by developing and executing strategic account plans for clients. Cultivate Executive Relationships: Build and nurture strong relationships with C-level executives and key decision-makers, positioning Smartsheet as a strategic partner. Navigate Complex Deals: Lead complex, solution-based sales cycles, aligning Smartsheet's capabilities with clients' strategic objectives and driving significant deal closures. Proactive Opportunity Identification: Identify and capitalize on expansion opportunities within existing accounts, ant

About Pinterest: Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we’re on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other’s unique experiences and embrace the flexibility to do your best work. Creating a career you love? It’s Possible. At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we’re looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we’ll explore your foundational skills and how you collaborate with AI. Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here . We’re looking for a Director, CPG Sales to lead our monetization efforts for the vertical in DACH. Reporting to the Managing Director, Sales (DACH), you'll be responsible for building Pinterest’s CPG business in one of Europe's largest markets. You will be working closely with cross-functional partners to drive business results for our clients while delivering growth. You will be managing a team of senior sellers and be part of the Senior Leadership team in DACH. You will be representing Pinterest externally and be our voice in the industry on relevant topics. This is a full-time position based in Germany. What you’ll do: Lead our sales strategy and execution for CPG in DACH. Lead the DACH CPG Management Team by building, training and motivating a high performing, diverse sales team based on an inclusive, positive culture Develop market a