Partner Delivery Manager

Responsibilities

• Lead the success of partner-led implementation projects, driving shared ownership with channel partners to achieve the best client outcomes.
• Oversee and guide partner projects, ensuring shared implementation frameworks and methodologies are established and followed throughout client onboarding.
• Coordinate communication between partners and internal Services, Data, and Support teams to ensure effective project delivery and seamless transitions at key project milestones.
• Assess and take responsibility for the success of add-on projects and partner delivery assurance.
• Serve as the primary resource for partners, supporting their technical and business needs.
• Guide partners in architecting and onboarding supported integrations.
• Serve as an escalation point for Support personnel regarding technical issues.
• Use technical and industry expertise to lead partner engagements that transition clients and their data onto Addepar.
• Partner with internal stakeholders to scale the Partnership Services program.
• Educate Services, Sales, and Marketing teams about Partnership offerings, fit, and standard methodologies; help create documentation, training, and enablement materials.
• Set, lead, and communicate expectations internally and externally.
• Prioritize and context-switch effectively across simultaneous projects, seeing each through to completion.
• Meticulously document work and influence others to do the same.
• Improve processes and tools as the partner and client base expands.

Requirements

• 7+ years of experience in financial services or consulting in related client- or partner-facing roles.
• 2+ years of experience implementing Addepar clients.
• Outstanding communication, organizational, and time-management skills.
• Independence, adaptability, and the ability to thrive in a fast-paced environment.
• Strong communication skills for training and communicating with clients by email, phone, and in-person, in individual and group settings.
• Passion for technology and finance.
• Experience with programming or scripting, specifically Python.
• Occasional travel.

Nice-to-haves

• Experience with investment management software implementations.
• Project management experience.

Values

• Act Like an Owner: Think and operate with intention, purpose, and care. Own outcomes.
• Build Together: Collaborate to unlock the best solutions and deliver lasting value.
• Champion Our Clients: Exceed client expectations.
• Drive Innovation: Be bold and unconstrained in problem solving.
• Embrace Learning: Engage the community to broaden perspective and bring a growth mindset.