Solutions Consultant

Overview

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 and São Paulo.

• Lead full-cycle implementation projects for new and existing clients across the EMEA market.
• Manage data onboarding, portfolio setup, and system configuration with precision, ensuring data integrity and client satisfaction.
• Coordinate with certified partners to deliver scalable implementations and ongoing enhancements.
• Build trusted relationships with key client stakeholders and become a strategic partner in helping them achieve their goals.
• Define and manage project expectations clearly across client and internal teams, balancing multiple time zones and priorities.
• Serve as a subject-matter expert on Addepar’s platform and its application to wealth and investment management workflows.
• Contribute to playbooks, tools, and delivery best practices adapted for the EMEA market.
• Collaborate cross-functionally with Sales, Solutions Engineering, and Client Success to ensure seamless client handoffs and delivery excellence.

• Previous experience in financial services, SaaS, consulting, or a related client-facing role
  .
• Proven success in solution delivery, implementation, or client onboarding
  , ideally within wealth management, fintech, or data-intensive environments.
• Excellent communication and relationship-building skills, capable of engaging both business and technical audiences.
• Highly organized, self-driven, and comfortable working in a fast-moving, growth-stage environment.
• Familiarity with investment data, reporting, and portfolio workflows
  .
• Comfortable collaborating across global teams and managing projects remotely.
• Process-oriented with an eye toward continuous improvement.
• The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment.
• Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face.
• Passion for technology and finance.
• Willingness to travel occasionally for client onsites.
• Basic scripting or programming knowledge (Python preferred) is an advantage.

• Deeply connected to our mission and to each other.
• Outcome-driven with strong communication skills.
• Reputation as a trusted colleague and thought leader.
• High intellectual and technical proficiency.
• Eager to both teach and learn.

• Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.