Solutions Consultant

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 Solutions Consultants are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the world’s most sophisticated investors. They are focused on identifying how Addepar can unlock significant value for our clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets.

They have a deep understanding of both finance and technology, take ownership of our clients’ happiness, and excel at project governance.

Our ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedule and are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations.

They must be a strong project manager and possess an appreciation for our target markets (or hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our organization.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll DoLead and complete implementation projects onboarding new clients to the Addepar platform

Assess and own the success of add-on projects and partner delivery assurance

Demonstrate technical and industry expertise to transition clients and their data onto Addepar Set, manage, and communicate expectations clearly across internal and external stakeholders

Manage multiple projects simultaneously, ensuring successful outcomes from start to finish

Contribute to the development of scalable tools and processes as we expand

Become a subject matter expert on the Addepar platform and its application in the region

Who You Are2+ years of professional experience in financial services, consulting, or a related field

Previous client-facing experience, particularly in implementation or solution design

Excellent communication, organization, and time management skills

Independent, adaptable, and able to thrive in a fast-paced, evolving environment

Passionate about both finance and technology

Comfortable working across time zones and collaborating with global teams

Experience with scripting/programming (especially Python) is a plus Willingness to travel occasionally within the region and globally[Bonus] Familiarity with investment management software or enterprise technology implementations[Bonus] Background in project management

Our Values 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…