Addepar
Direct Solutions Consultant
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Addepar Solutions Consultant/Architect
Who We Are
Addepar is a global data and AI platform empowering investment professionals to transform complex financial information into actionable intelligence. We unify portfolio, market, and client data into a total portfolio view, delivering AI-powered insights within investment and client workflows.
More than 1,400 firms, spanning nearly 60 countries, use Addepar to manage and advise on $9 trillion in assets. Our open platform integrates seamlessly with 650+ financial software, data providers, and consultant partners, supporting operations across firms of all sizes.
Offices are located in: New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, São Paulo.
The Role
Solutions Consultants/Architects design and implement out-of-the-box solutions for new clients, ensuring efficient onboarding of the world’s most sophisticated investors. They identify how Addepar can deliver strategic value and leverage their analytical skills to advise clients on data modelling and asset analysis.
Key responsibilities include:
- Deep understanding of finance and technology
- Client ownership, with a focus on satisfaction
- Project governance and collaboration across Addepar’s Sales, Product, and Partnership teams
The ideal candidate demonstrates a proven track record of delivering exceptional client experiences in investment management or related software deployments. They operate with discretion—defining their own projects and schedules—while thriving in self-reliance and cross-team collaboration.
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Must haves:
- Right to work in the United Kingdom (no visa sponsorship available).
Responsibilities
Leverage expertise to:
- Onboard users and client data onto Addepar
- Deliver high-value client outcomes, aligning with expectations and transitioning clients to best-practices operational models
- Manage stakeholder expectations internally and externally throughout the project lifecycle
- Ensure client retention through satisfaction and advocacy
- Scope change management for sustainable results
- Achieve 100% compliance with methodology documentation
- Own end-to-end historical data conversions, using Addepar’s best-practices
- Multi-task projects efficiently, ensuring outcomes are delivered on time
- Communicate project health to senior stakeholders
- Continuously improve processes, tools, and methodologies as client base grows
- Reduce project effort and duration via scalability templates and optimized workflows
- Manage third-party engagements’ delivery assurance
Become an expert on Addepar’s capabilities.
Who You Are
We seek professionals with:
- Preferred experience: Project management, financial services, or consulting
- Plus: Prior client-facing or software implementation roles
- Competencies:
- Strong communication, organization, and time-management skills
- In-depth understanding of historical data conversion methods and source systems (or enthusiastic learner)
- Process-oriented with a focus on continuous improvement
- Independent, adaptable, and thriving in fast-paced environments
- Excellent interpersonal skills for clear communication via email, phone, and in-person
- Passion for technology and finance
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Travel: Occasional.
Bonus qualifications:
- Previous experience with investment management software implementations
- Programming/scripting (Python)
- Salesforce expertise
Our Values
- Act Like an Owner – Own outcomes with intention and purpose.
- Build Together – Collaborate for solutions that create lasting value.
- Champion Our Clients – Constantly exceed client expectations.
- Drive Innovation – Problem-solve fearlessly to transform the industry.
- Embrace Learning – Grow through sharing perspectives and adopting a growth mindset.
Equal opportunity employer: We champion diversity of thought, experience, background, and identity. Inclusion and belonging are shared responsibilities. We ensure accommodations for individuals with disabilities at every engagement stage.
Phishing Scam Warning
Addepar has beenalerted to scams: fraudsters posing as hiring managers will send fake offers via email, text, or social media. No valid job offer will be made without a formal interview.
- Addepar will never request equipment purchases during onboarding.
- Questions? Contact: ta-operations@addepar.com.
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