Quick Overview
Job Description
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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.
The Role
An Enterprise Solutions Consultant is responsible for playing the role of an implementation architect for our most significant implementation projects. In this role, you will lead the design and oversight for new clients onboarding to the Addepar platform, ensuring we’re developing the best solutions to fit their unique and complex requirements. Additionally, you will be responsible for ensuring that the solutions we develop for our clients are compatible with the other products and services within the Addepar ecosystem as our offering continues to expand.
The ideal candidate has relevant experience in the financial domain, consulting, and technology. A Sr. Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities, and the ability to collaborate with other Addepar teams, including our Sales, Engineering, and Product teams. They must deeply understand our target markets and the clients we serve. They are passionate about understanding our clients' needs, taking a hands-on approach to solving problems, working collaboratively with internal teams, and taking ownership of our clients' success.
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 Do
- Onboard new clients to the Addepar platform, leading the solution design and execution of the implementation project
- Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
- Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
- Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to expand rapidly
- Connect with clients in a proactive, consultative, and professional manner
Who You Are
- Minimum of 5+ years professional experience working in finance, technology, and/or consulting
- Solution-oriented approach and a passion for problem-solving
- Proven ability to research, design, and implement solutions for complex problems
- Strong work ethic, proactive, and a high contributing teammate
- Independent, adaptable, and can thrive in a fast-paced environment
- Excellent communication, organisational, and time-management skills
- Experience programming in Python language and/or experience with project management is a plus
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 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.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.