Addepar

1 month ago

Partner Solutions Architect

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Deliver partner-led implementation success by onboarding and training implementation partners, guiding them to lead Addepar deployments, and designing scalable solutions that meet client needs. Collaborate with Sales, Partnerships, Engineering and Product to educate on partner capabilities, address enterprise-level issues, and ensure smooth transitions of clients and data to Addepar Support. Strong finance/tech background, hands-on coding (Python) and excellent communication required.

Location: Edinburgh

Workplace: Remote

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Leads the success of partner-led implementation projects driving shared ownership with channel partners in the best client outcomes.
•Provide oversight and guidance on partner projects ensuring shared implementation framework and methodologies are established and practiced throughout client onboarding.
•Facilitates proper coordination and communication between partners and internal Services, Data and Support teams ensuring proper project delivery from all teams and seamless transitions at appropriate project turning points.
•Assess and be responsible for the success of add-on projects and partner delivery assurance.
•Be the go to resource for all partners supporting, technical and business needs.

Travel: Low travel

Key Requirements

•Experience in Financial Services or Consulting in client/partner facing roles
•Experience implementing Addepar clients is preferred
•Outstanding communication, organizational, and time-management skills
•Independent, adaptable and thrives in a fast-paced environment
•Experience with programming/scripting, specifically Python

Experience:Financial ServicesInvestment ManagementEnterprise software

Skills:CommunicationOrganizationTime-managementProblem-solving

Languages:English

Tech Stack:Python

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn

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Addepar

1 month ago

Partner Solutions Architect

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Edinburgh

Workplace: Remote

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Leads the success of partner-led implementation projects driving shared ownership with channel partners in the best client outcomes.
•Provide oversight and guidance on partner projects ensuring shared implementation framework and methodologies are established and practiced throughout client onboarding.
•Facilitates proper coordination and communication between partners and internal Services, Data and Support teams ensuring proper project delivery from all teams and seamless transitions at appropriate project turning points.
•Assess and be responsible for the success of add-on projects and partner delivery assurance.
•Be the go to resource for all partners supporting, technical and business needs.

Travel: Low travel

Key Requirements

•Experience in Financial Services or Consulting in client/partner facing roles
•Experience implementing Addepar clients is preferred
•Outstanding communication, organizational, and time-management skills
•Independent, adaptable and thrives in a fast-paced environment
•Experience with programming/scripting, specifically Python

Experience:Financial ServicesInvestment ManagementEnterprise software

Skills:CommunicationOrganizationTime-managementProblem-solving

Languages:English

Tech Stack:Python

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn