Solutions Consultant - Alternatives Data Management (ADM)

Addepar
Edinburgh
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringSkills: ["Leadership","Self-reliance","Collaboration","Problem-solving","Ownership"]

Lead the onboarding and implementation of Addepar’s ADM (Alternatives Data Management) for clients. You’ll manage ADM projects end-to-end, coordinate solution design and execution when applicable, and ensure ADM fits with each client’s existing Addepar environment—identifying and planning for gaps. Partner with cross-functional teams (Data, Product, Client Management, and Sales) to deliver successful outcomes and maintain high client satisfaction across multiple simultaneous projects.

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Addepar
Addepar
1 day ago

Solutions Consultant - Alternatives Data Management (ADM)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Lead the onboarding and implementation of Addepar’s ADM (Alternatives Data Management) for clients. You’ll manage ADM projects end-to-end, coordinate solution design and execution when applicable, and ensure ADM fits with each client’s existing Addepar environment—identifying and planning for gaps. Partner with cross-functional teams (Data, Product, Client Management, and Sales) to deliver successful outcomes and maintain high client satisfaction across multiple simultaneous projects.
Location: Edinburgh
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Onboard and implement ADM for clients, leading project management, solution design (where applicable), and execution.
  • •Work with cross-functional teams to ensure successful project delivery and client satisfaction.
  • •Prioritize and context-switch to lead simultaneous projects through completion.
  • •Identify and drive improvements to processes and standard methodologies as the platform expands.
  • •Connect with clients proactively and consultatively to support their onboarding and success.

Key Requirements

  • •2-3+ years professional experience working in finance, technology, project management and/or consulting.
  • •Experience with project management.
  • •Experience working with alternative investment data.
  • •Strong problem-solving mindset with a solution-oriented approach.
  • •Excellent communication, organizational, and time-management skills.
Experience:FinanceTechnologyProject managementConsultingAlternative investments
Skills:LeadershipSelf-relianceCollaborationProblem-solvingOwnership

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
WebsiteLinkedIn