Solutions Consultant - Alternatives Data Management (ADM)

Addepar
Edinburgh
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 2+ yearsSkills: ["Self-reliance","Leadership","Collaboration","Problem-solving","Communication","Organizational","Time-management","Proactive","Independent","Adaptable"]

Facilitate onboarding and implementation of Addepar ADM (Alternatives Data Management) for clients. Lead ADM projects end to end, including project management, solution design (where applicable), and execution, while coordinating with cross-functional teams to deliver successful outcomes and client satisfaction. Manage simultaneous implementations, improve processes and methodologies as the platform expands, and ensure ADM fits each client’s existing Addepar solution or plans for gap resolution.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Addepar
Addepar
1 month ago

Solutions Consultant - Alternatives Data Management (ADM)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Facilitate onboarding and implementation of Addepar ADM (Alternatives Data Management) for clients. Lead ADM projects end to end, including project management, solution design (where applicable), and execution, while coordinating with cross-functional teams to deliver successful outcomes and client satisfaction. Manage simultaneous implementations, improve processes and methodologies as the platform expands, and ensure ADM fits each client’s existing Addepar solution or plans for gap resolution.
Location: Edinburgh
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Onboard and implement ADM for Addepar clients by leading project management, solution design, and implementation execution.
  • •Collaborate with cross-functional teams to ensure successful project delivery and client satisfaction.
  • •Prioritize and manage simultaneous projects, driving each implementation to completion.
  • •Identify and improve processes and standard methodologies as the Addepar platform expands.
  • •Engage clients proactively in a consultative, professional manner to support their success.

Key Requirements

  • •Minimum 2-3+ years professional experience working in finance, technology, project management and/or consulting.
  • •Experience with project management.
  • •Experience working with alternative investment data.
  • •Solution-oriented, passionate about problem solving.
  • •Ability to collaborate across teams and communicate effectively; strong organizational and time-management skills.
Experience:2+ yearsFinanceTechnologyProject managementConsultingAlternative investmentsData
Skills:Self-relianceLeadershipCollaborationProblem-solvingCommunicationOrganizationalTime-managementProactiveIndependentAdaptable
Languages:English

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