Solutions Consultant

Addepar
London
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 2+ yearsSkills: ["Communication","Organization","Time management","Independent work","Adaptability"]

Design and implement out-of-the-box onboarding solutions for new investment clients on the Addepar platform. Assess and own the success of add-on projects and partner delivery assurance, transitioning clients and their data with deep finance and technical expertise. Set and communicate expectations across stakeholders while managing multiple implementations end-to-end, and contribute to scalable tools and regional subject-matter expertise.

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FursaFursa
Addepar
Addepar
1 day ago

Solutions Consultant

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Last checked: 2 hours agoStatus: Live

Job Summary

Design and implement out-of-the-box onboarding solutions for new investment clients on the Addepar platform. Assess and own the success of add-on projects and partner delivery assurance, transitioning clients and their data with deep finance and technical expertise. Set and communicate expectations across stakeholders while managing multiple implementations end-to-end, and contribute to scalable tools and regional subject-matter expertise.
Location: London
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Lead and complete implementation projects onboarding new clients to the Addepar platform.
  • •Assess and own the success of add-on projects and partner delivery assurance.
  • •Transition clients and their data onto Addepar using technical and industry expertise.
  • •Set, manage, and communicate expectations across internal and external stakeholders.
  • •Manage multiple projects simultaneously to ensure successful outcomes from start to finish.
Travel: Low travel

Key Requirements

  • •2+ years of professional experience in financial services, consulting, or a related field.
  • •Previous client-facing experience in implementation or solution design.
  • •Strong communication, organization, and time management skills.
  • •Ability to work independently and adapt in a fast-paced, evolving environment.
  • •Experience with scripting/programming, especially Python, is a plus.
Experience:2+ yearsFinancial servicesConsulting
Skills:CommunicationOrganizationTime managementIndependent workAdaptability
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
WebsiteLinkedIn