Solutions Consultant

Solutions Consultants are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the world’s most sophisticated investors. They are focused on identifying how Addepar can unlock significant value for our clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets. They have a deep understanding of both finance and technology, take ownership of our clients’ happiness, and excel at project governance.

Our ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedule and are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must be a strong project manager and possess an appreciation for our target markets (or hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our organization.

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.

1.1           In this Data Privacy Notice the terms the "Company", "we", "us" and "our" are references to Addepar UK Ltd., company number 13162730, having a registered address at Clifton House, Bunnian Place, Basingstoke, Hampshire, United Kingdom, RG21 7JE. Addepar UK Ltd. is part of the Addepar group of companies of which the ultimate parent is Addepar, Inc.

1.2           Addepar UK Ltd. will be the data controller of your personal data.  In addition, where processing of personal data is undertaken by other associated companies of the Company for their own independent purposes, these associated companies may be co-controllers of your personal data.

1.3           We hold and process data on all current and former applicants and interview candidates ("applicants" or "you" or "your"), and third parties whose information you provide to us in connection with your application (e.g., next‑of‑kin, emergency contact information).

1.4           We take your data protection rights and our legal obligations seriously.  Your personal data will be treated in a secure and confidential manner and only as set out below or otherwise notified to you in writing.

1.5           Please read the following carefully to understand our views and practices regarding your personal data and how we treat it.  The following Data Privacy Notice describes the categories of personal data we may process, how your personal data may be processed, for what purposes we process your data and how your privacy is safeguarded in the course of our relationship with you.  It is intended to comply with our obligations to provide you with information about the Company's processing of your personal data under privacy laws.  It does not form part of a contract of employment or engagement.

1.6           If you have any questions about this Data Privacy Notice please contact privacy@addepar.com.

* 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 * Demonstrate technical and industry expertise to transition clients and their data onto Addepar * Set, manage, and communicate expectations clearly across internal and external stakeholders * Manage multiple projects simultaneously, ensuring successful outcomes from start to finish * Contribute to the development of scalable tools and processes as we expand * Become a subject matter expert on the Addepar platform and its application in the region

* 2+ years of professional experience in financial services, consulting, or a related field * Previous client-facing experience, particularly in implementation or solution design * Excellent communication, organization, and time management skills * Independent, adaptable, and able to thrive in a fast-paced, evolving environment * Passionate about both finance and technology * Comfortable working across time zones and collaborating with global teams * Experience with scripting/programming (especially Python) is a plus * Willingness to travel occasionally within the region and globally * [Bonus] Familiarity with investment management software or enterprise technology implementations * [Bonus] Background in project management

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 .