Solutions Consultant

We are seeking an experienced Solutions Consultant to join our growing team in Singapore. 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.

Candidates must have valid authorization to work in Singapore. 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 Singapore Pte. Ltd., company number [PENDING], having a registered address at 20A Tanjong Pagar Rd, Singapore 088443. Addepar Singapore Pte. Ltd. is part of the Addepar group of companies of which the ultimate parent is Addepar, Inc.

1.2       Addepar Singapore Pte. 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 full-cycle implementation projects for new and existing clients across the APAC market. * Manage data onboarding, portfolio setup, and system configuration with precision, ensuring data integrity and client satisfaction. * Coordinate with certified partners to deliver scalable implementations and ongoing enhancements. * Build trusted relationships with key client stakeholders and become a strategic partner in helping them achieve their goals. * Define and manage project expectations clearly across client and internal teams, balancing multiple time zones and priorities. * Serve as a subject-matter expert on Addepar’s platform and its application to wealth and investment management workflows. * Contribute to playbooks, tools, and delivery best practices adapted for the APAC market. * Collaborate cross-functionally with Sales, Solutions Engineering, and Client Success to ensure seamless client handoffs and delivery excellence.

* 2+ years of experience in financial services, SaaS, consulting, or a related client-facing role. * Proven success in solution delivery, implementation, or client onboarding within wealth management, fintech, or data-intensive environments. * Familiarity with investment data, reporting, and portfolio workflows. * Exceptional verbal and written communication skills. * Highly organized, self-driven, and comfortable working in a fast-moving, growth-stage environment. * Comfortable collaborating across global teams and managing projects remotely. * Process-oriented with an eye toward continuous improvement. * Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face. * Willingness to travel occasionally for client onsites. * Basic scripting or programming knowledge (Python preferred) is an advantage.

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 .