b Overview /b p In this role you will help design and implement Addepar solutions for new clients, driving value through understanding client needs and aligning the platform with their complex requirements. You will gain deep product knowledge while supporting clients, then progress to design and deliver implementations in cross-functional settings. You’ll work closely with Sales, Product, and R D to ensure seamless integration within the Addepar ecosystem, with a clear path toward broader client services roles. /p b Pay / Benefits /b ul li strong corporate culture /li li cool swag /li /ul b Responsibilities /b ul li Onboard new clients by designing and overseeing tailored Addepar implementations /li li Ensure solutions are compatible with other Addepar products and services /li li Provide hands-on client support, troubleshoot issues, and resolve data/calculation discrepancies /li li Conduct root-cause analysis with R D, Product, and Account Management /li li Learn and apply platform knowledge to maximize client usage in onboarding and hands-on instruction /li li In rotations, design solutions, execute project implementations, and drive successful project delivery /li li Collaborate with cross-functional teams to improve processes and standard methodologies /li li Communicate project health and status to internal and external senior leadership /li /ul b Key requirements /b ul li BA/BS in Economics, Finance, Mathematics, Business Administration, or related field with graduation windows Fall 2026–Spring 2027 /li li Strong organizational and interpersonal skills /li li Solution-oriented with problem-solving passion /li li Proven ability to design and implement solutions for complex problems /li li Independent, adaptable, and fast-paced work style /li li Interest in global wealth management business /li li Strong written and verbal communication /li li Proactive, collaborative team player with work ethic /li li Internship experience in finance, technology, or consulting is a plus /li li Python programming and/or project management experience is a plus /li /ul ul li organizational skills /li li interpersonal skills /li li problem-solving /li li communication /li li proactivity /li li Python /li /ul
AddeGrad Program (2027) - Client Solutions Analyst employer: Addepar
Addepar is an exceptional employer that fosters a dynamic work culture where innovation and collaboration thrive. With a commitment to employee growth, the company offers extensive training and development opportunities, ensuring that team members are equipped to excel in their roles as Technical Success Managers. Located in the vibrant city of London, employees benefit from a diverse and inclusive environment that champions creativity and client success, making it a rewarding place to build a meaningful career.
