At a Glance
- Tasks: Support clients by implementing scalable solutions and ensuring their success with Addepar.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Dynamic work environment with a focus on innovation and continuous improvement.
- Why this job: Make a real impact in finance and technology while helping clients thrive.
- Qualifications: Experience in project management or financial services; strong communication skills required.
The predicted salary is between 50000 - 60000 € per year.
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
The Managed Services team provides premium services that enable business-as-usual (BAU) clients to expand value and accelerate growth after initial implementation. Managed Services Consultants are responsible for delivering high-value outcomes that align with client expectations, ensuring firms are using Addepar’s most up-to-date best practices and gold standard operating models. In partnership with Account Managers, Support Analysts, and Product Managers, the Managed Services Consultants help optimize clients’ overall experience and identify areas for R&D investment that lessen reliance on premium services. They are focused on identifying how Addepar can unlock significant value for 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. Managed Services Consultants have a deep understanding of both finance and technology, take ownership of our client's success and excel at project governance and cross-functional communication.
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.
What You’ll Do
- Demonstrate technical and industry expertise to support clients as you implement scalable, best-practice solutions for existing Addepar environments.
- Deliver high-value client outcomes aligned with client expectations.
- Proactively handle expectations and communication both internally and externally.
- Ensure retention of clients driven by high client satisfaction and reference-ability.
- Establish and drive progress throughout the life of a project to ensure client success.
- Prioritise and context-switch to complete simultaneous projects, seeing each through to the finish line.
- Proactively communicate project health and status to internal and external senior leadership.
- Partner with Account Managers and Support Leads to create a BAU model to ensure clients get the services that they need.
- Partner with R&D on scalable tools that directly reduce client reliance on premium services and promote self-sufficiency in a BAU state.
- Think critically about how to improve our current processes and tools both internally and externally as our client base expands.
- Influence a reduction in project effort and timelines through the development of scalable processes, pre-configured templates, and improved methodologies.
- Be a guide on all things Addepar.
Who You Are
- Professional experience in Project Management, Financial Services or Consulting is preferred.
- Prior client-facing experience is a plus.
- Candidates must have outstanding communication, organisational, and time-management skills.
- Understanding of historical data conversion methodologies and different source systems (or hunger and willingness to learn).
- Thorough with an eye toward continuous improvement.
- The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment.
- Strong interpersonal skills to train and communicate effectively with partners via email, on the phone, and face-to-face.
- Passion for technology and finance.
- Occasional travel to visit clients may be necessary.
- Bonus: Previous experience in investment management software implementations.
- Bonus: Capability to program/script, specifically in python.
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.
Managed Services Consultant Edinburgh, UK in Basingstoke employer: Addepar
Addepar is an exceptional employer, offering a dynamic work environment in Edinburgh that fosters collaboration and innovation. With a strong commitment to employee growth, the company provides opportunities for professional development and encourages a culture of continuous learning. Employees benefit from a supportive atmosphere that values diverse perspectives and prioritises client success, making it a rewarding place to build a career in the intersection of finance and technology.
StudySmarter Expert Advice🤫
We think this is how you could land Managed Services Consultant Edinburgh, UK in Basingstoke
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Addepar on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by understanding Addepar's platform inside out. Familiarise yourself with their services and think about how your skills can help clients achieve success. Show them you’re ready to hit the ground running!
✨Tip Number 3
Practice your communication skills! As a Managed Services Consultant, you'll need to convey complex ideas clearly. Try mock interviews with friends or use online platforms to refine your pitch and get comfortable with client-facing scenarios.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the team at Addepar.
We think you need these skills to ace Managed Services Consultant Edinburgh, UK in Basingstoke
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Managed Services Consultant role. Highlight your experience in project management and client-facing roles, and show how your skills align with what we’re looking for at Addepar.
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past experiences that showcase your analytical skills, communication prowess, and ability to manage multiple projects simultaneously. We want to see how you can add value!
Be Authentic:Let your personality shine through in your application. We value authenticity and want to get a sense of who you are beyond your qualifications. Share your passion for technology and finance, and how it drives you to succeed.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Addepar
✨Know Your Stuff
Make sure you brush up on both financial services and technology. Understand how Addepar's platform works and be ready to discuss how you can leverage it to deliver high-value outcomes for clients.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly. Prepare examples of how you've successfully communicated complex ideas in the past, especially in a project management context.
✨Demonstrate Problem-Solving Abilities
Think of specific instances where you've identified issues and implemented solutions. Be ready to discuss how you can improve processes and tools, as this aligns with Addepar's focus on innovation and continuous improvement.
✨Prepare Questions
Have insightful questions ready about the Managed Services team and how they collaborate with other departments. This shows your interest in the role and helps you understand how you can contribute to client success.
