Direct Solutions Consultant Edinburgh, UK

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.

The Role Solutions Consultants/Architects 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 candidate 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 organisations. They must be a strong project manager and possess a deep understanding of our target markets (or a 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 organisation. 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:

• Leverage technical and industry expertise to onboard users and client data onto Addepar
• Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model
• Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle
• Ensure retention of clients driven by high client satisfaction and reference-ability
• Manage scope change to deliver high-value client outcomes aligned with client expectations
• 100% compliance with gold standard responsibilities and documentation
• Own historical data conversions from start-to-finish leveraging Addepar’s best practice methodologies
• Prioritise and context-switch effectively to execute on simultaneous projects, seeing each through to the finish line
• Proactively communicate project health and status to internal and external senior leadership
• Think critically about how to improve our current processes and tools both internally and externally as our client base expands
• Minimise project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologies
• Own and manage delivery assurance for external, third-party engagements
• Be an expert 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 superior communication, organisational, and time-management skills
• A deep understanding of historical data conversion methodologies and different source systems (or a hunger and willingness to learn)
• Process-oriented 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 clients via email, on the phone, and face-to-face
• Passion for technology and finance
• Occasional Travel
• [Bonus] Previous experience in investment management software implementations
• [Bonus] Previous experience with programming/scripting, specifically python
• [Bonus] Previous experience with Salesforce

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.