At a Glance
- Tasks: Lead partner projects and ensure successful client implementations with innovative solutions.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Enjoy a flexible work environment, competitive salary, and opportunities for professional growth.
- Other info: Be part of a diverse team that values innovation and collaboration.
- Why this job: Make a real impact by transforming financial data into actionable insights for clients.
- Qualifications: 7+ years in Financial Services or Consulting, strong communication, and tech-savvy skills.
The predicted salary is between 70000 - 90000 € 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.
The Role
As Partner Solutions Architect, you are responsible for teaming with partners to deliver successful client outcomes in the Addepar implementations. This role will proactively work with partners to onboard, train, and support them to make them proficient and self-sufficient in leading Addepar implementations and successfully transitioning clients to Addepar Support. You are focused on identifying how Addepar can unlock significant value for our clients’ businesses and working closely with our partners to design and build solutions to meet our shared clients’ needs.
You have a deep understanding of both finance and technology, are passionate about solving problems, work collaboratively with internal teams and take ownership of our partners’ and clients’ success. Additionally, you’ll enable our Sales and Marketing departments by helping them fully understand the scope and capabilities of each implementation partner in our network.
What You’ll Do
- Leads the success of partner-led implementation projects driving shared ownership with channel partners in the best client outcomes.
- Provide oversight and guidance on partner projects ensuring shared implementation framework and methodologies are established and practiced throughout client onboarding.
- Facilitates proper coordination and communication between partners and internal Services, Data and Support teams ensuring proper project delivery from all teams and seamless transitions at appropriate project turning points.
- Assess and be responsible for the success of add-on projects and partner delivery assurance.
- Be the go-to resource for all partners supporting technical and business needs.
- Provide experienced guidance to partners with architecting and onboarding supported integrations.
- Serve as an escalation point for Support personnel with respect to technical issues.
- Demonstrate technical and industry expertise to lead partner engagements to transition clients and their data onto Addepar.
- Partner with key internal stakeholders to scale Addepar’s Partnership Services program.
- Educates Services, Sales and Marketing about Partnership offerings, fit and standard methodologies, helping to create documentation, training and enablement materials.
- Effectively set, lead, and communicate expectations both internally and externally.
- Prioritize and context-switch successfully to complete simultaneous projects, seeing each through to the finish line.
- Meticulously document work and influence others to do so as well.
- Think critically about how to improve our current processes and tools both internally and externally as our partner and client base expands.
- Be an authority on all things Addepar.
Who You Are
- 7+ years experience in Financial Services or Consulting in related fields in client/partner facing roles.
- 2+ years experience implementing Addepar clients.
- Outstanding communication, organizational, and time-management skills.
- Independent, adaptable and can thrive in a fast-paced environment.
- Strong communication skills to train and communicate optimally with clients via email, on the phone and face-to-face in one-on-one and group settings.
- Passion for technology and finance.
- Experience with programming/scripting, specifically Python.
- Occasional Travel.
- Previous experience in investment management software implementations (Bonus).
- Previous experience with project management (Bonus).
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.
Partner Delivery Manager in Edinburgh employer: Addepar
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to take ownership of their projects while providing ample opportunities for professional growth. With a commitment to diversity and inclusion, Addepar offers a supportive environment where team members can thrive, particularly in its vibrant London office, which serves as a hub for cutting-edge financial technology solutions. Employees benefit from a strong emphasis on client success, continuous learning, and the chance to work with a global network of partners, making it a rewarding place to advance one's career in the investment management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Partner Delivery Manager in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Addepar on LinkedIn. Ask them about their experiences and any tips they might have for landing the Partner Delivery Manager role. Personal connections can give you insights that no job description can.
✨Tip Number 2
Prepare for the interview by understanding Addepar's products inside out. Dive into their platform, explore case studies, and think about how you can add value. Showing that you know your stuff will impress the hiring team and demonstrate your passion for the role.
✨Tip Number 3
Practice your communication skills! Since this role involves a lot of client interaction, be ready to showcase your ability to explain complex concepts clearly. Consider doing mock interviews with friends or using online platforms to refine your pitch.
✨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 serious about joining the Addepar team. Let’s get you in there!
We think you need these skills to ace Partner Delivery Manager in Edinburgh
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Partner Delivery Manager role. Highlight your experience in financial services and any relevant project management skills that align with what we’re looking for.
Showcase Your Communication Skills:Since this role involves a lot of collaboration, it’s crucial to demonstrate your outstanding communication abilities. Use clear and concise language in your application to reflect how you’d communicate with clients and partners.
Highlight Technical Expertise:Don’t forget to mention your technical skills, especially if you have experience with programming or investment management software. We want to see how you can bring value to our team with your tech-savvy background.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Addepar
✨Know Your Stuff
Make sure you have a solid understanding of Addepar's platform and how it integrates with financial services. Brush up on your knowledge of investment management software and be ready to discuss how your experience aligns with the role.
✨Showcase Your Communication Skills
As a Partner Delivery Manager, you'll need to communicate effectively with both partners and clients. Prepare examples of how you've successfully managed client relationships or led training sessions in the past. This will demonstrate your ability to convey complex information clearly.
✨Demonstrate Problem-Solving Abilities
Be ready to discuss specific challenges you've faced in previous roles and how you overcame them. Highlight your analytical skills and your passion for technology and finance, as these are crucial for identifying solutions that add value to clients.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about Addepar’s culture, the team you'll be working with, and how success is measured in this role. This shows your genuine interest and helps you assess if it's the right fit for you.
