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: Flexible work schedule, competitive salary, and opportunities for professional growth.
- Other info: Dynamic work environment with a focus on innovation and client success.
- Why this job: Make a real impact in finance and technology while collaborating with diverse teams.
- Qualifications: Experience in financial services, strong communication skills, and a passion for tech.
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.
You’ll need to have a balance of broad technical experience, a passion for working with partners, strong organizational skills, and the ability to identify and solve issues at the enterprise level. Our ideal candidate has a history of providing a superior client experience directly in investment management or in enterprise software deployments of a related domain.
A Partner Solutions Architect is given discretion over their projects and work schedule. They are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar teams including our Sales, Partnerships, Engineering, and Product teams. They must possess a deep understanding of our target markets and the clients we serve. Ideal candidates also possess the technical skills to take a hands-on approach to instructing, learning, and developing the functions of our software.
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
- 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.
- Educate 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.
- Prioritise 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
- Experience in Financial Services or Consulting in related fields in client/partner facing roles.
- Experience implementing Addepar clients is preferred.
- Outstanding communication, organisational, 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 [Bonus].
- Previous experience in investment management software implementations [Bonus].
- Previous experience with project management.
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.
Partner Solutions Architect 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 employees can thrive, particularly in the dynamic financial services sector. Located in the vibrant city of London, employees benefit from a rich cultural landscape and access to a global network of investment professionals, making it an ideal place for those passionate about technology and finance.
StudySmarter Expert Advice🤫
We think this is how you could land Partner Solutions Architect 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 Solutions Architect 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 as a Partner Solutions Architect. Showing genuine interest and knowledge can set you apart from other candidates.
✨Tip Number 3
Practice your communication skills! Since this role involves a lot of collaboration with partners and clients, being able to articulate your thoughts clearly is crucial. Try mock interviews with friends or use 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 team at Addepar. Let’s get you in there!
We think you need these skills to ace Partner Solutions Architect in Edinburgh
Some tips for your application 🫡
Show Your Passion for Finance and Tech:When you're writing your application, let your enthusiasm for finance and technology shine through. We want to see how your experience aligns with our mission at Addepar, so share specific examples of how you've tackled challenges in these areas.
Tailor Your Application:Make sure to customise your application for the Partner Solutions Architect role. Highlight relevant experiences that demonstrate your ability to work with partners and clients, and how you can contribute to their success using Addepar's platform.
Be Clear and Concise:Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and focus on communicating your skills and experiences effectively. This will help us understand your fit for the role quickly.
Apply Through Our Website:Don't forget to submit your application through our website! This ensures that it reaches the right people and helps us keep track of all applications efficiently. Plus, it’s super easy to do!
How to prepare for a job interview at Addepar
✨Know Your Stuff
Make sure you have a solid understanding of both finance and technology, as this role requires a deep knowledge of how they intersect. Brush up on Addepar's platform and its capabilities, so you can confidently discuss how it can unlock value for clients.
✨Showcase Your Communication Skills
Since you'll be working closely with partners and clients, it's crucial to demonstrate your outstanding communication skills. Practice explaining complex concepts in simple terms, and be ready to share examples of how you've successfully trained or supported others in the past.
✨Prepare for Problem-Solving Scenarios
Expect to face questions that assess your problem-solving abilities. Think of specific instances where you've identified issues and implemented solutions, especially in a client-facing role. This will show your potential employer that you're proactive and resourceful.
✨Emphasise Collaboration
This role is all about teamwork, so be prepared to discuss how you've collaborated with different teams in previous positions. Highlight any experiences where you’ve worked cross-functionally to achieve shared goals, as this aligns perfectly with Addepar's values.
