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: Experience in financial services, strong communication skills, and a passion for technology.
The predicted salary is between 60000 - 80000 £ 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.
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.
- 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
- Experience in Financial Services or Consulting in related fields in client/partner facing roles.
- Experience implementing Addepar clients is preferred.
- 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. 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 Edinburgh, UK employer: Addepar
Addepar is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Edinburgh. Employees benefit from a strong commitment to professional growth, with opportunities to engage in meaningful projects that directly impact client success. The company's dedication to diversity and inclusion, alongside its focus on empowering investment professionals through cutting-edge technology, makes it a rewarding place to build a career.
StudySmarter Expert Advice🤫
We think this is how you could land Partner Solutions Architect Edinburgh, UK
✨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 products and services inside out. Show us how your skills align with their mission to empower investment professionals. The more you know, the better you'll impress!
✨Tip Number 3
Practice your problem-solving skills! As a Partner Solutions Architect, you'll need to demonstrate your ability to tackle complex issues. Use mock interviews to showcase your thought process and technical expertise.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're serious about joining the team at Addepar.
We think you need these skills to ace Partner Solutions Architect Edinburgh, UK
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Partner Solutions Architect role. Highlight your experience in financial services and any relevant technical skills, especially if you've worked with investment management software before.
Showcase Your Communication Skills:Since this role involves a lot of collaboration, emphasise your communication abilities. Share examples of how you've successfully trained or supported clients and partners in the past, whether through email, phone, or face-to-face interactions.
Demonstrate Problem-Solving Skills:We love candidates who can think critically! Include instances where you've tackled complex issues or improved processes in previous roles. This will show us that you have the mindset we value at Addepar.
Apply Through Our Website:Don't forget 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. We can’t wait to see what you bring to the table!
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 of Partner Solutions Architect.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've tackled complex issues in previous roles, especially in client-facing situations. Highlight your ability to collaborate with partners and internal teams to deliver successful outcomes, as this is key for the position.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Since strong communication skills are essential for this role, consider doing mock interviews with friends or using video calls to refine your delivery and ensure you can engage effectively with clients and partners.
✨Demonstrate Your Passion
Let your enthusiasm for technology and finance shine through during the interview. Share your experiences that reflect your passion for these fields and how they drive you to excel in a fast-paced environment like Addepar.
