Finance Solutions Architect & Client Onboarding Lead

Finance Solutions Architect & Client Onboarding Lead

Full-Time 60000 - 80000 Β£ / year (est.) No working from home possible
Addepar

At a Glance

  • Tasks: Design and deploy innovative financial solutions for sophisticated investors.
  • Company: Join Addepar, a leader in finance technology, based in Edinburgh.
  • Benefits: Competitive salary, flexible working, and opportunities for professional growth.
  • Other info: Fast-paced environment with occasional travel and dynamic team collaboration.
  • Why this job: Make a real impact by advising clients and leading projects in finance.
  • Qualifications: Finance and tech expertise with strong client-facing skills required.

The predicted salary is between 60000 - 80000 Β£ per year.

Addepar is seeking a Solutions Consultant/Architect in Edinburgh to design and deploy out-of-the-box solutions for sophisticated investors.

You will onboard client data, advise on financial modeling, and own projects end-to-end with governance and cross-functional collaboration.

Ideal candidates have finance and technology expertise, strong client-facing skills, and a proactive, self-driven mindset.

Occasional travel is expected in a fast-paced environment.

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Finance Solutions Architect & Client Onboarding Lead employer: Addepar

Addepar is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to take ownership of their roles while providing ample opportunities for professional growth and mentorship. With a commitment to diversity and inclusion, the Edinburgh office offers a dynamic environment where team members can thrive, supported by a flexible workforce model that encourages work-life balance and engagement with cutting-edge technology in the financial sector.

Addepar

Contact Details:

Addepar Recruitment Team

We think you need these skills to ace Finance Solutions Architect & Client Onboarding Lead

Finance Expertise
Technology Expertise
Client-Facing Skills
Project Management
Data Onboarding
Financial Modelling
Cross-Functional Collaboration