FinTech Solutions Consultant: Implementation & Onboarding

FinTech Solutions Consultant: Implementation & Onboarding

Full-Time 49500 - 60500 £ / year (est.) Hybrid
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At a Glance

  • Tasks: Lead onboarding projects for sophisticated investors and translate complex portfolios into practical workflows.
  • Company: Join Addepar, a global leader in data and AI solutions.
  • Benefits: Competitive salary, travel opportunities, and a chance to work with cutting-edge technology.
  • Other info: Dynamic role with opportunities for growth and learning in the FinTech space.
  • Why this job: Make a real impact in investment operations while collaborating with diverse teams.
  • Qualifications: Background in finance and technology with strong communication skills.

The predicted salary is between 49500 - 60500 £ per year.

Addepar, a global data and AI platform, is hiring Solutions Consultants to lead onboarding projects for sophisticated investors across the UK.

You will translate complex portfolios and instruments into practical client workflows and demonstrate how Addepar unlocks value in investment operations.

You will own projects end-to-end, collaborate with Sales, Product and Partnerships, and occasionally travel.

A background in finance and technology plus strong communication are essential.

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FinTech Solutions Consultant: Implementation & Onboarding employer: Addepar

Addepar is an exceptional employer that fosters a dynamic work culture where innovation and collaboration thrive. With a commitment to employee growth, the company offers extensive training and development opportunities, ensuring that team members are equipped to excel in their roles as Technical Success Managers. Located in the vibrant city of London, employees benefit from a diverse and inclusive environment that champions creativity and client success, making it a rewarding place to build a meaningful career.

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Contact Details:

Addepar Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land FinTech Solutions Consultant: Implementation & Onboarding

✨Tip Number 1: Tap Into Professional Networks

The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!

✨Tip Number 2: Attend Finance Events and Conferences

Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Addepar. You never know who might be your next boss or a crucial contact!

✨Tip Number 3: Showcase Your Expertise

Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Addepar.

✨Tip Number 4: Apply Directly on Company Websites

Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Addepar. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!

We think you need these skills to ace FinTech Solutions Consultant: Implementation & Onboarding

Project Management
Client Onboarding
Financial Knowledge
Technical Understanding
Communication Skills
Collaboration
Problem-Solving Skills

Some tips for your application 🫡

Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.

Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Addepar and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!

Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.

Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Addepar how you can be a team player!

How to prepare for a job interview at Addepar

✨Brush Up on Technical Skills

Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!

✨Showcase Your Financial Acumen

If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Addepar.

✨Know Your Numbers

In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.

✨Connect with Company Goals

Familiarise yourself with Addepar's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!