At a Glance
- Tasks: Support clients by implementing scalable solutions and ensuring their success with Addepar.
- Company: Join a global data and AI platform transforming investment management.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Dynamic work environment with a focus on innovation and continuous improvement.
- Why this job: Make a real impact in finance and technology while helping clients thrive.
- Qualifications: Experience in project management or financial services; strong communication skills required.
The predicted salary is between 50000 - 70000 € 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 Managed Services team provides premium services that enable business‑as‑usual (BAU) clients to expand value and accelerate growth after initial implementation. Managed Services Consultants are responsible for delivering high‑value outcomes that align with client expectations, ensuring firms are using Addepar’s most up‑to‑date best practices and gold standard operating models.
In partnership with Account Managers, Support Analysts, and Product Managers, the Managed Services Consultants help optimize clients’ overall experience and identify areas for R&D investment that lessen reliance on premium services. They are focused on identifying how Addepar can unlock significant value for clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets.
Managed Services Consultants have a deep understanding of both finance and technology, take ownership of our client’s success and excel at project governance and cross‑functional communication.
What You’ll Do
- Demonstrate technical and industry expertise to support clients as you implement scalable, best‑practice solutions for existing Addepar environments.
- Deliver high‑value client outcomes aligned with client expectations.
- Proactively handle expectations and communication both internally and externally.
- Ensure retention of clients driven by high client satisfaction and reference‑ability.
- Establish and drive progress throughout the life of a project to ensure client success.
- Prioritise and context‑switch to complete simultaneous projects, seeing each through to the finish line.
- Proactively communicate project health and status to internal and external senior leadership.
- Partner with Account Managers and Support Leads to create a BAU model to ensure clients get the services that they need.
- Partner with R&D on scalable tools that directly reduce client reliance on premium services and promote self‑sufficiency in a BAU state.
- Think critically about how to improve our current processes and tools both internally and externally as our client base expands.
- Influence a reduction in project effort and timelines through the development of scalable processes, pre‑configured templates, and improved methodologies.
- Be a guide on all things Addepar.
Who You Are
- Professional experience in Project Management, Financial Services or Consulting is preferred.
- Prior client‑facing experience is a plus.
- Candidates must have outstanding communication, organisational, and time‑management skills.
- Understanding of historical data conversion methodologies and different source systems (or hunger and willingness to learn).
- Thorough with an eye toward continuous improvement.
- The ideal candidate must be independent, adaptable, and can thrive in a fast‑paced environment.
- Strong interpersonal skills to train and communicate effectively with partners via email, on the phone, and face‑to‑face.
- Passion for technology and finance.
- Occasional travel to visit clients may be necessary.
- Previous experience in investment management software implementations.
- Capability to program/script, specifically in python.
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.
Managed Services Consultant employer: Addepar
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, empowering Managed Services Consultants to thrive in a dynamic environment. With a strong commitment to employee growth, we offer opportunities for continuous learning and development, ensuring that our team members can excel in their careers while delivering high-value outcomes for clients. Located in the vibrant city of London, employees benefit from a diverse and inclusive atmosphere, where their contributions are valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Managed Services Consultant
✨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 that you know how to leverage their platform to deliver high-value outcomes for clients. We love candidates who come in ready to discuss real-world applications!
✨Tip Number 3
Practice your communication skills! As a Managed Services Consultant, you'll need to convey complex ideas clearly. Try mock interviews with friends or use online platforms to refine your pitch and ensure you can articulate your thoughts effectively.
✨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 us you’re genuinely interested in joining the team at Addepar.
We think you need these skills to ace Managed Services Consultant
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 you can blend these two worlds together, so share any relevant experiences or projects that highlight your skills!
Tailor Your Application:Make sure to customise your application to fit the Managed Services Consultant role. Highlight your project management experience and client-facing skills, and don’t forget to mention any specific tools or methodologies you’ve used that align with what we do at Addepar.
Be Clear and Concise:We appreciate clarity! Keep your application straightforward and to the point. Use bullet points where necessary to make it easy for us to see your key achievements and skills at a glance.
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. 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 brush up on your technical and industry knowledge related to financial services and project management. Familiarise yourself with Addepar’s platform and its best practices, as this will show that you're serious about the role and can hit the ground running.
✨Showcase Your Communication Skills
Since the role involves a lot of client interaction, practice articulating your thoughts clearly and confidently. Prepare examples of how you've successfully communicated complex information in the past, whether it was through email, phone calls, or face-to-face meetings.
✨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 ability to think critically about processes and tools, as this aligns perfectly with what Addepar is looking for.
✨Emphasise Team Collaboration
Addepar values teamwork, so come prepared with examples of how you've worked effectively in a team setting. Discuss how you’ve collaborated with others to achieve common goals, especially in fast-paced environments, to show that you can thrive in their culture.
