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: Competitive salary, inclusive culture, 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 partners.
- Qualifications: 7+ years 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.
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.
Who You Are:
- 7+ years experience in Financial Services or Consulting in related fields in client/partner facing roles.
- 2+ years experience implementing Addepar clients.
- 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.
- 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 Delivery Manager employer: Addepar
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to take ownership of their projects and drive meaningful client outcomes. With a strong commitment to professional growth, employees benefit from extensive training opportunities and the chance to work with cutting-edge technology in a dynamic environment. Located in the vibrant city of London, Addepar offers a unique opportunity to be part of a global team dedicated to transforming the investment management landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Partner Delivery Manager
✨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’re not just another candidate; demonstrate how your skills can directly benefit their clients and partners.
✨Tip Number 3
Practice your communication skills! Since this role involves a lot of client interaction, being able to articulate your thoughts clearly and confidently is key. Try mock interviews with friends or use online platforms.
✨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 genuinely interested in joining the team.
We think you need these skills to ace Partner Delivery Manager
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Partner Delivery Manager role. Highlight your experience in financial services and any relevant project management skills that align with what we’re looking for.
Showcase Your Communication Skills:Since this role involves a lot of interaction with partners and clients, it’s crucial to demonstrate your outstanding communication abilities. Use clear and concise language in your application to reflect this.
Highlight Technical Expertise:Don’t forget to mention your technical skills, especially if you have experience with programming or investment management software. This will show us that you have the right background to succeed in this role.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
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.
✨Showcase Your Communication Skills
Since this role involves a lot of interaction with partners and clients, practice articulating your thoughts clearly. Prepare examples of how you've successfully communicated complex ideas in previous roles, especially in one-on-one and group settings.
✨Demonstrate Problem-Solving Abilities
Be prepared to discuss specific challenges you've faced in past projects and how you overcame them. Highlight your ability to think critically and adapt in fast-paced environments, as this will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about Addepar’s partnership strategies and how they measure success. This shows your genuine interest in the company and helps you understand how you can contribute to their goals.
