At a Glance
- Tasks: Lead partner projects and ensure successful client outcomes with innovative solutions.
- Company: Join a forward-thinking company that values collaboration and diversity.
- Benefits: Flexible work schedule, competitive salary, and opportunities for professional growth.
- Other info: Embrace a culture of inclusion and innovation in a fast-paced environment.
- Why this job: Make a real impact in finance and technology while working with dynamic partners.
- Qualifications: Experience in financial services, strong communication skills, and a passion for tech.
The predicted salary is between 60000 - 80000 £ per year.
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.
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.
- (Bonus) Previous experience in investment management software implementations.
- (Bonus) Previous experience with project management.
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 employer: Addepar
At Addepar, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to thrive. As a Partner Solutions Architect, you will enjoy the flexibility to manage your projects while working alongside talented professionals in the finance and technology sectors, with ample opportunities for personal and professional growth. Our commitment to diversity and inclusion ensures a welcoming environment where every voice is valued, making Addepar an exceptional place to build a meaningful career.
StudySmarter Expert Advice🤫
We think this is how you could land Partner Solutions Architect
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Addepar on LinkedIn. Ask them about their experiences and any tips they might have for landing the Partner Solutions Architect role. Personal connections can give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by understanding Addepar's products inside out. Dive into their website, read case studies, and get familiar with how they solve client problems. This will help you demonstrate your passion for technology and finance during your chat with the hiring team.
✨Tip Number 3
Show off your problem-solving skills! Be ready to discuss specific examples from your past work where you successfully navigated challenges in client-facing roles. Highlight how you collaborated with teams to achieve great outcomes—this is key for the Partner Solutions Architect position.
✨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 being part of the Addepar team. Let’s get you that dream job!
We think you need these skills to ace Partner Solutions Architect
Some tips for your application 🫡
Show Your Passion for Tech and Finance:When writing your application, let your enthusiasm for technology and finance shine through. We want to see how your background aligns with our mission at Addepar, so share specific examples of your experience in these fields.
Highlight Your Client Experience:Make sure to emphasise any previous roles where you’ve provided exceptional client experiences, especially in investment management or enterprise software. We love candidates who can demonstrate their ability to drive successful outcomes for clients.
Be Clear and Concise:Keep your application straightforward and to the point. Use clear language to describe your skills and experiences, as we appreciate candidates who can communicate effectively—just like you’ll need to do in the role!
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 Partner Solutions Architect position. We can’t wait to hear from you!
How to prepare for a job interview at Addepar
✨Know Your Stuff
Make sure you have a solid understanding of Addepar's software and how it integrates with financial services. Brush up on your technical skills, especially in Python, as this will be crucial for demonstrating your hands-on approach during the interview.
✨Showcase Your Communication Skills
Since this role involves a lot of collaboration with partners and internal teams, practice articulating your thoughts clearly. Prepare examples of how you've successfully communicated complex ideas to clients or colleagues in the past.
✨Demonstrate Problem-Solving Abilities
Be ready to discuss specific challenges you've faced in previous roles and how you overcame them. Highlight your passion for solving problems and how you can apply that mindset to help partners and clients succeed with Addepar.
✨Prepare Questions for Them
Interviews are a two-way street! Think of insightful questions to ask about the company culture, team dynamics, and how success is measured in this role. This shows your genuine interest and helps you assess if it's the right fit for you.