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: Enjoy a flexible work environment, competitive salary, and opportunities for growth.
- Other info: Be part of a diverse team that values collaboration and innovation.
- Why this job: Make a real impact by transforming financial data into actionable insights.
- Qualifications: Experience in finance or consulting, strong communication skills, and a passion for technology.
The predicted salary is between 60000 - 80000 £ 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. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
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. 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. You’ll need to have a balance of broad technical experience, a passion for working with partners, strong organizational skills, and the ability to identify and solve issues at the enterprise level.
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.
- Candidates must have outstanding communication, organizational, and time‑management skills.
- The ideal candidate must be 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 (bonus).
- Previous experience with project management (bonus).
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 Solutions Architect Edinburgh, UK employer: Addepar
Addepar is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Edinburgh. With a commitment to employee growth, we provide extensive training and development opportunities, empowering our team members to excel in their roles while contributing to meaningful client outcomes. Our inclusive environment values diverse perspectives, ensuring that every employee feels supported and engaged as they help shape the future of investment management technology.
StudySmarter Expert Advice🤫
We think this is how you could land Partner Solutions Architect Edinburgh, UK
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to current employees at Addepar. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers or partners, be ready to discuss your experience and how it relates to the role. Bring examples of past projects or solutions you've implemented that demonstrate your problem-solving abilities.
✨Tip Number 3
Prepare for interviews by understanding Addepar’s products and services inside out. Familiarise yourself with their platform and think about how you can contribute to their mission. This will not only impress your interviewers but also help you feel more confident.
✨Tip Number 4
Don’t forget to follow up! After any meeting or interview, send a quick thank-you note. It shows appreciation and keeps you on their radar. Plus, it’s a great opportunity to reiterate your enthusiasm for the role and how you can add value to their team.
We think you need these skills to ace Partner Solutions Architect Edinburgh, UK
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Partner Solutions Architect role. Highlight your experience in financial services and any relevant technical skills, especially if you've worked with investment management software before.
Showcase Your Communication Skills:Since this role involves a lot of collaboration, emphasise your communication abilities. Share examples of how you've successfully trained or supported clients and partners in the past, whether through emails, calls, or face-to-face meetings.
Demonstrate Problem-Solving Skills:We love candidates who can think critically! Include instances where you've identified issues and implemented solutions, particularly in fast-paced environments. This will show us that you can thrive in our dynamic setting.
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. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Addepar
✨Know Your Stuff
Before the interview, dive deep into Addepar's platform and its capabilities. Understand how it integrates with various partners and the value it brings to clients. This knowledge will help you answer questions confidently and demonstrate your genuine interest in the role.
✨Showcase Your Problem-Solving Skills
Be prepared to discuss specific examples where you've successfully solved complex problems in previous roles. Highlight your experience in financial services or consulting, and how you've collaborated with partners to achieve successful outcomes. This will show that you can think critically and drive innovation.
✨Communicate Clearly
Strong communication is key for this role. Practice articulating your thoughts clearly and concisely, whether it's in a one-on-one setting or during group discussions. Be ready to explain technical concepts in simple terms, as you'll need to train and support partners effectively.
✨Embrace the Culture
Familiarise yourself with Addepar's values, such as 'Act Like an Owner' and 'Build Together'. During the interview, reflect these values in your answers. Show that you’re not just looking for a job, but that you want to contribute to a collaborative and innovative environment.
