At a Glance
- Tasks: Design and implement innovative solutions for clients in the investment sector.
- Company: Join Addepar, a leading global data and AI platform for investment professionals.
- Benefits: Flexible work environment, competitive salary, and opportunities for professional growth.
- Other info: Dynamic team culture with a focus on collaboration and continuous learning.
- Why this job: Make a real impact by helping clients unlock value through technology and finance.
- Qualifications: Experience in project management or financial services; strong communication skills required.
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
Solutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the world’s most sophisticated investors. They are focused on identifying how Addepar can unlock significant value for our 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. They have a deep understanding of both finance and technology, take ownership of our clients’ happiness and excel at project governance.
Our ideal candidate has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedule, and are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product and Partnership organisations. They must be a strong project manager and possess a deep understanding of our target markets (or a hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our organisation.
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
- Leverage technical and industry expertise to onboard users and client data onto Addepar
- Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model
- Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle
- Ensure retention of clients driven by high client satisfaction and reference-ability
- Manage scope change to deliver high-value client outcomes aligned with client expectations
- 100% compliance with gold standard responsibilities and documentation
- Own historical data conversions from start-to-finish leveraging Addepar’s best practice methodologies
- Prioritise and context-switch effectively to execute on simultaneous projects, seeing each through to the finish line
- Proactively communicate project health and status to internal and external senior leadership
- Think critically about how to improve our current processes and tools both internally and externally as our client base expands
- Minimise project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologies
- Own and manage delivery assurance for external, third-party engagements
- Be an expert 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 superior communication, organisational, and time-management skills
- A deep understanding of historical data conversion methodologies and different source systems (or a hunger and willingness to learn)
- Process-oriented 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 clients via email, on the phone, and face-to-face
- Passion for technology and finance
- Occasional Travel
- [Bonus] Previous experience in investment management software implementations
- [Bonus] Previous experience with programming/scripting, specifically python
- [Bonus] Previous experience with Salesforce
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.
Solutions Consultant 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.
StudySmarter Expert Advice🤫
We think this is how you could land Solutions Consultant
✨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 Solutions Consultant
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!
