At a Glance
- Tasks: Advise clients on tech solutions and optimise their financial workflows.
- Company: Join Addepar, a leading global data and AI platform 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: Be a key player in transforming financial data into actionable insights.
- Qualifications: 2+ years in project management or consulting; strong communication skills.
The predicted salary is between 63000 - 77000 £ 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.
The Role
This is not a behind-the-scenes support role—it is a highly visible, client-facing mandate designed for creative problem solvers. The Technical Success team provides premium services that enable business-as-usual (BAU) clients (RIAs, MFOs, Enterprises, SFOs, and Institutions) to expand value and accelerate growth after initial implementation. Technical Success Engineers 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 Client Success Managers, Account Executives, Support Analysts, and Product Managers, the Technical Success Engineer helps 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. Technical Success Engineers have a deep understanding of both finance and technology, take ownership of our client's success and thrive when tasked with designing creative, out-of-the-box workflows for complex financial workflows.
Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.
What You’ll Do
- Demonstrate technical and industry expertise to advise and consult directly with clients as you architect & implement scalable, best-practice solutions for existing Addepar environments.
- Own and deliver high-value client outcomes aligned with client expectations, often requiring you to creatively navigate roadblocks and technical limitations.
- 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 Executives 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 consultant and guide on all things Addepar.
Who You Are
- 2+ years of 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 fiercely independent, adaptable, and highly creative.
- You must thrive in a fast-paced environment, possess a solution-oriented mindset, and be comfortable navigating ambiguity.
- 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.
- [Bonus] Previous experience in investment management software implementations.
- [Bonus] Capability to program/script, specifically in python.
- [Bonus] Databricks and Claude experience.
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.
Technical Success Engineer employer: Addepar
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to take ownership of their roles while providing ample opportunities for professional growth and mentorship. With a commitment to diversity and inclusion, the Edinburgh office offers a dynamic environment where team members can thrive, supported by a flexible workforce model that encourages work-life balance and engagement with cutting-edge technology in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Success Engineer
✨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 Technical Success Engineer
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!
