At a Glance
- Tasks: Lead client onboarding projects and implement innovative solutions on the Addepar platform.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Flexible work environment, competitive salary, and opportunities for professional growth.
- Other info: Diverse and inclusive workplace committed to innovation and client success.
- Why this job: Make a real impact by helping clients unlock value through technology and finance.
- Qualifications: 2+ years in financial services or consulting, with strong communication and project management 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.
Solutions Consultants 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 Solutions Consultant 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 organizations. They must be a strong project manager and possess an appreciation for our target markets (or 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 organization.
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
- Lead and complete implementation projects onboarding new clients to the Addepar platform
- Assess and own the success of add-on projects and partner delivery assurance
- Demonstrate technical and industry expertise to transition clients and their data onto Addepar
- Set, manage, and communicate expectations clearly across internal and external stakeholders
- Manage multiple projects simultaneously, ensuring successful outcomes from start to finish
- Contribute to the development of scalable tools and processes as we expand
- Become a subject matter expert on the Addepar platform and its application in the region
Who You Are
- 2+ years of professional experience in financial services, consulting, or a related field
- Previous client-facing experience, particularly in implementation or solution design
- Excellent communication, organization, and time management skills
- Independent, adaptable, and able to thrive in a fast-paced, evolving environment
- Passionate about both finance and technology
- Comfortable working across time zones and collaborating with global teams
- Experience with scripting/programming (especially Python) is a plus
- Willingness to travel occasionally within the region and globally
- (Bonus) Familiarity with investment management software or enterprise technology implementations
- (Bonus) Background in 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.
Solutions Consultant in London employer: sway
Addepar is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Edinburgh. As a Product Manager on the Reference Data team, you'll have the opportunity to work with cutting-edge AI tools and contribute to impactful projects that drive data quality and insights for investment professionals. With a commitment to employee growth and a diverse, inclusive environment, Addepar empowers its team members to take ownership of their work and thrive in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Solutions Consultant in London
✨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 sway. 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 sway.
✨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 sway. 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 in London
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 sway 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 sway how you can be a team player!
How to prepare for a job interview at sway
✨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 sway.
✨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 sway'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!
