At a Glance
- Tasks: Lead partner projects and ensure successful client implementations with cutting-edge financial technology.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and collaboration.
- Other info: Embrace a culture of innovation and inclusivity while driving client success.
- Why this job: Make a real impact by transforming complex financial data into actionable insights.
- Qualifications: 7+ years in Financial Services or Consulting, strong communication skills, and tech-savvy.
The predicted salary is between 70000 - 90000 £ 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.
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.
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
- 7+ years experience in Financial Services or Consulting in related fields in client/partner facing roles.
- 2+ years experience implementing Addepar clients.
- 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.
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.
Please contact us to request accommodation.
Partner Delivery Manager in Edinburgh employer: Who We Are Addepar
Addepar is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to take ownership of their projects while delivering meaningful solutions for clients. With a strong commitment to diversity and inclusion, Addepar offers ample opportunities for professional growth and development, particularly in its vibrant London office, where employees can thrive in a fast-paced environment while working with cutting-edge technology in the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Partner Delivery Manager in Edinburgh
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Partner Delivery Manager in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Who We Are Addepar.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
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How to prepare for a job interview at Who We Are Addepar
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Who We Are Addepar.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Who We Are Addepar will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Who We Are Addepar employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
