Full-Time

Direct Solutions Consultant

Posted on 8/1/2024

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

Fintech
Financial Services

Mid, Senior

Edinburgh, UK

Category
Financial Consulting
Consulting
Required Skills
Communications
Requirements
  • 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
  • An understanding of historical data conversion methodologies and different source systems (or 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
Responsibilities
  • Demonstrate 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
  • Lead 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 demonstrating Addepar’s best practice methodologies
  • Prioritise and context-switch effectively to complete 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 lead delivery assurance for external, third-party engagements
  • Be an expert on all things Addepar

Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. Its platform aggregates and analyzes financial data, offering insights that assist users in making informed investment decisions. The software enables users to align portfolios with specific targets, model asset allocations, and evaluate hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's subscription-based model includes features for billing and fee management, ensuring transparency in costs associated with portfolio management. This focus on data and technology distinguishes Addepar from competitors, as it empowers investment professionals to optimize their clients' financial goals in a dynamic market.

Company Stage

Late Stage VC

Total Funding

$625.3M

Headquarters

Mountain View, California

Founded

2009

Growth & Insights
Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar's new trading platform enhances advisor workflows and client insights.
  • Partnerships with firms like Corient expand Addepar's client base and market reach.
  • Generative AI integration offers innovative solutions for managing tech disruption risks.

What critics are saying

  • Addepar's trading platform faces competition from established trading solutions.
  • Generative AI integration may introduce risks of AI biases affecting investment decisions.
  • Reliance on partnerships could pose risks if expected growth is not achieved.

What makes Addepar unique

  • Addepar aggregates portfolio, market, and client data for over $4 trillion in assets.
  • The platform integrates with over 100 partners, offering a comprehensive wealth management solution.
  • Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

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Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance

INACTIVE