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Full-Time

Direct Solutions Consultant

Confirmed live in the last 24 hours

Addepar

Addepar

501-1,000 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. The platform aggregates and analyzes financial data, allowing users to make informed investment decisions. It enables users to align portfolios with specific targets, model asset allocations, and test hypothetical performance across various scenarios, including managing illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model and includes features for billing and fee management, ensuring transparency in costs. With a strong presence in the global market and a large user base, Addepar focuses on leveraging data and technology to enhance the services investment professionals provide to their clients.

Company Stage

Series F

Total Funding

$1.6B

Headquarters

Mountain View, California

Founded

2009

Growth & Insights
Headcount

6 month growth

3%

1 year growth

8%

2 year growth

27%
Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar's strong Q1 2024 performance and continuous product updates indicate robust growth and innovation.
  • The appointment of Bob Pisani as CTO and the opening of a new office in Pune, India, highlight Addepar's commitment to global expansion and technological advancement.
  • Partnerships with firms like Corient and Baker Tilly demonstrate Addepar's ability to attract and retain high-profile clients, enhancing its market reputation.

What critics are saying

  • The financial technology sector is highly competitive, with constant pressure to innovate and differentiate from other players.
  • Managing and integrating new technologies and partnerships can pose operational challenges and potential disruptions.

What makes Addepar unique

  • Addepar's platform uniquely handles illiquid assets, providing a comprehensive view of portfolios that many competitors lack.
  • The company's focus on data-driven insights and billing transparency sets it apart in the financial technology sector.
  • Addepar's strategic partnerships and integrations, such as with Asset-Map and WealthHub, enhance its platform's functionality and client value.

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