Full-Time
Direct Solutions Consultant
Wealth management platform for investors & advisors
Senior
Edinburgh, UK
- Candidates must have superior communication, organizational, and time-management skills
- An understanding of historical data conversion methodologies and different source systems (or hunger and 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
- 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 referenceability
- Manage 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 using Addepar's best practice methodologies
- Prioritize 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 facilitate delivery assurance for external, third-party engagements
- Be a guide on all things Addepar
- Professional experience in Project management, Financial Services or Consulting is preferred. Prior client-facing experience is a plus
- [] Previous experience in investment management software implementations
- [] Previous experience with programming/scripting, specifically python
- [] Previous experience with Salesforce
Company Stage
Series F
Total Funding
$1.6B
Headquarters
Mountain View, California
Founded
2009
6 month growth
↑ 4%1 year growth
↑ 12%2 year growth
↑ 37%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