Direct Solutions Consultant
Posted on 1/6/2023

201-500 employees

Wealth management platform for investors & advisors
Company Overview
Addepar's mission is to create a more transparent financial system. The company provides wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, Addepar aims to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.
Edinburgh, UK
Experience Level
Desired Skills
Sales & Account Management
  • 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
Desired Qualifications
  • 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