Who We Are
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. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.
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. You’ll need to have a balance of broad technical experience, a passion for working with partners, strong organizational skills, and of the ability to identify and solve issues at the enterprise level.
Our ideal candidate has a history of providing a superior client experience directly in investment management or in enterprise software deployments of a related domain. A Partner Solutions Consultant is given discretion over their projects and work schedule. They are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar teams including our Sales, Partnerships, Engineering, and Product teams. They must possess a deep understanding of our target markets and the clients we serve. Ideal candidates also possess the technical skills to take a hands-on approach to instructing, learning, and developing the functions of our software.
Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
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
- Candidates must have outstanding communication, organizational, and time-management skills
- The ideal candidate must be 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.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
