Solutions Consultant

Responsibilities

• Lead full-cycle implementation projects for new and existing clients across the EMEA market
• Manage data onboarding, portfolio setup, and system configuration
• Coordinate with certified partners to deliver scalable implementations
• Build trusted relationships with key client stakeholders
• Define and manage project expectations across client and internal teams
• Serve as a subject-matter expert on Addepar's platform for wealth and investment management
• Contribute to playbooks, tools, and delivery best practices for the EMEA market
• Collaborate cross-functionally with Sales, Solutions Engineering, and Client Success

Requirements

• 2+ years of experience in financial services, SaaS, consulting, or a related client-facing role
• Proven success in solution delivery, implementation, or client onboarding
• Excellent communication and relationship-building skills
• Familiarity with investment data, reporting, and portfolio workflows
• Ability to work independently in a fast-paced environment
• Willingness to travel occasionally for client onsites

Preferred Qualifications

• Basic scripting or programming knowledge, preferably in Python

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets.