Solutions Consultant
AddeparWealth Management company
Edinburgh, United KingdomSenior
8VC
Valor Equity Partners
D1 Capital Partners
Vitruvian Partners
WestCap
EDBI
Sales & Account Management
About the role
TL;DR
Design and implement solutions for new clients, ensuring efficient onboarding.
- •Solutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the world’s most sophisticated investors.
- •Key Responsibilities Leverage 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 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 A deep understanding of historical data conversion methodologies and different source systems (or a hunger and willingness to learn)
Required skills
Project Management
Nice-to-have skills
PythonSalesforce
Domain expertise
fintech