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Job Description
- Req#: 7934092002
- Lead and complete implementation projects onboarding new clients to the Addepar platform
- Assess and own the success of add-on projects and partner delivery assurance
- Demonstrate technical and industry expertise to transition clients and their data onto Addepar
- Set, manage, and communicate expectations clearly across internal and external stakeholders
- Manage multiple projects simultaneously, ensuring successful outcomes from start to finish
- Contribute to the development of scalable tools and processes as we expand
- Become a subject matter expert on the Addepar platform and its application in the region
- 4+ years of professional experience in financial services, consulting, or a related field
- Previous client-facing experience, particularly in implementation or solution design
- Excellent communication, organization, and time management skills
- Independent, adaptable, and able to thrive in a fast-paced, evolving environment
- Passionate about both finance and technology
- Comfortable working across time zones and collaborating with global teams
- Experience with scripting/programming (especially Python) is a plus
- Willingness to travel occasionally within the region and globally
- [Bonus] Familiarity with investment management software or enterprise technology implementations
- [Bonus] Background in project management
- 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.
Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.
The Role
As a Solutions Consultant in the UAE, you’ll be a foundational member of our presence in the region—partnering with a diverse and growing client base across the Middle East. You’ll lead and execute end-to-end implementation projects to onboard new clients onto the Addepar platform, including RIAs, Family Offices, and Private Banks.
You’ll play a key role in helping clients unlock the full potential of their data, designing scalable solutions tailored to their needs. You’ll also act as a bridge between our global teams and new regional clients, combining your deep understanding of finance and technology with a passion for problem-solving and relationship-building.
This is a unique opportunity to help shape Addepar’s footprint in a new region while working at the cutting edge of financial technology.
What You’ll Do
Who You Are
Our Values
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 TAinfo@addepar.com.
About the company
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting.