Solutions Consultant
Solutions Consultant at Addepar leads end-to-end implementation and onboarding projects for wealth and investment management clients across EMEA on Addepar's financial data and AI platform — handling data onboarding, portfolio setup, system configuration, and project governance while advising clients.
- Compensation
- Not disclosed
- Location
- DIFC, Dubai, UAE
- Work setup
- Not specified
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- 2+ years
- Category
- Solutions engineering
- Posted
Skills
Must have
- Legal authorization to work in the country where this role is based on the first day of employment
- 2+ years of experience in financial services, SaaS, consulting, or a related client-facing role
- Proven success in solution delivery, implementation, or client onboarding, ideally within wealth management, fintech, or data-intensive environments
- Excellent communication and relationship-building skills, capable of engaging both business and technical audiences
- Highly organized, self-driven, and comfortable working in a fast-moving, growth-stage environment
- Familiarity with investment data, reporting, and portfolio workflows
- Comfortable collaborating across global teams and managing projects remotely
- Process-oriented with an eye toward continuous improvement
- Independent, adaptable, and able to thrive in a fast-paced environment
- Strong interpersonal skills to train and communicate effectively with clients via email, phone, and face-to-face
- Passion for technology and finance
- Willingness to travel occasionally for client onsites
Nice to have
- Basic scripting or programming knowledge (Python preferred)
Full description
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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.
The Role
We are seeking an experienced Solutions Consultant to join our growing team in Dubai. Solutions Consultants 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. They are focused on identifying how Addepar can unlock significant value for our clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets. They have a deep understanding of both finance and technology, take ownership of our clients’ happiness, and excel at project governance.
Our ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedule and are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must be a strong project manager and possess an appreciation for our target markets (or hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our organization.
Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.
What You’ll Do
- Lead full-cycle implementation projects for new and existing clients across the EMEA market.
- Manage data onboarding, portfolio setup, and system configuration with precision, ensuring data integrity and client satisfaction.
- Coordinate with certified partners to deliver scalable implementations and ongoing enhancements.
- Build trusted relationships with key client stakeholders and become a strategic partner in helping them achieve their goals.