Partner Solutions Architect

2 weeks, 3 days ago
Full-time
Senior
Customer and Technical Support
Addepar

Addepar

Addepar is a financial operating system that aggregates over $4 trillion in assets for professional wealth and asset management firms, offering customizable reporting and visualization tools.

Capital Markets
251-1K
Founded 2009
$473M raised

Description

  • Lead partner-led implementation projects and drive shared ownership for strong client outcomes.
  • Provide oversight and guidance to partners using Addepar’s implementation framework and methodologies.
  • Coordinate communication between partners and internal Services, Data, and Support teams to ensure smooth project delivery and transitions.
  • Own the success of add-on projects and partner delivery assurance.
  • Serve as the primary technical and business resource for partners.
  • Advise partners on architecting and onboarding supported integrations.
  • Act as an escalation point for technical issues raised by Support personnel.
  • Use technical and industry expertise to help transition clients and their data onto Addepar.
  • Partner with internal stakeholders to scale Addepar’s Partnership Services program.
  • Educate Sales, Marketing, and Services teams on partnership offerings and create documentation and training materials.
  • Set, lead, and communicate expectations internally and externally.
  • Prioritize multiple simultaneous projects, document work thoroughly, and improve internal and external processes.

Requirements

  • Experience in Financial Services or Consulting in client-facing or partner-facing roles.
  • Experience implementing Addepar clients is preferred.
  • Strong communication, organizational, and time-management skills.
  • Ability to work independently, adapt quickly, and thrive in a fast-paced environment.
  • Strong communication skills for training and client communication via email, phone, and face-to-face in one-on-one and group settings.
  • Passion for technology and finance.
  • Experience with programming or scripting, specifically Python.
  • Must have and maintain the right to work in the United Kingdom from the first day of employment; visa sponsorship is not available.
  • Occasional travel required.
  • Previous experience in investment management software implementations is a bonus.
  • Previous experience with project management is a bonus.

Interested in this position?

Apply directly on the company website

Apply Now

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