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Addepar is a global data and AI platform that empowers investment professionals to turn complex financial information into actionable intelligence. The company unifies portfolio, market, and client data to deliver AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
As an ADM (Alternatives Data Management) Solutions Consultant, you will be responsible for facilitating the onboarding and implementation of Addepar's ADM solution for clients. You will work directly with investment firms, guiding them through the process of integrating alternatives data into their existing Addepar platform. Your responsibilities will include leading ADM implementation projects through client management, project management, and solution design. You will ensure the ADM solution is compatible with each client's existing Addepar setup and develop plans to address any gaps.
Key responsibilities:
- Lead onboarding and implementation of ADM for Addepar clients, managing project execution and solution design
- Work closely with cross-functional teams (Data, Product, Client Management, Sales) to ensure successful project delivery and client satisfaction
- Manage multiple simultaneous projects, prioritizing effectively and seeing each through to completion
- Identify and drive opportunities to improve processes and standard methodologies as the platform expands
- Engage with clients in a proactive, consultative, and professional manner
- Take ownership of client success and demonstrate strong self-reliance and leadership qualities
The ideal candidate combines relevant financial domain experience with consulting, project management, and technology expertise. You should have a deep understanding of investment markets and the clients Addepar serves, with a passion for understanding client needs and solving problems collaboratively.
Note: Applicants must have the right to work in the United Kingdom from the first day of employment. Visa sponsorship is not available for this role.
Requirements:
- Minimum 2–3+ years of professional experience in finance, technology, project management, and/or consulting
- Experience with project management
- Experience working with alternative investment data
- Solution-oriented approach and passion for problem solving
- Strong work ethic, proactive attitude, and ability to be a high-contributing teammate
- Independent, adaptable, and able to thrive in a fast-paced environment
- Excellent communication, organizational, and time-management skills
- Experience with the Addepar platform is a plus
