Solutions Consultant - #1775006

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 50 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 New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

The Role

As a Solutions Consultant, you’ll act as a technical consultant and trusted partner to third-party providers integrating with Addepar. You’ll lead turnkey and bespoke integration projects across various functional domains, including trading, CRM, financial planning, portfolio construction, and analytics.

This role is part of a growing UK-based team that is playing a key role in Addepar’s global expansion. As we deepen our presence in the region, you’ll help establish strong technical partnerships with local and international partners, ensuring they are fully equipped to partner with Addepar. You’ll collaborate closely with colleagues across Product, Engineering, and Sales, and will be empowered to drive outcomes with high autonomy.

The ideal candidate will bring a strong background in the wealth management sector and a demonstrated ability to design, deliver, and troubleshoot technical solutions at scale.

What You’ll Do

• Lead technical onboarding and implementation for new technology partners, ensuring seamless integration with Addepar’s platform
• Design and implement robust integration solutions using APIs, Single Sign-On (SSO), and secure file delivery methods
• Leverage and troubleshoot RESTful APIs and other service technologies (e.g., SOAP) for data exchange and functional integration
• Work with data in formats such as JSON and XML, with the ability to parse, transform, and map as needed
• Implement secure API authentication and authorisation protocols (e.g., API keys, OAuth 2.0)
• Collaborate with partners to assess technical requirements and advise on integration best practices
• Develop and maintain technical documentation, including integration guides and workflow diagrams
• Support and troubleshoot technical issues during and after partner integration to ensure a smooth experience Respond to and prioritise support requests from existing partners in a timely and effective manner
• Engage with Addepar’s R&D teams to stay informed of product updates and provide feedback on platform improvements
  
  

Who You Are

• Minimum 3+ years of experience working in technology, finance, or consulting
• You have a proven track record of successfully delivering integration-related projects, demonstrating a strong understanding of API security, performance, and best practices across other integration methods.
• You are a collaborative and communicative individual who enjoys working with development teams, partners, and stakeholders to ensure successful API adoption.
• You possess excellent communication and interpersonal skills, capable of effectively articulating complex technical concepts to both technical and non-technical stakeholders.
• You are a proactive and results-oriented individual with a proven ability to take ownership of projects and drive them to successful completion.
• You are a continuous learner, staying current with emerging technologies and industry trends to identify opportunities for innovation and improvement.
• You thrive in collaborative environments and enjoy working with diverse teams to achieve common goals.
  
  

Our Values

• 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.
  
  

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 [email protected].