Solutions Consultant
Core
Design and implement out-of-the-box solutions for new clients in the APAC market, managing data onboarding and portfolio setup to unlock value for sophisticated investors.
Role type
Senior Solutions Consultant (Implementation & Onboarding)
Builds
Scalable implementations of Addepar's data and AI platform for wealth management and investment firms
Domain
Financial Services / Wealth Management / Investment Data
Required skills
Project management, Data onboarding, System configuration, Client stakeholder management, Financial services domain knowledge, Cross-functional collaboration, Playbook development, Remote team management, Basic scripting (Python preferred), Investment data familiarity
Preferred skills
Experience in SaaS or consulting, Familiarity with fintech environments, Ability to travel for client onsites
Technologies
Addepar platform, Python
Responsibilities
Lead full-cycle implementation projects for new and existing clients across the APAC market. Manage data onboarding, portfolio setup, and system configuration with precision. Coordinate with certified partners to deliver scalable implementations. Build trusted relationships with key client stakeholders. Define and manage project expectations across client and internal teams. Serve as a subject-matter expert on Addepar's platform. Contribute to playbooks, tools, and delivery best practices adapted for the APAC market. Collaborate cross-functionally with Sales, Solutions Engineering, and Client Success.
Seniority
Mid-Senior, hands-on IC
