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
Client implementations, data onboarding, and portfolio configurations for investment management workflows
Domain
Financial services / Wealth management / SaaS
Deliverable
client delivery
Required skills
Project management, solution design, data onboarding, stakeholder management, cross-functional collaboration, APAC market knowledge, financial data familiarity
Preferred skills
Basic scripting or programming (Python), wealth management domain expertise, partner coordination
Technologies
Addepar platform, Python
Responsibilities
Lead full-cycle implementation projects for new and existing clients; Manage data onboarding, portfolio setup, and system configuration; 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 for wealth and investment management workflows