Direct Solutions Consultant

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers 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. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

The Role

We are seeking an experienced Solutions Consultant to join our growing team in Geneva. Solutions Consultants are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the world’s most sophisticated investors. They are focused on identifying how Addepar can unlock significant value for our clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets. They have a deep understanding of both finance and technology, take ownership of our clients’ happiness, and excel at project governance.

Our ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a related domain. They are given discretion over their projects and work schedule and are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations. They must be a strong project manager and possess an appreciation for our target markets (or hunger and willingness to learn). They also possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our organization.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

• Lead full-cycle implementation projects for new and existing clients across the EMEA market

• Manage data onboarding, portfolio setup, and system configuration with precision, ensuring data integrity and client satisfaction

• Coordinate with certified partners to deliver scalable implementations and ongoing enhancements

• Build trusted relationships with key client stakeholders and become a strategic partner in helping them achieve their goals

• Define and manage project expectations clearly across client and internal teams, balancing multiple time zones and priorities

• Serve as a subject-matter expert on Addepar’s platform and its application to wealth and investment management workflows

• Contribute to playbooks, tools, and delivery best practices adapted for the EMEA market

• Collaborate cross-functionally with Sales, Solutions Engineering, and Client Success to ensure seamless client handoffs and delivery excellence

Who You Are

• 2+ years of experience in financial services, SaaS, consulting, or a related client-facing role

• Proven success in solution delivery, implementation, or client onboarding within wealth management, fintech, or data-intensive environments, particularly in Switzerland or the broader European market

• Familiarity with investment data, reporting, and portfolio workflows

• Exceptional verbal and written communication skills, including fluency in English and French (German or Italian is a plus)

• Highly organized, self-driven, and comfortable working in a fast-moving, growth-stage environment

• Comfortable collaborating across global teams and managing projects remotely

• Process-oriented with an eye toward continuous improvement

• Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face

• Willingness to travel occasionally for client onsites

• Basic scripting or programming knowledge (Python preferred) is an advantage

Our GTM Team Attributes

Our team brings diverse backgrounds, experiences, and cultures and embodies these qualities:

• Deeply connected to our mission and to each other

• Passionate about delivering exceptional client experiences

• Outcome-driven with strong communication skills

• A consultative, collaborative approach

• Reputation as a trusted colleague and thought leader

• High intellectual and technical proficiency

• Eager to both teach and learn

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].