Solutions Consultant DIFC, Dubai, UAE

Addepar, Inc.; Dubai; On-site; AED 180,000 - 260,000; Full time

Job summary

Addepar, Inc. is seeking an experienced Solutions Consultant to join our Dubai team.

You will lead full-cycle implementation projects for clients, onboarding data, configuring systems, and coordinating with partners to deliver scalable solutions in wealth management contexts. The ideal candidate has 2+ years in financial services or SaaS, strong communication skills, and the ability to travel occasionally for client onsite work.

Qualifications

• 2+ years of experience in financial services, SaaS, consulting, or a related client-facing role
• Experience in solution delivery, implementation, or client onboarding
• Excellent communication and relationship-building skills
• Highly organized, self-driven, and comfortable in a fast-moving environment
• Familiarity with investment data, reporting, and portfolio workflows
• Willingness to travel occasionally for client onsite visits

Responsibilities

• 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.

Skills

Client-facing

Project management

Communication skills

Python

Wealth management

Data onboarding

Job description

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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.

The Role

We are seeking an experienced Solutions Consultant to join our growing team in Dubai. 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, ideally within wealth management, fintech, or data‑intensive environments.
• Excellent communication and relationship‑building skills, capable of engaging both business and technical audiences.
• Highly organized, self‑driven, and comfortable working in a fast‑moving, growth‑stage environment.
• Familiarity with investment data, reporting, and portfolio workflows.
• Comfortable collaborating across global teams and managing projects remotely.
• Process‑oriented with an eye toward continuous improvement.
• The ideal candidate must be independent, adaptable, and can thrive in a fast‑paced environment.
• Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face‑to‑face.
• Passion for technology and finance.
• Willingness to travel occasionally for client onsite‑s.
• Basic scripting or programming knowledge (Python preferred) is an advantage.

Team Attributes

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

• Deeply connected to our mission and to each other.
• Outcome‑driven with strong communication skills.
• 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.

As set forth in Addepar’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.

A "recently separated veteran" means any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.