Solutions Consultant - Wealth Data Platform

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, 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.