FinTech Solutions Consultant: Implementation & Onboarding

Addepar; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

Addepar, a global data and AI platform, is hiring Solutions Consultants to lead onboarding projects for sophisticated investors across the UK. You will translate complex portfolios and instruments into practical client workflows and demonstrate how Addepar unlocks value in investment operations.

You will own projects end-to-end, collaborate with Sales, Product and Partnerships, and occasionally travel. A background in finance and technology plus strong communication are essential.

Qualifications

• 2+ years of professional experience in financial services, consulting, or a related field.
• Previous client-facing experience, particularly in implementation or solution design.
• Excellent communication, organization, and time management skills.
• Independent, adaptable, and able to thrive in a fast-paced, evolving environment.
• Passionate about both finance and technology.
• Comfortable working across time zones and collaborating with global teams.
• Experience with scripting/programming (especially Python) is a plus.
• Willingness to travel occasionally within the region and globally.
• [Bonus] Familiarity with investment management software or enterprise technology implementations
• [Bonus] Background in project management

Responsibilities

• Lead and complete implementation projects onboarding new clients to the Addepar platform
• Assess and own the success of add-on projects and partner delivery assurance
• Demonstrate technical and industry expertise to transition clients and their data onto Addepar
• Set, manage, and communicate expectations clearly across internal and external stakeholders
• Manage multiple projects simultaneously, ensuring successful outcomes from start to finish
• Contribute to the development of scalable tools and processes as we expand
• Become a subject matter expert on the Addepar platform and its application in the region

Skills

Client facing

Project management

Python

Finance knowledge

Communication skills

Time management

Cross-region collaboration

Tools

SQL

Data visualization

Job description

Addepar, a global data and AI platform, is hiring Solutions Consultants to lead onboarding projects for sophisticated investors across the UK. You will translate complex portfolios and instruments into practical client workflows and demonstrate how Addepar unlocks value in investment operations.

You will own projects end-to-end, collaborate with Sales, Product and Partnerships, and occasionally travel. A background in finance and technology plus strong communication are essential.