TL;DR

Solutions Consultant (Fintech): Designing and implementing out-of-the-box solutions for new clients, ensuring efficient and effective onboarding of sophisticated investors with an accent on identifying how Addepar can unlock significant value. Focus on advising clients on how to model and examine their financial instruments and assets, project management, and collaboration.

Location: DIFC, Dubai, UAE

Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

What you will 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.
  • 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.

Requirements

  • Previous 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.
  • Willingness to travel occasionally for client onsites.

Nice to have

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

Culture & Benefits

  • Deeply connected to our mission and to each other.
  • Passionate about delivering exceptional client experiences.
  • A consultative, collaborative approach.
  • Reputation as a trusted colleague and thought leader.
  • High intellectual and technical proficiency.
  • Eager to both teach and learn.