At a glance
- Experience
- 2+ years experience
- Workplace
- Remote
- Location
- DIFC, Dubai · Dubai
- Visa sponsorship
- Visa sponsorship not offered
About 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.
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.
Requirements
- 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.
Preferred qualifications
- Basic scripting or programming knowledge (Python preferred) is an advantage.
Skills
- Python
