WHO WE ARE

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

THE ROLE

As a Solutions Consultant, you’ll act as a technical consultant and trusted partner to third-party providers integrating with Addepar. You’ll lead turnkey and bespoke integration projects across various functional domains, including trading, CRM, financial planning, portfolio construction, and analytics.
This role is part of a growing UK-based team that is playing a key role in Addepar’s global expansion. As we deepen our presence in the region, you’ll help establish strong technical partnerships with local and international partners, ensuring they are fully equipped to partner with Addepar. You’ll collaborate closely with colleagues across Product, Engineering, and Sales, and will be empowered to drive outcomes with high autonomy.
The ideal candidate will bring a strong background in the wealth management sector and a demonstrated ability to design, deliver, and troubleshoot technical solutions at scale.

WHAT YOU’LL DO

• Lead technical onboarding and implementation for new technology partners, ensuring seamless integration with Addepar’s platform
• Design and implement robust integration solutions using APIs, Single Sign-On (SSO), and secure file delivery methods
• Leverage and troubleshoot RESTful APIs and other service technologies (e.g., SOAP) for data exchange and functional integration
• Work with data in formats such as JSON and XML, with the ability to parse, transform, and map as needed
• Implement secure API authentication and authorisation protocols (e.g., API keys, OAuth 2.0)
• Collaborate with partners to assess technical requirements and advise on integration best practices
• Develop and maintain technical documentation, including integration guides and workflow diagrams
• Support and troubleshoot technical issues during and after partner integration to ensure a smooth experienceRespond to and prioritise support requests from existing partners in a timely and effective manner
• Engage with Addepar’s R&D teams to stay informed of product updates and provide feedback on platform improvements