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 45 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 Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

THE ROLE

As a Solutions Consultant in the UAE, you’ll be a foundational member of our presence in the region—partnering with a diverse and growing client base across the Middle East. You’ll lead and execute end-to-end implementation projects to onboard new clients onto the Addepar platform, including RIAs, Family Offices, and Private Banks.
You’ll play a key role in helping clients unlock the full potential of their data, designing scalable solutions tailored to their needs. You’ll also act as a bridge between our global teams and new regional clients, combining your deep understanding of finance and technology with a passion for problem-solving and relationship-building.
This is a unique opportunity to help shape Addepar’s footprint in a new region while working at the cutting edge of financial technology.

WHAT YOU’LL DO

• 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