Opportunities at Craft portfolio companies


Partner Relationship Associate - Portfolio Data



Customer Service
Edinburgh, UK
Posted on Tuesday, April 9, 2024

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 trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 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, Dublin, Edinburgh, Scotland and Pune, India.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

Addepar is seeking a confident, experienced, relationship associate to join the Partnerships team! Reporting to a senior programme manager responsible for handling portfolio data partner relationships, this person will introduce new portfolio data providers, such as banks and custodians, to the Addepar data partner network. This will involve initial outreach to those financial institutions to conduct preliminary discovery for new data feed integrations.

This role will involve multi-functional collaboration with Addepar’s Go to Market and Research & Development teams, deep relationship building with both internal & external groups to navigate obstacles, prevent projects stalling and ultimately drive increased velocity in the creation of portfolio data integrations, as well as helping drive initiatives to improve client adoption.

What You’ll Do

  • Partner with Addepar Client Relationship Managers to collect details related to clients' accounts and to facilitate an introduction to the Financial Institution providing the data. Implement controls to ensure client data feed requests are accurately recorded and regularly maintained.
  • Initiate outreach to Financial Institutions Addepar hope to build a data integration with, these will primarily be Banks/Custodians. Drive exploratory conversations to understand the framework of each Financial Institution and their technical infrastructure, to inform the feasibility and complexity of each integration project. Ensure potential obstacles/blockers are understood and documented.
  • Coordinate availability and capacity of all parties to ensure alignment on project kickoff readiness. Provide regular status updates on project planning progress and findings, and raise issues as appropriate to ensure continued traction throughout the development process.
  • Support the implementation of workflows to encourage adoption of data feeds made available to new subscribers. Participate in market studies to capture intelligence on growth markets from SMEs and help identify other opportunities to support strategic prioritisation.

Who You Are

  • Minimum of 5 years of relevant experience, including 2 years client/vendor relationship management experience required
  • Proven leadership ability (management not required)
  • Outstanding communication, organisational, and time-management skills
  • Understanding of project planning fundamentals
  • Familiarity or experience working at/with Custodians is strongly preferred
  • Professional experience in Financial Services/Technology Implementations preferred
  • [Bonus] Experience with Google Workspace, Salesforce, Monday.com, Jira, Confluence

Our Values

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].