Solutions Consultant
Addepar
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 $8 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
We are seeking our first Solutions Consultant in Singapore, a foundational role in building Addepar’s delivery presence across Southeast Asia and greater APAC. As a key member of our client onboarding team, you’ll work closely with leading wealth managers, family offices, private banks, and RIAs/FAs to implement Addepar’s platform and deliver an exceptional onboarding experience.
This is a hands-on, client-facing role that blends technical aptitude, financial expertise, and project execution. You’ll be a strategic partner to our clients, translating business needs into scalable workflows, while bridging communication between APAC-based clients and our global Product, Engineering, and Client teams.
This is a unique opportunity to contribute to the growth of Addepar in Singapore and help shape how we deliver solutions across a culturally and operationally diverse region.
What You’ll Do
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Lead end-to-end implementation projects for new and existing clients across Singapore and Southeast Asia.
- Manage data onboarding and system configurations with precision and attention to detail, ensuring accurate and secure client transitions.
- Deliver add-on projects and coordinate with certified delivery partners to scale implementations.
- Build strong relationships with key client stakeholders and become a trusted partner in helping them achieve their long-term goals.
- Set and manage project expectations clearly with clients and internal teams, ensuring alignment across time zones and geographies.
- Serve as a subject matter expert on Addepar’s platform and how it supports diverse investment management workflows.
- Contribute to the development of playbooks, tools, and delivery best practices tailored for the APAC market.
- Navigate local regulatory and compliance norms (e.g. MAS guidelines, PDPA) in client data handling and project delivery.
- Collaborate cross-functionally with Sales, Solutions Engineering, and Client Success to ensure successful handoffs and a seamless client experience.
Who You Are
- Minimum 2 years of experience in financial services, enterprise SaaS, consulting, or a related client-facing role.
- Proven experience in solution delivery, implementation, or onboarding—ideally with wealth management, fintech, or data-heavy platforms.
- Strong communication and relationship-building skills, with the ability to engage both business and technical stakeholders.
- Highly organized, autonomous, and comfortable operating in a fast-paced, emerging market environment.
- Fluent in English; proficiency in additional languages such as Mandarin, Bahasa, or Japanese is a plus given the regional client base.
- Passionate about financial technology, with a solid understanding of investment workflows and data operations.
- Experience collaborating with global teams and managing projects across multiple time zones.
- Familiarity with scripting or programming (Python preferred) is a strong plus.
- Knowledge of MAS regulatory frameworks and PDPA is beneficial.
- Willingness to travel within Southeast Asia based on client needs
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].
