Solutions Consultant – Investment Data Platform

About the role

Addepar, a global data and AI platform for investment professionals, is looking for an experienced Solutions Consultant to join its growing team in Singapore. The consultant designs and implements out-of-the-box solutions for new clients, helping sophisticated investors onboard efficiently and advising them on how to model and examine their financial instruments and assets. Candidates must hold valid authorization to work in Singapore; visa sponsorship is not available.

Key responsibilities

• Lead full-cycle implementation projects for new and existing clients across the APAC market.
• Manage data onboarding, portfolio setup and system configuration with attention to data integrity and client satisfaction.
• Coordinate with certified partners to deliver scalable implementations and ongoing enhancements.
• Build trusted relationships with key client stakeholders and act as a strategic partner in achieving their goals.
• Define and manage project expectations across client and internal teams, balancing multiple time zones and priorities.
• Serve as a subject-matter expert on the Addepar platform and its application to wealth and investment management workflows.
• Contribute to playbooks, tools and delivery best practices adapted for the APAC market.
• Work with Sales, Solutions Engineering and Client Success to ensure smooth client handoffs and delivery.

Required profile

• 2+ years of experience in financial services, SaaS, consulting or a related client-facing role.
• Proven success in solution delivery, implementation or client onboarding within wealth management, fintech or data-intensive environments.
• Familiarity with investment data, reporting and portfolio workflows.
• Exceptional verbal and written communication skills, and comfort training and communicating with clients by email, phone and face-to-face.
• Comfortable collaborating across global teams and managing projects remotely; occasional travel for client onsites is required.
• Valid authorization to work in Singapore.

Required skills

• Basic scripting or programming knowledge (Python preferred) is an advantage.
• Project management and strong collaboration with Sales, Product and Partnership teams.