ADM Solutions Consultant

Applied Intuition Inc.; Basingstoke; On-site; GBP 45,000 - GBP 65,000; Full time

Job summary

A global technology and data company is seeking an ADM Solutions Consultant to lead the onboarding and implementation of their Alternatives Data Management solution. The candidate should have at least 2-3 years of relevant experience in finance, technology, or consulting, along with strong project management and problem-solving skills. This role is client-facing and requires effective communication and collaboration with cross-functional teams. The company values innovation, client success, and collaboration, promoting a diverse and inclusive environment.

Qualifications

• Minimum 2-3 years of professional experience in finance, technology, or consulting.
• Experience with alternative investment data.
• Strong work ethic and ability to thrive in a fast-paced environment.

Responsibilities

• Lead the onboarding and implementation of ADM for clients.
• Work with cross-functional teams for successful project delivery.
• Identify opportunities for process improvement.

Skills

Consulting experience

Project management

Communication

Problem solving

Adaptability

Job description

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, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.

The Role

An ADM Solutions Consultant is responsible for facilitating the onboarding and implementation process for Addepar ADM (Alternatives Data Management). In this role you will work directly with Addepar clients guiding them through the process of onboarding alternatives data through the ADM solution. Your responsibilities will include leading ADM projects through client management, project management, solution design (where applicable), etc. Additionally, you will be responsible for ensuring the ADM solution is compatible with a client's existing Addepar solution and if not develop the necessary plan to solve for any gaps.

The ideal candidate has relevant experience in a related financial domain as well as consulting, project management and technology. An ADM Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities as well as the ability to collaborate with other Addepar teams including our Data, Product, Client Management, and Sales teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about understanding our clients needs, take a hands‑on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• Onboard and implement ADM for Addepar clients where you will lead the project management, solution design and execution of the implementation project
• Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
• Prioritize and context‑switch effectively to lead simultaneous projects, seeing each through to the finish line
• Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand
• Connect with clients in a proactive, consultative and professional manner

Who You Are

• Minimum 2-3+ years professional experience working in finance, technology, project management and/or consulting
• Solution‑oriented approach and a passion for problem solving
• Experience with project management
• Experience working with alternative investment data
• Strong work ethic, proactive and a high contributing teammate
• Independent, adaptable and can thrive in a fast‑paced environment
• Excellent communication, organizational, and time‑management skills
• Experience with the Addepar platform is a plus

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.