
Posted 4 days ago
Partner Delivery Manager
AddeparPartner Delivery Manager
Requirements
7+ years experience in Financial Services or Consulting, 2+ years experience implementing Addepar clients, Python programming/scripting experience, Strong communication and organizational skills
Skills
PythonProject Management
About the role
Responsibilities
- Lead the success of partner-led implementation projects to drive optimal client outcomes
- Provide oversight and guidance on partner projects to ensure implementation frameworks and methodologies are followed
- Facilitate coordination between partners and internal Services, Data, and Support teams for seamless project delivery
- Act as the primary technical and business resource for partners, supporting onboarding and integration architecture
- Serve as an escalation point for technical issues and ensure successful transitions to Addepar Support
- Partner with internal Sales and Marketing teams to educate them on partnership offerings and capabilities
- Document work meticulously and identify opportunities to improve internal and external processes
Requirements
- 7+ years of experience in Financial Services or Consulting in client or partner-facing roles
- 2+ years of experience specifically implementing Addepar clients
- Proficiency with programming and scripting, specifically Python
- Outstanding communication, organizational, and time-management skills
- Ability to work independently and thrive in a fast-paced, evolving environment
- Must have the right to work in the United Kingdom from the first day of employment
Preferred Qualifications
- Previous experience with investment management software implementations
- Experience with professional project management methodologies
About the Company
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The platform unifies portfolio, market, and client data to deliver AI-powered insights within investment workflows. Serving over 1,400 firms in nearly 60 countries, Addepar integrates with hundreds of software and data partners to power end-to-end investment operations for nearly $9 trillion in assets.
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Get started — it's freePartner Delivery Manager
Addepar · Edinburgh
