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Direct Solutions Consultant(m/w/x)
Full-cycle implementation projects for investment professionals in EMEA, including data onboarding and system configuration. Financial services or SaaS experience with investment data familiarity, plus English and French fluency required. Discretion over project scope, flexible work schedule.
Requirements
- Legal authorization to work in country
- Experience in financial services, SaaS, or consulting
- Success in solution delivery or implementation
- Familiarity with investment data and workflows
- Fluency in English and French
- Highly organized and self-driven
- Remote project management and global collaboration
- Process-oriented with continuous improvement focus
- Strong interpersonal and training skills
- Willingness to travel for client onsites
- Basic scripting or programming knowledge
Tasks
- Lead full-cycle implementation projects for EMEA clients
- Manage data onboarding and portfolio setup
- Configure systems with high precision
- Coordinate with partners on scalable implementations
- Build trusted relationships with key stakeholders
- Define and manage project expectations clearly
- Balance multiple time zones and priorities
- Provide subject-matter expertise on the platform
- Develop playbooks and delivery best practices
- Collaborate cross-functionally to ensure seamless handoffs
- Advise clients on modeling financial instruments
- Design out-of-the-box solutions for new clients
Work Experience
- 2 years
Education
- Vocational certificationOR
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- French – Business Fluent
- German – Basic
- Italian – Basic
Tools & Technologies
- Python
Benefits
Purpose-Driven Work
- Discretion over projects
Flexible Working
- Flexible work schedule
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Direct Solutions Consultant(m/w/x)
Full-cycle implementation projects for investment professionals in EMEA, including data onboarding and system configuration. Financial services or SaaS experience with investment data familiarity, plus English and French fluency required. Discretion over project scope, flexible work schedule.
Requirements
- Legal authorization to work in country
- Experience in financial services, SaaS, or consulting
- Success in solution delivery or implementation
- Familiarity with investment data and workflows
- Fluency in English and French
- Highly organized and self-driven
- Remote project management and global collaboration
- Process-oriented with continuous improvement focus
- Strong interpersonal and training skills
- Willingness to travel for client onsites
- Basic scripting or programming knowledge
Tasks
- Lead full-cycle implementation projects for EMEA clients
- Manage data onboarding and portfolio setup
- Configure systems with high precision
- Coordinate with partners on scalable implementations
- Build trusted relationships with key stakeholders
- Define and manage project expectations clearly
- Balance multiple time zones and priorities
- Provide subject-matter expertise on the platform
- Develop playbooks and delivery best practices
- Collaborate cross-functionally to ensure seamless handoffs
- Advise clients on modeling financial instruments
- Design out-of-the-box solutions for new clients
Work Experience
- 2 years
Education
- Vocational certificationOR
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- French – Business Fluent
- German – Basic
- Italian – Basic
Tools & Technologies
- Python
Benefits
Purpose-Driven Work
- Discretion over projects
Flexible Working
- Flexible work schedule
About the Company
Addepar
Industry
FinancialServices
Description
The company is a global technology and data company that helps investment professionals provide informed guidance for their clients.
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