Client Solutions Consultant (Investment Management)
About this role
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
The Role
We are seeking to expand our Solutions Consulting team in Brazil, based in São Paulo, to support Addepar’s growing client delivery and implementation presence across Latin America. This is a foundational position where you will work closely with leading private banks, family offices, wealth managers, and independent advisors to implement Addepar’s platform and deliver an outstanding client onboarding experience.
This role blends technical problem-solving, financial acumen, and client partnership. You’ll act as a trusted advisor to clients, translating investment operations and data needs into scalable solutions while collaborating with global teams across Product, Engineering, and Client Success.
It’s a unique opportunity to help build Addepar’s LATAM presence and shape how we deliver client success in a growing and diverse region.
Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.
What You’ll Do
- Lead full-cycle implementation projects for new and existing clients across Brazil and Latin America
- Manage data onboarding, portfolio setup, and system configuration with precision, ensuring data integrity and client satisfaction
- Coordinate with certified partners to deliver scalable implementations and ongoing enhancements
- Build trusted relationships with key client stakeholders and become a strategic partner in helping them achieve their goals
- Define and manage project expectations clearly across client and internal teams, balancing multiple time zones and priorities
- Serve as a subject-matter expert on Addepar’s platform and its application to wealth and investment management workflows
- Contribute to playbooks, tools, and delivery best practices adapted for the LATAM market
- Navigate local compliance and data-handling norms (e.g., LGPD) to ensure projects meet regulatory standards
- Collaborate cross-functionally with Sales, Solutions Engineering, and Client Success to ensure seamless client handoffs and delivery excellence
Who You Are
- 2+ years of experience in financial services, SaaS, consulting, or a related client-facing role
- Proven success in solution delivery, implementation, or client onboarding, ideally within wealth management, fintech, or data-intensive environments.
- Excellent communication and relationship-building skills, capable of engaging both business and technical audiences
- Highly organized, self-driven, and comfortable working in a fast-moving, growth-stage environment
- Fluent in Portuguese and English (Spanish is a strong plus)
- Passionate about financial technology and the evolution of digital wealth management
- Familiarity with investment data, reporting, and portfolio workflows
- Comfortable collaborating across global teams and managing projects remotely
- Basic scripting or programming knowledge (Python preferred) is an advantage
- Experience working with Brazilian financial institutions or under CVM/Bacen regulatory frameworks is a plus
- Willingness to travel within Brazil and occasionally across LATAM
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 ta-operations@addepar.com.
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