About the job
Who We Are
Addepar is a leading global data and AI platform that empowers investment professionals to transform intricate financial information into actionable insights. Our platform integrates portfolio, market, and client data into a cohesive total portfolio view and delivers AI-driven insights within investment and client workflows. More than 1,400 firms across nearly 60 countries utilize Addepar to manage and advise on approximately $9 trillion in assets. Our open platform seamlessly connects with nearly 650 software, data, and consulting partners, facilitating end-to-end investment operations for firms of all sizes and complexities. Addepar proudly serves clients worldwide, with offices located in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.
The Role
We are excited to welcome our first Solutions Consultant in Brazil, based in São Paulo, to help establish Addepar’s delivery and implementation presence throughout Latin America. This foundational role will involve close collaboration with prominent private banks, family offices, wealth managers, and independent advisors to implement Addepar’s platform and provide an exceptional client onboarding experience.
This position combines technical problem-solving skills, financial expertise, and client partnership. You will serve as a trusted advisor to clients, translating their investment operations and data needs into scalable solutions while working alongside global teams in Product, Engineering, and Client Success.
This is a unique opportunity to contribute to building Addepar’s presence in LATAM and influencing how we achieve client success in a dynamic and diverse region.
Applicants must have legal authorization to work in Brazil on their first day of employment. Visa sponsorship is not available for this position, which must be performed from São Paulo. Although the position operates under a hybrid model, employees are required to reside in the State of São Paulo.
