---
title: 'Partner Delivery Manager at Addepar'
canonical: 'https://feeny.ai/job/partner-delivery-manager-addepar-edinburgh-wapy80e9vjdq'
type: 'job'
last_seen: '2026-09-13'
---

# Partner Delivery Manager at Addepar

- **Company:** Addepar
- **Location:** Edinburgh, United Kingdom
- **Work type:** remote
- **Posted:** 2026-08-12
- **Last confirmed live:** 2026-09-13
- **Apply:** https://job-boards.greenhouse.io/addepar1/jobs/8554367002

## Job description

## 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, Singapore and São Paulo.

## The Role

As Partner Solutions Architect, you are responsible for teaming with partners to deliver successful client outcomes in the Addepar implementations. This role will proactively work with partners to onboard, train, and support them to make them proficient and self-sufficient in leading Addepar implementations and successfully transitioning clients to Addepar Support. You are focused on identifying how Addepar can unlock significant value for our clients’ businesses and working closely with our partners to design and build solutions to meet our shared clients’ needs. You have a deep understanding of both finance and technology, are passionate about solving problems, work collaboratively with internal teams and take ownership of our partners’ and clients’ success. Additionally, you’ll enable our Sales and Marketing departments by helping them fully understand the scope and capabilities of each implementation partner in our network. You’ll need to have a balance of broad technical experience, a passion for working with partners, strong organizational skills, and of the ability to identify and solve issues at the enterprise level.

Our ideal candidate has a history of providing a superior client experience directly in investment management or in enterprise software deployments of a related domain. A Partner Solutions Consultant is given discretion over their projects and work schedule. They are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar teams including our Sales, Partnerships, Engineering, and Product teams. They must possess a deep understanding of our target markets and the clients we serve. Ideal candidates also possess the technical skills to take a hands-on approach to instructing, learning, and developing the functions of our software.

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

- Leads the success of partner-led implementation projects driving shared ownership with channel partners in the best client outcomes
- Provide oversight and guidance on partner projects ensuring shared implementation framework and methodologies are established and practiced throughout client onboarding
- Facilitates proper coordination and communication between partners and internal Services, Data and Support teams ensuring proper project delivery from all teams and seamless transitions at appropriate project turning points
- Assess and be responsible for the success of add-on projects and partner delivery assurance
- Be the go to resource for all partners supporting, technical and business needs
- Provide experienced guidance to partners with architecting and onboarding supported integrations
- Serve as an escalation point for Support personnel with respect to technical issues
- Demonstrate technical and industry expertise to lead partner engagements to transition clients and their data onto Addepar
- Partner with key internal stakeholders to scale Addepar’s Partnership Services program
- Educates Services, Sales and Marketing about Partnership offerings, fit and standard methodologies, helping to create documentation, training and enablement materials
- Effectively set, lead, and communicate expectations both internally and externally
- Prioritize and context-switch successfully to complete simultaneous projects, seeing each through to the finish line
- Meticulously document work and influence others to do so as well
- Think critically about how to improve our current processes and tools both internally and externally as our partner and client base expands
- Be an authority on all things Addepar

## Who You Are

- 7+ years experience in Financial Services or Consulting in related fields in client/ partner facing roles
- 2+ years experience implementing Addepar clients
- Candidates must have outstanding communication, organizational, and time-management skills
- The ideal candidate must be independent, adaptable and can thrive in a fast-paced environment
- Strong communication skills to train and communicate optimally with clients via email, on the phone and face-to-face in one-on-one and group settings
- Passion for technology and finance
- Experience with programming/scripting, specifically Python
- Occasional Travel
- [Bonus] Previous experience in investment management software implementations
- [Bonus] Previous experience with project management

## 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.

## About Addepar

## Company Overview
- **One-liner**: Addepar is a global data and AI company that provides a platform for financial professionals to aggregate, analyze, and manage complex investment portfolios.
- **Entity Type**: Private
- **Headquarters**: New York, New York, United States
- **Founded**: 2009
- **Founders**: Joe Lonsdale

## Core Business
- **Primary industry**: Financial Technology (FinTech) / Data & AI for Wealth and Asset Management
- **Target customers**: B2B, serving financial professionals including wealth managers, family offices, asset managers, and financial institutions (1,400+ clients globally)
- **Mission or purpose statement**: To create a more transparent financial system, enabling everyone to understand the assets they own, where they’re invested, and how they’re performing at any given moment. [addepar.com](https://addepar.com/about)

## Products & Services
- **Addepar Platform**: A data and AI engine that powers investment decisions, unlocks operational efficiency, and enables strategic scaling. It aggregates and normalizes data across a wide asset universe.
- **Addepar Data Exchange (ADX)**: A managed data environment that connects clients to their data ecosystem, unifying, governing, and activating data across the enterprise to power advanced analytics, AI workflows, and trusted portfolio insights. [addepar.com](https://addepar.com/)

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (private company).
- **Key Metric**: Powers more than $9 trillion in assets across 1,400+ clients in 60+ countries. [addepar.com](https://addepar.com/about)
- **Notable Investors/Partners**: Key leadership includes Joe Lonsdale (Founder and Chairman of the Board), Eric Poirier (CEO), and Peter O'Brien (Founder and Chairman of the Board). Board members include Juan Sabater and Jamie Hildreth. [addepar.com](https://addepar.com/about)
- **Growth Signals**: Celebrated 15 years of growth and success. Opened a new state-of-the-art office in Pune, India, housing cross-functional teams including global R&D and operations, signaling strategic international expansion. [addepar.com](https://addepar.com/careers) Active job postings: 131 as of latest data. [Greenhouse](https://job-boards.greenhouse.io/addepar1)

## Competitive Advantages
- **Massive Scale & Data Moat**: Managing over $9 trillion in assets provides an unparalleled data network effect, making the platform stickier and more valuable as more clients join.
- **Industry Leadership & Longevity**: Founded in 2009, Addepar is a well-established, trusted leader at the intersection of AI and finance.
- **Platform Ecosystem**: The ADX creates a unique, integrated data environment that differentiates it from point-solution competitors.
- **Award-Winning Culture**: Recognized as a Built In Best Place to Work in 2024. [addepar.com](https://addepar.com/careers)

## Strategic Focus
- **AI-First**: The company is heavily investing in AI and agents, as evidenced by dedicated AI roles (e.g., Software Engineer, Fullstack – AI Platform; Sr. Software Engineer - AI/ML; Head of Product and Solutions Marketing - AI and Agents). [Greenhouse](https://job-boards.greenhouse.io/addepar1)
- **Global Expansion**: Growing its presence in key markets like India (Pune), Poland, and the UK (Edinburgh).
- **Platform Innovation**: Continuously enhancing its data platform (ADX) and core portfolio analytics to drive operational efficiency for clients.

## Why Work Here
- **Culture & Values**: Emphasizes "The Addepar Way" with core values: Data is our Compass, Build Together, Champion Our Clients, Drive Innovation, Embrace Learning, and Act Like an Owner. [addepar.com](https://addepar.com/careers)
- **Work Policy**: Global hybrid workforce, with offices in New York, Salt Lake City, Pune (India), Edinburgh (UK), and Poland. Roles are available as on-site, hybrid, or remote depending on the position. [addepar.com](https://addepar.com/careers)
- **Benefits**: Competitive medical, dental, and vision benefits; a monthly wellness allowance; and Flexible Time Off (FTO). [addepar.com](https://addepar.com/careers)
- **Learning & Development**: Access to several professional development tools. [addepar.com](https://addepar.com/careers)
- **Engineering Culture**: Strong investment in top talent at the intersection of technology and finance, with a focus on building a dynamic team. [addepar.com](https://addepar.com/careers)
- **Recruitment Fraud Warning**: Addepar warns candidates about recruitment fraud and notes they will never ask for payments or purchases during the hiring process. [addepar.com](https://addepar.com/careers)

## Sources
1. [addepar.com - Careers](https://addepar.com/careers)
2. [addepar.com - Home](https://addepar.com/)
3. [addepar.com - About](https://addepar.com/about)
4. [Greenhouse - Jobs at Addepar](https://job-boards.greenhouse.io/addepar1)
5. [LinkedIn - Addepar](https://www.linkedin.com/company/addepar)

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