Solutions Consultant is a foundational role at Addepar, based in São Paulo, Brazil, responsible for leading the implementation and delivery of Addepar’s platform across Latin America. The individual will work closely with private banks, family offices, and wealth managers to ensure successful onboarding and client success, while shaping Addepar’s presence in the LATAM region.
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.
What We're Looking For
- 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.
- 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.
- Applicants must have legal authorization to work in the country where this role is based on the first day of employment.
- This role must be performed from São Paulo.
- Employees are required to reside in the State of São Paulo.
Nice to Have
- Spanish language proficiency.
- Basic scripting or programming knowledge (Python preferred).
- Experience working with Brazilian financial institutions or under CVM/Bacen regulatory frameworks.
- Willingness to travel within Brazil and occasionally across LATAM.
Technical Stack
- Addepar platform
- Python
Team & Environment
- Work within global teams through cross-functional collaboration with Sales, Solutions Engineering, Product, Engineering, and Client Success.
Benefits & Compensation
- Work with a global data and AI platform used by over 1,400 firms in nearly 60 countries.
- Opportunity to help build Addepar’s LATAM presence and shape client success in a growing region.
- Be part of a company that supports clients worldwide with offices in multiple international locations.
- Inclusion in a culture that values diversity of ideas, experiences, skill sets, perspectives, backgrounds, and identities.
- Reasonable accommodations provided for individuals with disabilities to participate in the job application or interview process and to perform essential job functions.
- Access to ongoing learning and innovation through a growth mindset culture.
- Salary: not specified
- Equity: not specified
- Other compensation: not specified
Work Mode
- Role operates under a hybrid model but requires residence in the State of São Paulo and performance from São Paulo.
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.
