Solutions Consultant Jobs

Addepar

Location:
Brazil, São Paulo

Category:
IT - Software Development

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

We are seeking our first Solutions Consultant in Brazil, based in São Paulo, to help establish Addepar’s 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.

Job Responsibility:

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

Requirements:

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)
Familiarity with investment data, reporting, and portfolio workflows
Comfortable collaborating across global teams and managing projects remotely
Willingness to travel within Brazil and occasionally across LATAM

Nice to have:

Passionate about financial technology and the evolution of digital wealth management
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

Additional Information:

Job Posted:
December 05, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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