Global Financial Solutions Expert

2 weeks ago

Singapore beBeeInvestment Full time $90,000 - $120,000

Addepar is a technology and data company that empowers investment professionals worldwide.

Hundreds of thousands of users have trusted Addepar to deliver informed guidance for their clients over the past decade.

With a global presence in more than 50 countries, Addepar's platform aggregates portfolio, market, and client data for over $8 trillion in assets.

Addepar's open platform integrates with more than 100 software, data, and services partners to deliver a complete solution for a wide range of firms and use cases.

Addepar adopts a flexible workforce model with offices in major cities worldwide.

The Role

As a key member of our client onboarding team, you'll work closely with leading wealth managers, family offices, private banks, and RIAs/FAs to implement Addepar's platform and deliver an exceptional onboarding experience.

This is a hands-on, client-facing role that blends technical aptitude, financial expertise, and project execution. You'll be a strategic partner to our clients, translating business needs into scalable workflows, while bridging communication between APAC-based clients and our global Product, Engineering, and Client teams.

Key Responsibilities:
  • Lead end-to-end implementation projects for new and existing clients across Singapore and Southeast Asia
  • Manage data onboarding and system configurations with precision and attention to detail, ensuring accurate and secure client transitions
  • Deliver add-on projects and coordinate with certified delivery partners to scale implementations
  • Build strong relationships with key client stakeholders and become a trusted partner in helping them achieve their long-term goals
  • Set and manage project expectations clearly with clients and internal teams, ensuring alignment across time zones and geographies
  • Serve as a subject matter expert on Addepar's platform and how it supports diverse investment management workflows
  • Contribute to the development of playbooks, tools, and delivery best practices tailored for the APAC market
  • Navigate local regulatory and compliance norms (e.g. MAS guidelines, PDPA) in client data handling and project delivery
Requirements
  • Minimum 2 years of experience in financial services, enterprise SaaS, consulting, or a related client-facing role
  • Proven experience in solution delivery, implementation, or onboarding—ideally with wealth management, fintech, or data-heavy platforms
  • Strong communication and relationship-building skills, with the ability to engage both business and technical stakeholders
  • Highly organized, autonomous, and comfortable operating in a fast-paced, emerging market environment
  • Fluent in English; proficiency in additional languages such as Mandarin, Bahasa, or Japanese is a plus given the regional client base
  • Passionate about financial technology, with a solid understanding of investment workflows and data operations
  • Experience collaborating with global teams and managing projects across multiple time zones
  • Familiarity with scripting or programming (Python preferred) is a strong plus
  • Knowledge of MAS regulatory frameworks and PDPA is beneficial
Benefits

We are committed to fostering a culture of inclusion and belonging, where diversity is valued and respected. 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.

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