Direct Solutions Consultant - Remote

Overview

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 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 embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

In Short

• Solutions Consultants/Architects design and implement solutions for new clients.
• Focus on identifying how Addepar can unlock significant value for clients.
• Advise clients on how to model and examine their financial instruments and assets.
• Must possess strong project management skills and understand finance and technology.
• Work collaboratively with Sales, Product, and Partnership organizations.
• Ensure seamless onboarding and ongoing platform adoption for clients.
• Manage client expectations throughout the project lifecycle.
• Proactively communicate project health and status to senior leadership.
• Drive continuous improvement of processes and tools.
• Occasional travel may be required.

Requirements

• Professional experience in Project management, Financial Services, or Consulting preferred.
• Superior communication, organizational, and time-management skills.
• Understanding of historical data conversion methodologies.
• Process-oriented with an eye toward continuous improvement.
• Independent, adaptable, thriving in a fast-paced environment.
• Strong interpersonal skills for effective client communication.
• Passion for technology and finance.
• [Bonus] Experience in investment management software implementations.
• [Bonus] Experience with programming/scripting, specifically Python.
• [Bonus] Experience with Salesforce.

Benefits

• Competitive salary range based on skills and experience.
• Bonus and equity options.
• Comprehensive benefits package.
• Flexible work environment.
• Opportunities for professional growth and development.