Solutions Consultant

Summary

Join Addepar as a Solutions Consultant/Architect and design, implement, and onboard solutions for sophisticated investors. You will leverage your analytical skills to advise clients on financial modeling and asset examination, ensuring high client satisfaction and seamless platform adoption. This role requires strong project management skills, technical expertise, and a deep understanding of finance and technology. You will collaborate with various teams within Addepar, including Sales, Product, and Partnerships. The ideal candidate possesses experience in investment management or software deployments and thrives in a fast-paced environment. Addepar offers a competitive salary, bonus, equity, and benefits package.

Requirements

• Candidates must have superior communication, organizational, and time-management skills
• An understanding of historical data conversion methodologies and different source systems (or willingness to learn)
• Process-oriented with an eye toward continuous improvement
• The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment
• Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face
• Passion for technology and finance

Responsibilities

• Demonstrate technical and industry expertise to onboard users and client data onto Addepar
• Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model
• Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle
• Ensure retention of clients driven by high client satisfaction and reference-ability
• Lead scope change to deliver high-value client outcomes aligned with client expectations
• 100% compliance with gold standard responsibilities and documentation
• Own historical data conversions from start to finish demonstrating Addepar’s best practice methodologies
• Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
• Proactively communicate project health and status to internal and external senior leadership
• Think critically about how to improve our current processes and tools both internally and externally as our client base expands
• Minimize project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologies
• Own and lead delivery assurance for external, third-party engagements
• Be an expert on all things Addepar

Preferred Qualifications

• Professional experience in Project management, Financial Services, or Consulting is preferred
• Prior client-facing experience is a plus
• Previous experience in investment management software implementations
• Previous experience with programming/scripting, specifically python
• Previous experience with Salesforce

Benefits

• Bonus
• Equity
• Benefits