Sr. Enterprise Client Solutions Consultant (Investment Management)

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.

Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role A Sr.

Enterprise Solutions Consultant is responsible for playing the role of an implementation architect for our largest implementation projects.

Requirements

Additionally, you will be responsible for ensuring that the solutions we develop for our clients are compatible with the other products and services within the Addepar ecosystem as our offering continues to expand. The ideal candidate has relevant experience in a related financial domain as well as consulting and technology. A Sr.

Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities as well as the ability to collaborate with other Addepar teams including our Sales, Engineering, and Product teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success.

Addepar takes a market-based approach to pay.

Qualifications

, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

Benefits

Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

S. on their first day of employment.

What You’Ll Do

Onboard new clients to the Addepar platform leading the solution design and execution of the implementation project Work closely with cross-functional teams to ensure successful project delivery and client satisfaction Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand Connect with clients in a proactive, consultative and professional manner

Who You Are

Minimum 6+ years professional experience working in finance, technology and/or consulting Solution-oriented approach and a passion for problem solving Proven ability to research, design and implement solutions for complex problems Strong work ethic, proactive and a high contributing teammate Independent, adaptable and can thrive in a fast-paced environment Excellent communication, organizational, and time-management skills Experience programming in Python language and/or experience with project management is a plus Our Values Act Like an Owner - Th