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Salary: USD 74,000 - 93,000 / annual
Addepar is a global data and AI platform that empowers investment professionals to turn complex financial information into actionable intelligence. The company unifies portfolio, market, and client data to deliver 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.
As a Solutions Consultant, you will be responsible for designing and implementing out-of-the-box solutions for new clients, ensuring efficient and effective onboarding of sophisticated investors. You will identify how Addepar can unlock significant value for clients' businesses and leverage analytical skills to advise clients on modeling and examining financial instruments and assets. The role requires a deep understanding of both finance and technology, with ownership of client satisfaction and excellence in project governance.
Key responsibilities include:
- Demonstrate technical and industry expertise to onboard users and client data onto Addepar
- Deliver high-value client outcomes aligned with expectations and transition to best-practice operating models
- Manage expectations proactively throughout the entire project lifecycle, both internally and externally
- Ensure client retention through high satisfaction and reference-ability
- Lead scope changes to deliver aligned outcomes
- Own historical data conversions from start to finish using Addepar's best-practice methodologies
- Prioritize and context-switch effectively to manage simultaneous projects
- Proactively communicate project health and status to internal and external senior leadership
- Think critically about process improvements as the client base expands
- Develop scalable processes, pre-configured templates, and improved methodologies to minimize project effort and duration
- Own delivery assurance for external, third-party engagements
- Become an expert on all Addepar functionality
The ideal candidate has a history of providing superior client experience directly in investment management or in software deployments of a related domain. You will be given discretion over projects and work schedule, requiring strong self-reliance and ability to collaborate with Sales, Product, and Partnership teams. You must be a strong project manager with appreciation for target markets and technical skills to take a hands-on approach to teaching and learning.
Occasional travel is required.
REQUIREMENTS:
- Professional experience in project management, financial services, or consulting (preferred)
- Prior client-facing experience (a plus)
- Superior communication, organizational, and time-management skills (required)
- Understanding of historical data conversion methodologies and different source systems, or willingness to learn
- Process-oriented mindset with focus on continuous improvement
- Independent, adaptable, and able to thrive in fast-paced environments
- Strong interpersonal skills to train and communicate effectively with clients via email, phone, and face-to-face
- Passion for technology and finance
- Legally authorized to work in the United States without requiring visa sponsorship
BONUS QUALIFICATIONS:
- Previous experience in investment management software implementations
- Previous experience with programming/scripting, specifically Python
- Previous experience with Salesforce
