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Salary: USD 74,000 - 112,000 / 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 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets.
As a Solutions Consultant II, you will be responsible for the solution design and execution of end-to-end implementation projects for new clients onboarding to the Addepar platform. You will take a hands-on approach to solving problems, work collaboratively with internal teams (Sales, Engineering, Product), and take ownership of client success.
Key responsibilities include:
- Leading the solution design and execution of implementation projects for new client onboarding
- Working closely with cross-functional teams to ensure successful project delivery and client satisfaction
- Prioritizing and context-switching effectively to lead simultaneous projects to completion
- Identifying and contributing to opportunities to improve current processes and standard methodologies
- Connecting with clients in a proactive, consultative, and professional manner
The ideal candidate has relevant experience in finance and technology, displays strong self-reliance, and possesses a deep understanding of investment management markets and the clients Addepar serves. You should be solution-oriented, passionate about problem-solving, and able to thrive in a fast-paced environment.
Requirements:
- Minimum 2+ years of professional experience in finance, technology, and/or consulting
- Strong work ethic, proactive approach, and ability to be a high-contributing teammate
- Independent and adaptable with ability to thrive in fast-paced environments
- Excellent communication, organizational, and time-management skills
- Experience programming in Python and/or project management is a plus
- Must be legally authorized to work in the United States without requiring visa sponsorship (no H-1B, F-1/OPT, or similar); must be authorized to begin work on first day
