Solutions Consultant

• Solutions Consultants are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring that we are efficiently and effectively onboarding some of the world’s most sophisticated investors
• They are focused on identifying how Addepar can unlock significant value for our clients’ businesses and regularly call upon their analytical skills in order to advise clients on how to model and examine their financial instruments and assets
• They have a deep understanding of both finance and technology, take ownership of our clients’ happiness, and excel at project governance
• They are given discretion over their projects and work schedule and are expected to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations
• They must be a strong project manager and possess an appreciation for our target markets (or hunger and willingness to learn)
• They also possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our organization
• Lead and complete implementation projects onboarding new clients to the Addepar platform
• Assess and own the success of add-on projects and partner delivery assurance
• Demonstrate technical and industry expertise to transition clients and their data onto Addepar
• Set, manage, and communicate expectations clearly across internal and external stakeholders
• Manage multiple projects simultaneously, ensuring successful outcomes from start to finish
• Contribute to the development of scalable tools and processes as we expand
• Become a subject matter expert on the Addepar platform and its application in the region

Benefits

• Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
• Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
• Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
• Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
• Learning & Development Allowance: Your continued growth and development are important to us
• Dynamic Team: Strong investment in the best talent at the intersection of technology and finance

• Our ideal Solutions Consultant has a history of providing a superior client experience directly in investment management or in software deployments of a related domain
• Comfortable working across time zones and collaborating with global teams
• Previous client-facing experience, particularly in implementation or solution design
• Willingness to travel occasionally within the region and globally
• Experience with scripting/programming (especially Python) is a plus
• Passionate about both finance and technology
• Independent, adaptable, and able to thrive in a fast-paced, evolving environment
• Excellent communication, organization, and time management skills
• 2+ years of professional experience in financial services, consulting, or a related field
• [Bonus] Familiarity with investment management software or enterprise technology implementations
• [Bonus] Background in project management