Direct Solutions Consultant

6 hours, 47 minutes ago
Full-time
Mid Level
Project and Program Management
Addepar

Addepar

Addepar is a financial operating system that aggregates over $4 trillion in assets for professional wealth and asset management firms, offering customizable reporting and visualization tools.

Capital Markets
251-1K
Founded 2009
$473M raised

Description

  • Design and implement out-of-the-box solutions for new clients.
  • Onboard users and client data onto Addepar.
  • Deliver client outcomes that align with expectations and support a smooth transition to a best-practice operating model.
  • Manage expectations and project communication throughout the full project lifecycle.
  • Lead scope changes to protect client outcomes and project success.
  • Own historical data conversions from start to finish using Addepar’s best-practice methodologies.
  • Prioritize and manage multiple concurrent projects through completion.
  • Proactively report project health and status to internal and external senior leadership.
  • Improve internal and external processes, tools, templates, and methodologies as the client base expands.
  • Own and lead delivery assurance for external third-party engagements.

Requirements

  • Professional experience in project management, financial services, or consulting is preferred.
  • Prior client-facing experience is a plus.
  • Superior communication, organizational, and time-management skills are required.
  • Understanding of historical data conversion methodologies and different source systems, or willingness to learn.
  • Process-oriented with a focus on continuous improvement.
  • Ability to work independently, adapt quickly, and thrive in a fast-paced environment.
  • Strong interpersonal skills to train and communicate effectively with clients by email, phone, and face-to-face.
  • Passion for technology and finance.
  • Occasional travel is required.
  • Previous experience in investment management software implementations is a bonus.
  • Previous experience with programming or scripting, specifically Python, is a bonus.
  • Previous experience with Salesforce is a bonus.
  • Must be legally authorized to work in the United States without current or future visa sponsorship and able to begin work on the first day of employment.

Benefits

  • Base salary range of $90,000 to $112,000.
  • Eligibility for bonus compensation.
  • Eligibility for equity compensation.
  • Benefits package included.
  • Market-based pay approach with salary determined by role, experience, qualifications, location, and market conditions.

Interested in this position?

Apply directly on the company website

Apply Now

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