Sr. Enterprise Client Solutions Consultant (Investment Management)

6 hours, 22 minutes ago
Full-time
Senior
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

  • Lead solution design and execution for new client onboarding and large implementation projects.
  • Serve as an implementation architect for Addepar’s largest and most complex engagements.
  • Work closely with cross-functional teams to deliver projects successfully and maintain client satisfaction.
  • Manage multiple simultaneous projects and prioritize work effectively to meet deadlines.
  • Identify and improve internal processes and standard methodologies as the platform continues to expand.
  • Communicate with clients in a proactive, consultative, and professional manner.
  • Collaborate with Sales, Engineering, and Product teams to align solutions across the Addepar ecosystem.
  • Research, design, and implement solutions for complex client problems.

Requirements

  • Minimum 6+ years of professional experience in finance, technology, and/or consulting.
  • Relevant experience in a related financial domain.
  • Experience collaborating with consulting and technology teams.
  • Proven ability to research, design, and implement solutions for complex problems.
  • Strong communication, organizational, and time-management skills.
  • Strong work ethic and ability to contribute proactively as a teammate.
  • Independent, adaptable, and able to thrive in a fast-paced environment.
  • Experience programming in Python and/or experience with project management is a plus.
  • Must be legally authorized to work in the United States for any employer without current or future visa sponsorship.
  • Must be authorized to begin work in the U.S. on the first day of employment.

Benefits

  • $112,000 - $175,000 base salary.
  • Bonus eligibility.
  • Equity compensation.
  • Benefits package.
  • Market-based pay with salary determined by role, experience, qualifications, location, and market conditions.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Senior Solutions Architect | Netherlands | Remote

Grafana 1K-5K IT Services

Grafana Labs is hiring a Senior Solutions Architect in Professional Services to help customers design, implement, and expand observability solutions using Grafana in a global remote environment.

AWS Azure GCP Grafana Helm Jaeger Kubectl Kubernetes Prometheus
5 hours, 37 minutes ago

Senior Solutions Architect - Lakebase

Databricks 1K-5K IT Services

Databricks is seeking a Solutions Architect for the Lakebase product line to work with regional account teams and customers to drive product adoption, shape technical strategy, and support revenue growth.

Apache Spark AWS Azure Databricks GCP Machine Learning MLflow Python SQL
5 hours, 52 minutes ago

Enterprise Select Implementation Consultant

Samsara 1K-5K IT Services

Samsara is hiring a remote Implementation-focused Customer Success professional to help enterprise customers deploy and adopt its IoT platform for fleet and industrial operations.

IoT
6 hours, 7 minutes ago

Implementation Project Manager

Intellum 51-250 Internet Software & Services

Intellum is hiring an Implementation Project Manager to lead client-facing SaaS implementation and onboarding projects, guiding customers through technical launches, integrations, and configuration work from kickoff to adoption.

Asana Salesforce
6 hours, 22 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers