Sr. Enterprise Client Solutions Consultant (Investment Management)

1 month, 3 weeks 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

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