Sr. Enterprise Client Solutions Consultant (Investment Management)

14 hours, 29 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 the solution design and execution of large-scale client implementation projects.
  • Onboard new clients to the Addepar platform and ensure successful launch outcomes.
  • Collaborate with Sales, Engineering, Product, and other cross-functional teams to deliver projects and support client satisfaction.
  • Manage multiple simultaneous projects and prioritize work effectively through to completion.
  • Identify and drive process improvements and best practices as the platform and implementation needs evolve.
  • Engage with clients in a proactive, consultative, and professional manner.
  • Ensure solutions are compatible with other products and services across the Addepar ecosystem.
  • Own client success throughout the implementation lifecycle.

Requirements

  • Bachelor’s degree or equivalent experience is implied by the role context.
  • Minimum 4+ years of professional experience in finance, technology, and/or consulting.
  • Relevant experience in a related financial domain.
  • Strong ability to research, design, and implement solutions for complex problems.
  • Excellent communication, organizational, and time-management skills.
  • Solution-oriented mindset with a passion for problem solving.
  • Ability to work independently, adapt quickly, and thrive in a fast-paced environment.
  • Strong work ethic and a collaborative, high-contributing team approach.
  • Experience programming in Python language is a plus.
  • Project management experience 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

  • $90,000 - $140,000 base salary range.
  • Bonus opportunity.
  • Equity compensation.
  • Benefits package.
  • Market-based pay with salary determined by role, experience, location, and market conditions.

Interested in this position?

Apply directly on the company website

Apply Now

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