Addepar

Sr. Enterprise Client Solutions Consultant (Investment Management)

Addepar$112K — $175K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 6+ years professional experience in finance, technology, or consulting
  • Proven problem-solving and solution-oriented mindset
  • Experience in designing and implementing solutions for complex issues
  • Strong communication, organization, and time-management skills
  • Ability to thrive in a fast-paced environment
  • Familiarity with Python programming or project management is a plus

Responsibilities

  • Onboard new clients to the Addepar platform by leading the design and execution of implementation projects
  • Collaborate with cross-functional teams to ensure successful project delivery and client satisfaction
  • Effectively prioritize and manage multiple projects to ensure completion
  • Identify and implement process improvements as Addepar's platform evolves
  • Engage with clients in a professional, proactive, and consultative manner

Benefits

  • Opportunities for bonus and equity compensation
  • Comprehensive benefits package
  • Support for client success and team collaboration
  • Dynamic and fast-paced work environment
  • Professional development and continuous learning opportunities
Full Job Description
The Role

A Sr. Enterprise Solutions Consultant is responsible for playing the role of an implementation architect for our largest implementation projects. In this role you will lead the design and oversight for new clients onboarding to the Addepar platform ensuring that we're developing the best solutions to fit their unique and complex requirements. Additionally, you will be responsible for ensuring that the solutions we develop for our clients are compatible with the other products and services within the Addepar ecosystem as our offering continues to expand.

The ideal candidate has relevant experience in a related financial domain as well as consulting and technology. A Sr. Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities as well as the ability to collaborate with other Addepar teams including our Sales, Engineering, and Product teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our clients success.

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $112,000 - $175,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You'll Do
  • Onboard new clients to the Addepar platform leading the solution design and execution of the implementation project
  • Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
  • Prioritize and context-switch effectively to lead simultaneous projects, seeing each through to the finish line
  • Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand
  • Connect with clients in a proactive, consultative and professional manner
Who You Are
  • Minimum 6+ years professional experience working in finance, technology and/or consulting
  • Solution-oriented approach and a passion for problem solving
  • Proven ability to research, design and implement solutions for complex problems
  • Strong work ethic, proactive and a high contributing teammate
  • Independent, adaptable and can thrive in a fast-paced environment
  • Excellent communication, organizational, and time-management skills
  • Experience programming in Python language and/or experience with project management is a plus


About Addepar

Addepar is a wealth management platform that provides investment management software and tools for investors, advisors, and family offices. The platform offers a range of features, including portfolio management, performance reporting, and data aggregation. Addepar was founded in 2009 and is headquartered in New York, New York.
Learn more about Addepar
Size
500 employees
Industry
Founded
2009

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