Addepar

Sr. Enterprise Client Solutions Consultant (Investment Management)

Addepar$90K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of professional experience in finance, technology, and/or consulting.
  • Solution-oriented mindset with a passion for solving complex problems.
  • Strong ability to research, design, and implement solutions effectively.
  • Excellent communication, organization, and time-management skills.
  • Proficiency in Python programming and/or project management experience is a plus.

Responsibilities

  • Onboard new clients by leading solution design and implementation projects.
  • Collaborate with cross-functional teams to ensure project success and client satisfaction.
  • Manage multiple projects simultaneously while prioritizing effectively.
  • Identify opportunities to enhance current processes and best practices.
  • Engage with clients in a professional and consultative manner.

Benefits

  • Health, dental, and vision insurance.
  • Retirement savings plan with company matching.
  • Equity participation in the company.
  • Flexible work hours and remote work options.
  • Generous paid time off and holidays.
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 $90,000 - $140,000 (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 4+ 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


Our Values
  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
  • Champion Our Clients - Exceed client expectations. Our clients' success is our success.
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

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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