Sr. Enterprise Client Solutions Consultant (Investment Management)

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. 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.

Responsibilities

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

Requirements

Minimum 6+ years professional experience working in finance, technology and/or consulting; Bachelor's degree or equivalent experience; 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; Legally authorized to work in the United States for any employer without requiring current or future visa sponsorship

Nice to have

Python programming; Project management

Benefits

bonus; equity; benefits