About the position
An ADM Solutions Consultant is responsible for facilitating the onboarding and implementation process for Addepar ADM (Alternatives Data Management). In this role, you will work directly with Addepar clients, guiding them through the process of onboarding alternatives data through the ADM solution. Your responsibilities will include leading ADM projects through client management, project management, solution design (where applicable), etc. Additionally, you will be responsible for ensuring the ADM solution is compatible with a client's existing Addepar solution, and if not develop the necessary plan to solve for any gaps. The ideal candidate has relevant experience in a related financial domain as well as consulting, project management, and technology. An ADM 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 Data, Product, Client Management, and Sales 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.
Responsibilities
- Onboard and implement ADM for Addepar clients, where you will lead the project management, 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 3+ years professional experience working in finance, technology, project management, and/or consulting
- Solution-oriented approach and a passion for problem solving
- Experience with project management
- Experience working with alternative investment data
- 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
Nice-to-haves
- Experience with the Addepar platform is a plus
Benefits
- $90,000 - $112,000 (base salary) + bonus + equity + benefits
