AddeGrad Program (2027) - Client Solutions Analyst

Addepar•Salt Lake City, UT

15h•Onsite

About The Position

The AddeGrad Program is an 18-month step program designed to provide exposure to key functions of the Client Services team and in-depth knowledge of the Addepar platform. This program aims to foster career growth and development within the company, allowing participants to partner with key stakeholders across Go-To-Market and R&D teams. Upon completion, graduates will be prepared to continue their careers in areas such as Client Success or within Client Services. The program is scheduled to begin in July 2027 and will be based in the Salt Lake City office. Onboarding dates are set for the summer season. This role is seeking US candidates only and is hosted out of the Salt Lake City location.

Requirements

Strong desire to provide an outstanding client experience directly in investment management or in software deployments of a related domain.
Strong sense of self-reliance.
Ability to collaborate with other Addepar resources within our Sales, Product, and Partnership organizations.
Deep understanding of our target markets (or a hunger and willingness to learn).
Passionate about understanding client needs and taking a hands-on approach to solving problems.
Legally authorized to work in the United States for any employer without requiring current or future visa sponsorship.
Authorized to begin work in the U.S. on their first day of employment.

Nice To Haves

Experience in investment management or in software deployments of a related domain.

Responsibilities

Design and implement Addepar for new clients.
Advise clients on how to model and examine their financial instruments and assets.
Take ownership of clients’ success.
Lead the design and oversight for new clients onboarding to the Addepar platform, ensuring solutions fit unique and complex requirements.
Ensure developed solutions are compatible with other products and services within the Addepar ecosystem.
Provide hands-on support to identify, respond to, and resolve issues and questions raised by Addepar’s clients.
Work in complex data sets to identify and resolve data and calculation discrepancies.
Collaborate with R&D teams to conduct root-cause analysis.
Collaborate with Product and Account Management to manage and maintain client satisfaction.
Help clients use Addepar to the greatest extent through both functional and conceptual instruction.
Learn how to design solutions and execute project implementations.
Work closely with cross-functional teams to ensure successful project delivery and client satisfaction.
Prioritize and context-switch effectively to support simultaneous projects.
Identify and drive opportunities to improve current processes and standard methodologies.
Connect with clients in a proactive, consultative, and professional manner.
Effectively communicate project health and status to internal and external senior leadership.