Solutions Consultant

$74,000 - $116,000/Yr

Addepar - Salt Lake City, UT

posted 12 days ago

Full-time - Entry Level
Salt Lake City, UT
Professional, Scientific, and Technical Services

About the position

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar's platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

Responsibilities

  • Lead and complete implementation projects onboarding new clients to the Addepar platform
  • Assess and own the success of add-on projects and partner delivery assurance
  • Demonstrate technical and industry expertise to transition clients and their data onto Addepar
  • Effectively set, lead, and communicate expectations both internally and externally
  • Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
  • Think critically about how to improve our current processes and tools both internally and externally as our client base expands
  • Be a subject matter expert on all things Addepar

Requirements

  • Professional experience in Financial Services or Consulting in related fields
  • 2+ years of professional experience
  • Outstanding communication, organizational, and time-management skills
  • Independent, adaptable, and can thrive in a fast-paced environment
  • Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face
  • Passion for technology and finance
  • Experience with programming/scripting, specifically python
  • Occasional Travel

Nice-to-haves

  • Previous experience in investment management software implementations
  • Previous experience with project management

Benefits

  • Bonus
  • Equity
  • Benefits
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