Sr. Enterprise Solutions Consultant

Addepar•Salt Lake, UT

1d•$90,000 - $140,000

About The Position

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. 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.

Requirements

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
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

Nice To Haves

Experience programming in Python language
Experience with project management

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