Direct Solutions Consultant

Solutions Consultants/Architects are responsible for designing and implementing out-of-the-box solutions for new clients, ensuring efficient and effective onboarding of sophisticated investors. They focus on identifying how Addepar can unlock significant value for clients, using analytical skills to advise on modeling financial instruments and assets. They deeply understand finance and technology, take ownership of client happiness, and excel at project governance. The Direct team supports sophisticated investment management firms, including Registered Investment Advisors (RIAs), Family Offices, and similar Core clients.