Direct Solutions Consultant Job at Addepar (Salt Lake City)

Job Description

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.

Job Responsibility

Demonstrate technical and industry expertise to onboard users and client data onto Addepar
Deliver high-value client outcomes aligned with client expectations and transition seamlessly to a best-practice operating model
Effectively and proactively manage expectations both internally and externally throughout the entire project lifecycle
Ensure retention of clients driven by high client satisfaction and reference-ability
Lead scope change to deliver high-value client outcomes aligned with client expectations
100% compliance with gold standard responsibilities and documentation
Own historical data conversions from start to finish demonstrating Addepar’s best practice methodologies
Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
Proactively communicate project health and status to internal and external senior leadership
Think critically about how to improve our current processes and tools both internally and externally as our client base expands
Minimize project effort and duration through the development of scalable processes, pre-configured templates, and improved methodologies
Own and lead delivery assurance for external, third-party engagements
Be an expert on all things Addepar

Requirements

Professional experience in Project management, Financial Services, or Consulting is preferred
Prior client-facing experience is a plus
Candidates must have superior communication, organizational, and time-management skills
An understanding of historical data conversion methodologies and different source systems (or willingness to learn)
Process-oriented with an eye toward continuous improvement
The ideal candidate must be 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
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship

Nice to have

Previous experience in investment management software implementations
Previous experience with programming/scripting, specifically python
Previous experience with Salesforce

What we offer

bonus
equity
benefits
reasonable accommodation for individuals with disabilities

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