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As a manager and player/coach for Enterprise Solutions Consultants, you will ensure the team has proper objectives, goals and metrics to drive success by meeting Addepar’s expectations for productivity, quality, and goal attainment. You will direct a team of Solutions Consultants in addition to performing projects as a Solutions Architect. You will coach, mentor and develop staff, including supervising new employee onboarding and providing career development planning and opportunities. You will provide effective performance feedback through consistent 1:1s, semi-annual performance reviews, employee recognition, rewards, and disciplinary action, with the assistance of your manager and People Business Partner when vital.
Job Responsibility:
Lead internal management and initiatives to grow the Enterprise SC practice
Amplify team mandate and help complete team strategy
Lead and mentor the team, driving prioritization, process, and execution consistency, and developing team performance
Contribute to and drive standard processes for consistent, quality delivery of Enterprise solutions
As a Solutions Architect, you'll assess client needs, design solutions with Addepar teams (Sales, Project Management, Data, Account Management, Product), and coordinate solution building/testing with internal/external teams, partners, and clients.
Requirements:
3-5+ years tech, finance, or consulting experience
Proven leadership and management
Track record of leading client initiatives, teams, and projects
Excellent communication, organization, and time management
Process-oriented with a focus on continuous improvement
Solution-oriented with a passion for problem-solving
Strong work ethic, proactive, and a high-contributing team player
Independent, adaptable, and thrives in fast-paced environments
Excellent verbal and written skills, able to present complex info clearly
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 (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 have:
Knowledge of financial instruments, performance calculation, or client reporting