Senior Data Solutions Consultant

• Lead complex client implementations: Architect and execute data conversion projects to extract, transform, and load historical portfolio data from clients’ legacy systems into Addepar
• Design scalable data solutions: Translate unique client requirements into flexible, sustainable workflows that enable accurate reporting and analysis
• Own a portfolio of high-impact projects: Manage multiple concurrent client engagements, prioritizing effectively and driving each to successful completion
• Elevate team capability: Build or enhance internal tools, scripts, and frameworks that improve efficiency, data quality, and scalability across the team
• Consult and collaborate: Serve as a subject-matter expert for investment-related data and partner closely with Services, Sales, Product, and Engineering to deliver tailored client outcomes
• Mentor and influence: Provide guidance and technical mentorship to peers, contributing to best practices and knowledge-sharing across the Data Solutions function
• Champion operational excellence: Identify and lead opportunities to streamline, automate, and improve our delivery processes and workflows

• Minimum 5+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects
• Experience with Python, with hands-on experience manipulating large datasets, building ETL pipelines, or automating data workflows
• Deep domain knowledge in investment management, including a strong understanding of diverse asset classes (equities, fixed income, derivatives, alternatives), financial instruments, and portfolio accounting principles
• Significant hands-on experience working with investment data sources, including security master files, transaction and pricing data, and market data feeds
• Exceptional communication skills with the ability to translate technical concepts into business outcomes
• Creative problem-solver who operates with ownership and accountability in ambiguous environments
• Works effectively across teams and functions to deliver measurable impact
• Highly organized, detail-oriented, and continuously looking for ways to improve efficiency and scale
• Thrives in a fast-paced environment with evolving priorities and global stakeholders
• Applicants must have legal authorization to work in the country where this role is based on the first day of employment
• Visa sponsorship is not available for this position

Preferably someone who has experience in post-sales activities