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Senior Data Solutions Consultant

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Addepar

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Location:
United States , New York

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Contract Type:
Not provided

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Salary:

112000.00 - 175000.00 USD / Year

Job Description:

As a Senior Data Solutions Consultant, you’ll lead some of Addepar’s most complex, high-touch client data implementations. You’ll design scalable solutions to translate clients’ portfolio data into Addepar, drive key data conversion projects, and serve as a trusted consultant for clients with sophisticated investment data challenges. Beyond direct client work, you’ll help shape how our Data Solutions team operates — developing tools, automations, and processes that enable scale and elevate how we deliver impact. This is a senior individual contributor role for someone who thrives at the intersection of finance and technology, combining technical depth, analytical rigor, and client partnership.

Job Responsibility:

  • 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

Requirements:

  • 7+ years of experience in technology, finance, or consulting, with a strong record of leading complex data or financial system integration projects
  • Expert in 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
What we offer:
  • bonus
  • equity
  • benefits

Additional Information:

Job Posted:
December 05, 2025

Employment Type:
Fulltime
Job Link Share:

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