Senior Data Solutions Consultant Jobs

Addepar

Location:
United States, New York

Category:
IT - Software Development

Contract Type:
Not provided

Salary:

112000.00 - 175000.00 USD / Year

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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

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Senior Data Solutions Consultant