Navigator Solution Consultant

Responsibilities

• Lead and complete implementation projects to onboard new clients onto the Navigator forecasting tool
• Design and build tailored solutions for RIAs, Family Offices, and Private Banks
• Demonstrate technical and industry expertise to help clients leverage the tool for specific use-cases
• Set, lead, and communicate expectations effectively to both internal teams and external clients
• Prioritize and manage multiple simultaneous projects through to completion
• Act as a subject matter expert on the Addepar platform and contribute to process improvements

Requirements

• 2+ years of professional experience
• Background in Financial Services or Consulting
• Experience in a client-facing role
• Proficiency with programming or scripting, specifically Python
• Outstanding communication, organizational, and time-management skills
• Ability to work independently and thrive in a fast-paced environment

Preferred Qualifications

• Previous experience with investment management software implementations
• Experience with project management methodologies

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.