Sr. Enterprise Client Solutions Consultant at Addepar - ScoutJobs - The AI-curated global job board
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Addepar
Posted a day ago

Sr. Enterprise Client Solutions Consultant

AddeparSr. Enterprise Client Solutions Consultant (Investment Management)

Requirements

4+ years experience in finance, technology, or consulting, Solution-oriented approach, Ability to research and design complex solutions, Strong communication and organizational skills, Python programming knowledge (plus), Project management experience (plus)

Skills

PythonProject Management

About the role

Responsibilities

  • Act as an implementation architect for large-scale client onboarding projects
  • Lead the design and execution of solution architectures to meet unique and complex client requirements
  • Ensure developed solutions are compatible with the broader Addepar ecosystem and expanding product offerings
  • Collaborate with cross-functional teams, including Sales, Engineering, and Product, to ensure successful project delivery
  • Prioritize and manage multiple simultaneous projects through to completion
  • Proactively identify and drive improvements to internal processes and standard methodologies
  • Maintain professional, consultative relationships with clients throughout the implementation lifecycle

Requirements

  • 4+ years of professional experience in finance, technology, or consulting
  • Proven ability to research, design, and implement solutions for complex technical and financial problems
  • Solution-oriented mindset with a passion for problem-solving
  • Strong communication, organizational, and time-management skills
  • Ability to thrive in a fast-paced, independent, and adaptable environment

Preferred Qualifications

  • Experience programming in Python
  • Experience in project management

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The platform unifies portfolio, market, and client data to deliver AI-powered insights within investment workflows. Serving over 1,400 firms in nearly 60 countries, Addepar manages nearly $9 trillion in assets through an open platform that integrates with hundreds of software and data partners.

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Sr. Enterprise Client Solutions Consultant

Addepar · Salt Lake City

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