
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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Get started — it's freeSr. Enterprise Client Solutions Consultant
Addepar · Salt Lake City
