Sr. Enterprise Client Solutions Consultant

Responsibilities

• Act as an implementation architect for large-scale client onboarding projects
• Lead the design and oversight of solutions to meet unique and complex client requirements
• Ensure developed solutions are compatible with the expanding Addepar ecosystem
• Collaborate with cross-functional teams including Sales, Engineering, and Product to ensure successful delivery
• Prioritize and manage multiple simultaneous projects from inception to completion
• Identify and drive improvements to current processes and standard methodologies
• Engage with clients in a proactive, consultative, and professional manner

Requirements

• Minimum 6+ years of professional experience in finance, technology, or consulting
• Proven ability to research, design, and implement solutions for complex problems
• Solution-oriented mindset with a passion for problem-solving
• Strong communication, organizational, and time-management skills
• Ability to thrive independently in a fast-paced, 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. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.