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Solutions Consultant

Addepar

Addepar

Salt Lake City, UT, USA
Posted on Friday, May 31, 2024

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

Solutions Consultants are responsible for leading and carrying out end-to-end implementation projects to onboard new clients onto the Addepar platform. Working with clients including RIAs, Family Offices, and Private Banks, they are passionate about identifying how Addepar can unlock significant value for their businesses. They work closely with clients to design and build solutions to meet their needs at any scale. "SCs" have a deep understanding of both finance and technology, are passionate about solving problems, work collaboratively with internal teams, and take ownership of our client's success.

SCs have a history of providing a superior client experience directly in investment management or in enterprise software deployments of a related domain. An SC is given discretion over their projects and work schedule. They are encouraged to display a strong sense of self-reliance as well as the ability to collaborate with other Addepar teams, including our Sales, Engineering, and Product teams. They must deeply understand our target markets and the clients we serve. Ideally, they will possess the technical skills to take a hands-on approach to teaching, learning, and developing the functions of our software.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $74,000 - $116,000 + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

  • Lead and complete implementation projects onboarding new clients to the Addepar platform
  • Assess and own the success of add-on projects and partner delivery assurance
  • Demonstrate technical and industry expertise to transition clients and their data onto Addepar
  • Effectively set, lead, and communicate expectations both internally and externally
  • Prioritize and context-switch effectively to complete simultaneous projects, seeing each through to the finish line
  • Think critically about how to improve our current processes and tools both internally and externally as our client base expands
  • Be a subject matter expert on all things Addepar

Who You Are

  • Professional experience in Financial Services or Consulting in related fields. Prior client-facing experience is a plus
  • 2+ years of professional experience
  • Candidates must have outstanding communication, organizational, and time-management skills
  • The ideal candidate must be independent, adaptable, and can thrive in a fast-paced environment
  • Strong interpersonal skills to train and communicate effectively with clients via email, on the phone, and face-to-face
  • Passion for technology and finance
  • Experience with programming/scripting, specifically python
  • Occasional Travel
  • [Bonus] Previous experience in investment management software implementations
  • [Bonus] Previous experience with project management

Our Values

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.